Best Financial Advisors in Coweta County, GA

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List of Firms

Coweta County, GA Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Bruce T Sutherland, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2003 Commerce Dr N, Peachtree City, GA 30269, USA
Phone (770) 486-0405
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
Edward Jones - Financial Advisor: Christopher M Allessio, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 200 Westpark Dr Suite 140, Peachtree City, GA 30269, USA
Phone (770) 486-0114
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Shepard Financial Services
Location 3 Greenville St S, Newnan, GA 30263, USA
Phone (770) 251-2909
Directions
Edward Jones - Financial Advisor: Jamie L Camp
SEC File# 801-3297
CRD# 250
Location 10 The Blvd Suite 105, Newnan, GA 30263, USA
Phone (770) 251-8316
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
LifePlan Financial Advisors, Inc.
Location 1 The Mdws Dr, Newnan, GA 30265, USA
Phone (678) 364-9677
Directions
Hollowell Financial Group
SEC File# 801-78808
CRD# 168267
Location 2011 Commerce Dr Suite B101, Peachtree City, GA 30269, USA
Phone (678) 788-6009
Time Monday: 10:00 AM – 5:00 PM Tuesday: 10:00 AM – 5:00 PM Wednesday: 10:00 AM – 5:00 PM Thursday: 10:00 AM – 5:00 PM Friday: 10:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
The Financial Planning Group
Location 2 E Ct Square, Newnan, GA 30263, USA
Phone (770) 251-9202
Directions
Wealth Guard Financial Services
Location 14 Jacks Dr, Newnan, GA 30263, USA
Phone (770) 304-8697
Directions
Edward Jones - Financial Advisor: Brian P McNally
SEC File# 801-3297
CRD# 250
Location 1280 Hwy 74 S Suite 220, Peachtree City, GA 30269, USA
Phone (770) 632-6330
Directions
VetWorth
Location 470 Commerce Dr, Peachtree City, GA 30269, USA
Phone (404) 907-0070
Directions
Edward Jones - Financial Advisor: Ashley Stapleton, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 32 Hospital Rd, Newnan, GA 30263, USA
Phone (770) 251-8391
Directions
Christian Financial Services Inc
Location 590 Belk Rd, Newnan, GA 30263, USA
Phone (770) 252-9348
Directions
Edward Jones - Financial Advisor: Stacey Richmond, CRPS®
SEC File# 801-3297
CRD# 250
Location 37 Calumet Pkwy Suite H201, Newnan, GA 30263, USA
Phone (770) 683-3234
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 7 E Broad St, Newnan, GA 30263, USA
Phone (770) 251-8391
Directions
Edward Jones - Financial Advisor: Scott Trammell, AAMS®
SEC File# 801-3297
CRD# 250
4 out of 5
Location 404 Crosstown Drive, Peachtree City, GA 30269, USA
Phone (770) 631-8844
Directions
Advisor Consulting, LLC
Location 395 Golfview Dr, Newnan, GA 30263, USA
Phone (404) 551-5836
Directions
Avery and Pope Wealth Management
5 out of 5
Location 36 S Court Square, Newnan, GA 30263, USA
Phone (770) 683-6603
Directions
Edward Jones - Financial Advisor: Vince McCaffrey
SEC File# 801-3297
CRD# 250
Location 2004 Commerce Dr N Suite 215, Peachtree City, GA 30269, USA
