Expertise.com

Best Financial Advisors in Auburn

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2023
Laurels

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Expertise.com Concierge Service logo
FEATURED
Free booking service!

Expertise.com Concierge Service

Auburn, AL

Business Description

Need help contacting a Financial Advisor in Auburn? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
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Price: Free booking service!

SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Auburn, AL
  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Business Description

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.

Reputation:

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.
4.0
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Bright Investments, LLC logo
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License Verified:

License: 269955

Investment Adviser Public Disclosure Database, SEC

Bright Investments, LLC

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570 Devall Drive, Suite 303, Auburn, AL 36832
  • Tax Preparation
  • Estate and Trust Specialist

Business Description

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.

License Verified:

License: 269955

Investment Adviser Public Disclosure Database, SEC

First Financial Group of the South logo
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First Financial Group of the South

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3320 Skyway Dr., Suite 712-A, Opelika, AL 36801
  • Estate Planning
  • Retirement Planning

Business Description

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.

Reputation:

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.
5.0
Invista Advisors logo
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Invista Advisors

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350 Leavell Circle, Montgomery, AL 36117
  • Private Wealth Advisor

Business Description

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Machen McChesney logo
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License Verified:

License: 4558422

Investment Adviser Public Disclosure Database, SEC

Machen McChesney

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1820 East University Drive, Auburn, AL 36830
  • Estate Planning
  • Retirement Planning

Business Description

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.

License Verified:

License: 4558422

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (10)
Facebook
5.0 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Smith-Kastner Wealth Management logo
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License Verified:

License: 1281108

Investment Adviser Public Disclosure Database, SEC

Smith-Kastner Wealth Management

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1800 Airport Road, Opelika, AL 36801
  • Private Wealth Advisor

Business Description

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.

License Verified:

License: 1281108

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Wilson Investment Group logo
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License Verified:

License: 4413481

Investment Adviser Public Disclosure Database, SEC

Wilson Investment Group

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1224 Ogletree Village Lane, Auburn, AL 36830
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

License Verified:

License: 4413481

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail