Wealth Management in Starkville, MS

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List of Firms

Starkville, MS Wealth Management Firms

Phil Hartness - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 114 N Lafayette St Ste 5, Starkville, MS 39759, USA
Phone (662) 323-4101
Language https://www.ameripriseadvisors.com/phillip.l.hartness/?cid=IP_local_google
Directions
Crosland Wealth Management Inc
Location 100 Starr Ave B, Starkville, MS 39759, USA
Phone (662) 338-0023
Language http://www.croslandwm.com/
Directions
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 114 S Lafayette St, Starkville, MS 39759, USA
Phone (662) 323-4291
Language http://www.lpl.com/
Directions
Edward Jones - Financial Advisor: Greg Bowen
SEC File# 801-3297
CRD# 250
5 out of 5
Location 100 Russell St Suite 4, Starkville, MS 39759, USA
Phone (662) 324-5933
Language https://www.edwardjones.com/us-en/financial-advisor/greg-bowen
Time Monday: 8:30 AM – 4:00 PM Tuesday: 8:30 AM – 4:00 PM Wednesday: 8:30 AM – 4:00 PM Thursday: 8:30 AM – 4:00 PM Friday: 8:30 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
Larry Mullins
5 out of 5
Location 114 S Lafayette St, Starkville, MS 39759, USA
Phone (662) 312-6038
Language http://www.larrymullinscfp.com/contact
Directions
Raymond James Financial Services
Location 102 S Jackson St, Starkville, MS 39759, USA
Phone (662) 323-8045
Directions
Wellspire Financial Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 47 Lynn Ln, Starkville, MS 39759, USA
Phone (662) 323-8318
Language https://www.ameripriseadvisors.com/team/wellspire-financial-group/?cid=IP_local_google
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 2:30 PM Saturday: Closed Sunday: Closed
Directions
Cadence Investment Services - Starkville Office
Location 301 E Main St Suite 102, Starkville, MS 39759, USA
Phone (855) 872-1405
Language http://cadenceinvestments.com/
Directions
Lynn Phillips - Raymond James
SEC File# 801-123760
CRD# 319226
5 out of 5
Location 104 W Lampkin St, Starkville, MS 39759, USA
Phone (662) 324-2889
Language http://www.lynnphillips.com/
Directions
Wealth Management in Starkville, MS

Where Wealth Management Advisors in Starkville, MS Serve

Starkville, MS is a vibrant and diverse city located in Oktibbeha County, nestled in the heart of the Magnolia State. It boasts a rich history and a thriving economy, with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. One of the most iconic landmarks in Starkville is the Mississippi State University campus, which is home to over 21,000 students and is renowned for its academic programs, research facilities, and athletic teams. Other notable landmarks include the Oktibbeha County Courthouse, the Starkville Community Theatre, and the Cotton District, a historic neighborhood filled with charming shops, restaurants, and bars. Starkville is also home to several major employers, including Mississippi State University, the Oktibbeha County Hospital, and the Golden Triangle Regional Airport. These institutions provide jobs and economic stability to the area, making Starkville a great place to live, work, and play.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Starkville, MS would benefit greatly from the services provided by a bank. One specific way that a bank could be helpful is by offering small business loans to entrepreneurs looking to start a new venture in the area. Starkville is home to Mississippi State University, which provides a steady flow of young, educated individuals who may be interested in starting their own business. However, access to capital can be a major barrier for these entrepreneurs. A bank could offer loans with reasonable interest rates and flexible repayment terms, allowing these individuals to turn their ideas into reality. Additionally, a bank could offer financial education and resources to help residents manage their money and plan for their future. With the right support from a bank, residents of Starkville could thrive both personally and professionally.

Insurance Broker

Residents of Starkville, MS can benefit greatly from the services of an insurance broker. With the city being home to Mississippi State University, many residents are students or faculty members who may have unique insurance needs. An insurance broker can help them navigate the complex world of health insurance and find a plan that fits their specific needs and budget. Additionally, Starkville is located in an area that is prone to severe weather, such as tornadoes and hurricanes. An insurance broker can assist residents in finding comprehensive coverage for their homes and vehicles to protect them in the event of a natural disaster. With the help of an insurance broker, residents of Starkville can have peace of mind knowing that they are adequately protected in all aspects of their lives.

