Wealth Management in Thomasville, GA

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List of Firms

Thomasville, GA Wealth Management Firms

SEC File# 801-42952
CRD# 107588
5 out of 5
Location 314 Gordon Ave, Thomasville, GA 31792, USA
Phone (229) 226-8839
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Rosenberg, Alvis, & Ambrose Wealth Management
5 out of 5
Location 312 N Broad St, Thomasville, GA 31792, USA
Phone (229) 702-6100
Directions
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Ed Kelly Office
Location 222 W Monroe St, Thomasville, GA 31792, USA
Phone (229) 228-4100
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Shields & Co
SEC File# 801-70755
CRD# 149021
5 out of 5
Location 140 N Broad St, Thomasville, GA 31792, USA
Phone (229) 226-0020
Directions
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Salter Asset Management
Location 107 N Madison St, Thomasville, GA 31792, USA
Phone (229) 226-4817
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Globe Financial Services
5 out of 5
Location 119 Remington Ave, Thomasville, GA 31792, USA
Phone (229) 226-0601
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 2024 E Pinetree Blvd Suite G, Thomasville, GA 31792, USA
Phone (229) 558-6228
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
4 out of 5
Location 124 E Jackson St, Thomasville, GA 31792, USA
Phone (229) 225-9393
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 403 N Dawson St, Thomasville, GA 31792, USA
Phone (229) 233-8545
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Salter Investments Inc
Location 107 N Madison St, Thomasville, GA 31792, USA
Phone (229) 226-6012
Directions
SEC File# 801-60350
CRD# 113106
4 out of 5
Location 135 S Madison St # 1, Thomasville, GA 31792, USA
Phone (229) 225-1500
Directions
SEC File# 801-65977
CRD# 137080
1 out of 5
Location 403 N Dawson St, Thomasville, GA 31792, USA
Phone (229) 236-0323
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White Oak Investment Management
Location 220 E Washington St, Thomasville, GA 31792, USA
Phone (229) 850-8848
Directions
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Murphy Middleton Hinkle
SEC File# 801-43509
CRD# 107861
Location 240 S Hansell St, Thomasville, GA 31792, USA
Phone (229) 228-1822
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CFS Wealth Management
3 out of 5
Location 122 N Madison St, Thomasville, GA 31792, USA
Phone (229) 236-0322
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Phillip Davis Jr - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 320 N Broad St, Thomasville, GA 31792, USA
Phone (229) 227-0600
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Wells Fargo Advisors
3 out of 5
Location 124 N Broad St, Thomasville, GA 31792, USA
Phone (229) 228-9536
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Financial Advisors
Location 220 E Washington St, Thomasville, GA 31792, USA
Phone (229) 850-8848
Directions
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Wiregrass Investment Management Llc
SEC File# 801-124691
CRD# 284608
Location 114 Madison Grove Blvd, Thomasville, GA 31757, USA
Phone (229) 226-0111
Directions
Wealth Management in Thomasville, GA

Where Wealth Management Advisors in Thomasville, GA Serve

Thomasville, GA is a charming city in southern Georgia, known for its rich history and beautiful architecture. The city is home to several notable landmarks, including the Thomasville Rose Garden, the Jack Hadley Black History Museum, and the Pebble Hill Plantation. In terms of employment, Thomasville boasts a diverse economy with top employers including Archbold Medical Center, Thomas University, and Flowers Foods. Additionally, the city is conveniently located near major highways such as Interstate 75 and U.S. Route 19, making it easily accessible to travelers and commuters alike. When it comes to neighborhoods, Thomasville offers a variety of options for residents, from historic homes in the downtown area to newer developments on the outskirts of town. Some popular neighborhoods include the historic district, which features beautiful Victorian homes, and the Lake Jackson area, which offers waterfront properties and scenic views. Overall, Thomasville is a vibrant and dynamic city with something to offer everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Thomasville, GA can benefit from a bank in a multitude of ways. Firstly, a bank can provide financial assistance to those who may be struggling to make ends meet. This is especially important in Thomasville, GA, where the poverty rate is higher than the state average. Banks can offer loans, credit counseling, and financial education to help residents manage their finances and improve their credit scores. Additionally, banks can provide a safe and secure place for residents to store their money. This is particularly important in a town like Thomasville, GA, where crime rates are higher than the national average. Finally, banks can offer investment opportunities to residents looking to grow their wealth. This can help residents plan for their future and achieve their financial goals. Overall, a bank can be an invaluable resource for residents of Thomasville, GA, providing financial stability, security, and growth opportunities.

