Best Financial Advisors in Valdosta, GA

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Valdosta, GA Fiduciary Financial Advisors

SEC File# 801-116917
CRD# 304262
5 out of 5
Location 2918 N Oak St b, Valdosta, GA 31602, USA
Phone (229) 247-1474
Directions
SEC File# 801-10746
CRD# 793
5 out of 5
Location 3555 N Crossing Cir, Valdosta, GA 31602, USA
Phone (229) 293-1125
Directions
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Axa Advisors
SEC File# 801-111055
CRD# 158043
5 out of 5
Location Bullock St, Valdosta, GA 31605, USA
Directions
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Southern Point Investment Partners
SEC File# 801-79876
CRD# 171351
5 out of 5
Location 3321 N Valdosta Rd Suite A, Valdosta, GA 31602, USA
Phone (229) 245-6022
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Community Credit Solutions LLC
Location 100 N Patterson St, Valdosta, GA 31601, USA
Phone (877) 465-4775
Directions
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Principal Financial
Location 3547 N Crossing Cir, Valdosta, GA 31602, USA
Phone (229) 242-7475
Directions
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First Command Financial Advisor - Chelcie Sirvid
Location 4333 Bemiss Rd Ste 10, Valdosta, GA 31605, USA
Phone (229) 469-7159
Directions
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AXA Advisors
3 out of 5
Location 1810 N Ashley St Suite 1, Valdosta, GA 31602, USA
Phone (229) 247-1010
Directions
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EMC Investments LLC
Location 1209 N Toombs St, Valdosta, GA 31601, USA
Phone (229) 244-6770
Directions
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Morgan Stanley Financial Advisors
Location 2906 N Patterson St, Valdosta, GA 31602, USA
Phone (229) 244-0310
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 119 N Ashley St, Valdosta, GA 31601, USA
Phone (229) 241-0001
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 113 W Brookwood Dr Suite C, Valdosta, GA 31601, USA
Phone (229) 242-8800
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Crown Wealth Management Inc
Location 400 Knob Hill Rd, Valdosta, GA 31602, USA
Phone (229) 247-0850
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 113 W Brookwood Dr Suite C, Valdosta, GA 31601, USA
Phone (229) 242-8800
Directions
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Edward Jones
Location 2407 Andover Dr, Valdosta, GA 31602, USA
Phone (229) 244-2772
Directions
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Heather Ferguson - Raymond James
Location 701 Wildwood Plantation Dr, Valdosta, GA 31602, USA
Phone (229) 316-8834
Directions
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Langdale Capital Assets
Location 2736 James Rd, Valdosta, GA 31601, USA
Phone (229) 293-7822
Directions
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Raymond James
Location 2003 N Patterson St, Valdosta, GA 31603, USA
Phone (229) 247-1880
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3338 E1, Country Club Rd, Valdosta, GA 31602, USA
Phone (229) 219-0006
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 2935 N Ashley St Suite 106, Valdosta, GA 31602, USA
Phone (229) 244-2977
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 119 N Ashley St, Valdosta, GA 31601, USA
Phone (229) 241-0001
Directions
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Williams Investment Co
3 out of 5
Location 1700 River St, Valdosta, GA 31601, USA
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2502C Jerry Jones Dr Suite 3, Valdosta, GA 31602, USA
Phone (229) 253-1263
Directions
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Windemere Advisors, LLC
Location 2701 Windemere Dr, Valdosta, GA 31602, USA
Phone (229) 241-0576
Directions
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Edward Jones
Location 4534 N Valdosta Rd Suite B, Valdosta, GA 31602, USA
Phone (229) 375-0830
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Raymond James Financial Services
5 out of 5
Location 3338K Country Club Rd K, Valdosta, GA 31605, USA
Phone (229) 247-3381
Directions
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Southeastern Capital Management Group
Location 3338 Country Club Rd # K, Valdosta, GA 31605, USA
Phone (229) 247-3381
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2407 Andover Dr, Valdosta, GA 31602, USA
Phone (229) 244-2772
Directions
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Wright Retirement Services
2 out of 5
Location 1009 N Patterson St, Valdosta, GA 31601, USA
Phone (229) 259-9686
Directions
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Aflac Regional Office
Location 2225 Bemiss Rd suite c, Valdosta, GA 31602, USA
Phone (229) 247-9951
Directions
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Goddard, Karen C CPA
Location 1009 N Patterson St, Valdosta, GA 31601, USA
Phone (229) 242-2233
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John Lastinger
Location 3555 N Crossing Cir, Valdosta, GA 31602, USA
Phone (229) 293-1125
Directions
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First Command Financial Advisor - Dan Mahoney
Location 4333 Bemiss Rd Ste 10, Valdosta, GA 31605, USA
Phone (229) 469-7159
Directions
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Strategic Wealth Group LLC
5 out of 5
Location 2419 Andover Dr, Valdosta, GA 31602, USA
Phone (229) 244-0046
Directions
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Edward Jones - Financial Advisor: Heidi S Cox
Location 113 W Brookwood Dr suite c, Valdosta, GA 31601, USA
Phone (229) 242-8800
Directions
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Edward Jones - Financial Advisor: David Fisher
Location 3338 Country Club Rd E1, Valdosta, GA 31602, USA
Phone (229) 219-0006
Directions
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Southeast Capital Investment Group
Location 3338 Country Club Rd # K, Valdosta, GA 31605, USA
Phone (229) 247-3381
Directions
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Brookwood North Investment Advisors, LLC
Location 208 W Park Ave, Valdosta, GA 31602, USA
Phone (229) 232-4561
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UL Wealth Investment Advisors
Location 3316 N Oak Street Extension, Valdosta, GA 31605, USA
Phone (229) 262-1990
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The Investment Centre at CBC Bank
Location 3466 N Valdosta Rd Suite A, Valdosta, GA 31602, USA
Phone (229) 219-8426
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Kerrigan Capital and Risk Management
Location 3543 N Crossing Cir, Valdosta, GA 31602, USA
Phone (229) 588-8448
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Foxfire Diversified Investment
5 out of 5
Location 3566 Knight Academy Rd, Valdosta, GA 31605, USA
Directions
Financial Advisors in Valdosta, GA

