Best Financial Advisors in Columbus, MS

We did the hard work of finding trustworthy partners in Columbus, MS. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Columbus, MS Fiduciary Financial Advisors

SEC File# 801-56942
CRD# 281958
Location 70 Brickerton St, Columbus, MS 39701, USA
Phone (662) 346-7044
Directions
Financial Concepts
SEC File# 801-122916
CRD# 134545
5 out of 5
Location 1121 2nd Ave N, Columbus, MS 39701, USA
Phone (662) 327-1480
Directions
AXA Advisors
Location 68 Brickerton St, Columbus, MS 39701, USA
Phone (662) 328-4241
Directions
Otis Billups - Allstate Personal Financial Representative
Location 1526 Gardner Blvd Ste 3, Columbus, MS 39702, USA
Phone (662) 549-0507
Directions
Edward Jones - Financial Advisor: Derek L Englert
Location 100 5th St S, Columbus, MS 39701, USA
Phone (662) 329-0071
Directions
Columbus Financial Services Inc
Location 447 Wilkins-Wise Rd, Columbus, MS 39705, USA
Phone (662) 241-6830
Directions
Financial Advisors in Columbus, MS

Where Certified Financial Advisors in Columbus, MS Serve

Columbus, MS is a charming southern city that boasts a rich history and vibrant community. With its stunning architecture and picturesque landscapes, it's no wonder why Columbus is a popular tourist destination. The city is home to several landmarks, including the beautiful and historic Tennessee Williams Home and Welcome Center, which offers visitors a glimpse into the life of the famous playwright. Other notable landmarks include the stunning Columbus Riverwalk and the impressive Columbus Air Force Base. When it comes to employment, Columbus is home to several top employers, including the Columbus Municipal School District, Baptist Memorial Hospital-Golden Triangle, and Mississippi University for Women. These organizations provide a wide range of job opportunities for residents, making Columbus a great place to live and work. Major highways and streets in Columbus include Highway 82, which runs through the heart of the city, and Main Street, which is lined with charming shops and restaurants.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Columbus, MS could benefit from a financial advisor in a variety of ways. One specific area where a financial advisor could be helpful is in navigating the unique challenges of the local economy. Columbus is a small city with a mix of industries, including healthcare, manufacturing, and education. A financial advisor could help residents understand the job market and plan for career changes or unexpected job loss. Additionally, a financial advisor could provide guidance on investing in local businesses or real estate opportunities. With their expertise, a financial advisor could help residents make informed decisions about their finances and achieve their long-term financial goals.

Insurance Broker

Residents of Columbus, MS could greatly benefit from the services of an insurance broker. With the unpredictable weather patterns in the area, it's important to have the right insurance coverage to protect against any potential damages. Additionally, with the high rate of poverty in Columbus, many residents may not be aware of the different insurance options available to them. An insurance broker can help educate residents on the best coverage options for their specific needs and budget, as well as help them navigate the often-confusing world of insurance. Overall, an insurance broker can provide invaluable assistance to residents of Columbus, MS, helping them to protect their assets and achieve peace of mind.

Retirement Planning

Residents of Columbus, MS could benefit greatly from the services of a retirement planner. Retirement planners can help individuals in Columbus, MS create a personalized plan for their retirement that takes into account their specific needs and goals. This can include things like creating a budget, investing in the right retirement accounts, and planning for healthcare costs. One specific thing about Columbus, MS that a retirement planner could help with is navigating the state's tax laws. Mississippi has a unique tax structure that can be confusing for many people, and a retirement planner can help residents of Columbus, MS understand how to minimize their tax burden and maximize their retirement savings. Overall, working with a retirement planner can help residents of Columbus, MS feel more confident and prepared for their retirement years.

Wealth Management

Residents of Columbus, MS can benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager can help is by providing personalized financial planning and investment management. Columbus is a growing city with a diverse population, and a wealth manager can help residents navigate the complexities of managing their finances in order to achieve their long-term financial goals. For example, a wealth manager can provide guidance on retirement planning, tax planning, and estate planning, which are all important considerations for residents of Columbus. Additionally, a wealth manager can help residents make informed investment decisions by providing access to a range of investment opportunities and helping them to assess their risk tolerance. Overall, a wealth manager can provide valuable support and guidance to help residents of Columbus achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Columbus, MS would greatly benefit from the services of a mortgage loan officer. These professionals can assist with securing financing for a variety of needs, such as purchasing a home or refinancing an existing mortgage. In Columbus, MS, where the median home price is $120,000, a mortgage loan officer can help residents navigate the complex process of obtaining a mortgage and ensure that they are getting the best possible terms and rates. Additionally, they can provide valuable guidance on the local real estate market and help residents make informed decisions about their financial future. With the help of a mortgage loan officer, residents of Columbus, MS can achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Columbus, MS would greatly benefit from the services of a tax advisor in a number of ways. For starters, a tax advisor could help them navigate the complex tax code and ensure that they are taking advantage of all available deductions and credits. This could result in significant savings on their tax bill each year. Additionally, a tax advisor could provide guidance on how to structure their finances in a tax-efficient manner, which could help them achieve their financial goals more quickly. For example, residents of Columbus who are saving for a down payment on a home might benefit from advice on how to structure their investments to minimize taxes and maximize growth. Overall, a tax advisor could be an invaluable resource for residents of Columbus, MS who want to make the most of their money and achieve financial success.

Estate Planning Lawyer

Residents of Columbus, MS can benefit greatly from the services of an estate planning lawyer. These lawyers can help individuals create wills, trusts, and other legal documents that ensure their assets are distributed according to their wishes after they pass away. In Columbus, MS, where the population is predominantly middle-aged and elderly, estate planning is particularly important as people begin to consider their legacies and how they want to provide for their loved ones. Additionally, an estate planning lawyer can help residents navigate the complex tax laws and regulations that apply to estates, ensuring that they are able to minimize their tax burden and maximize their assets for their heirs. Overall, working with an estate planning lawyer can provide peace of mind and security for residents of Columbus, MS, knowing that their wishes will be respected and their loved ones will be taken care of.

Columbus, MS Financial Resources

Columbus, MS Chamber of Commerce

https://clchamber.org/

Columbus, MS City Hall

https://www.thecityofcolumbusms.org/

Columbus, MS Public Library

https://www.lowndeslibrary.com/

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Columbus, MS