Insurance Broker

Residents of Thomasville, GA can greatly benefit from the services of an insurance broker. With the city being located in a region that is prone to natural disasters such as hurricanes and tornadoes, an insurance broker can assist residents in obtaining the appropriate coverage to protect their homes and properties. Additionally, an insurance broker can help residents navigate the complexities of healthcare insurance, ensuring that they have the coverage they need to access quality medical care. With the city's economy being heavily dependent on agriculture, an insurance broker can also provide farmers with the necessary coverage to protect their crops and livestock from potential losses due to weather events or other unforeseen circumstances. Overall, an insurance broker can play a crucial role in helping residents of Thomasville, GA protect their assets and secure their financial futures.

Retirement Planning

Residents of Thomasville, GA could greatly benefit from the expertise of a retirement planner in various ways. For instance, the planner could help them identify and prioritize their retirement goals, such as maintaining their current lifestyle, funding their children's education, or traveling the world. Additionally, the planner could provide guidance on how to save and invest their money wisely, considering the unique economic conditions and opportunities in Thomasville, GA. Furthermore, the planner could assist them in navigating the complexities of retirement plans and social security benefits, ensuring that they maximize their income and minimize their taxes. In short, a retirement planner could help residents of Thomasville, GA plan for a secure and fulfilling retirement, taking into account their individual needs and circumstances.

Financial Advisor

Residents of Thomasville, GA could benefit from a financial advisor in a multitude of ways. One specific aspect that sets Thomasville apart is its strong agricultural industry. A financial advisor could assist farmers and other agricultural workers in managing their finances and investments, ensuring their long-term financial stability. Additionally, many residents of Thomasville may be retirees or nearing retirement age. A financial advisor could help these individuals plan for their retirement and make informed decisions about their pension plans and social security benefits. Furthermore, with the recent economic downturn caused by the COVID-19 pandemic, many individuals and small businesses in Thomasville may be struggling financially. A financial advisor could provide guidance on how to navigate these uncertain times and make the most out of available resources. Overall, a financial advisor could be an invaluable resource for the residents of Thomasville, GA, helping them to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Thomasville, GA would be helped by a mortgage loan officer in a myriad of ways. For instance, navigating the complex mortgage application process can be daunting, and a loan officer can help residents understand the intricacies of the process and guide them through it. Additionally, Thomasville is a city with a rich history and unique architecture, and a loan officer can help residents find a mortgage that fits their needs and budget while also taking into account the historical significance of their property. Furthermore, with the rise of remote work and the COVID-19 pandemic, many Thomasville residents may be looking to refinance their homes to take advantage of low interest rates, and a loan officer can help them find the best refinancing options available. Overall, a mortgage loan officer can be an invaluable resource to residents of Thomasville, GA, helping them achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Thomasville, GA can benefit from the expertise of a tax advisor in a variety of ways. For example, a tax advisor can help residents navigate the complex tax code and ensure that they are taking advantage of all available deductions and credits. This is particularly important in Thomasville, where many residents work in the agricultural industry and may be eligible for tax breaks related to farming and ranching. Additionally, a tax advisor can provide guidance on retirement planning, estate planning, and other financial matters that can have a significant impact on a resident's long-term financial health. With the help of a skilled tax advisor, residents of Thomasville can feel confident that they are making informed decisions and maximizing their financial resources.

Estate Planning Lawyer

Residents of Thomasville, GA can greatly benefit from the services of an estate planning lawyer. With its rich history and diverse community, Thomasville presents unique challenges when it comes to estate planning. An experienced lawyer can help residents navigate the complex legal system and ensure that their assets are distributed according to their wishes. Additionally, the lawyer can assist with setting up trusts, wills, and powers of attorney to protect assets and provide for loved ones. In a town known for its beautiful historic homes and sprawling plantations, an estate planning lawyer can also help residents with preserving their properties for future generations. With their knowledge of state and federal laws, an estate planning lawyer can provide invaluable guidance and peace of mind to Thomasville residents.

Thomasville, GA Financial Resources

Thomasville, GA Chamber of Commerce

https://imaginethomasville.com/chamber-of-commerce

Thomasville, GA City Hall

https://thomasville.org/

Thomasville, GA Public Library

https://tcpls.org/

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