Best Financial Advisors in Whitfield County, GA

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Whitfield County, GA Fiduciary Financial Advisors

American Financial Services
Location 1212 W Walnut Ave #1, Dalton, GA 30720, USA
Phone (706) 259-6874
Directions
BMY Capital Inc
Location 302 S Thornton Ave STE 2A, Dalton, GA 30720, USA
Phone (706) 279-1694
Directions
Laughter Bennie M
Location 115 W King St, Dalton, GA 30720, USA
Phone (706) 529-5255
Directions
Morgan Keegan & Co
Location 5110 Alabama Hwy, Ringgold, GA 30736, USA
Phone (706) 965-1532
Directions
Lawson Winchester Wealth Management
Location 712 S Thornton Ave, Dalton, GA 30720, USA
Phone (706) 226-9995
Directions
Edward Jones - Financial Advisor: Nick Payne
SEC File# 801-3297
CRD# 250
Location 1209 W Walnut Ave Ste 3, Dalton, GA 30720, USA
Phone (706) 876-1922
Directions
Kimberly Jones - COUNTRY Financial representative
5 out of 5
Location 123 Murray Plaza, Chatsworth, GA 30705, USA
Phone (706) 278-3814
Directions
Lawrence D Walter - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 305 Point N Pl Ste 1, Dalton, GA 30720, USA
Phone (706) 278-5662
Time Monday: 8:30 AM – 4:00 PM Tuesday: 8:30 AM – 4:00 PM Wednesday: 8:30 AM – 4:00 PM Thursday: 8:30 AM – 4:00 PM Friday: 8:30 AM – 12:00 PM Saturday: Closed Sunday: Closed
Directions
AM Tax And More
Location 1710B Cleveland Hwy, Dalton, GA 30721, USA
Phone (706) 671-1096
Directions
Dalton Investment & Retirement Services
SEC File# 801-71457
CRD# 153184
Location 2201 Executive Park Dr, Dalton, GA 30720, USA
Phone (706) 529-5900
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
Browne, Draper & Land Financial Concepts
Location 118 W King St, Dalton, GA 30720, USA
Phone (706) 226-0144
Directions
Slaughter Credit
5 out of 5
Location 600 Lakemont Dr, Dalton, GA 30720, USA
Phone (404) 518-9428
Directions
W Douglas Jones & Associates
5 out of 5
Location 910 S Thornton Ave A, Dalton, GA 30720, USA
Phone (706) 876-0844
Directions
Angela Moss Gordy CPA
5 out of 5
Location 605 S Thornton Ave, Dalton, GA 30720, USA
Phone (706) 279-1475
Directions
Financial Advisors in Whitfield County, GA

Where Certified Financial Advisors in Whitfield County, GA Serve

Whitfield County, nestled in the heart of northwest Georgia, is a vibrant community with a rich history and diverse economy. Home to a number of notable landmarks, including the Dalton Depot, the Prater's Mill Historic Site, and the Chief Vann House State Historic Site, this county offers visitors and residents alike a wealth of cultural and recreational opportunities. As for top employers, Whitfield County boasts a robust manufacturing sector, with companies like Shaw Industries, Mohawk Industries, and Engineered Floors leading the way. Other major employers include Hamilton Medical Center, Dalton Public Schools, and the City of Dalton. When it comes to transportation, Whitfield County is well-connected, with Interstate 75 running through the heart of the county and providing easy access to Atlanta and Chattanooga. Other major highways and streets include U.S. Route 41, U.S. Route 76, and Georgia State Route 52.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Whitfield County, GA can benefit greatly from the guidance of a financial advisor. With a population of over 100,000, many individuals and families in this area may struggle with managing their finances or planning for the future. A financial advisor can provide personalized advice on budgeting, saving, investing, and retirement planning to help residents achieve their financial goals. Additionally, Whitfield County is home to a large number of small businesses, and a financial advisor can assist these entrepreneurs with financial planning, tax strategies, and other important financial decisions. Overall, a financial advisor can be a valuable resource for anyone in Whitfield County looking to improve their financial well-being.

