Wealth Management in Coweta County, GA

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List of Firms

Coweta County, GA Wealth Management Firms

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RBM Wealth Management Group
Location 44 Perry St, Newnan, GA 30263, USA
Phone (770) 400-5521
Directions
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Whitlock Ellis Wealth Management
5 out of 5
Location 2338 GA-54, Peachtree City, GA 30269, USA
Phone (770) 487-7979
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Edward Jones - Financial Advisor: Chad A Smith
5 out of 5
Location 354 Newnan Crossing Bypass Suite 211, Newnan, GA 30265, USA
Phone (770) 502-8684
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Wells Fargo Advisors
Location 2 Amlajack Blvd, Newnan, GA 30265, USA
Phone (770) 254-6331
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CapSouth Wealth Management
Location 1200 Keys Ferry Ct, McDonough, GA 30253, USA
Phone (678) 272-7555
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Optimist Realty Group LLC
5 out of 5
Location 15 Perry St Suite #386, Newnan, GA 30263, USA
Phone (678) 251-8496
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Bank of America (with Drive-thru ATM)
2 out of 5
Location 10 Glenda Trace, Newnan, GA 30265, USA
Phone (770) 304-0389
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United Bank
5 out of 5
Location 2245 GA-34 East, Newnan, GA 30265, USA
Phone (770) 251-4311
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Owenby Jones Wealth Management - Alpharetta
Location 5755 North Point Pkwy, Alpharetta, GA 30022, USA
Phone (678) 224-8480
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Republic Finance
3 out of 5
Location 1485 Hwy 34 East, Suite 10A, Newnan, GA 30265, USA
Phone (770) 251-7222
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Mariner Wealth Advisors
Location 400 Northridge Rd Suite 425, Atlanta, GA 30350, USA
Phone (470) 575-0221
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Kuntz Louis E CPA, PC
Location 14 Farmer St, Newnan, GA 30263, USA
Phone (770) 502-0217
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Coweta County Finance Department
Location 22 E Broad St # 7, Newnan, GA 30263, USA
Phone (770) 254-2607
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The Catalyst Group - Morgan Stanley
Location 500 Westpark Dr Suite 100, Peachtree City, GA 30269, USA
Phone (678) 734-9143
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Waller Wealth Management
Location 2011 Commerce Dr N, Peachtree City, GA 30269, USA
Phone (770) 486-9470
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CAPTRUST
Location 2011 Commerce Dr, Peachtree City, GA 30269, USA
Phone (770) 507-0025
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Edward Jones - Financial Advisor: Jennifer E Camp, AAMS™
5 out of 5
Location 53 Main St Suite B, Senoia, GA 30276, USA
Phone (770) 599-3981
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Brent Adams - COUNTRY Financial Agency Manager
5 out of 5
Location 277 Hwy 74 N, Ste 200, Peachtree City, GA 30269, USA
Phone (770) 254-4750
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ACS Executives
Location 183 Preserve Dr, Newnan, GA 30263, USA
Phone (470) 227-0048
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Broadland Wealth Management - Morgan Stanley
Location 3280 Peachtree Rd NE Suite 1900, Atlanta, GA 30305, USA
Phone (404) 266-6446
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Chancellor Wealth Management
Location 100 Galleria Pkwy SE #995, Atlanta, GA 30339, USA
Phone (770) 661-0280
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Leagacy Wealth Management Group Inc.
Location 1875 Old Alabama Rd STE 730, Roswell, GA 30076, USA
Phone (770) 518-5600
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Wiser Wealth Management, Inc
5 out of 5
Location 125 Church St #220, Marietta, GA 30060, USA
Phone (678) 905-4450
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Commercial & Residential Real Estate Financing
Location 245 Newnan Crossing Bypass, Newnan, GA 30265, USA
Phone (770) 885-3177
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Merrill Lynch Wealth Management Advisor Phil Midas
Location 900 Westpark Dr Suite 200, Peachtree City, GA 30269, USA
Phone (770) 632-1038
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Merrill Lynch Wealth Management Advisor Bill Denton
Location 900 Westpark Dr Suite 200, Peachtree City, GA 30269, USA
Phone (941) 413-4508
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Quigley Financial, LLC
Location 132 Terrane Ridge, Peachtree City, GA 30269, USA
Phone (678) 520-2327
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Wealth Management Group Of Georgia
5 out of 5
Location 3400 Chapel Hill Rd, Douglasville, GA 30135, USA
Phone (678) 741-5374
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BlueChip Wealth Advisors
Location 12655 Birmingham Hwy Suite 201, Milton, GA 30004, USA
Phone (770) 771-5812
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Merlin Wealth Management - Morgan Stanley
Location 3280 Peachtree Rd NE #1900, Atlanta, GA 30305, USA
Phone (404) 842-2300
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The McClendon Group, CPA, PC
3 out of 5
Location 25 Greenville St S, Newnan, GA 30263, USA
Phone (770) 253-6136
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LifePlan Financial Advisors, Inc.
Location 1 The Mdws Dr, Newnan, GA 30265, USA
Phone (678) 364-9677
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Hunter Wealth Management
Location 101 World Dr Suite 175, Peachtree City, GA 30269, USA
Phone (770) 282-3535
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ArborBrook Consultants
Location 271 GA-74, Peachtree City, GA 30269, USA
Phone (850) 269-6851
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Merrill Lynch Private Wealth Advisor Rod Westmoreland
Location 3455 Peachtree Rd NE, Atlanta, GA 30326, USA
Phone (404) 264-2066
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The Meridian Wealth Management Group - Morgan Stanley
Location 3280 Peachtree Rd NE Suite 1900, Atlanta, GA 30305, USA
Phone (404) 266-6300
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Ampere Wealth Management - Ameriprise Financial Services, LLC
Location 999 Peachtree St NE Ste 2820, Atlanta, GA 30309, USA
Phone (855) 999-2820
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BPC Wealth Management
Location 3424 Peachtree Rd NE UNIT 1170, Atlanta, GA 30326, USA
Phone (404) 900-9470
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Edward Jones - Financial Advisor: Mike Martin, CFP®
5 out of 5
Location 18 Eastbrook Bend Ste A, Peachtree City, GA 30269, USA
Phone (678) 364-1204
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My Rent Source
4 out of 5
Location 160 Glenda Trace, Newnan, GA 30265, USA
Phone (404) 419-6459
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CornerCap Wealth Advisors
Location 1355 Peachtree St NE #1700, Atlanta, GA 30309, USA
Phone (404) 870-0700
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Homrich Berg
5 out of 5
Location 3550 Lenox Rd NE #2700, Atlanta, GA 30326, USA
Phone (404) 264-1400
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Sugarloaf Wealth Management
5 out of 5
Location 2055 Sugarloaf Cir Suite 200, Duluth, GA 30097, USA
Phone (770) 985-5473
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Wealth Management in Coweta County, GA

