Wealth Management in Effingham County, GA

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List of Firms

Effingham County, GA Wealth Management Firms

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Michele Shuman - Thrivent
5 out of 5
Location 272 S Columbia Ave Suite 207, Rincon, GA 31326, USA
Phone (912) 429-9646
Directions
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Sound View Wealth Advisors
SEC File# 801-114892
CRD# 300927
5 out of 5
Location 1 Skidaway Village Walk Suite 201, Savannah, GA 31411, USA
Phone (912) 239-4630
Directions
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Merrill Lynch Wealth Management
4 out of 5
Location 3 Skidaway Vlg Sq, Savannah, GA 31411, USA
Phone (912) 351-2300
Directions
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Jeremy Crosby - Thrivent
Location 462 Shearouse Rd, Guyton, GA 31312, USA
Phone (912) 704-0593
Directions
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Bank of America Private Client Advisor David A Rea
Location 22 Bull St, Savannah, GA 31401, USA
Phone (912) 652-9471
Directions
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Minis & Co Inc
Location 25 Bull St #502, Savannah, GA 31401, USA
Phone (912) 629-6644
Directions
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Savannah Wealth Group
5 out of 5
Location 7393 Hodgson Memorial Dr #201, Savannah, GA 31406, USA
Phone (912) 999-1805
Directions
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CFG Wealth Management, LLC
Location 1980 Chatham Pkwy Suite 401, Savannah, GA 31405, USA
Phone (877) 269-0839
Directions
SEC File# 801-14853
CRD# 104780
Location 136 Habersham St, Savannah, GA 31401, USA
Phone (912) 233-5492
Language https://fccm.us/
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Trisha M Boyett
Location 6 Magnolia Blvd Ste B, Port Wentworth, GA 31407, USA
Phone (912) 964-9991
Directions
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Jack H Green Jr, CLU®, CFP®; Financial Advisor - Northwestern Mutual
Location 617 Stephenson Ave #201, Savannah, GA 31405, USA
Phone (912) 503-9612
Directions
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Family Financial Management Group, LLC
Location 11705 Mercy Boulevard, Savannah, GA 31419, USA
Phone (912) 819-2443
Directions
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Merrill Lynch Wealth Management Advisor Daniel C. Umbel
Location 3 Skidaway Vlg Sq, Savannah, GA 31411, USA
Phone (912) 351-2322
Directions
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Merrill Lynch Wealth Management Advisor Max G Manack
Location 100 Brampton Ave Suite 2j, Statesboro, GA 30458, USA
Phone (912) 212-4404
Directions
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Merrill Lynch Wealth Management Advisor John P. Walsh
5 out of 5
Location 3 Skidaway Vlg Sq, Savannah, GA 31411, USA
Phone (912) 351-2349
Directions
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Merrill Lynch Wealth Management Advisor Marshall T. Coleman
Location 3 Skidaway Vlg Sq, Savannah, GA 31411, USA
Phone (912) 351-2314
Directions
Wealth Management in Effingham County, GA

Where Wealth Management Advisors in Effingham County, GA Serve

Effingham County, GA is a vibrant and bustling region located in the heart of Georgia. This area is home to a plethora of landmarks, including the historic Effingham County Courthouse, which has been standing since the early 1900s and serves as a testament to the area's rich history. Additionally, the county is known for its beautiful parks and natural areas, such as the Ebenezer Creek Wildlife Management Area and the Savannah National Wildlife Refuge. When it comes to top employers, Effingham County is home to a diverse range of businesses and industries, including Gulfstream Aerospace, which employs over 3,000 people in the area. Other major employers in the region include the Effingham County Board of Education, Georgia-Pacific, and the Effingham Health System. The county is also home to several major highways and streets, including Interstate 16, which runs through the heart of the area, as well as U.S. Route 80 and State Route 21.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Effingham County, GA is a predominantly rural area with a growing population, and a bank can provide a variety of services to help residents manage their finances. One of the most common ways that a bank can assist Effingham County residents is by offering loans to help them purchase homes, start businesses, or pay for education. With a median household income of $65,000, many residents may need financial assistance to achieve their goals. Additionally, a bank can provide checking and savings accounts to help residents save money, access credit, and manage their expenses. With the nearest major city, Savannah, located over 20 miles away, many residents may not have easy access to financial services, making a local bank an essential resource. Finally, a bank can provide financial education to help residents make informed decisions about their money and plan for their future. With a diverse population that includes both long-time residents and newcomers, a bank can play an important role in supporting the financial needs of Effingham County residents.

