Wealth Management in Clayton County, GA

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List of Firms

Clayton County, GA Wealth Management Firms

SEC File# 801-62193
CRD# 175112
Location 345 Corporate Center Ct, Stockbridge, GA 30281, USA
Phone (770) 507-0025
Directions
Edelman Financial Engines
Location 100 Hartsfield Center Pkwy #650, Atlanta, GA 30354, USA
Phone (833) 752-6333
Directions
Sell Structured Settlement Advisors
Location 5122 Summersun Dr, Morrow, GA 30260, USA
Phone (888) 509-5553
Directions
Mychals Wealth Management
Location 110 Habersham Dr, Woolsey, GA 30214, USA
Phone (678) 701-4693
Directions
Wealth Management in Clayton County, GA

Where Wealth Management Advisors in Clayton County, GA Serve

Clayton County, GA is a bustling area filled with a rich history and vibrant culture. The county is home to a plethora of landmarks, including the beautiful Clayton County International Park and the historic Stately Oaks Plantation. The top employers in the area include Delta Airlines, Clayton County Public Schools, and Southern Regional Medical Center, providing a diverse range of job opportunities for the community. The county is also well-connected with major highways such as I-75 and I-285, as well as bustling streets like Jonesboro Road and Tara Boulevard. The neighborhoods in Clayton County are equally diverse, ranging from historic districts like Old Dixie and Forest Park to newer developments like Lake Spivey and Lovejoy Station. With so much to offer, Clayton County is a true gem of the Atlanta metropolitan area.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Clayton County, GA would greatly benefit from the services provided by a bank. With a population of over 292,000 people, Clayton County is one of the most populous counties in Georgia. A bank would provide financial services such as loans, checking and savings accounts, and credit cards to residents who may not have access to these services otherwise. Additionally, Clayton County has a poverty rate of 21.4%, higher than the national average, which means that many residents may require assistance in managing their finances. A bank could offer financial education and resources to help residents improve their financial literacy and make informed decisions about their money. Furthermore, Clayton County is home to Hartsfield-Jackson Atlanta International Airport, the busiest airport in the world, which brings in a significant amount of tourism and business. A bank could assist local businesses with loans and other financial services to help them grow and contribute to the county's economy.

Insurance Broker

Residents of Clayton County, GA can benefit greatly from the expertise of an insurance broker. With the county's diverse population and varying income levels, an insurance broker can help individuals and families navigate the complex world of insurance policies and find the best coverage options to fit their unique needs and budgets. From finding affordable health insurance plans to securing comprehensive auto insurance coverage, an insurance broker can provide personalized guidance and support throughout the entire insurance process. Additionally, with Clayton County's proximity to Atlanta and its bustling economy, an insurance broker can help local business owners protect their assets and manage risk through tailored commercial insurance solutions. With so many insurance options available, an insurance broker can help residents of Clayton County make informed decisions and feel confident in their coverage choices.

Retirement Planning

Residents of Clayton County, GA can benefit from the services of a retirement planner in a variety of ways. One of the most common ways is by helping them to create a personalized retirement plan that takes into account their financial goals and current financial situation. This can include developing a budget, identifying potential sources of retirement income, and creating a plan to pay off debt. Retirement planners can also help residents of Clayton County navigate the complex world of retirement planning, including understanding the tax implications of different retirement accounts and investment strategies. In addition, retirement planners can help residents of Clayton County to plan for unexpected events, such as medical emergencies or changes in their financial situation. With its diverse population and growing economy, Clayton County presents unique challenges and opportunities for retirement planning, and a skilled retirement planner can help residents to navigate these complexities and achieve their retirement goals.

Financial Advisor

Residents of Clayton County, GA could greatly benefit from the guidance of a financial advisor in a number of ways. With a population of over 292,000 people, many individuals in Clayton County may be struggling with debt, budgeting, and saving for the future. A financial advisor could provide tailored advice on how to manage debt, create a realistic budget, and develop a savings plan that takes into account the unique economic challenges facing Clayton County residents. Additionally, with a median household income of $46,000, many residents may be unsure of how to invest their money and plan for retirement. A financial advisor could provide expert guidance on investment strategies and retirement planning that takes into account the specific economic conditions and opportunities in Clayton County. By working with a financial advisor, residents of Clayton County could gain the knowledge and skills needed to achieve financial stability and security for themselves and their families.

Mortgage Loan Officer

Residents of Clayton County, GA can benefit from the services of a mortgage loan officer in various ways. For instance, the county has a diverse population with a high percentage of African Americans, which means that many residents may face unique challenges when it comes to obtaining a mortgage. A skilled loan officer can help these individuals navigate the complex lending process and find loan programs that suit their needs. Additionally, Clayton County has a growing economy with numerous job opportunities, which can make it an attractive location for homebuyers. A mortgage loan officer can help residents take advantage of these opportunities by providing them with the financial resources they need to purchase a home in the area. Overall, a mortgage loan officer can be a valuable resource for residents of Clayton County who are looking to achieve their homeownership goals.

Tax Services

Residents of Clayton County, GA could greatly benefit from the expertise of a tax advisor in several ways. Firstly, Clayton County has a high poverty rate, with over 20% of its residents living below the poverty line. A tax advisor could assist these individuals in maximizing their tax refunds and credits, providing much-needed financial relief. Additionally, Clayton County has a significant number of small businesses, many of which struggle with tax compliance and planning. A tax advisor could help these businesses navigate complex tax regulations and minimize their tax liabilities, allowing them to reinvest in their businesses and stimulate the local economy. Furthermore, Clayton County has a diverse population, with many residents who are recent immigrants or non-native English speakers. A tax advisor who is fluent in multiple languages could help these individuals understand their tax obligations and rights, ensuring they are not taken advantage of by unscrupulous tax preparers. Overall, a tax advisor could provide valuable assistance to the residents of Clayton County, helping them achieve financial stability and success.

Estate Planning Lawyer

Residents of Clayton County, GA can benefit greatly from the expertise of an estate planning lawyer. With a population of over 292,000, the county is home to a diverse community with varying financial and familial situations. An estate planning lawyer can assist residents with creating wills, trusts, and other legal documents to ensure that their assets are distributed according to their wishes after their passing. This is especially important in Clayton County, which has a higher poverty rate than the state average. An estate planning lawyer can also provide guidance on minimizing tax liability and protecting assets from creditors. Additionally, with a growing number of small businesses in Clayton County, an estate planning lawyer can help business owners with succession planning and protecting their business interests. Overall, an estate planning lawyer can provide invaluable assistance to the residents of Clayton County in securing their financial futures and protecting their loved ones.

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