Whitfield County, GA Financial Advisors and Resources

Financial Advisor Firms in Whitfield County, GA



(706) 226-0144

118 W. King Street

Dalton, GA 30720

SEC#: 801-42017
Years in Business: 29 years

How Retirement-Friendly is Whitfield County, GA?

  • Population: 104,237
  • % of Population 62 Years and Over: 17%
  • Average Home Value: $139,200
  • Average Monthly Housing Cost: $715
  • Average Household Income: $66,969
  • 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.)

Whitfield County, GA Financial Advisor FAQs

Financial advisors typically monitor cash flow, analyze risk tolerance, diversify client's portfolios among stocks, bonds and mutual funds, provide asset allocation recommendations based on an analysis of the client's investment horizon and risk tolerance, and recommend appropriate insurance programs.
A financial advisor is typically trained in areas of law, taxation, finance, accounting with strong knowledge of your specific type of business- whether small or large- that can translate into more money flowing into your pockets.
Financial advisors get paid when their clients create a portfolio with them that contains investments. The financial advisor gets commissions based on the price of any investments that are bought through them, and retainer fees for managing the portfolio.
When it comes to choices, you'll want to do as much research as possible into their licensing and education background. Only then can you know whether or not your advisor is willing and able to meet your needs.