Where Certified Financial Advisors in Valdosta, GA Serve

Valdosta, GA is a vibrant city located in the southern part of the state. It is home to a number of notable landmarks, including the Valdosta State University, the Lowndes County Historical Society and Museum, and the Valdosta Mall. With a diverse range of top employers, such as Moody Air Force Base, South Georgia Medical Center, and Valdosta City Schools, the city offers a wealth of career opportunities for residents. Major highways and streets, such as Interstate 75, US Highway 84, and North Ashley Street, provide easy access to and from the city. Valdosta is also home to a number of unique neighborhoods, each with its own distinct character and charm, including Kinderlou Forest, Cherry Creek, and Remerton.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Valdosta, GA can benefit greatly from the guidance of a financial advisor. With a median household income of $34,000, many residents may struggle to make ends meet and save for the future. A financial advisor can help them create a budget, prioritize expenses, and develop a savings plan that works for their unique situation. Additionally, Valdosta is home to Valdosta State University, and many residents may have student loan debt. A financial advisor can help them navigate the complex world of student loan repayment options and create a plan to pay off their debt efficiently. Overall, a financial advisor can provide invaluable support and guidance to help residents of Valdosta, GA achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Valdosta, GA can benefit greatly from the services of an insurance broker. One of the most common ways that an insurance broker can help Valdosta residents is by providing guidance on the unique insurance needs of the area. Due to its location near the Florida-Georgia border, Valdosta is prone to natural disasters such as hurricanes and flooding. An insurance broker can help residents navigate the complex world of insurance policies and ensure that they have the proper coverage in case of a disaster. Additionally, an insurance broker can help residents find affordable health insurance plans, which is especially important in a state like Georgia where healthcare costs are often high. Overall, an insurance broker can be a valuable resource for Valdosta residents looking to protect themselves and their families from financial hardship.

Retirement Planning

Residents of Valdosta, GA can benefit greatly from the guidance of a retirement planner. A retirement planner can help them navigate the complex world of retirement planning, including options for saving and investing, tax implications, and long-term care planning. In Valdosta, where the cost of living is relatively low compared to other cities in the state, a retirement planner can help residents make the most of their retirement savings and ensure they have enough money to live comfortably in their golden years. Additionally, a retirement planner can help Valdosta residents understand the unique challenges of retirement in the South, such as the impact of hurricanes and other natural disasters on retirement savings and planning. By working with a retirement planner, residents of Valdosta can feel confident that they are making smart financial decisions and preparing for a secure and enjoyable retirement.

Wealth Management

Residents of Valdosta, GA could benefit from the services of a wealth manager in several ways. One of the most common ways would be through retirement planning. Many residents in Valdosta, GA are nearing retirement age and may not have a solid plan in place for their retirement years. A wealth manager can help them create a plan that takes into account their current financial situation and their future goals. Additionally, Valdosta, GA has a large military presence, and many residents may be eligible for military benefits that they are not aware of. A wealth manager can help them navigate the complex world of military benefits and ensure that they are taking advantage of all the resources available to them. Overall, a wealth manager can provide valuable guidance and support to the residents of Valdosta, GA as they navigate their financial futures.

Mortgage Loan Officer

Residents of Valdosta, GA can benefit greatly from the expertise of a mortgage loan officer. These professionals can help residents navigate the complex world of home buying and financing, including finding the right mortgage product for their specific needs and financial situation. In Valdosta, where the median home value is $139,700, a mortgage loan officer can provide valuable guidance on how to secure a loan that fits within a resident's budget. They can also help residents understand the various programs and incentives available to first-time homebuyers in Valdosta, such as the Georgia Dream Homeownership Program. With a mortgage loan officer's help, residents of Valdosta can achieve their dream of homeownership and build equity in their community.

Tax Services

Residents of Valdosta, GA can benefit greatly from the assistance of a tax advisor in a number of ways. For instance, a tax advisor can help residents navigate the complex tax laws in Georgia and ensure that they are in compliance with all applicable regulations. Additionally, a tax advisor can help residents identify tax deductions and credits that they may be eligible for, which can help them save money on their taxes. One specific challenge that residents of Valdosta, GA may face is the need to file taxes in both Georgia and Florida if they work or own property in both states. A tax advisor can help residents navigate this complex situation and ensure that they are filing their taxes correctly in both states. Overall, a tax advisor can be an invaluable resource for residents of Valdosta, GA who want to ensure that they are maximizing their tax savings and avoiding any potential legal issues.

Estate Planning Lawyer

Residents of Valdosta, GA can benefit greatly from the services of an estate planning lawyer. These lawyers can help individuals and families ensure that their assets are distributed according to their wishes after they pass away. They can also help with setting up trusts, drafting wills, and creating powers of attorney. One specific way that residents of Valdosta, GA can benefit from an estate planning lawyer is by ensuring that their assets are protected from the high costs of long-term care. With the cost of nursing homes and other long-term care facilities on the rise, an estate planning lawyer can help residents plan for these expenses and ensure that their assets are not depleted by them.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Valdosta, GA