Find a Financial Advisor in Valdosta, GA

 

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We did the hard work of finding trustworthy partners in Valdosta, GA.

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We Only Work With The Best Valdosta Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Valdosta, GA


  • Financial Advisor Close to Valdosta, GA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Valdosta, GA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Valdosta, GA

We evaluated over 13,000 RIA firms to bring you the best of the best Valdosta financial advisors.
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How Retirement-Friendly is Valdosta, GA?

  • Population: 56,095
  • % of Population 62 Years and Over: 14.3%
  • Average Home Value: $131,600
  • Average Monthly Housing Cost: $783
  • Average Household Income: $52,470
  • 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.)



The Top Financial Advisor Firms in Valdosta, 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

 


Valdosta, GA Financial Advisor FAQs

It's the responsibility of a financial advisor to help someone reach their goals through sound advice and personalized planning.
Deciding whether or not to seek the services of a financial advisor depends on your priorities and what your goal with regard to investing is. It's best to take some time and do some research before hiring any service provider such as a financial advisor.
Financial advisors get paid by taking an upfront fee and/or a percentage of the assets you bring to their firm.
A financial advisor should be trustworthy and client-centric. It's important that the client feels like the advisor cares about them and their needs. You can find a financial advisors in many ways, such as via word of mouth or by visiting your bank.