Insurance Broker

Residents of Whitfield County, GA can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help residents navigate the complex insurance market and find the best coverage options for their unique needs and budget. This is especially important in Whitfield County, where the economy is largely driven by the manufacturing industry and many residents work in physically demanding jobs that come with increased risk of injury. An insurance broker can help these residents find affordable health and disability insurance that provides comprehensive coverage and financial protection in case of an accident or illness. Additionally, an insurance broker can help residents protect their homes and other assets with homeowners insurance and liability coverage, which is particularly important in Whitfield County where severe weather events like tornadoes and hailstorms are common. Overall, an insurance broker can provide invaluable support and guidance to residents of Whitfield County, helping them secure the insurance coverage they need to protect themselves and their families.

Retirement Planning

Residents of Whitfield County, GA can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by providing guidance on how to maximize retirement savings and investments. With a median household income of $42,089 and a poverty rate of 21.4%, many residents of Whitfield County may struggle to save for retirement on their own. A retirement planner can help individuals create a personalized savings plan that takes into account their unique financial situation and goals. Additionally, a retirement planner can provide guidance on how to navigate Social Security benefits and Medicare, which can be especially helpful for the county's large senior population. Overall, a retirement planner can provide invaluable support and peace of mind for residents of Whitfield County as they plan for their future.

Wealth Management

Residents of Whitfield County, GA could benefit from the services of a wealth manager in several ways. For instance, a wealth manager could help them create a personalized financial plan that aligns with their long-term goals. With Whitfield County being home to several manufacturing plants, a wealth manager could assist residents in managing their retirement plans and investments in the industry. Moreover, a wealth manager could help residents optimize their tax strategies, especially with the recent tax law changes. They could also provide advice on estate planning and charitable giving, which are crucial aspects of financial planning. Overall, a wealth manager could provide tailored financial solutions that cater to the unique needs of Whitfield County residents.

Mortgage Loan Officer

Residents of Whitfield County, GA can benefit from the expertise of a mortgage loan officer in several ways. Firstly, a loan officer can help residents navigate the complex process of applying for a mortgage, ensuring they receive the best possible interest rates and terms. Additionally, loan officers can assist residents in identifying loan programs and down payment assistance options that may be available to them. In Whitfield County specifically, where the median home value is $149,000, a loan officer can help residents find affordable mortgage options that fit their budget and financial goals. With the help of a loan officer, residents can feel confident in their ability to secure a mortgage and achieve their dream of homeownership.

Tax Services

Residents of Whitfield County, GA can benefit greatly from the expertise of a tax advisor. With a population of over 100,000 people, the county is home to a diverse range of individuals and businesses, each with their own unique tax needs and challenges. A tax advisor can help residents navigate the complex tax laws and regulations that apply to their specific situation, providing guidance on everything from filing their annual tax return to maximizing deductions and minimizing liabilities. Additionally, many residents of Whitfield County are small business owners or entrepreneurs, and a tax advisor can provide invaluable advice on tax planning, bookkeeping, and other financial matters that can help them grow and succeed. Overall, a tax advisor can be a valuable ally for anyone looking to stay on top of their finances and make the most of their resources in Whitfield County, GA.

Estate Planning Lawyer

Residents of Whitfield County, GA can benefit greatly from the services of an estate planning lawyer. Specifically, an estate planning lawyer can help residents of Whitfield County ensure that their assets are distributed according to their wishes after they pass away. This is particularly important in Whitfield County, where many families have deep roots and close ties to the community. An estate planning lawyer can also help residents of Whitfield County minimize their tax burden and protect their assets from creditors. By working with an estate planning lawyer, residents of Whitfield County can gain peace of mind knowing that their loved ones will be taken care of and their legacy will be preserved.

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