Effingham County, GA Financial Advisors and Resources



Financial Advisor Firms in Effingham County, GA


BULL STREET ADVISORS

Website

(912) 441-5185

810 Towne Park Drive
Suite 100
Rincon, GA 31326

SEC#: 801-116698
Years in Business: 2 years

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

Website

(912) 295-2222

5877 Hwy. 21 South
Suite B
Rincon, GA 31326

SEC#: 801-69846
Years in Business: 12 years


How Retirement-Friendly is Effingham County, GA?

  • Population: 60,477
  • % of Population 62 Years and Over: 14.4%
  • Average Home Value: $178,400
  • Average Monthly Housing Cost: $1,055
  • Average Household Income: $85,885
  • Georgia Total Tax Burden: 7.91% (16th Lowest in U.S.)
  • Georgia Property Tax: 2.59% (18th Lowest in U.S.)
  • Georgia Individual Income Tax: 2.38% (23rd Highest in U.S.)
  • Georgia Sales and Excise Tax: 2.94% (15th Lowest in U.S.)


Effingham County, GA Financial Advisor FAQs

An advisor typically provides general portfolio management advice as well as offer tailored investment solutions for clients with specific needs such as clients with fiduciary responsibilities or tax-sensitive investments.
A financial advisor is a person who analyzes clients’ or potential client's financial means and objectives or specific needs, then makes objective decisions about the best way to use those funds.
Find someone who is trustworthy and knows their boundaries. There are lot of professionals out there who want to take your assets, so be careful. It doesn't matter if they work for a large or small company.
A financial advisor can get paid by charging upfront fees, an annual or monthly fee, or be compensated by the products they sell on your behalf.