Phone (770) 487-0453
Directions
Edward Jones - Financial Advisor: Chad A Smith
SEC File# 801-3297
CRD# 250
5 out of 5
Location 354 Newnan Crossing Bypass Suite 211, Newnan, GA 30265, USA
Phone (770) 502-8684
Directions
Edward Jones - Financial Advisor: Jim Burgess Jr, CFP®
SEC File# 801-3297
CRD# 250
Location 2004 Commerce Dr N Suite 215, Peachtree City, GA 30269, USA
Phone (770) 487-0453
Directions
Sylvia S Robinson: Primerica - Financial Services
Location 19 E Broad St, Newnan, GA 30263, USA
Phone (866) 283-6616
Directions
Edward Jones - Financial Advisor: Jennifer E Camp, AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 53 Main St Suite B, Senoia, GA 30276, USA
Phone (770) 599-3981
Directions
COUNTRY Financial
5 out of 5
Location 48 Market Square Rd, Newnan, GA 30265, USA
Phone (678) 423-6265
Directions
Edward Jones - Financial Advisor: Jason L Davis
SEC File# 801-3297
CRD# 250
Location 277 GA-74 Suite 317, Peachtree City, GA 30269, USA
Phone (678) 833-5265
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Josh Colwell, CFP®|AAMS®
SEC File# 801-3297
CRD# 250
Location 1741 Newnan Crossing Blvd D, Newnan, GA 30265, USA
Phone (770) 252-3742
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Welden Financial
SEC File# 801-69511
CRD# 125112
Location 38 Spring St, Newnan, GA 30263, USA
Phone (770) 683-0070
Time Monday: 9:30 AM – 5:00 PM Tuesday: 9:30 AM – 5:00 PM Wednesday: 9:30 AM – 5:00 PM Thursday: 9:30 AM – 5:00 PM Friday: 9:30 AM – 12:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Jesse Koorse
SEC File# 801-3297
CRD# 250
Location 90 Glenda Trace Suite J, Newnan, GA 30265, USA
Phone (770) 755-9110
Directions
Edward Jones - Financial Advisor: Gene Fulmer, AAMS™
SEC File# 801-3297
CRD# 250
Location 200 Westpark Dr Suite 140, Peachtree City, GA 30269, USA
Phone (770) 486-0114
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 – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Jim Smothers, AAMS®
SEC File# 801-3297
CRD# 250
4 out of 5
Location 820 Ebenezer Church Rd Suite 104, Sharpsburg, GA 30277, USA
Phone (770) 252-2391
Directions
Edward Jones - Financial Advisor: Daniel A Arenas
SEC File# 801-3297
CRD# 250
Location 65 Oak Hill Blvd B, Newnan, GA 30265, USA
Phone (770) 253-0820
Directions
Peachtree Planning Corporation
Location 10 Jackson St, Newnan, GA 30263, USA
Phone (770) 683-0399
Directions
Edward Jones - Financial Advisor: Mike Lonas
SEC File# 801-3297
CRD# 250
5 out of 5
Location 6 Jefferson Pkwy A, Newnan, GA 30263, USA
Phone (770) 251-3500
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Merrill Lynch Wealth Management Advisor Cheryl D Curtis
Location 900 Westpark Dr Suite 200, Peachtree City, GA 30269, USA
Phone (770) 632-1027
Directions
Fianne LLC
Location 215 McDonald Rd, Sharpsburg, GA 30277, USA
Phone (404) 375-5687
Directions
Stephanie Bacak, CFP® - Fee-Only Financial Planner
Location 2011 Commerce Dr N Ste 102, Peachtree City, GA 30269, USA
Phone (770) 954-8823
Directions
Financial Advisors in Coweta County, GA

