Best Financial Advisors in Morgan County, GA

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List of Firms

Morgan County, GA Fiduciary Financial Advisors

SEC File# 801-64708
CRD# 136214
5 out of 5
Location 153 W Washington St, Madison, GA 30650, USA
Phone (706) 438-4497
Directions
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LTC Financial Partners
Location 122 Wildwood Dr, Eatonton, GA 31024, USA
Phone (706) 485-6309
Directions
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Assurance Financial Services
Location 1030 Barclay Dr, Madison, GA 30650, USA
Phone (706) 342-1889
Directions
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Abundance Wealth Advisors, LLC
Location 248 N Broad St, Monroe, GA 30655, USA
Phone (678) 884-8841
Directions
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T & E Investments
3 out of 5
Location 3610 GA-142, Newborn, GA 30056, USA
Phone (770) 385-6169
Directions
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Edward Jones - Financial Advisor: Mike McCabe
SEC File# 801-3297
CRD# 250
Location 1100 Market St, Greensboro, GA 30642, USA
Phone (706) 453-1196
Directions
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Relativity Capital Advisors
Location 1040 Founders Row suite d, Greensboro, GA 30642, USA
Phone (706) 352-4112
Directions
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Evergreen CFO
Location 1070 Riverwalk Point, Bishop, GA 30621, USA
Phone (770) 380-1989
Directions
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Edward Jones - Financial Advisor: Kevin L Parker
SEC File# 801-3297
CRD# 250
Location 2 S Main St Ste 208, Watkinsville, GA 30677, USA
Phone (706) 310-9057
Directions
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Uvest Financial Services
Location Watkinsville, GA 30677, USA
Phone (706) 310-2175
Directions
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Booth Finance Advisory Services
Location 968 Lakeview Dr, Madison, GA 30650, USA
Phone (706) 342-0926
Directions
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Edward Jones - Financial Advisor: Maury E Adcock
SEC File# 801-3297
CRD# 250
4 out of 5
Location 2 S Main St Ste 208, Watkinsville, GA 30677, USA
Phone (706) 310-9057
Directions
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Financial Planning Strategies
Location 1021 Matties Walk, Watkinsville, GA 30677, USA
Phone (706) 310-0145
Directions
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Silva Financial Group
Location 1023 Greensboro Rd, Eatonton, GA 31024, USA
Phone (706) 991-1780
Directions
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Edward Jones - Financial Advisor: William Thompson
SEC File# 801-3297
CRD# 250
Location 311 N Main St Suite 200, Madison, GA 30650, USA
Phone (706) 752-5136
Directions
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Edward Jones - Financial Advisor: Patrick W Dally
SEC File# 801-3297
CRD# 250
5 out of 5
Location 224 Brookstone Pl Ste A, Social Circle, GA 30025, USA
Phone (770) 464-9844
Directions
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Hankinson Wealth Management Inc
Location 1041 Parkside Cmns # 103, Greensboro, GA 30642, USA
Phone (706) 454-0790
Directions
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Wells Fargo Advisors
5 out of 5
Location 1031 Parkside Cmns Suite 102, Greensboro, GA 30642, USA
Phone (706) 453-2663
Directions
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Edward Jones - Financial Advisor: Drew Hale
Location 10197 Dearing St SE, Covington, GA 30014, USA
Phone (770) 728-8212
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 301 S Broad St # B, Monroe, GA 30655, USA
Directions
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Morgan Stanley Financial Advisors
Location 124 W Jefferson St, Madison, GA 30650, USA
Phone (706) 752-4333
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Malcolm Financial Services
Location 2100 Pennington Rd, Newborn, GA 30056, USA
Phone (706) 468-7550
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 1492 Eatonton Rd, Madison, GA 30650, USA
Phone (706) 752-1660
Directions
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Security Finance
4 out of 5
Location 1400 Eatonton Rd Suite 700, Madison, GA 30650, USA
Phone (706) 342-1260
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 2323 Moores Ford Rd, Bogart, GA 30622, USA
Phone (770) 868-0243
Directions
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Edward Jones - Financial Advisor: Kristen S Higgins
SEC File# 801-3297
CRD# 250
5 out of 5
Location 149 W Jefferson St, Madison, GA 30650, USA
Phone (706) 342-9938
Directions
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Trey Faucher III - Morgan Stanley
Location 225 S Milledge Ave, Athens, GA 30605, USA
Phone (706) 227-4020
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Edward Jones - Financial Advisor: Joshua K Little
Location 100 N Lumpkin St, Monroe, GA 30655, USA
Phone (470) 291-0644
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Adam Rhymer - COUNTRY Financial representative
5 out of 5
Location 195 W Jefferson St, Madison, GA 30650, USA
Phone (706) 705-3003
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Stewart Investments LLC
Location 149 Barrington Hall Dr, Eatonton, GA 31024, USA
Phone (706) 485-4303
Directions
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Edward Jones - Financial Advisor: Jim Brown Jr
SEC File# 801-3297
CRD# 250
Location 301 S Broad St, Monroe, GA 30655, USA
Phone (770) 267-8346
Directions
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BluePrint Financial Strategies
Location 991 Greensboro Rd, Eatonton, GA 31024, USA
Phone (706) 927-6332
Directions
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Erik Thompson Financial Strategies, LLC
SEC File# 801-76973
CRD# 164666
4 out of 5
Location 304 S Main St, Madison, GA 30650, USA
Phone (706) 342-0030
Directions
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Edward Jones - Financial Advisor: Robbie McNeill, AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 105 N East St Suite A, Greensboro, GA 30642, USA
Phone (706) 454-5095
Directions
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Terry Love Investments
Location 2731 Eatonton Rd, Madison, GA 30650, USA
Phone (770) 601-3578
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Piedmont Financial Partners
Location 2901 Reynolds Pkwy, Greensboro, GA 30642, USA
Phone (706) 467-1300
Directions
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Edward Jones - Financial Advisor: Teresa W Doster, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 403 W Marion St, Eatonton, GA 31024, USA
Phone (706) 484-0693
Directions
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Strategic Investment Services LLC
1 out of 5
Location 126 Phillips Dr, Eatonton, GA 31024, USA
Phone (706) 485-1000
Directions
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Livingworth - Wealth Advisors
SEC File# 801-117871
CRD# 305834
5 out of 5
Location 1041 Westend Dr #106, Greensboro, GA 30642, USA
Phone (706) 451-9800
Directions
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Edward Jones - Financial Advisor: Matt McKinney, AAMS™
5 out of 5
Location 1020 Barber Creek Dr Suite 211, Watkinsville, GA 30677, USA
Phone (706) 227-2943
Directions
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Jenna Burt-Weeks - Morgan Stanley
Location 225 S Milledge Ave, Athens, GA 30605, USA
Phone (706) 227-4019
Directions
Financial Advisors in Morgan County, GA

