Wealth Management in Hinds County, MS

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List of Firms

Hinds County, MS Wealth Management Firms

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Mascagni Wealth Management
SEC File# 801-110839
CRD# 115046
5 out of 5
Location 205 E Main St, Clinton, MS 39056, USA
Phone (601) 925-8099
Language https://mascagniwealth.com/
Directions
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Nexus Advisors
Location 1704 N State St, Jackson, MS 39202, USA
Phone (601) 487-4550
Language https://www.nexusadvisorsms.com/
Directions
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Capitol Wealth Management - UBS Financial Services Inc.
Location 100 Vision Dr Suite 300, Jackson, MS 39211, USA
Phone (601) 957-5225
Language https://advisors.ubs.com/cwm/?utm_source=Yext&utm_medium=GMB&utm_campaign=166378&y_source=1_MjI3MTI2OTUtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
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Calton & Associates
Location 120 Southpointe Dr # C, Byram, MS 39272, USA
Phone (601) 371-2433
Language http://www.calton.com/
Directions
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Hope Enterprise Corporation/Hope Credit Union
4 out of 5
Location 4 Old River Pl A, Jackson, MS 39202, USA
Phone (601) 944-1100
Language https://hopecu.org/
Directions
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Northwestern Mutual
SEC File# 801-8095
CRD# 2881
4 out of 5
Location 3000 Old Canton Rd #260, Jackson, MS 39216, USA
Phone (601) 914-2108
Language https://www.northwesternmutual.com/financial-professional-locator?address=3000%20Old%20Canton%20Rd,39216?utm_source=google&utm_medium=mybusiness&utm_campaign=lo3
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 115 W Jackson St Suite I, Ridgeland, MS 39157, USA
Phone (601) 605-0203
Language https://www.edwardjones.com/
Directions
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Meadowbrook Wealth Advisors of Raymond James
Location 4266 I-55 Ste 200, Jackson, MS 39211, USA
Phone (601) 368-2200
Language https://www.raymondjames.com/meadowbrookwealthadvisors
Directions
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Raymond James
SEC File# 801-72137
CRD# 25853
Location 4266 I-55, Jackson, MS 39211, USA
Phone (601) 368-2200
Directions
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Merrill Lynch Wealth Management Advisor Mark H Simpson
Location 1022 Highland Colony Pkwy Suite 100, Ridgeland, MS 39157, USA
Phone (601) 607-7543
Language https://fa.ml.com/mississippi/ridgeland/mark.h.simpson
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Wealth Management in Hinds County, MS

Where Wealth Management Advisors in Hinds County, MS Serve

Hinds County, located in the heart of Mississippi, is a vibrant and diverse community that boasts a rich history and a promising future. From the iconic landmarks that dot its landscape to the bustling streets and highways that crisscross its borders, this county is a hub of activity and excitement. Some of the most notable landmarks in Hinds County include the Mississippi State Capitol, the Old Capitol Museum, and the Eudora Welty House and Garden. These historic sites offer a glimpse into the county's past and serve as a testament to its enduring legacy. When it comes to top employers, Hinds County is home to a wide range of businesses and industries, including healthcare, education, and government. Some of the largest employers in the area include the University of Mississippi Medical Center, the Jackson Public School District, and the Mississippi State Government. Major highways and streets in Hinds County include I-20, I-55, and US-49, which provide easy access to neighboring counties and cities.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Hinds County, MS could benefit from a bank in numerous ways. Firstly, a bank can provide financial assistance to those who are struggling to make ends meet. This is particularly important in Hinds County, which has a poverty rate of 22.5%, higher than the national average. Additionally, a bank can offer loans to small businesses, which can help to stimulate the local economy. Hinds County is home to several small towns, and supporting these businesses is crucial to the growth and development of the area. Furthermore, a bank can provide financial education to residents, which can help them to make informed decisions about their money. This is especially important in Hinds County, where many residents may not have had access to financial education in the past. Overall, a bank can play a vital role in improving the financial well-being of residents in Hinds County, MS.

Insurance Broker

Residents of Hinds County, MS can benefit in numerous ways by seeking the assistance of an insurance broker. With a population of over 230,000, Hinds County is the most populous county in Mississippi. This means that there are a lot of people who need insurance coverage for their homes, cars, and businesses. An insurance broker can help residents of Hinds County navigate the complex world of insurance policies and find the coverage that best suits their needs. For example, an insurance broker can help residents of Hinds County find policies that cover flood damage, which is a common occurrence in the area due to the county's proximity to the Mississippi River. Additionally, an insurance broker can help residents of Hinds County find policies that offer protection against the high winds and tornadoes that are also common in the area. By working with an insurance broker, residents of Hinds County can ensure that they have the coverage they need to protect themselves and their assets in the face of these natural disasters.

