Wealth Management in Columbus, MS

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List of Firms

Columbus, MS Wealth Management Firms

Edward Jones - Financial Advisor: Josh Read, AAMS™
Location 100 5th St S, Columbus, MS 39701, USA
Phone (662) 329-0071
Directions
Ameripri Financial
Location 512 Main St, Columbus, MS 39701, USA
Phone (662) 570-4948
Directions
Nickels Wealth Management
5 out of 5
Location 2900 Bluecutt Rd # 1, Columbus, MS 39705, USA
Phone (662) 327-4607
Directions
SEC File# 801-56942
CRD# 281958
Location 70 Brickerton St, Columbus, MS 39701, USA
Phone (662) 346-7044
Directions
Financial Concepts
SEC File# 801-122916
CRD# 134545
5 out of 5
Location 1121 2nd Ave N, Columbus, MS 39701, USA
Phone (662) 327-1480
Directions
Malachi Financial Services
Location 114 4th St S, Columbus, MS 39701, USA
Phone (662) 329-9777
Directions
Wealth Management in Columbus, MS

Where Wealth Management Advisors in Columbus, MS Serve

Columbus, MS is a vibrant city in Lowndes County, Mississippi, with a rich history and diverse culture. This charming city is home to several notable landmarks, including the Mississippi University for Women, the Tennessee Williams Welcome Center, and the Columbus Air Force Base. The city's top employers include Steel Dynamics, Inc., PACCAR Engine Company, and Columbus Municipal School District. Major highways and streets in Columbus include US-45, US-82, and Main Street. The city is also home to several unique neighborhoods, such as the historic district and the Northside neighborhood, each with its own distinct character and charm. With its bustling economy, rich history, and charming neighborhoods, Columbus, MS is a city that truly has something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Columbus, MS can benefit from a bank in a multitude of ways. For instance, a bank can provide financial assistance to small businesses in the area, which is vital to the local economy. Banks can also offer loans and mortgages to help residents purchase homes, which is especially important in Columbus, MS where the median home value is higher than the national average. Additionally, banks can help residents manage their finances by offering savings accounts, checking accounts, and credit cards. This is particularly helpful for those who may struggle with budgeting and need guidance on how to save money. Furthermore, banks can provide investment opportunities, such as stocks and mutual funds, allowing residents to grow their wealth and plan for their financial future. Overall, a bank can be a valuable resource for residents of Columbus, MS, providing them with the financial tools and resources they need to succeed.

Insurance Broker

Residents of Columbus, MS can benefit greatly from the services of an insurance broker. With a population of over 23,000, Columbus is a bustling city that is home to many small businesses and families. An insurance broker can help these individuals and businesses find the best insurance policies to meet their unique needs. For example, an insurance broker can help a small business owner in Columbus find liability insurance that will protect them from lawsuits. They can also help families find health insurance policies that will cover their medical expenses. Additionally, an insurance broker can help residents of Columbus navigate the complexities of insurance policies, ensuring that they understand what is covered and what is not. With an insurance broker on their side, residents of Columbus can have peace of mind knowing that they are protected in case of an emergency.

Retirement Planning

Residents of Columbus, MS can benefit from the services of a retirement planner in multiple ways. Firstly, Columbus is a city with a diverse population, including many retirees who may require guidance on how to manage their finances during their golden years. A retirement planner can help them develop a comprehensive plan to maximize their retirement income, minimize taxes, and manage their investments. Furthermore, Columbus is located in the state of Mississippi, which has its own unique set of tax laws and regulations. A retirement planner with expertise in Mississippi tax law can help residents navigate these laws and optimize their retirement savings. Additionally, Columbus has a thriving business community, which means that many residents may have access to employer-sponsored retirement plans such as 401(k)s. A retirement planner can help residents understand the options available to them and make informed decisions about their retirement savings. Overall, a retirement planner can provide invaluable assistance to residents of Columbus, MS as they plan for their future.

Financial Advisor

Residents of Columbus, MS can benefit greatly from the expertise of a financial advisor. With the city's historical significance and growing population, there are many opportunities for residents to invest and grow their wealth. However, navigating the complex financial landscape can be overwhelming for many. A financial advisor can provide guidance on budgeting, saving, and investing strategies tailored to the unique needs and goals of each individual. Additionally, with Columbus being a hub for small business owners, a financial advisor can offer valuable insights on tax planning and retirement savings options. By working with a financial advisor, residents of Columbus can feel confident in their financial decisions and achieve long-term financial security.

Mortgage Loan Officer

Residents of Columbus, MS would greatly benefit from the expertise of a mortgage loan officer. With a population of just over 23,000, Columbus is a small but vibrant city located in the northeast region of Mississippi. The city has a rich history, with many historic homes and buildings that are in need of renovation and restoration. A mortgage loan officer can help residents secure the financing they need to purchase and renovate these properties, preserving Columbus's unique architectural heritage for future generations. Additionally, a loan officer can assist residents in finding the best mortgage rates and terms, ensuring that they are able to afford the home of their dreams. With their knowledge of the local real estate market and lending options, a mortgage loan officer is an invaluable resource for residents of Columbus, MS.

Tax Services

Residents of Columbus, MS can greatly benefit from the expertise of a tax advisor. With the city's diverse economy, ranging from manufacturing to healthcare, there are a variety of tax implications that can be difficult to navigate without professional guidance. For example, the city's thriving aerospace industry may require specialized tax planning for employees who receive stock options or other forms of equity compensation. Additionally, Columbus has a large military presence with many service members and their families residing in the area, which can lead to unique tax considerations related to military pay and benefits. A tax advisor can help residents of Columbus, MS understand these and other complex tax issues, ensuring that they are able to maximize their financial well-being and avoid costly mistakes.

Estate Planning Lawyer

Residents of Columbus, MS can benefit from hiring an estate planning lawyer in numerous ways. For starters, an estate planning lawyer can help residents of Columbus, MS create a comprehensive estate plan that ensures their assets are distributed according to their wishes. Additionally, an estate planning lawyer can assist with creating trusts, which can be used to protect assets and provide for loved ones. Furthermore, residents of Columbus, MS can benefit from an estate planning lawyer's expertise in minimizing tax liabilities and avoiding probate. This is particularly important in Columbus, MS, where the probate process can be lengthy and costly. Overall, an estate planning lawyer can provide residents of Columbus, MS with peace of mind knowing that their affairs are in order and their loved ones are provided for.

Columbus, MS Financial Resources

Columbus, MS Chamber of Commerce

https://clchamber.org/

Columbus, MS City Hall

https://www.thecityofcolumbusms.org/

Columbus, MS Public Library

https://www.lowndeslibrary.com/

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