Best Financial Advisors in Starkville, MS

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List of Firms

Starkville, MS Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Greg Bowen
Location 100 Russell St Suite 4, Starkville, MS 39759, USA
Phone (662) 324-5933
Directions
Larry Mullins
5 out of 5
Location 114 S Lafayette St, Starkville, MS 39759, USA
Phone (662) 312-6038
Directions
Modern Woodmen of America
5 out of 5
Location 102 W Main St, Starkville, MS 39759, USA
Phone (662) 418-7957
Directions
Lynn Phillips - Raymond James
5 out of 5
Location 104 W Lampkin St, Starkville, MS 39759, USA
Phone (662) 324-2889
Directions
Financial Advisors in Starkville, MS

Where Certified Financial Advisors in Starkville, MS Serve

Starkville, MS, a vibrant city in Oktibbeha County, boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. With its rich history and culture, Starkville is home to several notable landmarks, including the Mississippi State University campus, the historic Downtown Starkville district, and the Oktibbeha County Heritage Museum. As one of the top employers in the area, Mississippi State University provides ample job opportunities for residents. Other major employers in Starkville include the Oktibbeha County Hospital, the Starkville School District, and the Walmart Supercenter. The city is easily accessible via major highways and streets, including Highway 12, Highway 25, and Stark Road. Additionally, major thoroughfares such as Main Street and Russell Street offer convenient access to the city's many attractions. Starkville's diverse neighborhoods offer a range of housing options for residents, from quaint historic homes in the Cotton District to modern apartments in the University Drive area.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Starkville, MS can greatly benefit from the guidance of a financial advisor. With the city being home to Mississippi State University, many residents are either students or faculty members, and may need assistance with managing student loans or retirement planning. Additionally, Starkville has a growing tech industry, which may provide unique investment opportunities for those looking to diversify their portfolios. A financial advisor can also help residents navigate the local real estate market, as Starkville has a mix of rental properties and homes for sale. Overall, a financial advisor can provide tailored advice to help Starkville residents achieve their financial goals and plan for their futures.

Insurance Broker

Residents of Starkville, MS can benefit greatly from the services of an insurance broker. With the unpredictable weather patterns in the area, such as severe thunderstorms and tornadoes, having adequate insurance coverage is crucial for protecting homes and property. Additionally, an insurance broker can help residents navigate the complexities of health insurance and find the best plan for their needs. With Mississippi having some of the highest rates of obesity and diabetes in the country, having access to quality healthcare is essential for residents of Starkville. An insurance broker can also assist small business owners in finding the right coverage for their employees and protecting their business from unexpected events. Overall, an insurance broker can provide valuable guidance and peace of mind for residents of Starkville, MS.

Retirement Planning

Residents of Starkville, MS can benefit from the services of a retirement planner in numerous ways. Firstly, Starkville is a college town with a large population of university employees and retirees. A retirement planner can help these individuals navigate the complexities of their retirement plans, such as 401(k)s and pensions, and ensure they are making the most of their benefits. Additionally, Starkville has a significant agriculture industry, and a retirement planner can help farmers and other agricultural workers plan for retirement in a way that accounts for the unique challenges and opportunities of their profession. Overall, a retirement planner can provide tailored advice and guidance to help Starkville residents achieve their retirement goals and ensure a secure financial future.

Wealth Management

Residents of Starkville, MS could benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager could help Starkville residents is by providing guidance on retirement planning. With Mississippi's median age being 37.8 years old, many residents are likely looking towards retirement in the coming years. A wealth manager could help individuals plan for retirement by assessing their current financial situation and creating a personalized plan that takes into account factors such as Social Security benefits, pensions, and investment portfolios. Additionally, with Mississippi State University being located in Starkville, many residents may have unique financial needs related to education planning or student loan debt. A wealth manager could provide guidance on these issues as well, helping Starkville residents achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Starkville, MS can benefit greatly from the services of a mortgage loan officer. For example, the officer can help first-time homebuyers navigate the complex process of securing a mortgage and finding the right home. In a college town like Starkville, many residents are students or faculty members who may need assistance with obtaining a mortgage while on a limited income. Additionally, the loan officer can provide guidance on local programs and incentives that may be available to help residents purchase a home in the area. With the help of a mortgage loan officer, residents of Starkville can achieve their dream of homeownership and invest in their community for years to come.

Tax Services

Residents of Starkville, MS could benefit greatly from the services of a tax advisor. With Mississippi being one of the states with the highest poverty rates in the country, it is important for residents to make the most of their income and minimize their tax burden. A tax advisor can provide guidance on tax deductions and credits that are specific to Starkville, such as the Homestead Exemption for homeowners. Additionally, residents who are self-employed or own small businesses can benefit from the expertise of a tax advisor in managing their finances and maximizing their tax savings. Overall, a tax advisor can help residents of Starkville navigate the complex tax system and ensure that they are making informed financial decisions.

Estate Planning Lawyer

Residents of Starkville, MS can greatly benefit from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by ensuring that a resident's assets are distributed according to their wishes after they pass away. This is particularly important in Starkville, where many residents own property and have significant assets. An estate planning lawyer can also help residents create a plan for long-term care and ensure that their healthcare wishes are followed in the event of incapacitation. Additionally, an estate planning lawyer can assist with minimizing tax liabilities and avoiding probate court. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind for residents of Starkville, MS.

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