Retirement Planning

Residents of Starkville, MS could greatly benefit from the expertise of a retirement planner in several ways. One of the most common ways a retirement planner could assist Starkville residents is by helping them navigate the complex world of retirement savings and investments. With the city's close proximity to Mississippi State University, many residents may have retirement plans through the university or may be employed by the university in some capacity. A retirement planner could help these individuals understand their options and make informed decisions about their retirement savings. Additionally, Starkville has a growing retirement community, and a retirement planner could provide valuable guidance on how to stretch retirement savings, manage healthcare costs, and plan for long-term care needs. With the ever-changing economic landscape and unpredictable nature of the stock market, having a retirement planner on your side can provide peace of mind and help ensure a secure financial future.

Financial Advisor

Residents of Starkville, MS can benefit from the expertise of a financial advisor in several ways. One area of particular importance is retirement planning. With Mississippi being one of the states with the lowest median household income, it is crucial for Starkville residents to plan for their future. A financial advisor can help them navigate the complexities of retirement planning, such as choosing the right investment vehicles and creating a budget that allows them to save enough for retirement. Additionally, a financial advisor can assist with tax planning, helping residents to minimize their tax liabilities and maximize their savings. With the cost of living in Starkville being slightly higher than the national average, every little bit of savings counts. A financial advisor can also provide guidance on debt management, helping residents to pay off their debts and improve their credit scores. Overall, a financial advisor can be an invaluable resource for residents of Starkville, MS, helping them to achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Starkville, MS could benefit from the expertise of a mortgage loan officer in a variety of ways. For instance, the loan officer can help them navigate the complexities of the local real estate market, which is known for its fluctuating prices and limited inventory. Additionally, the loan officer can assist residents with finding the best mortgage options to suit their unique financial situations, whether they are first-time homebuyers or seasoned investors. Furthermore, the loan officer can provide valuable advice on how to improve their credit scores, which is especially important in Starkville where the cost of living is relatively high. Overall, a mortgage loan officer can be an invaluable resource for residents of Starkville who are looking to purchase a home or invest in real estate.

Tax Services

Residents of Starkville, MS can benefit from the expertise of a tax advisor in several ways. With Mississippi's tax laws and regulations constantly changing, a tax advisor can help residents stay informed and up-to-date on the latest tax laws and regulations. In particular, Starkville has a thriving small business community, and a tax advisor can help business owners navigate the complexities of tax planning, compliance, and reporting. Additionally, residents who own rental properties in Starkville can benefit from the knowledge and experience of a tax advisor who can help them maximize their deductions and minimize their tax liability. Overall, a tax advisor can provide invaluable guidance and support to individuals and businesses in Starkville, helping them make informed decisions and achieve their financial goals.

Estate Planning Lawyer

Residents of Starkville, MS can benefit from the services of an estate planning lawyer in numerous ways. One of the most common is through the creation of a will or trust. This is especially important in Starkville, which is home to Mississippi State University, as many residents may have unique assets such as intellectual property or royalty rights that require special attention in their estate plan. Additionally, an estate planning lawyer can help residents navigate the complex tax laws in Mississippi, which can impact the distribution of assets after death. They can also assist in setting up powers of attorney and healthcare directives to ensure that individuals' wishes are respected in the event of incapacitation. Overall, an estate planning lawyer can provide peace of mind and ensure that residents of Starkville have a comprehensive plan in place for their assets and loved ones.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services in Starkville, MS are designed to help individuals and families manage their assets and achieve their financial goals. A wealth manager in Starkville can provide a wide range of services, including investment management, retirement planning, estate planning, tax planning, and risk management. With its vibrant community and growing economy, Starkville offers unique opportunities for wealth management professionals to help clients navigate the complexities of the financial landscape. From managing investments in local businesses to developing customized estate plans for families with multi-generational wealth, a skilled wealth manager in Starkville can provide tailored solutions that meet the unique needs of each client. With a deep understanding of the local market and a commitment to excellence, wealth managers in Starkville are well-equipped to help clients build and preserve their wealth for generations to come.

Starkville, MS is undoubtedly the best place to get a wealth manager. The town is home to some of the most experienced and knowledgeable financial advisors in the state, who have helped countless individuals and businesses achieve their financial goals. What sets Starkville apart from other cities is its unique blend of small-town charm and big-city sophistication. The wealth managers in Starkville understand the local economy and are well-versed in the intricacies of the financial landscape. They offer personalized services that cater to the specific needs of each client. Whether you are looking to invest in the stock market, plan for retirement, or protect your assets, the wealth managers in Starkville have the expertise and resources to help you succeed. So, if you are looking for a reliable and trustworthy wealth manager, look no further than Starkville, MS.