Best Financial Advisors in Newton County, GA

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List of Firms

Newton County, GA Fiduciary Financial Advisors

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Scott Harpe - COUNTRY Financial representative
5 out of 5
Location 8197 Access Rd, Covington, GA 30014, USA
Phone (770) 787-0088
Directions
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Edward Jones - Financial Advisor: Joey Montgomery
4 out of 5
Location 1112 Monticello St SW, Covington, GA 30014, USA
Phone (678) 342-6242
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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Lewis Grace Investment Advisors
Location 925 Railroad St NW, Conyers, GA 30012, USA
Phone (770) 884-6994
Directions
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Edward Jones - Financial Advisor: Royce Baker
4 out of 5
Location 5109 Hwy 278 NE Ste A, Covington, GA 30014, USA
Phone (770) 788-9978
Directions
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Edward Jones - Financial Advisor: Tim Baker, AAMS™
5 out of 5
Location 2135 Eastview Pkwy NE Suite 200, Conyers, GA 30013, USA
Phone (770) 602-2941
Directions
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McIntosh CPA, LLC Tax, Accounting, and Consulting
Location 4139 Baker St NE Suite 16 Unit 3, Covington, GA 30014, USA
Phone (770) 786-9687
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location Covington, GA 30016, USA
Phone (770) 788-7872
Directions
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Edward Jones - Financial Advisor: Renora L Nelson
Location 1134 Reynolds St SW, Covington, GA 30014, USA
Phone (770) 787-0177
Directions
Financial Advisors in Newton County, GA

Where Certified Financial Advisors in Newton County, GA Serve

Newton County, GA is a vibrant community located in the heart of Georgia. It is home to numerous landmarks that are steeped in history, including the historic courthouse, the Newton County Library, and the Covington Square. The county is also famous for its stunning natural beauty, with a plethora of parks and outdoor recreational areas to explore. In terms of employment, Newton County boasts a diverse range of top employers, including General Mills, Bridgestone Golf, and the Newton County School System. These companies provide a wealth of job opportunities for residents and contribute to the county's thriving economy. Major highways and streets crisscross the county, including Interstate 20, Highway 278, and Highway 142. These thoroughfares make it easy for residents to commute to neighboring cities and towns, as well as travel throughout the state. Newton County is home to a variety of neighborhoods, each with its own unique character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Newton County, GA could greatly benefit from the services of a financial advisor. With a median household income of $51,378, many families in the area may struggle to make ends meet and save for the future. A financial advisor can provide guidance on budgeting, debt management, and savings strategies tailored to the specific needs of Newton County residents. Additionally, with the county's proximity to Atlanta and its growing economy, residents may have unique investment opportunities that a financial advisor can help them navigate. Overall, a financial advisor can provide invaluable support to Newton County residents looking to improve their financial health and achieve their long-term goals.

Insurance Broker

Residents of Newton County, GA can benefit greatly from an insurance broker in a multitude of ways. Firstly, an insurance broker can provide personalized advice on the best insurance policies to suit the specific needs of Newton County residents. This is particularly important given that the county is home to a diverse population with varying insurance needs. Additionally, an insurance broker can help residents navigate the complex insurance industry, ensuring that they fully understand their policies and are not caught off guard by hidden fees or exclusions. For example, an insurance broker can help residents in Newton County understand the importance of flood insurance, given the county's susceptibility to flooding from the Yellow River. Overall, an insurance broker can provide invaluable support to residents of Newton County, GA in securing the right insurance policies to protect their homes, businesses, and families.

Retirement Planning

Residents of Newton County, GA can benefit greatly from the expertise of a retirement planner. With the county's population of over 100,000 people, many individuals may be unsure of how to best prepare for their future financial needs. A retirement planner can provide guidance on topics such as retirement savings, investment strategies, and estate planning. Specifically, Newton County has a growing population of retirees, and a retirement planner can help these individuals navigate the complex world of Social Security benefits, Medicare, and long-term care planning. Additionally, with the county's proximity to Atlanta, a retirement planner can assist residents in creating a plan to balance the cost of living with their desired lifestyle in retirement. Overall, a retirement planner can provide invaluable support to the residents of Newton County as they plan for a financially secure future.

Wealth Management

Residents of Newton County, GA could benefit from the services of a wealth manager in a variety of ways. One specific area where a wealth manager could be helpful is in navigating the local real estate market. Newton County has experienced significant growth in recent years, with new developments and an influx of residents. A wealth manager could assist residents in making smart investments in local real estate, whether it be purchasing a new home or investing in rental properties. Additionally, a wealth manager could provide guidance on retirement planning, estate planning, and other financial matters that are important for residents of all ages and income levels. By working with a wealth manager, residents of Newton County can feel more confident about their financial future and make informed decisions that will benefit them in the long run.

Mortgage Loan Officer

Residents of Newton County, GA can benefit from the expertise of a mortgage loan officer in a variety of ways. One specific benefit is that the loan officer can help residents navigate the unique real estate market in Newton County. With a median home value of $171,000, Newton County offers a range of affordable housing options for first-time buyers and growing families. However, the process of securing a mortgage can be daunting, especially for those who are unfamiliar with the local market. A mortgage loan officer can provide guidance on the best loan options, explain the nuances of the local market, and help residents find the right mortgage for their needs. This can help residents save time and money, while also ensuring that they make informed decisions about their home purchase.

Tax Services

Residents of Newton County, GA can benefit greatly from the services of a tax advisor. A tax advisor can assist individuals in navigating the complex tax laws and regulations, ensuring that they are taking advantage of all available deductions and credits. Additionally, tax advisors can provide guidance on tax planning strategies that can help individuals minimize their tax liability. In Newton County, GA, where there is a significant agricultural industry, a tax advisor can also provide specialized knowledge on tax laws and regulations specific to farming and agriculture. This can help farmers and other agricultural businesses maximize their tax benefits and minimize their tax liability. Overall, a tax advisor can be an invaluable resource for residents of Newton County, GA, helping them to navigate the complexities of the tax system and achieve the best possible outcomes.

Estate Planning Lawyer

Residents of Newton 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 comprehensive plan for the distribution of assets after death. This can include drafting wills, trusts, and other legal documents that ensure that an individual's wishes are carried out. In Newton County, GA, where there is a growing population of retirees and elderly residents, estate planning lawyers can also help with long-term care planning, including Medicaid planning and asset protection. Additionally, an estate planning lawyer can provide guidance on tax implications and strategies for minimizing taxes on an individual's estate. Overall, working with an estate planning lawyer can provide peace of mind and ensure that an individual's legacy is protected and preserved for future generations.

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