Retirement Planning in Columbus, GA

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List of Firms

Top Retirement Planners in Columbus, GA

Ken Couture - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 945 Broadway Ste 100, Columbus, GA 31901, USA
Phone (706) 320-3463
Directions
SEC File# 801-56942
CRD# 281958
Location 233 12th St Suite 204, Columbus, GA 31901, USA
Phone (706) 323-9980
Directions
Merrill Lynch Wealth Management Advisor Patrick (Rick) Hojan
Location 7310 North Lake Dr Ground Floor, Columbus, GA 31909, USA
Phone (706) 494-5331
Directions
Merrill Lynch Wealth Management Advisor Rembert C Houser
Location 7310 North Lake Dr Ground Floor, Columbus, GA 31909, USA
Phone (706) 494-5340
Directions
Raymond James Financial Services
3 out of 5
Location 1000 Broadway, Columbus, GA 31901, USA
Phone (706) 571-2100
Directions
Morgan Stanley Financial Advisors
Location 945 Broadway, Columbus, GA 31902, USA
Phone (706) 324-5471
Directions
Northwestern Mutual Financial
Location 2401 Brookstone Centre Pkwy, Columbus, GA 31904, USA
Phone (706) 256-0800
Directions
Fit Financial
SEC File# 801-67796
CRD# 143617
Location 6125 Macon Rd, Columbus, GA 31907, USA
Phone (706) 593-5858
Directions
The Chattahoochee Valley Group - Morgan Stanley
Location 945 Broadway, Columbus, GA 31902, USA
Phone (706) 324-5471
Directions
Summit Brokerage Services, Inc.
Location 101 Enterprise Ct, Columbus, GA 31904, USA
Phone (706) 576-4422
Directions
Donohoe Folds Wealth Group
Location 111 12th St Ste 100, Columbus, GA 31901, USA
Phone (706) 507-1557
Directions
Brewer Financial Firm, LLC
5 out of 5
Location 1709 Manchester Expy c, Columbus, GA 31904, USA
Phone (334) 520-9491
Directions
Brandon Porchea - CMG Financial Representative
1 out of 5
Location 1921 Whittlesey Rd #100, Columbus, GA 31904, USA
Phone (404) 268-1894
Directions
Merrill Lynch Wealth Management Advisor Jason Mitcham Kelly
Location 7310 North Lake Dr Ground Floor, Columbus, GA 31909, USA
Phone (706) 494-5306
Directions
SEC File# 801-56942
CRD# 281958
5 out of 5
Location 233 12th St Suite 204, Columbus, GA 31901, USA
Phone (706) 323-9980
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Watt Financial Group
Location 4701 Topi Ct, Columbus, GA 31907, USA
Phone (706) 507-1620
Directions
SEC File# 801-29945
CRD# 105267
Location 6001 River Rd STE 300, Columbus, GA 31904, USA
Phone (706) 327-2128
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-8095
CRD# 2881
Location 1130 Lockwood Ave #100, Columbus, GA 31906, USA
Phone (706) 653-0383
Directions
Merrill Lynch Wealth Management
5 out of 5
Location 7310 North Lake Dr Ground Floor, Columbus, GA 31909, USA
Phone (706) 494-5300
Directions
Advanced Wealth Solutions LLC
Location 1921 Whittlesey Rd #300, Columbus, GA 31904, USA
Phone (706) 507-9231
Directions
Louie Burrus - Financial Advisor, Ameriprise Financial Services, LLC
Location 3 Bradley Park Ct Ste E, Columbus, GA 31904, USA
Phone (706) 568-1119
Directions
Retirement Planning in Columbus, GA