Where Wealth Management Advisors in Coweta County, GA Serve

Coweta County, GA is a vibrant and diverse community located just south of Atlanta. With a rich history dating back to the early 1800s, Coweta County is home to a number of landmarks that showcase its unique cultural heritage. These include the historic Coweta County Courthouse, the Coweta County African American Heritage Museum, and the Coweta County Fairgrounds. In addition to its rich history, Coweta County is also a thriving hub of commerce and industry, with a number of top employers calling the area home. These include major corporations like Yamaha, Cancer Treatment Centers of America, and Piedmont Newnan Hospital, as well as a number of smaller businesses and startups. When it comes to transportation, Coweta County is well-connected to the rest of the region, with a number of major highways and streets running through the area. These include Interstate 85, US Route 29, and State Route 34, as well as a number of local roads and thoroughfares.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Coweta County, GA can benefit greatly from the services offered by banks in their area. With the county's rapidly growing population and increasing economic activity, banks can provide a range of financial services to help locals manage their money and achieve their financial goals. For instance, banks can help residents secure loans to start or expand their businesses, purchase homes, or fund their education. Additionally, banks can help residents save money by offering competitive interest rates on savings accounts and providing investment advice. With Coweta County's diverse population, banks can also offer specialized services such as bilingual customer support and financial education programs tailored to different cultural groups. Overall, banks can play a crucial role in helping Coweta County residents build financial stability and achieve their aspirations.

