Wealth Management in Harris County, GA

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List of Firms

Harris County, GA Wealth Management Firms

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Valley Asset Management Group
Location 3515 Hamilton Rd D, Columbus, GA 31904, USA
Phone (706) 324-2899
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Momentum Wealth Management
Location 1201 Front Ave ste n, Columbus, GA 31901, USA
Phone (706) 842-2400
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Summit Brokerage Services, Inc.
5 out of 5
Location 1200 Brookstone Centre Pkwy #101, Columbus, GA 31904, USA
Phone (706) 507-3263
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Merrill Lynch Wealth Management Advisor Gina L. Hall
Location 7310 North Lake Dr Ground Floor, Columbus, GA 31909, USA
Phone (706) 494-5308
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Summit Brokerage Services, Inc.
Location 101 Enterprise Ct, Columbus, GA 31904, USA
Phone (706) 576-4422
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Parker Swift - Raymond James
Location 260 Brookstone Centre Pkwy, Columbus, GA 31904, USA
Phone (706) 257-7900
Directions
SEC File# 801-64708
CRD# 136214
Location 3901 Glenn Rd, Columbus, GA 31909, USA
Phone (706) 568-0662
Directions
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Southeast Private Wealth
Location 1 Bradley Park Ct ste c, Columbus, GA 31904, USA
Phone (706) 507-5090
Directions
SEC File# 801-10418
CRD# 705
5 out of 5
Location 260 Brookstone Centre Pkwy, Columbus, GA 31904, USA
Phone (706) 257-7900
Directions
SEC File# 801-120269
CRD# 126241
5 out of 5
Location 6867 Mountainbrook Dr STE 102, Columbus, GA 31904, USA
Phone (706) 221-8200
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Reveille Wealth Management
Location 525 Westpark Dr STE 100, Peachtree City, GA 30269, USA
Phone (678) 489-7314
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The Chattahoochee Valley Group - Morgan Stanley
Location 945 Broadway, Columbus, GA 31902, USA
Phone (706) 324-5471
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SEC File# 801-123375
CRD# 127200
Location 233 12th St #718, Columbus, GA 31901, USA
Phone (706) 405-2378
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
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Merrill Lynch Wealth Management Advisor Rembert C Houser
Location 7310 North Lake Dr Ground Floor, Columbus, GA 31909, USA
Phone (706) 494-5340
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Brian Alford - Raymond James
Location 260 Brookstone Centre Pkwy, Columbus, GA 31904, USA
Phone (706) 257-7900
Directions
SEC File# 801-10970
CRD# 6413
5 out of 5
Location 1200 Brookstone Centre Pkwy #101, Columbus, GA 31904, USA
Phone (706) 596-8699
Directions
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ATM Financial Services, LLC
Location 80 Central Ct, Midland, GA 31820, USA
Phone (762) 821-2534
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Mars Capital Management LLC
5 out of 5
Location 3580 Massee Ln #100, Columbus, GA 31909, USA
Phone (706) 760-9586
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Brookstone Wealth Management, LLC
SEC File# 801-62981
CRD# 118896
Location 5900 River Rd Suite 301, Columbus, GA 31904, USA
Phone (706) 955-1345
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Jacque Clark - Raymond James
Location 260 Brookstone Centre Pkwy, Columbus, GA 31904, USA
Phone (706) 257-7900
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BHT Wealth Management Llc
5 out of 5
Location 280 Oneal Dr, Waverly Hall, GA 31831, USA
Phone (706) 582-3310
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Northwestern Mutual Life Insurance: Tipton Richard
Location 5820 Veterans Pkwy #306, Columbus, GA 31904, USA
Phone (706) 322-1400
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Wickham Capital, LLC
Location 5900 River Rd Floor 1, Suite 101, Columbus, GA 31904, USA
Phone (706) 786-6694
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Northwestern Mutual Financial
Location 2401 Brookstone Centre Pkwy, Columbus, GA 31904, USA
Phone (706) 256-0800
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Money Advisor Group
SEC File# 801-110519
CRD# 226578
5 out of 5
Location 2101 Brookstone Centre Pkwy # 200, Columbus, GA 31904, USA
Phone (706) 256-0115
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Northwestern Mutual Life Insurance
Location 5820 Veterans Pkwy #304, Columbus, GA 31904, USA
Phone (706) 653-0383
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Wealth Management in Harris County, GA