About Columbus, GA for Those Planning to Retire

Columbus, GA is a vibrant city nestled in the heart of Georgia, boasting a rich history and a diverse population. Its downtown area is home to several notable landmarks, including the Springer Opera House, a historic theatre that has been in operation since 1871, and the Chattahoochee RiverWalk, a scenic trail that runs along the banks of the Chattahoochee River. The city's top employers include Columbus Regional Healthcare System, TSYS, and Aflac, all of which provide significant job opportunities for local residents. Major highways and streets in the area include I-185, US-80, and Veterans Parkway, which connect Columbus to nearby cities like Atlanta and Montgomery, AL. Columbus is comprised of several distinct neighborhoods, each with its own unique character and charm. Some of the most popular neighborhoods include Midtown, which features a mix of historic homes and modern amenities, and North Columbus, which is known for its excellent schools and family-friendly atmosphere.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Columbus, GA can benefit from a bank in numerous ways. For instance, a bank can provide financial assistance to small business owners who are looking to expand their businesses in the city. Columbus, GA is home to a thriving business community, and banks can offer loans, lines of credit, and other financial products to help entrepreneurs achieve their goals. Additionally, banks can help residents save money through various savings accounts and investment options. Columbus, GA is known for its beautiful parks and outdoor recreation opportunities, and banks can provide residents with financial advice and tools to help them save for their next adventure. Finally, banks can offer a range of services to help residents manage their finances, from online banking to mobile apps that allow customers to check their account balances and make transactions on the go. Overall, a bank can be a valuable resource for residents of Columbus, GA looking to achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Columbus, GA can benefit greatly from the expertise of an insurance broker. With the city's thriving business community and growing population, there are a myriad of insurance options available, making it difficult for individuals to navigate the complex world of insurance on their own. An insurance broker can help residents of Columbus, GA by providing tailored coverage for their unique needs, whether it be for home, auto, or business insurance. Additionally, an insurance broker can assist in finding the best rates and coverage options for residents, ensuring they are not overpaying for their policies. With the unpredictable weather patterns that Columbus, GA experiences, such as frequent thunderstorms and occasional tornadoes, it is important for residents to have comprehensive insurance coverage to protect their homes and businesses. An insurance broker can provide peace of mind and help residents of Columbus, GA navigate the complexities of insurance.

Wealth Management

Residents of Columbus, GA can benefit from the services of a wealth manager in several ways. One of the most common ways is by helping them plan for their retirement. With the help of a wealth manager, residents can identify their financial goals and develop a comprehensive plan to achieve them. This includes creating a budget, managing debt, and investing in the right assets. Additionally, a wealth manager can help residents navigate the complex tax laws in Columbus, GA, and minimize their tax liabilities. They can also provide guidance on estate planning, ensuring that residents' assets are protected and distributed according to their wishes. Overall, a wealth manager can help residents of Columbus, GA achieve financial security and peace of mind.

Financial Advisor

Residents of Columbus, GA could benefit from the expertise of a financial advisor in a variety of ways. For example, the advisor could help them navigate the complex tax laws specific to Georgia and Columbus, ensuring they are taking advantage of all available deductions and credits. Additionally, the advisor could assist residents in creating a comprehensive retirement plan, taking into account the unique economic landscape of Columbus and Georgia as a whole. They could also provide guidance on investment strategies tailored to the local market, which may differ from those in other parts of the country. With the help of a financial advisor, residents of Columbus, GA can feel confident in their financial decisions and secure in their future.

Mortgage Loan Officer

Residents of Columbus, GA can benefit greatly from the services of a mortgage loan officer. With the city's growing population and diverse housing market, a mortgage loan officer can help residents navigate the complex process of securing a home loan. Whether it's a first-time homebuyer looking for advice on FHA loans or a seasoned homeowner seeking to refinance their mortgage, a loan officer can provide invaluable guidance and support. Moreover, with Columbus being home to numerous military bases, a loan officer can also assist military families in securing VA loans and other specialized financing options. By working with a mortgage loan officer, residents of Columbus can achieve their dream of homeownership and build a strong foundation for their future.

Tax Services

Residents of Columbus, GA can greatly benefit from the services of a tax advisor in several ways. Firstly, a tax advisor can provide guidance on navigating the complex tax laws in the state of Georgia, which can be particularly challenging for those who are not well-versed in tax regulations. This is especially important for residents of Columbus, GA, as the city is home to a diverse range of industries, including healthcare, education, and military, each with their own unique tax implications. Additionally, a tax advisor can help residents maximize their tax savings by identifying deductions and credits that they may not be aware of. For example, residents of Columbus, GA who work in the military may be eligible for certain tax breaks that are not available to civilians. Overall, a tax advisor can help residents of Columbus, GA navigate the complex world of taxes and ensure that they are taking advantage of all available opportunities to minimize their tax burden.

Estate Planning Lawyer

Residents of Columbus, GA can benefit from the expertise of an estate planning lawyer in a number of ways. For instance, an estate planning lawyer can help residents create a will that reflects their desires and ensures their assets are distributed according to their wishes. Additionally, an estate planning lawyer can assist with setting up trusts to protect assets from creditor claims and minimize tax liability. In Columbus, GA, where the population is growing rapidly and the economy is thriving, an estate planning lawyer can also provide guidance on business succession planning for entrepreneurs and business owners. Furthermore, an estate planning lawyer can help residents plan for long-term care and Medicaid eligibility, which is especially important given the aging population in Columbus, GA. Overall, an estate planning lawyer can provide invaluable assistance to residents of Columbus, GA in ensuring their assets are protected and their wishes are carried out.

Columbus, GA Financial Resources

Columbus, GA Chamber of Commerce

https://columbusgachamber.com/

Columbus, GA City Hall

https://www.columbusga.gov/

Columbus, GA Public Library

https://www.cvlga.org/

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