Morgan County, GA Financial Advisors and Resources



Financial Advisor Firms in Morgan County, GA


CORNERSTONE WEALTH MANAGEMENT, LLC

Website

(706) 342-0030

304 South Main Street

Madison, GA 30650

SEC#: 801-76973
Years in Business: 9 years


How Retirement-Friendly is Morgan County, GA?

  • Population: 18,507
  • % of Population 62 Years and Over: 23.8%
  • Average Home Value: $229,900
  • Average Monthly Housing Cost: $880
  • Average Household Income: $87,406
  • 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.)


Morgan County, GA Financial Advisor FAQs

A financial advisor is a person who is qualified to give you advice about certain financial products. A qualified financial advisor needs a post-graduate degree, must maintain ongoing professional education, and be a member of a state or national securities industry association.
Expect transparency, honesty, and personalized care. A financial advisor should be able to sit down with you and learn about your financial situation by asking about your goals. They should also provide with insights on how to most effectively pursue those goals.
There are many different ways that financial advisors get paid, but the most common model is on a fee-based basis. You pay for all of your services up front, and then there are no other fees or commissions to worry about.
The most important consideration is to find a professional who understands your specific situation and has expertise in managing people in that same situation. It's important to match the skill set of the advisor with your needs.