Laurels

Best Financial Advisors in Jackson
2022

SmartAdvisor by SmartAsset

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SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Jackson, MS

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Ashford Advisors

Ashford Advisors

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Established in 1898, Ashford Advisors serves clients in Jackson and the surrounding areas. The firm focuses on investment, tax, lifestyle, retirement, and estate insurance planning. Tom Purcell has been working in Ashford Advisors since 1991 and currently serves as the firm's chief executive officer. Tom holds the designations of Chartered Life Underwriter and Chartered Financial Consultant. He is also a member of the Atlanta chapter of the National Association of Insurance and Financial Advisors and General Agents and Managers Association.

5898 Ridgewood Road
Jackson, MS 39211

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Ballew Wealth Management

Ballew Wealth Management

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Ballew Wealth Management is an independent financial advisory firm that offers its services to clients in the Jackson metro and the surrounding areas. It helps clients with financial matters, such as social security consultation, private wealth management, asset management, and retirement plans. In addition, it also offers estate planning, financial planning, insurance, and risk management services. Ballew Wealth Management has under its care approximately $900 million in assets. Founded in 1988, the firm now has clients in over 15 states.

100 Vision Drive
Jackson, MS 39211

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Bergland Wealth Management

Bergland Wealth Management

  • Estate Planning
  • Certified Financial Planner (CFP)

Bergland Wealth Management is an independent financial planning firm that provides investment and wealth management services consistent with fiduciary standards. Established in 1985, the firm serves clients in Jackson and the neighboring communities. More than 30 years later, founder John Bergland, Jr. is now joined by his daughter, Tiffany Ballard, in leading the company. Armed with a background of financial services experience, Ballard officially joined the firm in 2002, received her Certified Financial Planner designation in 2007, and became president in 2019.

213 Draperton Drive
Ridgeland, MS 39157

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Coker & Palmer

Coker & Palmer

  • Certified Financial Planner (CFP)
  • Retirement Planning

Coker & Palmer is an independent financial advisory firm that services clients in the Jackson metro and its surrounding areas. It helps clients manage their wealth through various services, such as financial planning, estate planning, and asset management. In addition, the firm offers brokerage services in stocks, bonds, private placements, and mutual funds. Founded in 1991, the firm caters to retirees, individuals, families, and businesses. Coker & Palmer's president, J. David Coker, has been in the financial services industry for more than 33 years.

1667 Lelia Drive
Jackson, MS 39216

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

Collaborative Advice

Collaborative Advice

  • Certified Financial Planner (CFP)

Collaborative Advice is a financial firm that serves physicians, including residents and fellows, in Jackson and the surrounding locations. Creator of Collaborative Advice, Travis Woods, has over a decade of experience in providing financial services for physicians and their families. Woods holds both Certified Financial Analyst and Certified Financial Planner designations. Together with his team, they offer investment management services. They focus on various areas, such as asset allocation, emotion management, account creation and coordination, fund selection, and tax efficiency.

1501 Lakeland Drive
Jackson, MS 39216

Website

Website
LeFleur Financial

LeFleur Financial

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Tax Planning

LeFleur Financial is an advisor that provides financial planning and asset management services to retirees, high earners, and small business owners in Jackson. It functions as a fiduciary and focuses on wealth accumulation over the long term. Its investing approach is evidence-based, and it designs diversified, low-cost portfolios that match its clients’ investment goals and individual risk tolerance. It also creates strategic plans that minimize taxes over the clients’ lifetime. Owner and principal Josh Norris is a Certified Financial Planner.

3000 Old Canton Road
Jackson, MS 39216

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

MAG CAP

MAG CAP

  • Estate Planning

MAG CAP is a full-service financial advisor that caters to clients residing in Jackson and its surrounding communities. This wealth management firm was established with the aim to provide custom financial advisory services to individuals, families, and institutions. It offers services such as financial planning and comprehensive portfolio management, alternative investment allocations, inter-generational financial transition, and various retirement plans. Managing director and MAG CAP co-founder Stephen Griner has been a financial advisor since 2001. He specializes in discretionary asset management.

4500 I-55 North
Jackson, MS 39211

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

McAllister Capital Management

McAllister Capital Management

  • Retirement Planning

McAllister Capital Management provides advisory and financial consulting services to individuals and corporations in the Jackson area. It also offers investment management and retirement planning. The firm follows a disciplined investment management process, like asset allocation, manager selection, client goals and objectives, performance monitoring, and portfolio balancing. It has always acted in a fiduciary capacity since it started in 1995. Its founder, Lyle L. McAllister, Jr., has more than 30 years of experience as a financial advisor.

1907 Dunbarton Drive
Jackson, MS 39216

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

McDaniel & Register

McDaniel & Register

  • Estate Planning
  • Insurance Products

McDaniel & Register offers financial advice to clients in the Jackson metro. It helps clients manage their wealth through various services, including financial planning, tax planning, estate planning, and insurance analysis. In addition, the firm customizes retirement and education plans that are aligned with its clients' personal needs and wants. It also offers 401(k) plans investment consultation. McDaniel & Register manages over 150 million dollars in assets. The firm's president, Doug McDaniel, has more than 30 years of experience.

1501 Lakeland Drive
Jackson, MS 39216

Website

Website
Thigpen Group

Thigpen Group

  • Certified Financial Planner (CFP)

The Thigpen Group is a locally operated boutique firm that serves clients in Jackson and its surrounding areas. Founder Scot Thigpen has over 25 years of experience as a financial advisor. He began his career at KPMG Peat Marwick as a CPA before moving to Merrill Lynch in 1991. He and his team help clients with financial, tax, estate, and 401(k) planning. Other services include portfolio and risk management. Scot is also a Certified Financial Planner.

Interstate 55
Jackson, MS 39211

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

WealthPartners

WealthPartners

  • Estate Planning
  • Retirement Planning
  • Insurance Products

WealthPartners services clients in Jackson and the nearby areas with their financial planning concerns. The firm's wealth and income planning services cover investment management, income planning, estate planning, asset diversification, and life insurance analysis, and retirement distribution. It also extends its services to business owners who are concerned with succession planning, buy-and-sell agreements, and employee retention. The firms's founder John F. Hill was recognized as a Leader in Finance by the Mississippi Business Journal in 2018.

220 Trace Colony Park Drive
Ridgeland, MS 39157

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Wealthview Capital

Wealthview Capital

  • Certified Financial Planner (CFP)
  • Retirement Planning

Wealthview Capital is an independent fiduciary financial firm that services clients in the Jackson metro and surrounding areas. It offers a holistic wealth management approach that the firm customizes to align with its clients' specific needs and wants. In addition, it offers various services, such as education planning, retirement planning, legacy planning, and insurance planning. It also provides professional asset management that assists with clients' investments. Its founder, Sam Taylor, has been a financial advisor for more than 35 years.

Interstate 55
Jackson, MS 39211

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A

Helpfulness: A

Detail: --

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