Insurance Broker

Residents of Coweta County, GA can benefit from the services of an insurance broker in a multitude of ways. One of the most common ways is by having access to a wide range of insurance products that are tailored to their specific needs. For example, with the county's growing population and increasing number of small businesses, an insurance broker can help residents find the right coverage for their homes, cars, and commercial properties. Additionally, Coweta County is located in a region that is prone to severe weather events such as tornadoes and hurricanes. An insurance broker can help residents navigate the complexities of insurance policies to ensure that they are adequately covered in the event of a natural disaster. Furthermore, with the county's diverse demographic makeup, an insurance broker can provide personalized guidance to residents who may have unique insurance needs, such as seniors or individuals with pre-existing medical conditions.

Retirement Planning

Residents of Coweta County, GA would benefit greatly from the services of a retirement planner. With a population of over 140,000 people, Coweta County is a diverse community with unique financial needs. A retirement planner can help individuals navigate the complex world of retirement planning, including setting up retirement accounts, creating a budget, and developing a long-term financial plan. Additionally, a retirement planner can help residents of Coweta County take advantage of tax incentives and investment opportunities specific to the area. For example, Coweta County is home to a growing film industry, and a retirement planner can help individuals invest in this industry through tax-advantaged retirement accounts. Overall, a retirement planner can provide invaluable guidance and support to residents of Coweta County, helping them to achieve their financial goals and secure a comfortable retirement.

Financial Advisor

Residents of Coweta County, GA can benefit from the guidance of a financial advisor in several ways. One of the most common ways is through retirement planning. With a median age of 38.5 years, Coweta County has a relatively young population, which means that many residents have a long time horizon for retirement savings. A financial advisor can help residents create a plan for saving and investing that takes into account their individual goals and risk tolerance. Additionally, Coweta County is known for its strong real estate market, and a financial advisor can help residents navigate the complexities of buying or selling property. Finally, with a median household income of $71,228, many residents may be looking for ways to save money on taxes or other expenses. A financial advisor can provide guidance on strategies such as tax-efficient investing or debt management to help residents achieve their financial goals.

Mortgage Loan Officer

Residents of Coweta County, GA can benefit from the expertise of a mortgage loan officer in numerous ways. For instance, with the county's population growing rapidly, the loan officer can help residents navigate the competitive housing market by providing tailored advice on the best mortgage options available. Moreover, the loan officer can assist residents in securing a mortgage that fits their budget and financial goals. This is especially important in Coweta County, which has a high cost of living compared to other counties in Georgia. Additionally, the loan officer can help residents understand the complex mortgage process and provide guidance on the necessary paperwork, such as proof of income and credit scores. By working with a mortgage loan officer, residents of Coweta County can make informed decisions about their home financing needs and achieve their dream of homeownership.

Tax Services

Residents of Coweta County, GA could benefit from the expertise of a tax advisor in a number of ways. For instance, they could receive assistance with navigating the county's complex tax laws and regulations, which can often be confusing and overwhelming for those who are not familiar with them. Additionally, a tax advisor could help residents to identify potential tax breaks and deductions that they may be eligible for, such as those related to property ownership or business expenses. Furthermore, a tax advisor could provide guidance on how to properly file tax returns and avoid penalties or fines for non-compliance. Overall, a tax advisor can be an invaluable resource for residents of Coweta County, GA who want to ensure that they are maximizing their tax savings and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Coweta County, GA can benefit from the services of an estate planning lawyer in various ways. One of the most common ways is through the creation of a comprehensive estate plan that protects their assets and ensures their wishes are carried out after their passing. This is particularly important in Coweta County, which has a rapidly growing population and a thriving economy. With more people moving into the area and more businesses being established, there is a greater need for individuals to safeguard their wealth and property. An estate planning lawyer can also assist with the establishment of trusts, the creation of wills, and the development of advanced directives, all of which can provide peace of mind and security for Coweta County residents and their families. Additionally, in the event of a dispute or legal challenge, an estate planning lawyer can provide guidance and representation, helping to ensure that the individual's wishes are upheld and their assets are distributed as intended.

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