Best Financial Advisors in Greene County, GA

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List of Firms

Greene County, GA Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Maury E Adcock
4 out of 5
Location 2 S Main St Ste 208, Watkinsville, GA 30677, USA
Phone (706) 310-9057
Directions
Edward Jones - Financial Advisor: Mike McCabe
Location 1100 Market St, Greensboro, GA 30642, USA
Phone (706) 453-1196
Directions
MGM Financing Inc
Location 306 E Broad St, Greensboro, GA 30642, USA
Phone (706) 453-9409
Directions
Stable Waters Financial
Location 1160 S Milledge Ave, Athens, GA 30605, USA
Phone (706) 850-9000
Directions
Stewart Investments LLC
Location 149 Barrington Hall Dr, Eatonton, GA 31024, USA
Phone (706) 485-4303
Directions
US Capital Corporation
Location 6350 Lake Oconee Pkwy # 102, Greensboro, GA 30642, USA
Phone (404) 550-1809
Directions
Financial Planning Strategies
Location 1021 Matties Walk, Watkinsville, GA 30677, USA
Phone (706) 310-0145
Directions
Edward Jones - Financial Advisor: Kevin L Parker
Location 2 S Main St Ste 208, Watkinsville, GA 30677, USA
Phone (706) 310-9057
Directions
Financial Advisors in Greene County, GA

Where Certified Financial Advisors in Greene County, GA Serve

Greene County, GA is a charming and historic county located in the heart of Georgia. It is home to a number of landmarks that showcase its rich history, including the Old Greene County Courthouse and the Nathanael Greene Monument. The county is also home to a number of top employers, including the Greene County School System and the Greene County Hospital. Major highways and streets that run through the county include Interstate 20 and Highway 278. The county is divided into several distinct neighborhoods, each with its own unique character and charm. From the bustling downtown area to the quiet residential streets, there is something for everyone in Greene County. Whether you are a history buff, a nature lover, or simply looking for a great place to live, Greene County is the perfect destination.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Greene County, GA can benefit greatly from the guidance of a financial advisor. With a median household income of $45,000 and a poverty rate of 22%, many individuals in the county may struggle to manage their finances effectively. A financial advisor can assist with creating a budget, developing a savings plan, and investing wisely for the future. Additionally, with a large portion of the population being retirees, a financial advisor can help with estate planning and ensuring that their retirement funds are being managed properly. Overall, a financial advisor can provide valuable support and education to residents of Greene County, GA, helping them achieve financial stability and security.

Insurance Broker

Residents of Greene County, GA can benefit greatly from the services of an insurance broker. With a population of just over 17,000 people, Greene County is a small community that relies heavily on its local businesses. An insurance broker can help residents find the best coverage for their needs, whether it be for their home, car, or small business. Additionally, an insurance broker can provide guidance on navigating the complex world of insurance policies and claims, ensuring that residents in Greene County are protected and prepared for any unexpected events. Overall, an insurance broker can be a valuable resource for the residents of Greene County, helping them to feel secure and confident in their insurance coverage.

Retirement Planning

Residents of Greene County, GA could greatly benefit from the services of a retirement planner. Specifically, many residents in the county work in agriculture and may not have access to traditional retirement plans through their employers. A retirement planner could help these individuals create a personalized savings plan and explore alternative retirement options such as investing in real estate or starting a small business. Additionally, with a large portion of the population being over the age of 65, a retirement planner could assist in navigating the complexities of Medicare and Social Security benefits. Overall, a retirement planner could provide invaluable guidance and peace of mind to the residents of Greene County as they plan for their future.

Wealth Management

Residents of Greene County, GA could greatly benefit from the services of a wealth manager. Specifically, a wealth manager could help residents navigate the unique financial challenges faced by those living in a rural area. For example, many residents in Greene County may have income from farming or other agricultural pursuits, which can be unpredictable and seasonal. A wealth manager could help residents plan for these fluctuations and ensure they have a stable financial future. Additionally, a wealth manager could assist residents in making informed decisions about investing in local businesses or real estate opportunities, which can be a valuable asset in a small community like Greene County. Overall, a wealth manager could provide residents with the guidance and support needed to achieve their financial goals and thrive in their community.

Mortgage Loan Officer

Residents of Greene County, GA can benefit from the expertise of a mortgage loan officer in several ways. For instance, a mortgage loan officer can help residents navigate the complex process of obtaining a mortgage and provide guidance on the best mortgage options available to them. In Greene County, where the median home value is $157,000, a mortgage loan officer can help residents secure a mortgage that fits their budget and financial situation. Additionally, a mortgage loan officer can assist residents in understanding the various types of mortgages available, such as fixed-rate or adjustable-rate mortgages. This knowledge can be particularly helpful for first-time homebuyers in Greene County who may be unfamiliar with the mortgage process. Overall, a mortgage loan officer can be an invaluable resource for residents of Greene County, GA looking to purchase a home.

Tax Services

Residents of Greene County, GA could benefit from the expertise of a tax advisor in a number of ways. For instance, a tax advisor could help residents navigate the complex tax laws and regulations that are specific to the state of Georgia. They could also provide guidance on how to minimize tax liability and maximize deductions, which could save residents money in the long run. Additionally, a tax advisor could assist residents with tax planning for major life events, such as buying a home or starting a business. In a county where the median household income is below the state average, the services of a tax advisor could be particularly valuable to those who are looking to make the most of their financial resources.

Estate Planning Lawyer

Residents of Greene County, GA can benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways is by creating a will or trust to ensure that their assets are distributed according to their wishes after they pass away. This is especially important in Greene County, where many families have deep roots and valuable property that they want to protect and pass down to future generations. An estate planning lawyer can also help residents minimize their tax liabilities and plan for long-term care, such as nursing home expenses. Additionally, an estate planning lawyer can assist with setting up powers of attorney and healthcare directives to ensure that residents' wishes are respected in the event of incapacity. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind for residents of Greene County, GA.

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