What are some popular services for financial advising?

Financial advisors in Benton County, AR offer a wide range of services to their clients. They can assist with investment planning, retirement planning, estate planning, tax planning, and risk management. One specific aspect that sets Benton County apart from other regions is its growing population of retirees. With the increasing number of retirees, financial advisors in Benton County must have a deep understanding of the unique financial challenges that retirees face. They must be proficient in creating retirement income strategies that ensure their clients have enough money to last throughout their retirement years. Additionally, they must be well-versed in social security and Medicare, as these programs play a significant role in the financial well-being of retirees. Financial advisors in Benton County must be flexible and adaptable to the ever-changing financial landscape, ensuring their clients have the best possible financial advice and strategies for their retirement years.

What are people saying about financial advising services in Benton County, AR?

Benton County, AR is the ideal location to seek financial advising due to its robust economy and diverse financial services. With a thriving business community and a low unemployment rate, the county offers a wealth of opportunities for individuals to grow their wealth and secure their financial future. Moreover, the region boasts a wide range of financial institutions and advisors, including banks, investment firms, and financial planners, each offering unique perspectives and expertise. From traditional investment strategies to cutting-edge financial technologies, Benton County's financial services are unparalleled in their breadth and depth. Whether you are a seasoned investor or just starting out, the county's financial professionals can help you navigate the complex world of finance and achieve your financial goals.

What does a financial planner do?

Financial Planners in Benton County, AR are professionals who provide expert advice and guidance on managing finances, investments, and assets. They work with individuals, families, and businesses to help them achieve their financial goals and objectives. In Benton County, AR, financial planners have a unique understanding of the local economy and market conditions. They use this knowledge to develop customized financial plans that are tailored to the specific needs of their clients. These plans may include strategies for retirement planning, investment management, tax planning, estate planning, and risk management. Financial planners in Benton County, AR are highly skilled and knowledgeable professionals who are committed to helping their clients achieve financial success.

When should you get a financial planner?

Benton County, AR residents should seek the guidance of a financial advisor when they are faced with complex financial decisions. The county's economy is heavily reliant on the retail and service sectors, which can make it challenging for residents to navigate investment opportunities and retirement planning. With the rise of technology and the ever-evolving financial landscape, it can be overwhelming to keep up with the latest trends and regulations. A qualified financial advisor can provide tailored advice to help residents achieve their financial goals and protect their assets. Whether it's creating a budget, managing debt, or planning for the future, a financial advisor can provide the expertise and support needed to make informed decisions. Don't wait until it's too late; reach out to a financial advisor today to secure your financial future.

How do I choose the right financial advisor?

A financial advisor in Benton County, AR must possess a multitude of important qualities to effectively guide their clients towards financial success. Firstly, they must have a thorough understanding of the unique financial landscape of Benton County, which is home to a diverse range of industries, including retail, healthcare, and manufacturing. Additionally, the advisor must be able to communicate complex financial concepts in a clear and concise manner, as well as possess strong analytical and problem-solving skills to navigate the intricacies of the financial market. Furthermore, they must be trustworthy and ethical, as they are responsible for managing their clients' finances and ensuring their investments align with their goals and values. Lastly, a successful financial advisor in Benton County must be adaptable and able to stay up-to-date with the ever-evolving financial industry, as well as be able to tailor their approach to meet the unique needs and goals of each individual client.

What makes Benton County, AR the top choice for financial advising?

Benton County, AR is home to a plethora of top-notch financial advising firms. These firms offer a wide range of services, from investment management and retirement planning to tax preparation and estate planning. One notable firm is known for its expertise in helping clients navigate the complexities of the local economy. With a deep understanding of the area's unique industries and demographics, this firm is able to provide tailored financial advice that truly meets the needs of its clients. Its team of seasoned professionals boasts years of experience in the financial industry and is dedicated to staying up-to-date on the latest trends and regulations. Whether you're a small business owner or an individual looking to grow your wealth, this firm is a top choice for financial guidance in Benton County.

How do financial advisors get paid?

