Wealth Management in DeSoto County, MS

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List of Firms

DeSoto County, MS Wealth Management Firms

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Edward Jones
SEC File# 801-3297
CRD# 250
Location 5960 Getwell Rd Suite 110, Southaven, MS 38672, USA
Phone (662) 349-6833
Directions
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SCORE Mentors Desoto County MS
Location Horn Lake, MS 38637, USA
Phone (901) 413-0771
Directions
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Edward Jones - Financial Advisor: Zachary H Walker
5 out of 5
Location 2446 Caffey St Suite 1B, Hernando, MS 38632, USA
Phone (662) 449-0410
Directions
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Allstar Management
3 out of 5
Location 1761 Dancy Blvd, Horn Lake, MS 38637, USA
Phone (662) 510-5692
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Fairley Wealth Management
5 out of 5
Location 910 Goodman Rd E B, Southaven, MS 38671, USA
Phone (662) 470-5056
Directions
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David L James - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5740 Getwell Rd Bldg 12 Ste B, Southaven, MS 38672, USA
Phone (662) 536-1955
Directions
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Primerica : Richmond Consulting Group
5 out of 5
Location 1426 Nail Rd W. Suite E, Horn Lake, MS 38637, USA
Phone (662) 253-8421
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OneMain Financial
4 out of 5
Location 464 Church Rd E, Southaven, MS 38671, USA
Phone (662) 349-0131
Directions
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BankPlus Mortgage Center: Reid Greenslade
Location 4950 Venture Dr, Southaven, MS 38671, USA
Phone (662) 342-8574
Directions
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J T Investments
Location 4930 US-51, Southaven, MS 38671, USA
Phone (662) 393-8011
Directions
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F.O. Givens & Company
5 out of 5
Location 5699 Getwell Rd Bldg E - Suite 5, Southaven, MS 38672, USA
Phone (662) 349-3798
Directions
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Cade CPA Firm PLLC
5 out of 5
Location 5293 Getwell Rd Suite B2, Southaven, MS 38672, USA
Phone (662) 867-0215
Directions
Wealth Management in DeSoto County, MS

Where Wealth Management Advisors in DeSoto County, MS Serve

DeSoto County, located in the northern part of Mississippi, is a vibrant and bustling area with a rich history and diverse culture. The county is home to several landmarks, including the historic DeSoto County Courthouse, which dates back to 1896 and is listed on the National Register of Historic Places. Other notable landmarks include the Tanger Outlets shopping center, the Landers Center arena, and the DeSoto County Museum. The county is also home to a number of top employers, including FedEx, which operates a major distribution center in the area, and Baptist Memorial Hospital-DeSoto, which provides healthcare services to residents throughout the region. Other major employers include the DeSoto County School District, which employs thousands of teachers and administrators, and the United States Postal Service, which operates several post offices throughout the county.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of DeSoto County, MS can benefit from a bank in a multitude of ways, including access to financial products and services. The county is home to a diverse population, including families, small business owners, and retirees. With a bank, residents can obtain loans for purchasing homes, starting businesses, and investing in their futures. Additionally, they can take advantage of savings and checking accounts, credit cards, and other financial tools to manage their money effectively. DeSoto County has a strong economy, with industries ranging from healthcare to manufacturing, and a bank can provide the necessary financial support to help residents thrive in their respective fields. Furthermore, many residents may need assistance with financial planning and wealth management, and a bank can provide expert guidance and advice to help them achieve their financial goals. Overall, a bank can play a crucial role in helping residents of DeSoto County, MS achieve financial stability and success.

Insurance Broker

Residents of DeSoto County, MS could benefit greatly from the services of an insurance broker. With the county's growing population and diverse demographics, an insurance broker could provide tailored coverage options to meet the unique needs of each individual. For example, with the county's high rate of homeownership, an insurance broker could assist in finding the best coverage for homes located in areas prone to flooding or severe weather. Additionally, with the county's growing economy and increasing number of small businesses, an insurance broker could help entrepreneurs find the right coverage for their specific industry and protect their assets from unforeseen events. Overall, an insurance broker could provide invaluable assistance to residents of DeSoto County, MS in navigating the complex world of insurance and finding the best coverage options for their individual needs.

Retirement Planning

Residents of DeSoto County, MS can greatly benefit from the services of a retirement planner. With the county's population growing at an unprecedented rate, retirement planning has become more important than ever before. A retirement planner can help residents create a personalized retirement plan that takes into account their unique financial situation, as well as any specific goals they may have. This can include everything from saving for retirement, to creating a budget, to investing in the right stocks and bonds. Additionally, a retirement planner can help residents navigate the complex world of Social Security and Medicare, ensuring that they receive the benefits they are entitled to. With so many options and variables to consider, having a retirement planner on your side can make all the difference in securing a comfortable and stress-free retirement in DeSoto County, MS.

Financial Advisor

Residents of DeSoto County, MS can benefit from a financial advisor in several ways. Firstly, considering that DeSoto County has a growing population, a financial advisor can assist residents in creating a long-term financial plan that aligns with their goals. Additionally, DeSoto County has a strong economy, which means that a financial advisor can help residents make informed investment decisions that can yield significant returns. Furthermore, since DeSoto County has a diverse population, a financial advisor can provide tailored advice to individuals based on their unique financial circumstances. For example, a financial advisor can help residents navigate the complexities of estate planning, retirement planning, and tax planning. Overall, a financial advisor can provide valuable insights and guidance to residents of DeSoto County, MS, helping them achieve their financial objectives and secure their financial future.

Mortgage Loan Officer

Residents of DeSoto County, MS would be helped by a mortgage loan officer in a multitude of ways. For instance, a mortgage loan officer could assist residents in navigating the complexities of the home buying process, which can be especially daunting for first-time homebuyers in DeSoto County, MS. Additionally, a mortgage loan officer could help residents secure the best possible interest rates and loan terms, which could save them thousands of dollars over the life of their mortgage. Furthermore, a mortgage loan officer could provide residents with valuable information about the local housing market in DeSoto County, MS, including trends in home prices and availability, as well as the best neighborhoods in which to buy a home. Overall, the expertise and guidance of a mortgage loan officer could make the home buying process much smoother and more affordable for residents of DeSoto County, MS.

Tax Services

DeSoto County, MS residents can greatly benefit from the expertise of a tax advisor in a multitude of ways. With the county being home to a thriving business community, a tax advisor can provide guidance on tax planning and compliance for small business owners, ensuring they are maximizing deductions and minimizing tax liabilities. Additionally, with the county's growing population, a tax advisor can assist individuals with complex tax situations, such as those who have recently moved or inherited assets. Furthermore, with Mississippi's tax laws being subject to frequent changes, a tax advisor can help residents stay up-to-date on any new regulations and provide insight on how they may impact their tax situation. Overall, a tax advisor can help DeSoto County residents navigate the complex and ever-changing world of taxes, providing peace of mind and potentially saving them money in the long run.

Estate Planning Lawyer

Residents of DeSoto County, MS can greatly benefit from the services of an estate planning lawyer. With the county's growing population and booming economy, it is important for individuals to have a comprehensive estate plan in place to protect their assets and ensure their wishes are carried out after their passing. An estate planning lawyer can assist residents in creating wills, trusts, and powers of attorney, as well as navigating complex tax laws and probate court proceedings. Additionally, with the county's proximity to Memphis, TN and its high population of retirees, an estate planning lawyer can also provide guidance on long-term care planning and Medicaid eligibility. Overall, an estate planning lawyer can provide invaluable assistance to DeSoto County residents in ensuring their assets are protected and their wishes are carried out.

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