Retirement Planning in Calhoun, GA

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Top Retirement Planners in Calhoun, GA

SEC File# 801-10970
CRD# 6413
Location 301 S Wall St, Calhoun, GA 30701, USA
Phone (706) 383-8825
Directions
Dempsey Lord Smith LLC
SEC File# 801-108087
CRD# 141238
Location 320 S Piedmont St, Calhoun, GA 30701, USA
Phone (706) 625-9756
Directions
Duvan Brock Financial Services Inc
4 out of 5
Location 276 Curtis Pkwy NE, Calhoun, GA 30701, USA
Phone (706) 625-9336
Directions
Holland Max
Location 352 S Piedmont St, Calhoun, GA 30701, USA
Phone (706) 629-4511
Directions
Dempsey Lord Smith LLC
5 out of 5
Location 901 Broad St, Rome, GA 30161, USA
Phone (706) 238-9575
Directions
Trinity Financial Planning
Location 1530 Habersham Pl, Cumming, GA 30041, USA
Directions
Mcbrayer Investment Inc
Location 125 Kenmorland Cir, Calhoun, GA 30701, USA
Phone (706) 624-1969
Directions
Edward Jones - Financial Advisor: Tim Mull
SEC File# 801-3297
CRD# 250
Location 100 N Court St, Calhoun, GA 30701, USA
Phone (706) 602-5402
Directions
Jim Haggard - COUNTRY Financial representative
4 out of 5
Location 1012 S Wall St C, Calhoun, GA 30701, USA
Phone (706) 602-4686
Directions
Dudley Asset Management
Location 200 Professional Ct # 2, Calhoun, GA 30701, USA
Phone (706) 602-8500
Directions
John C. Leggett, PC
5 out of 5
Location 407 2nd Ave, Calhoun, GA 30701, USA
Phone (706) 629-0641
Directions
Emt Investments Inc
Location 431 Saddlebrook Dr SE, Calhoun, GA 30701, USA
Phone (706) 629-3540
Directions
Edward Jones - Financial Advisor: Jeff Beamer
SEC File# 801-3297
CRD# 250
5 out of 5
Location 401 S Wall St, Calhoun, GA 30701, USA
Phone (706) 629-1322
Directions
SEC File# 801-113164
CRD# 166199
Location 215 N Piedmont St, Calhoun, GA 30701, USA
Phone (706) 624-4081
Directions
Laughter & Jones Financial Management, LLC
Location 115 W King St, Dalton, GA 30720, USA
Phone (706) 529-5250
Directions
Horizon Consulting LLC
Location 37 Covered Springs Dr NE, Rome, GA 30165, USA
Phone (706) 784-7100
Directions
1st Franklin Financial
4 out of 5
Location 127 Wc Bryant Pkwy Suite D, Calhoun, GA 30701, USA
Phone (706) 629-9551
Directions
Morning Pointe of Calhoun
4 out of 5
Location 660 Jolly Rd NW, Calhoun, GA 30701, USA
Phone (706) 629-0777
Directions
John Grooms - COUNTRY Financial representative
5 out of 5
Location 125 Wc Bryant Pkwy, Calhoun, GA 30701, USA
Phone (706) 629-6717
Directions
Edward Jones - Financial Advisor: Brian T Burton
SEC File# 801-3297
CRD# 250
Location 401 S Wall St Ste 103, Calhoun, GA 30701, USA
Phone (706) 629-1322
Directions
Jamie Doss - Financial Advisor, Ameriprise Financial Services, LLC
Location 1 S Broad St SW, Rome, GA 30161, USA
Phone (706) 295-4008
Directions
Hillcrest Financial Services
Location 100 Bowen Rd NE, White, GA 30184, USA
Phone (770) 977-3538
Directions
Retirement Planning in Calhoun, GA

About Calhoun, GA for Those Planning to Retire

Calhoun, GA is a charming city nestled in the foothills of the Appalachian Mountains. With a population of over 16,000, it boasts a variety of landmarks and attractions that draw visitors from all over the region. One of the most notable landmarks is the New Echota Historic Site, which was once the capital of the Cherokee Nation. Other popular attractions include the Calhoun Premium Outlets, the Harris Arts Center, and the Roland Hayes Museum. When it comes to employment, Calhoun is home to several major employers, including Mohawk Industries, Shaw Industries, and Mannington Mills. These companies provide jobs for thousands of residents and contribute significantly to the local economy. Calhoun is also well-connected to the surrounding area via major highways and streets. Interstate 75 runs through the city, providing easy access to Atlanta and Chattanooga. Other major highways include Highway 41 and Highway 53. The city is divided into several distinct neighborhoods, each with its own unique character and charm.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Calhoun, GA can benefit from a bank in various ways. For instance, a bank can offer financial assistance to individuals who are looking to purchase a home in Calhoun. With the city's growing population, the demand for housing is increasing, and a bank can provide mortgage loans to help buyers secure a home. Additionally, Calhoun has a large number of small businesses that could benefit from a bank's services. A bank can provide loans to these businesses to help them grow and expand, ultimately boosting the local economy. Furthermore, a bank can also offer savings accounts, checking accounts, and other financial services to residents of Calhoun, helping them to manage their finances more effectively. In conclusion, a bank can be a valuable resource for the residents of Calhoun, GA, providing them with the financial support they need to thrive in their community.

