Lowndes County, GA Financial Advisors and Resources



Financial Advisor Firms in Lowndes County, GA


BUSH WEALTH MANAGEMENT

Website

(229) 247-1474

2918 N. Oak St., Ste. B

Valdosta, GA 31602

SEC#: 801-116917
Years in Business: 2 years

INTERACTIVE FINANCIAL ADVISORS, INC.

Website

(229) 251-5071

4849 Oak Arbor Drive

Valdosta, GA 31602

SEC#: 801-63771
Years in Business: 16 years

GWM ADVISORS, LLC

Website

(229) 245-6022

3321 North Valdosta Road

Valdosta, GA 31602

SEC#: 801-79876
Years in Business: 7 years

INTERVEST INTERNATIONAL, INC.

Website

(229) 242-7229

3402 Bemiss Road

Valdosta, GA 31605

SEC#: 801-66615
Years in Business: 15 years

GWM ADVISORS, LLC

Website

(229) 245-6022

3321 North Valdosta Road

Valdosta, GA 31602

SEC#: 801-79876
Years in Business: 7 years

INTERVEST INTERNATIONAL, INC.

Website

(229) 242-7229

3402 Bemiss Road

Valdosta, GA 31605

SEC#: 801-66615
Years in Business: 15 years

INFINEX INVESTMENTS, INC.

Website

(229) 219-8426

3466 North Valdosta Road

Valdosta, GA 31602

SEC#: 801-67242
Years in Business: 14 years

INTERVEST INTERNATIONAL, INC.

Website

(229) 242-7229

3402 Bemiss Road

Valdosta, GA 31605

SEC#: 801-66615
Years in Business: 15 years


How Retirement-Friendly is Lowndes County, GA?

  • Population: 115,364
  • % of Population 62 Years and Over: 14.7%
  • Average Home Value: $150,900
  • Average Monthly Housing Cost: $828
  • Average Household Income: $61,180
  • 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.)


Lowndes County, GA Financial Advisor FAQs

Financial advisors are individuals whose business is to advise clients with regard to their finances, typically investing. Some financial advisors may also manage investment portfolios or offer other specific services like estate planning or retirement planning.
The objective of a financial advisor is to create an investment portfolio with the goal of exceeding market returns, balancing risk exposure, and providing adequate income for you during retirement.
The financial advisor fee is typically calculated by taking the percentage of assets being managed. If your assets are being managed for a fee of 1% annually, then the financial advisor will be paid 1%.
Educating your self on what you want is the first step when seeking help from a financial advisor. From there you need to consider where you’re currently at with your money and then find someone that matches up with that point of view for the personalized assistance that will be most helpful for meeting your goals in life.