Where Certified Financial Advisors in Coweta County, GA Serve

Coweta County, located in the heart of Georgia, is a vibrant community that boasts a plethora of landmarks, top employers, major highways and streets, and flourishing neighborhoods. From the historic Senoia downtown, which is known for its charming shops and restaurants, to the bustling Coweta Industrial Park, which houses some of the county's top employers, including Yamaha and Bridgestone, Coweta County has something to offer everyone. In addition to its thriving business community, Coweta County is home to several major highways and streets, including I-85, US-29, and GA-16, making it easy to travel to and from the area. And with neighborhoods like Arbor Springs, Summergrove, and Northgate, residents can enjoy the best of both worlds - the peace and tranquility of suburban life and the convenience of city living.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Coweta County, GA can benefit greatly from the guidance of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized budget and savings plan. With a median household income of $69,673 and a cost of living slightly higher than the national average, many Coweta County residents may struggle to make ends meet. A financial advisor can help them identify areas where they can cut back on expenses and create a plan to save for future goals, such as buying a home or sending their children to college. Additionally, with the county's growing population and economy, a financial advisor can provide valuable advice on investing in local businesses and real estate opportunities.

Insurance Broker

Residents of Coweta County, GA can benefit greatly from the services of an insurance broker. With the county's growing population and diverse economy, an insurance broker can help individuals and businesses find the best insurance policies to fit their unique needs. For example, with Coweta County's high rate of outdoor recreation and sports activities, an insurance broker can help residents find coverage for accidents and injuries that may occur while participating in these activities. Additionally, with the county's strong agricultural industry, an insurance broker can assist farmers in finding policies that protect their crops and livestock from potential losses. Overall, an insurance broker can provide valuable guidance and support to Coweta County residents in navigating the complex world of insurance.

Retirement Planning

Residents of Coweta County, GA can benefit greatly from the services of a retirement planner. With a population of over 140,000, Coweta County is home to many retirees who need assistance in managing their finances and planning for their future. A retirement planner can help residents of Coweta County navigate the complex world of retirement planning, including understanding Social Security benefits, creating a budget, and developing a plan for long-term care. Additionally, a retirement planner can help residents of Coweta County make informed decisions about their investments and ensure that they are on track to meet their retirement goals. Overall, a retirement planner can provide valuable guidance and support to residents of Coweta County as they navigate the complexities of retirement planning.

Wealth Management

Residents of Coweta County, GA could benefit from the expertise of a wealth manager in several ways. For instance, with the county's population growing at a rapid pace, many residents may need help with retirement planning, tax strategies, and investment management. A wealth manager could also assist with estate planning and wealth transfer, which are important considerations for the many families who call Coweta County home. Additionally, with a thriving business community in the area, a wealth manager could provide guidance on business succession planning and other financial matters that may arise. Overall, a wealth manager could help residents of Coweta County, GA achieve their financial goals and secure their financial futures.

Mortgage Loan Officer

Residents of Coweta County, GA can benefit greatly from the services of a mortgage loan officer. These professionals can help individuals and families secure financing for their dream homes, investment properties, or refinancing needs. With the population of Coweta County growing rapidly, a mortgage loan officer can provide personalized assistance and guidance to navigate the local real estate market. Additionally, Coweta County is known for its diverse range of housing options, from historic homes in downtown Newnan to new developments in Senoia. A mortgage loan officer can help residents find the best loan options for their specific needs and financial situation, whether they are first-time homebuyers or experienced investors.

Tax Services

Residents of Coweta County, GA can benefit greatly from the expertise of a tax advisor. With the county's growing population and economy, tax laws and regulations can become increasingly complex and confusing for individuals and businesses alike. A tax advisor can provide guidance on tax planning, preparation, and filing, ensuring that residents are maximizing their deductions and minimizing their tax liability. Additionally, a tax advisor can assist with tax issues unique to Coweta County, such as navigating the county's property tax system or understanding tax incentives for local businesses. By working with a tax advisor, residents of Coweta County can feel confident that they are making informed decisions and optimizing their financial well-being.

Estate Planning Lawyer

Residents of Coweta County, GA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can assist residents of Coweta County is by helping them create a comprehensive estate plan that includes a will, trust, and other important documents. This is especially important in Coweta County, where the population is growing rapidly and many residents own significant assets, such as farmland or businesses. An estate planning lawyer can also help residents of Coweta County minimize their tax liability, ensure that their assets are distributed according to their wishes, and provide guidance on how to protect their assets from potential creditors or lawsuits. Overall, an estate planning lawyer can provide valuable peace of mind to residents of Coweta County by ensuring that their affairs are in order and their loved ones are taken care of in the event of their passing.

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FAQs About Personal Financial Advisors in Coweta County, GA