Best Financial Advisors in Paulding County, GA

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Paulding County, GA Fiduciary Financial Advisors

SEC File# 801-117239
CRD# 305170
Location 165 Confederate Ave, Dallas, GA 30132, USA
Phone (678) 363-0078
Directions
Edward Jones - Financial Advisor: Ryan Hale, AAMS™
5 out of 5
Location 119 W Memorial Dr, Dallas, GA 30132, USA
Phone (770) 505-5333
Directions
Found Money Consultants of Paulding County
Location 150 Watson Dr, Dallas, GA 30132, USA
Phone (770) 617-5102
Directions
Insurance Pro Shop
5 out of 5
Location 318 Ladora Dr, Dallas, GA 30157, USA
Phone (770) 443-2852
Directions
Financial Advisors in Paulding County, GA

Where Certified Financial Advisors in Paulding County, GA Serve

Nestled in the heart of Georgia, Paulding County boasts an array of landmarks that reflect its rich history and culture. From the historic courthouse in downtown Dallas to the tranquil beauty of the Silver Comet Trail, this county is a true gem of the South. Paulding County is also home to a diverse range of top employers, including WellStar Health System, Paulding County School District, and Walmart. These companies provide employment opportunities for thousands of residents, contributing to the county's thriving economy. Major highways such as I-20, US-278, and GA-120 run through Paulding County, offering easy access to nearby cities and attractions. The bustling thoroughfares of Main Street and Merchants Drive are also popular destinations for shopping and dining. The county is divided into several neighborhoods, each with its unique character and charm. From the quiet streets of Hiram to the bustling energy of downtown Dallas, there is a neighborhood to suit every lifestyle.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Paulding County, GA could benefit greatly from the guidance of a financial advisor. With a population of over 160,000 people, many families and individuals may struggle with managing their finances. A financial advisor could help these residents with a variety of tasks, such as creating a budget, investing in their future, or planning for retirement. Additionally, Paulding County has a growing real estate market, and a financial advisor could assist residents with navigating the complexities of buying or selling property. Overall, a financial advisor could provide valuable support to the diverse population of Paulding County, helping them achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Paulding County, GA can benefit greatly from the services of an insurance broker. With the county's population rapidly growing, an insurance broker can help residents navigate the complex world of insurance and find the best coverage for their unique needs. For example, Paulding County is known for its high number of outdoor enthusiasts, such as hikers and boaters. An insurance broker can help these individuals find comprehensive coverage for their outdoor activities, including liability and property damage protection. Additionally, with the county's proximity to Atlanta, many residents commute to work in the city. An insurance broker can help these commuters find affordable and comprehensive auto insurance policies to protect them on their daily commute. Overall, an insurance broker can provide valuable guidance and support to residents of Paulding County, GA as they navigate the world of insurance.

Retirement Planning

Residents of Paulding County, GA could benefit greatly from the services of a retirement planner. With a population of over 160,000 people, many individuals in the area are likely approaching retirement age or have already retired. A retirement planner can help these individuals navigate the complex world of retirement planning, including creating a personalized plan for saving and investing, determining the best time to start taking Social Security benefits, and developing a strategy for managing retirement income. Additionally, with the cost of living in Paulding County being slightly higher than the national average, a retirement planner can help residents ensure that they have enough money saved to maintain their standard of living during retirement. Overall, a retirement planner can provide invaluable guidance and support to residents of Paulding County as they prepare for this important life transition.

Wealth Management

Residents of Paulding County, GA could benefit from the services of a wealth manager in a variety of ways. For example, Paulding County has a rapidly growing population, and many residents may be looking for guidance on how to manage their newfound wealth. A wealth manager can help individuals and families create a financial plan that takes into account their long-term goals and helps them build a solid financial foundation. Additionally, Paulding County is home to many small business owners who may need help managing their business finances. A wealth manager can provide valuable advice on everything from cash flow management to retirement planning, helping business owners make informed decisions that will benefit their bottom line. Overall, a wealth manager can be an invaluable resource for anyone looking to build and protect their wealth in Paulding County, GA.

Mortgage Loan Officer

Residents of Paulding County, GA would greatly benefit from the expertise of a mortgage loan officer. With the county's population on the rise, many families are looking to purchase homes and need guidance on the mortgage process. A loan officer can provide personalized advice on the best loan options available, taking into account factors such as credit score, income, and the local real estate market. Additionally, Paulding County has a strong military presence with several bases nearby, and loan officers can assist veterans and active-duty service members with VA loans. With the help of a mortgage loan officer, residents of Paulding County can navigate the complex world of home financing and achieve their dream of homeownership.

Tax Services

Residents of Paulding County, GA can benefit from the expertise of a tax advisor in many ways. One common way is through tax planning, where a tax advisor can help residents optimize their tax savings and reduce their tax liability. This is especially important in Paulding County, where property taxes are among the highest in the state. A tax advisor can also help residents navigate complex tax laws and regulations, ensuring that they remain compliant with state and federal tax requirements. Additionally, a tax advisor can assist with tax preparation, helping residents file their taxes accurately and on time. With the help of a tax advisor, residents of Paulding County can feel confident that their tax affairs are in order and that they are maximizing their tax savings.

Estate Planning Lawyer

Residents of Paulding County, GA can greatly benefit 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 estate plan that includes a will, trust, and power of attorney. This can ensure that a person's assets are distributed according to their wishes and that their loved ones are taken care of after they pass away. Additionally, an estate planning lawyer can help with Medicaid planning, which is especially important in Paulding County where the population is rapidly growing and the cost of healthcare is increasing. By working with an estate planning lawyer, residents of Paulding County can have peace of mind knowing that their affairs are in order and their loved ones are protected.

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