Financial advisors in Benton County, AR are typically compensated through a variety of methods, including commissions, fees, and a combination of both. Commission-based compensation involves advisors receiving a percentage of the total value of the investments they recommend and sell to their clients. Fee-based compensation, on the other hand, involves clients paying a set fee for the advisor's services, regardless of the investments recommended or purchased. In Benton County, AR, financial advisors may also receive compensation through a hybrid model, which incorporates both commissions and fees. Additionally, some advisors may offer hourly or project-based compensation for specific financial planning services. It is important for clients to understand how their advisor is compensated in order to ensure that their interests are aligned and that they are receiving unbiased advice.

Find the Top Financial Advisors Serving Benton County, AR

Connect With a Financial Planner

List of Firms

Benton County, AR Fiduciary Financial Advisors

Justin Smith - Financial Advisor, Ameriprise Financial Services, LLC

2106 S 54th St Ste 1, Rogers, AR 72758, USA

(479) 478-1000

https://www.ameripriseadvisors.com/Justin.N.Smith/?cid=IP_local_google

Directions

David Welton - Financial Advisor, Ameriprise Financial Services, LLC

2400 SE C St Ste 2, Bentonville, AR 72712, USA

(479) 464-5055

https://www.ameripriseadvisors.com/David.Welton/?cid=IP_local_google

Directions

Bryan Binz - Financial Advisor, Ameriprise Financial Services, LLC

2400 SE C St Ste 2, Bentonville, AR 72712, USA

(479) 464-5055

https://www.ameripriseadvisors.com/Bryan.Binz/?cid=IP_local_google

Directions

Lighthouse Financial

SEC File# 801-78290

CRD# 121496

5 out of 5

3614 W Southern Hills Blvd Suite 102, Rogers, AR 72758, USA

(479) 696-8234

http://www.lhfinancial.net/

Directions

Edward Jones - Financial Advisor: Jason L Bennett

SEC File# 801-3297

CRD# 250

102 SE 28th St Ste 10, Bentonville, AR 72712, USA

(479) 326-9850

https://www.edwardjones.com/us-en/financial-advisor/jason-bennett

Directions

Guardian Financial

SEC File# 801-110423

CRD# 287652

1401 SE Walton Blvd, Bentonville, AR 72712, USA

(479) 268-4463

http://www.guardianfinancialinc.com/

Directions

Philip Kapler - Thrivent

5 out of 5

2860 W Walnut St Suite 100, Rogers, AR 72756, USA

(479) 372-4589

https://connect.thrivent.com/philip-kapler?utm_source=GMB&utm_medium=Yext&y_source=1_MTU4NzU4ODktNzE1LWxvY2F0aW9uLndlYnNpdGU%3D

Directions

Oak Crest Wealth Management

3213 NW Avignon Way, Bentonville, AR 72712, USA

(479) 268-4662

http://oakcrestwm.com/

Directions

Taylor DeWeese, CFP

1645 US-412, Siloam Springs, AR 72761, USA

(479) 549-1297

https://advisors.arvest.com/ll/US/AR/Siloam-Springs/1645-West-Hwy-412

Directions

Where Certified Financial Advisors in Benton County, AR Serve

Benton County, AR is a bustling region filled with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning Ozark Mountains to the sparkling Beaver Lake, Benton County is a nature lover's paradise. The county is home to several notable landmarks, including the Crystal Bridges Museum of American Art, the Walmart Museum, and the Peel Mansion Museum and Heritage Gardens. Additionally, Benton County boasts a booming economy, with top employers such as Walmart, Tyson Foods, and J.B. Hunt Transport. Major highways and streets in the area include I-49, US-62, and AR-12, providing easy access to nearby cities and attractions. Neighborhoods in Benton County range from quaint and historic to modern and upscale, with options such as Downtown Bentonville, Bella Vista, and Rogers. Overall, Benton County is a vibrant and diverse community with something to offer everyone.

Nearby Locations

Bentonville, AR Craighead County, AR Faulkner County, AR Fayetteville, AR Little Rock, AR Lowell, AR Magnolia, AR North Little Rock, AR

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Benton County, AR can benefit from the expertise of a financial advisor in many ways. One of the most common ways is by creating a personalized financial plan that takes into account the unique economic landscape of the county. With a median household income of $62,303 and a growing population, residents may need guidance on how to manage their finances in a way that aligns with their long-term goals. Additionally, a financial advisor can help residents navigate the local tax laws and regulations, which can be particularly complex in Benton County due to its proximity to the border of Missouri and the presence of multiple municipalities within the county. By working with a financial advisor, residents can gain peace of mind knowing that their finances are in good hands and that they have a plan in place for a secure financial future.

