Laurels

Best Financial Advisors in Auburn
2022

Bright Investments, LLC

Bright Investments, LLC

  • Tax Preparation
  • Estate and Trust Specialist

Bright Investments, LLC is an independent employee-owned firm that has been serving Auburn and its surrounding communities since 2015. It assists individual and institutional investors with their financial needs which include 401(k) employer plans, tax or investment decisions, cash flow management, and retirement planning. Its team of wealth advisors reviews and analyzes clients' financial situation and goals to develop customized strategies. The firm's founder, John F. Bright, has been cited in different publications such as Forbes, Business Week, and New York Times.

570 Devall Drive, Suite 303
Auburn, AL 36832

Website

Website
First Financial Group of the South

First Financial Group of the South

  • Estate Planning
  • Retirement Planning

First Financial Group of the South serves residents in Auburn and the surrounding locations. Its advisors manage clients' investment portfolios according to their individual life situation and goals. They regularly evaluate market trends and clients' changing needs. In line with this, they conduct periodic portfolio adjustments. In addition, the financial professionals help clients plan for retirement and manage personal risks. Sanford B. Axelroth, who is a CFP and Chartered Financial Consultant, founded the firm in 1982.

3320 Skyway Dr., Suite 712-A
Opelika, AL 36801

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)

Invista Advisors

Invista Advisors

  • Private Wealth Advisor

Invista Advisors provides its services to individuals and businesses in Auburn and nearby communities. It gives a customized approach to financial planning tailored to each client's needs. Its team is composed of CPAs, consultants, specialists, and investment advisors that offer a variety of investment options for its individual clients including bonds, common stock, educational IRA, and brokerage accounts. Financial planning, risk management, and business consulting are also offered to its corporate clients. Its branch manager, Carl McDonald, Jr., has been in the financial services industry since 1989.

350 Leavell Circle
Montgomery, AL 36117

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: --

Machen McChesney

Machen McChesney

  • Estate Planning
  • Retirement Planning

Machen McChesney is a consulting firm that provides wealth advice and solutions to clients in Auburn and the surrounding areas. Its professionals help clients navigate critical financial decisions and a constantly evolving financial market. They formulate various financial programs, such as plans for retirement, income, cash flow, college funding, estates, and family office solutions. Machen McChesney has been serving clients for more than 60 years. It is a member of The National Association of Certified Valuation Analysts.

1820 East University Drive
Auburn, AL 36830

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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

17 (Better)

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+

Smith-Kastner Wealth Management

Smith-Kastner Wealth Management

  • Private Wealth Advisor

Smith-Kastner Wealth Management caters to individuals, families, and businesses throughout Auburn. Its team focuses on collaborating with clients in holistic consultations that help identify their long-term needs and goals in terms of retirement, business, estate, and investment planning. It also helps in determining a client's risk tolerance for asset management through the identification of factors like unnecessary taxes, rebalancing, and asset division. The firm partners and collaborates with other CPAs in providing technical support and resources for strategies involving business valuations, insurance, and buy-and-sell agreements.

1800 Airport Road
Opelika, AL 36801

Website

Website
Wilson Investment Group

Wilson Investment Group

  • Certified Financial Planner (CFP)
  • Retirement Planning

Wilson Investment Group has been providing financial solutions for the residents of Auburn and the neighboring regions. The firm offers financial planning, investment management, and professional advice to a diverse clientele, which includes young professionals, families, and retirees. Its advisory team tailors plans for each client to meet their specific goals, such as education funding, retirement planning, and risk management. Partner Matthew R. Clegg, who has been with the company since 2001, holds both CFP and IAR designations.

1224 Ogletree Village Lane
Auburn, AL 36830

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:

2 (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+

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