Insurance Broker

Residents of Calhoun, GA can benefit greatly from the services provided by an insurance broker. With the town being located in a region that is prone to natural disasters such as tornadoes and floods, an insurance broker can help residents find coverage that protects them from the financial burden of property damage and loss. Additionally, with a population that is largely made up of working-class families, an insurance broker can assist residents in finding affordable health insurance options that provide adequate coverage for themselves and their families. Furthermore, an insurance broker can help residents navigate the complex world of insurance policies and ensure that they are getting the best possible coverage for their unique needs. Overall, the expertise and guidance of an insurance broker can be invaluable to the residents of Calhoun, GA in protecting their financial well-being and providing peace of mind.

Wealth Management

Residents of Calhoun, GA could benefit greatly from the expertise of a wealth manager. With a population of just over 16,000, Calhoun is a small town that has seen significant growth in recent years. As a result, many residents may be struggling to manage their newfound wealth or navigate the complexities of investing. A wealth manager can provide guidance on everything from retirement planning to tax strategies, helping residents make informed decisions about their finances. Additionally, a wealth manager can offer personalized advice based on the unique needs and goals of each individual, taking into account factors such as their age, income, and family situation. With the right guidance, residents of Calhoun can build a strong financial foundation for themselves and their families, ensuring a secure future for years to come.

Financial Advisor

Residents of Calhoun, GA could benefit from the guidance of a financial advisor in several ways. One of the most common ways is through retirement planning. With a population of over 16,000, many residents in Calhoun are approaching retirement age and may not have adequate savings to support their lifestyle. A financial advisor can help create a retirement plan that takes into account their current financial situation, future goals, and potential risks. Additionally, Calhoun is home to many small businesses, and a financial advisor can assist these entrepreneurs with managing their finances, creating a budget, and planning for future growth. Furthermore, the recent growth in the manufacturing industry in Calhoun has led to an influx of new residents, many of whom may need assistance with managing their finances in a new environment. Overall, a financial advisor can provide valuable guidance and support to the diverse population of Calhoun, GA.

Mortgage Loan Officer

Residents of Calhoun, GA can benefit from the expertise of a mortgage loan officer in a variety of ways. Firstly, a mortgage loan officer can assist residents in navigating the complex process of obtaining a mortgage loan, which can be particularly challenging for those who are unfamiliar with the intricacies of the lending industry. Additionally, a loan officer can provide guidance on the various types of mortgage loans available, including fixed-rate and adjustable-rate mortgages, and help residents determine which option is best suited to their specific financial situation. Furthermore, a mortgage loan officer can offer advice on how to improve credit scores, which is particularly important for residents of Calhoun, GA, where the average credit score is lower than the national average. Overall, working with a mortgage loan officer can be a valuable resource for residents of Calhoun, GA who are looking to purchase a home and secure their financial future.

Tax Services

Residents of Calhoun, GA could benefit from the expertise of a tax advisor in various ways. For instance, a tax advisor could help residents navigate the ever-changing tax laws and regulations in the state of Georgia. Specifically, Calhoun residents could benefit from a tax advisor's knowledge of Georgia's unique tax laws, such as the state's sales tax exemption for certain agricultural products. Additionally, a tax advisor could assist Calhoun residents in maximizing their tax deductions and credits, which could potentially result in significant savings. Furthermore, a tax advisor could provide guidance on estate planning and help residents develop strategies to minimize estate taxes. In short, a tax advisor could be an invaluable resource for Calhoun residents seeking to optimize their financial well-being and minimize their tax liabilities.

Estate Planning Lawyer

Residents of Calhoun, GA can greatly benefit from the services of an estate planning lawyer. With a population of just over 16,000, Calhoun is a small town with a tight-knit community. An estate planning lawyer can help residents ensure that their assets are distributed according to their wishes after they pass away. This is especially important in Calhoun, where many families have lived on the same land for generations. Additionally, an estate planning lawyer can help residents create a plan for their healthcare in case they become incapacitated. This is particularly important in a town like Calhoun, where access to healthcare can be limited. By working with an estate planning lawyer, residents can have peace of mind knowing that their affairs are in order and that their loved ones will be taken care of in the future.

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