Insurance Broker

Residents of Benton County, AR can greatly benefit from the services of an insurance broker. One of the most common ways an insurance broker can help is by finding the best coverage options for individuals and families. Benton County is home to a diverse population, with many people working in industries such as healthcare, education, and retail. An insurance broker can help residents navigate the complex world of insurance and find policies that fit their unique needs and budgets. Additionally, Benton County is prone to severe weather events such as tornadoes and flash floods. An insurance broker can help residents ensure they have adequate coverage for these types of disasters, which can be especially important for homeowners and business owners. Overall, an insurance broker can provide valuable guidance and support to help residents of Benton County protect themselves and their assets.

Retirement Planning

Residents of Benton County, AR could greatly benefit from the services of a retirement planner. With a population that is rapidly aging, many individuals are looking for guidance on how to navigate the complexities of retirement planning. A retirement planner can help residents of Benton County, AR create a personalized plan that takes into account their unique financial situation, goals, and needs. They can provide advice on topics such as Social Security, Medicare, and long-term care, as well as help individuals maximize their retirement savings. Additionally, a retirement planner can help residents of Benton County, AR navigate the local economy and tax laws, ensuring that they are making the most of their retirement savings. Overall, a retirement planner can provide invaluable guidance and support to help residents of Benton County, AR achieve a comfortable and secure retirement.

Wealth Management

Residents of Benton County, AR can benefit greatly from the services of a wealth manager. With a median household income of $67,000, many families in the area are looking for ways to invest and grow their wealth. A wealth manager can provide guidance on investment strategies, tax planning, and retirement planning to help residents achieve their financial goals. Additionally, with the area's strong economy and growing job market, a wealth manager can help residents navigate the complexities of stock options, 401(k) plans, and other investment opportunities that may arise through their employment. Overall, a wealth manager can provide valuable expertise and guidance to help residents of Benton County, AR build and protect their wealth for the future.

Mortgage Loan Officer

Residents of Benton County, AR can greatly benefit from the expertise of a mortgage loan officer. These professionals can assist with securing financing for a new home purchase, refinancing an existing mortgage, or obtaining a home equity loan. With the housing market in Benton County being highly competitive, a mortgage loan officer can provide guidance on navigating the process and finding the best loan options available. Additionally, Benton County is known for its diverse population, and a mortgage loan officer can offer specialized services for non-English speaking residents or those with unique financial circumstances. Overall, a mortgage loan officer can be a valuable resource for residents of Benton County looking to achieve their homeownership goals.

Tax Services

Residents of Benton County, AR can benefit greatly from the expertise of a tax advisor. With a growing population and a strong economy, Benton County residents face unique tax challenges that require specialized knowledge. For example, many residents work in the retail and hospitality industries, which can lead to complex tax situations involving sales tax and payroll taxes. Additionally, the county's proximity to the border with Missouri and Oklahoma can create complications for residents who work or do business across state lines. A tax advisor can help residents navigate these challenges and ensure that they are maximizing their deductions and minimizing their tax liability. Whether it's preparing tax returns, providing tax planning advice, or representing clients in tax disputes, a tax advisor can be an invaluable resource for Benton County residents.

Estate Planning Lawyer

Residents of Benton County, AR can benefit greatly from the services of an estate planning lawyer. With a population of over 279,000, Benton County is one of the fastest-growing counties in the state. As such, many residents may have complex financial and familial situations that require careful planning for the future. An estate planning lawyer can assist with drafting wills, trusts, and other legal documents to ensure that assets are distributed according to the client's wishes. Additionally, they can provide guidance on minimizing taxes and avoiding probate. In Benton County, where many families have ties to agriculture and small businesses, an estate planning lawyer can also help with succession planning and business transfers. With their expertise, an estate planning lawyer can provide peace of mind to the residents of Benton County, knowing that their affairs are in order and their loved ones are provided for.

FREQUENTLY ASKED QUESTIONS