Insurance Broker

Residents of Effingham County, GA can benefit greatly from the services of an insurance broker. These professionals can help individuals and families navigate the complex world of insurance policies, find the most suitable coverage for their unique needs, and save money on premiums. In a place like Effingham County, where the economy is heavily reliant on agriculture, an insurance broker can provide specialized knowledge and advice on policies that cover crops, livestock, and other farming-related risks. Additionally, with the county's proximity to the coast, residents may require specialized coverage for flood and hurricane damage. An insurance broker can assist in finding the best policies that provide adequate protection against these risks. With their bursty and complex approach, insurance brokers can help residents of Effingham County make informed decisions and secure their financial future.

Retirement Planning

Effingham County, GA residents could greatly benefit from the expertise of a retirement planner. Specifically, with the county's median age being 38.4 years old, many individuals are approaching retirement age and may need guidance on how to best prepare for their future. A retirement planner can help these individuals assess their current financial situation and create a plan to ensure they have enough savings to retire comfortably. Additionally, with Effingham County being a largely rural area, many residents may have unique retirement needs such as owning and managing farmland or dealing with estate planning for inherited property. A retirement planner can provide specialized advice for these situations and help residents navigate the complexities of retirement planning. Overall, a retirement planner can be an invaluable resource for Effingham County residents looking to secure their financial future in retirement.

Financial Advisor

Residents of Effingham County, GA would greatly benefit from the expertise of a financial advisor in navigating the complexities of financial planning. With a population of over 64,000, residents face unique challenges when it comes to managing their finances. Effingham County is a rapidly growing community, with a median household income of $63,000 and a poverty rate of 8.6%. A financial advisor could assist residents in creating a comprehensive financial plan that takes into account their income, expenses, debt, and savings goals. They could also provide guidance on investment strategies, retirement planning, and tax planning. With the help of a financial advisor, residents of Effingham County could feel more confident and secure in their financial future.

Mortgage Loan Officer

Residents of Effingham County, GA can benefit greatly from the services of a mortgage loan officer. With a population of over 64,000 people, Effingham County is a growing community that is in need of affordable housing options. A mortgage loan officer can provide residents with guidance and assistance in securing a mortgage loan that fits their unique financial situation. This includes helping residents navigate the complex process of applying for a loan, understanding the various types of loans available, and finding the best interest rates. Additionally, a mortgage loan officer can offer valuable advice on how to improve credit scores and increase the chances of loan approval. With the help of a mortgage loan officer, residents of Effingham County can achieve their dream of homeownership and contribute to the growth and development of their community.

Tax Services

Residents of Effingham County, GA can benefit greatly from the expertise of a tax advisor. With the constantly changing tax laws and regulations, a tax advisor can help individuals and businesses navigate the complex tax system. Effingham County, GA is known for its thriving agricultural industry, which can present unique tax challenges. A tax advisor can assist farmers in understanding tax incentives for conservation practices and deductions for equipment and land improvements. Additionally, Effingham County is home to many small businesses, which can benefit from tax planning and strategies to minimize tax liability. A tax advisor can also provide guidance on retirement planning and estate planning, which are important considerations for residents of all ages. Overall, a tax advisor can provide valuable support and advice to residents of Effingham County, GA, helping them to make informed decisions and maximize their financial well-being.

Estate Planning Lawyer

Residents of Effingham County, GA can benefit from the services of an estate planning lawyer in many ways. One specific way is by ensuring that their assets are distributed according to their wishes after they pass away. This is particularly important in Effingham County, where there is a high population of retirees and elderly individuals. An estate planning lawyer can assist in creating a will or trust that outlines how property and assets will be distributed, which can prevent disputes among family members and provide peace of mind for the individual. Additionally, an estate planning lawyer can help with establishing power of attorney and healthcare directives, which can be crucial in the event of incapacitation or medical emergencies. With the help of an estate planning lawyer, residents of Effingham County can have a comprehensive plan in place that protects their assets and ensures their wishes are carried out.

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