Where Certified Financial Advisors in Morgan County, GA Serve

Morgan County, GA is a charming community nestled in the heart of Georgia that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Madison town square to the iconic Hard Labor Creek State Park, Morgan County is a hub of activity and culture. The top employers in the area include the Morgan County School System, Caterpillar, and the Morgan Memorial Hospital. Major highways and streets include Interstate 20, US Highway 441, and Georgia State Route 83. Neighborhoods in Morgan County range from quaint and cozy to sprawling and luxurious, offering a diverse array of housing options for residents. Whether you're looking for a peaceful retreat or a bustling city vibe, Morgan County has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Morgan County, GA can benefit greatly from the guidance of a financial advisor. The county is primarily rural and has a population of around 19,000 people, with a median household income of $57,000. Many residents may not have access to the same financial resources as those in more urban areas, making it crucial to have a trusted advisor to help with financial planning. A financial advisor can assist with budgeting, investment strategies, retirement planning, and debt management. Additionally, given the county's location in the heart of Georgia's agricultural region, a financial advisor can help farmers and other small business owners navigate the unique financial challenges that come with owning and operating a business in the agricultural industry.

Insurance Broker

Residents of Morgan County, GA can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help residents is by providing personalized advice and guidance on insurance policies that are tailored to their specific needs. For instance, since Morgan County is a rural area with a high population of farmers, an insurance broker can help farmers secure crop insurance and other types of coverage that protect them from losses due to natural disasters, pests, and other risks. Additionally, an insurance broker can help residents navigate the complex world of health insurance, especially in light of recent changes to healthcare laws. By working with an insurance broker, residents of Morgan County can rest assured that they are getting the best possible coverage for their unique circumstances.

Retirement Planning

Residents of Morgan County, GA could benefit greatly from the services of a retirement planner. One of the most common ways that a retirement planner could help these residents is by creating a customized retirement plan that takes into account their unique financial situation and goals. For example, Morgan County is a rural area with a median household income that is lower than the state average. A retirement planner could help residents in this area by identifying ways to save and invest their money wisely, so that they can achieve a comfortable retirement despite their lower income. Additionally, a retirement planner could help residents navigate the complex world of Social Security and Medicare, ensuring that they receive the benefits they are entitled to and that they are able to make informed decisions about their healthcare coverage. Overall, a retirement planner could provide invaluable guidance and support to residents of Morgan County as they plan for their future.

Wealth Management

Residents of Morgan County, GA could benefit greatly from the services of a wealth manager. With a median household income of $56,000, many residents may struggle with managing their finances and investments. A wealth manager could provide guidance on how to invest wisely, plan for retirement, and create a budget that fits their unique needs. Additionally, the county is home to many small business owners who may need assistance with managing their finances and planning for the future of their business. A wealth manager could provide valuable insight and advice on how to grow their business and maximize profits. Overall, a wealth manager could be an invaluable resource for the residents of Morgan County, GA in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Morgan County, GA would greatly benefit from the expertise of a mortgage loan officer. With the county's population steadily increasing, many residents are in need of assistance when it comes to purchasing a home. A loan officer can provide guidance on the different types of mortgages available and help residents choose the best option for their financial situation. Additionally, many residents of Morgan County work in agriculture or other industries that may have irregular income, and a loan officer can work with them to find a loan that fits their unique needs. Overall, a mortgage loan officer can provide invaluable support to residents of Morgan County as they navigate the home-buying process.

Tax Services

Residents of Morgan County, GA can greatly benefit from the services of a tax advisor. One of the most common ways that a tax advisor can help is by providing guidance on tax planning and preparation. This is especially important for residents of Morgan County, as the county has a relatively high property tax rate compared to other counties in Georgia. A tax advisor can help residents navigate the complex tax laws and regulations, ensuring that they are taking advantage of all available deductions and credits to minimize their tax liability. Additionally, a tax advisor can provide valuable advice on estate planning, retirement planning, and other financial matters that can have a significant impact on a resident's long-term financial wellbeing. Overall, working with a knowledgeable tax advisor can help residents of Morgan County, GA make informed decisions and achieve their financial goals.

Estate Planning Lawyer

Residents of Morgan County, GA can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help is by creating a will that outlines how a person's assets should be distributed after they pass away. This is especially important in Morgan County, where many families have deep roots and valuable property that they want to ensure stays within the family. Additionally, an estate planning lawyer can help with other important documents, such as power of attorney and healthcare directives, which can provide peace of mind for both the individual and their loved ones. Overall, an estate planning lawyer can help residents of Morgan County, GA ensure that their wishes are respected and their assets are protected for future generations.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Morgan County, GA