Wealth Management in Albany, GA

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List of Firms

Albany, GA Wealth Management Firms

OneAscent Wealth Management
SEC File# 801-118682
CRD# 308057
Location 2410 Westgate Dr Suite 108, Albany, GA 31707, USA
Phone (229) 888-8308
Raymond James & Associates
SEC File# 801-10418
CRD# 705
Location 624 Pointe N Blvd, Albany, GA 31721, USA
Phone (229) 432-8428
Lincoln Financial Advisors
SEC File# 801-42530
CRD# 3978
Location 414 N Westover Blvd E, Albany, GA 31707, USA
Phone (229) 888-6868
KingsMark Private Financial Advisors
SEC File# 801-68950
CRD# 146655
Location 601 Pointe N Blvd, Albany, GA 31721, USA
Phone (229) 439-2348
Jenkins Group
Location 2327 Lake Park Dr, Albany, GA 31707, USA
Phone (229) 883-8028
Suntrust Investment Services
1 out of 5
Location SunTrust Building, 410 W Broad Ave, Albany, GA 31701, USA
Phone (229) 430-5467
Artesian Financial Group, Inc.
Location 1201 W 3rd Ave, Albany, GA 31707, USA
Phone (229) 439-1525
Wealth Management in Albany, GA

Where Wealth Management Advisors in Albany, GA Serve

Albany, GA is a city located in the southwestern part of the state. It is home to approximately 77,000 people and is the seat of Dougherty County. Some of Albany's landmarks include the Flint RiverQuarium, Albany Museum of Art, and Thronateeska Heritage Center. The top employers in the city include Phoebe Putney Memorial Hospital, Albany State University, and Dart Container Corporation. Major highways and streets in Albany include Interstate 75 and U.S. Route 82. The neighborhoods of Albany include College Park, Pine Hills, and West End.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Most people think of banks as places to store money, or get loans. But banks offer a wide variety of services that most people don't even know about. For example, did you know that many banks offer free checking accounts? Or that they will cash your checks for free? Most banks also have a variety of ATMs located all over town, so you can easily get cash whenever you need it. Visit a bank today to take advantage of more benefits.

Retirement Planning

If you're nearing retirement and live in Albany, GA, you'll want to familiarize yourself with the many options available to you. Your retirement planning will be greatly affected by the state of the economy, your age, and how much money you have saved. You also need to consider what you want your retirement to look like. Will you move somewhere warmer? Will you travel? Will you continue working part-time? These are all important factors to consider as you make your plans.

Tax Services

A tax accountant in Albany, GA helps business owners and individuals file their taxes every year. They work with clients to ensure they are taking all the deductions they qualify for, and that they are paying the correct amount of taxes. Tax accountants can also help businesses plan for their tax liabilities in the future.

Financial Advisor

A financial advisor in Albany, GA helps people invest their money and plan for their future. They offer guidance on what stocks or mutual funds to buy, and can help you create a budget or save for retirement. Financial advisors typically charge a fee for their services, which can range from a few hundred dollars to several thousand dollars.

Insurance Broker

An insurance broker in Albany, GA helps people find the best insurance policies for their needs. They work with a variety of companies to get the best rates for their clients, and they also help people file claims and understand their policies. Contact a local tax accountant today to get started.

Mortgage Loan Officer

Mortgage loan officers in Albany, GA are responsible for originating and processing mortgage loans. They work with potential borrowers to assess their financial needs and qualifications, and provide them with loan options that fit their individual situations. Mortgage loan officers also handle all of the paperwork and documentation associated with the loan process, and work with the closing agent to ensure that the loan is funded and closed on time. In addition, mortgage loan officers keep track of industry news and changes in regulations that could impact their clients, and advise them on how to best navigate the ever-changing mortgage landscape.

Estate Planning Lawyer

An estate planning lawyer in Albany, GA helps people create wills and trusts to ensure their assets are distributed according to their wishes after they die. They can also help with guardianship and conservatorship issues, and can advise on taxation of estates.


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