Peachtree City, GA Financial Advisors and Resources



Financial Advisor Firms in Peachtree City, GA


DERBEND ASSET MANAGEMENT

Website

(770) 631-4007

525 Clubhouse Drive
Suite 100
Peachtree City, GA 30269

SEC#: 801-119411
Years in Business: 1 years

INDEPENDENT ADVISOR ALLIANCE, LLC

Website

(678) 788-6009

2011 Commerce Drive
Suite B101
Peachtree City, GA 30269

SEC#: 801-78808
Years in Business: 7 years

STEWARDSHIP FINANCIAL ADVISORS, LLC

Website

(770) 507-0025

2011 Commerce Drive

Peachtree City, GA 30269

SEC#: 801-67808
Years in Business: 14 years

INDEPENDENT ADVISOR ALLIANCE, LLC

Website

(678) 788-6009

2011 Commerce Drive
Suite B101
Peachtree City, GA 30269

SEC#: 801-78808
Years in Business: 7 years


How Retirement-Friendly is Peachtree City, GA?

  • Population: 35,443
  • % of Population 62 Years and Over: 22.3%
  • Average Home Value: $348,500
  • Average Monthly Housing Cost: $1,499
  • Average Household Income: $135,405
  • 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.)


Peachtree City, GA Financial Advisor FAQs

If you're looking for a qualified financial advisor, I would suggest going to the Association of Registered Financial Counsel. They maintain a directory that should be able to help you find a professional in your geographic area.
A financial advisor assists clients with economic planning and management by using his or her expertise in finance and investments.
Regarding finding a financial advisor, it's not so much about how many letters they have after their name or what country they're from, but rather what you value and whether the advisor can support those values. Just as you would shop for any other product or service, you might want to do some research on the advisor before making a decision.
A financial advisor can be a great option to guide you towards making wealthy and wise decisions. But only if the person is qualified and knowledgeable. That's probably one of the most important points in this answer: you need to make sure that your advisor is qualified, which means they have credentials like an FINRA license.