Retirement Planning

Hinds County, MS is a thriving community with a diverse population of both young and old individuals. However, as the population ages, the need for retirement planning becomes increasingly important. A retirement planner can assist Hinds County residents in a variety of ways, including creating a customized retirement plan that takes into account their individual needs and goals. This can include everything from budgeting and investment strategies to tax planning and estate planning. With the cost of living in Hinds County being slightly higher than the national average, a retirement planner can help residents navigate the financial complexities of retirement and ensure that they are able to maintain a comfortable standard of living throughout their golden years. Additionally, Hinds County is home to a large number of retirees who may be looking to relocate or downsize, and a retirement planner can provide valuable guidance on how to make these transitions as smooth and stress-free as possible.

Financial Advisor

Residents of Hinds County, MS can greatly benefit from the services of a financial advisor in several ways. Firstly, Hinds County is home to many small businesses that may require assistance with their financial planning. A financial advisor can help these businesses navigate the complexities of tax laws and provide guidance on investment strategies. Additionally, Hinds County has a high poverty rate, and many residents may struggle with managing their finances. A financial advisor can provide guidance on budgeting, debt management, and saving for the future. Furthermore, the county is home to a large number of retirees who may require assistance with retirement planning and managing their investments. A financial advisor can help these individuals ensure that their retirement savings will last throughout their golden years. Overall, a financial advisor can provide valuable services to the residents of Hinds County, MS, helping them achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Hinds County, MS would greatly benefit from the assistance of a mortgage loan officer in a variety of ways. With a population of over 230,000 people, Hinds County is the most populous county in Mississippi. As a result, there is a high demand for affordable housing, which can be difficult to find without the help of a knowledgeable loan officer. Additionally, Hinds County is home to Jackson, the state capital, which means that many residents work in government or other professional industries. A loan officer can help these individuals secure mortgages with favorable terms and interest rates, allowing them to purchase homes and build equity. Furthermore, Hinds County has a rich cultural history, with landmarks such as the Mississippi Civil Rights Museum and the Medgar Evers Home Museum. A mortgage loan officer can help residents of Hinds County preserve this history by assisting them in purchasing historic homes and properties.

Tax Services

Residents of Hinds County, MS can benefit greatly from the guidance of a tax advisor. With its diverse economic landscape, Hinds County offers a unique set of financial challenges that require specialized expertise. For example, the county is home to a large number of small businesses, which often struggle with navigating complex tax laws and regulations. Additionally, Hinds County has a high poverty rate, which means that many residents may be eligible for tax credits and other forms of assistance that they are unaware of. A skilled tax advisor can help residents take advantage of these opportunities and ensure that they are paying the lowest amount of taxes possible. Moreover, Hinds County is home to a large number of retirees, who may have complex financial situations involving multiple sources of income and investments. A tax advisor can help these individuals plan for their retirement and minimize their tax liability, allowing them to enjoy their golden years with peace of mind.

Estate Planning Lawyer

Residents of Hinds County, MS can greatly benefit from the services of an estate planning lawyer. This is especially true given the county's unique demographic makeup, which includes a significant proportion of elderly citizens. An estate planning lawyer can help these residents navigate the complexities of estate planning and ensure that their assets are distributed according to their wishes. Additionally, the lawyer can assist with drafting wills and trusts, which can be particularly beneficial for those with significant assets or complex family situations. Furthermore, an estate planning lawyer can help residents of Hinds County, MS minimize their tax liabilities and avoid probate, which can be a time-consuming and costly process. Overall, the services of an estate planning lawyer can provide Hinds County residents with peace of mind and ensure that their loved ones are taken care of after they are gone.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Hinds County, MS can provide a range of comprehensive wealth management services to help clients achieve their financial goals. With a deep understanding of the local economy and investment landscape, a wealth manager can provide tailored advice and guidance to clients in Hinds County, MS. From retirement planning and estate management to investment portfolio management and tax planning, a wealth manager can help clients navigate complex financial situations with ease. Specifically, in Hinds County, MS, a wealth manager can help clients take advantage of the area's growing real estate market and invest in local businesses, while also providing guidance on how to mitigate risk and maximize returns. With their expertise and knowledge of the local market, a wealth manager in Hinds County, MS can help clients build and preserve their wealth for generations to come.

Hinds County, MS is an ideal location to secure the services of a wealth manager. With its diverse population and thriving economy, there is a wealth of investment opportunities available to those who seek them out. In particular, the county's close proximity to Jackson, the state capital, makes it an attractive destination for investors looking to tap into the region's financial resources. Additionally, Hinds County boasts a number of highly regarded financial institutions and advisory firms, providing a wealth of expertise and resources to those seeking to manage their wealth effectively. From retirement planning to estate management, Hinds County's wealth managers are equipped to handle a wide range of financial needs, making it an excellent choice for anyone seeking to secure their financial future.