Laurels

Best Financial Advisors in Jackson
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Jackson Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 51 35 12

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

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

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

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