Rome, GA Financial Advisors and Resources



Financial Advisor Firms in Rome, GA


DEMPSEY LORD SMITH, LLC

Website

(706) 238-9575

901 N Broad Street
Suite 400
Rome, GA 30161

SEC#: 801-108087
Years in Business: 5 years

SGL FINANCIAL, LLC

Website

(630) 532-2993

916 Radio Springs Road Sw

Rome, GA 30165

SEC#: 801-96223
Years in Business: 6 years

TRIAD ADVISORS, LLC

Website

(706) 237-6771

715 Avenue A

Rome, GA 30165

SEC#: 801-55518
Years in Business: 23 years

CORECAP ADVISORS, LLC

Website

(706) 234-9920

329 Broad Street

Rome, GA 30161

SEC#: 801-72687
Years in Business: 10 years

BENJAMIN F. EDWARDS & COMPANY, INCORPORATED

Website

(706) 292-3600

1605 Martha Berry Boulevard Nw

Rome, GA 30165

SEC#: 801-71421
Years in Business: 11 years

TRIAD ADVISORS, LLC

Website

(706) 237-6771

715 Avenue A

Rome, GA 30165

SEC#: 801-55518
Years in Business: 23 years

STARR-MATHEWS FINANCIAL, LLC

Website

(706) 232-8348

605 East First Street
Suite 102
Rome, GA 30161

SEC#: 801-113164
Years in Business: 3 years

CORECAP ADVISORS, LLC

Website

(706) 234-9920

329 Broad Street

Rome, GA 30161

SEC#: 801-72687
Years in Business: 10 years

TRIAD ADVISORS, LLC

Website

(706) 237-6771

715 Avenue A

Rome, GA 30165

SEC#: 801-55518
Years in Business: 23 years


How Retirement-Friendly is Rome, GA?

  • Population: 36,332
  • % of Population 62 Years and Over: 18.8%
  • Average Home Value: $166,600
  • Average Monthly Housing Cost: $762
  • Average Household Income: $63,754
  • 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.)


Rome, GA Financial Advisor FAQs

The price of a financial advisor will depend on background, rates of return, the types of investments they specialize in, their clientele and many other factors.
Financial advisors work primarily with high-net-worth individuals. A financial advisor works with clients to plan for costs, investing, costs throughout the retirement years, estate plans, charitable giving and more. They are often at the front of educational seminars highlighting ways to invest in growth markets overseas or how understanding inflation can affect your investments.
The cost of a financial advisor depends. For instance, some advisors charge the client an hourly fee per meeting, while others work on a per-transaction basis or a percentage of assets invested.
If this is your first time investing, then yes. A financial advisor can help you get started by suggesting what are some reasonable investment goals that are attainable for you based on your current situation and income level.