Where Wealth Management Advisors in Harris County, GA Serve

Harris County, GA, located in the western part of the state, is a picturesque area that boasts a wealth of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Callaway Gardens to the stunning Pine Mountain, Harris County is a place that offers something for everyone. The county is home to several top employers, including the Kia Motors Manufacturing Georgia plant, which employs over 3,000 people, and the Harris County School District, which employs over 1,000 people. Other major employers in the area include the West Georgia Health System, the Georgia Department of Corrections, and the Columbus Regional Airport Authority. When it comes to transportation, Harris County is well-connected to the rest of the state and beyond. The county is served by several major highways, including Interstate 185, U.S. Route 27, and Georgia State Route 116. In addition, the county is home to several major streets, including Hamilton Road, Pine Mountain Road, and Whitesville Road.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Harris County, GA can benefit from a bank in numerous ways. One of the most common ways is by providing financial assistance to individuals and businesses in the area. Harris County is a rural county with a population of around 35,000 people. As such, many residents may struggle to access financial services or may not have the necessary knowledge to manage their finances effectively. A bank can provide services such as checking and savings accounts, loans, and financial advice to help residents better manage their money. Additionally, many businesses in the area may require loans or other financial assistance to grow and expand. A bank can provide these services and help stimulate the local economy. Overall, a bank can be a valuable resource for residents of Harris County, GA, helping them to achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Harris County, GA can benefit from the services of an insurance broker in a multitude of ways. One specific example is the fact that Harris County, GA is prone to natural disasters such as tornadoes and floods. An insurance broker can help residents find coverage that specifically addresses these risks, ensuring that they are prepared for any potential damage to their homes or property. Additionally, an insurance broker can assist residents in finding affordable health insurance plans, which can be especially important in a rural area like Harris County where access to healthcare may be limited. With their expertise and knowledge of the insurance industry, brokers can help residents navigate the often confusing and overwhelming world of insurance, providing peace of mind and protection for themselves and their families.

Retirement Planning

Residents of Harris County, GA would greatly benefit from the services of a retirement planner. With a population of approximately 35,000 people, Harris County is a small yet vibrant community located in the western part of the state. Many residents of this county work hard throughout their lives to save for retirement, but often lack the knowledge and expertise to make the most of their savings. A retirement planner can help residents of Harris County navigate the complex world of retirement planning, offering guidance on everything from investment strategies to tax implications. By working with a retirement planner, residents of Harris County can ensure that they are making informed decisions about their financial future, and can enjoy a comfortable retirement with peace of mind.

Financial Advisor

Residents of Harris County, GA can benefit from the services of a financial advisor in a variety of ways. Specifically, due to the county's proximity to the Fort Benning military base, many residents are either active duty military or veterans. A financial advisor can assist these individuals with navigating the complexities of military benefits and retirement planning. Additionally, Harris County has a growing population of retirees who may need assistance with managing their savings and investments to ensure a comfortable retirement. A financial advisor can also provide guidance on tax planning, estate planning, and insurance needs. With the ever-changing economic landscape, a financial advisor can help residents of Harris County stay informed and make informed decisions about their financial future.

Mortgage Loan Officer

Residents of Harris County, GA can benefit greatly from the services of a mortgage loan officer. With the county's population increasing at a steady pace, the demand for affordable housing options is on the rise. A mortgage loan officer can help residents navigate the complex world of home financing and find the best loan options available to them. Furthermore, Harris County is home to a diverse range of residents, from young families to retirees. A mortgage loan officer can help each of these groups find the right loan products to suit their unique needs and financial situations. Whether it's a first-time homebuyer looking for an FHA loan or a retiree seeking a reverse mortgage, a mortgage loan officer can provide expert guidance and support throughout the loan process. With their extensive knowledge of the local housing market, a mortgage loan officer can also help residents find the best deals on homes in Harris County, GA.

Tax Services

Residents of Harris County, GA can greatly benefit from the expertise of a tax advisor. A tax advisor can assist in preparing and filing tax returns, ensuring that all deductions and credits are taken advantage of, potentially resulting in a higher refund. In Harris County, GA, where the median household income is $71,067, tax planning can be especially important to ensure that residents are not overpaying on their taxes. Additionally, a tax advisor can provide guidance on investment strategies that can help residents save money on taxes in the long run. Furthermore, with the recent changes to the tax code, a tax advisor can navigate the complexities and ensure that residents are in compliance with all regulations. Overall, the services of a tax advisor can help residents of Harris County, GA save money and avoid potential penalties.

Estate Planning Lawyer

Residents of Harris County, GA can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help them create a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Harris County, GA, where the population is aging, and many residents own significant assets such as farmland and property. Secondly, an estate planning lawyer can help residents minimize their tax liability, which can be especially complex in Harris County, GA, where there are numerous state and local taxes to consider. Additionally, an estate planning lawyer can help residents set up trusts and other legal structures that can protect their assets from creditors, nursing homes, and other potential threats. Overall, an estate planning lawyer can provide valuable peace of mind to residents of Harris County, GA, ensuring that their legacy is protected, and their loved ones are taken care of.

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