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Best Financial Advisors in Conway

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2023
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Acadian Wealth Management logo
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Acadian Wealth Management

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10201 West Markham Street, Suite 213, Little Rock, AR 72205
  • Certified Financial Planner (CFP)

Business Description

Acadian Wealth Management serves professionals and business owners in Conway and the surrounding communities. The company helps clients identify their short-term and long-term goals and builds plans based on these objectives, including educational funding, retirement income, and investments. Additionally, the firm offers portfolio management services and works with employers that require assistance regarding 401(k) plans. Acadian's manager and principal, Gerald Crochet, is a Chartered Financial Consultant. He has been providing wealth creation and preservation strategies since 1993.

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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Barry M Corkern and Company, Inc logo
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Barry M Corkern and Company, Inc

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2300 Andover Ct #100, Little Rock, AR 72227
  • Retirement Planning
  • Certified Financial Planner (CFP)

Business Description

Barry M. Corkern and Company, Inc., has been serving clients in Conway for over 40 years. It offers financial advisory services that help individuals, families, and business owners achieve their personal goals. The firm examines clients' risk tolerance, manages investments based on the modern portfolio theory, and creates financial plans using mathematical analysis and forecasting. Founder Barry M. Corkern has testified in over 75 cases as a financial management expert. He was also featured in Medical Economics and USA Today for his financial industry insights.

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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Detail
Cardinal Investment Group logo
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License Verified:

License: 169291

Investment Adviser Public Disclosure Database, SEC

Cardinal Investment Group

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2201 Washington Ave Ste 1, Conway, AR 72032

Business Description

The Cardinal Investment Group is a Conway-based agency that assists local clients and residents of surrounding metros. It offers comprehensive and consultative counsel in matters involving retirement, estate, and college planning, as well as annuities, bonds, and IRAs. It devises long-term investment strategies that match its clients' risk tolerance to help protect their assets and preserve their income and financial situation. Its team, which includes CFP Gail Murdoch, also assesses factors such as probabilities, tax efficiencies, and legacy issues when creating an appropriate financial plan.

License Verified:

License: 169291

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 (5)

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
Conway Wealth Management logo
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Conway Wealth Management

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825 Parkway St., Conway, AR 72034
  • Estate Planning
  • Retirement Planning

Business Description

Conway Wealth Management is a financial advisory firm that caters to the local metro and its surrounding communities. It helps clients with their financial concerns by offering them a wide array of services, such as college, estate, and retirement planning. It also offers assistance on matters that relate to 401Ks, 403Bs, brokerage accounts, treasury bills, and bonds. Additionally, it markets long-term care, disability income, and life insurance. One of its financial advisors, Greg Pillow, has been in the industry for more than 20 years.

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 (1)

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
Fiduciary Wealth Management logo
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License Verified:

License: 284324

Investment Adviser Public Disclosure Database, SEC

Fiduciary Wealth Management

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1501 N University Ave #714, Little Rock, AR 72207
  • Estate Planning

Business Description

Fiduciary Wealth Management has been catering to individuals, families, and businesses in the Conway metro and the surrounding areas since 2016. It helps clients manage and protect their wealth by offering financial planning services. These include benefits plan optimization, estate and income planning, and investment and asset management. It also assists customers who have inquiries regarding Social Security matters. The leaders of Fiduciary Wealth Management bring 50 years of combined industry experience. They hold the Certified Financial Planner designation.

License Verified:

License: 284324

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 (4)
Financial Decisions, Inc. logo
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Financial Decisions, Inc.

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10825 Financial Centre Parkway Suite 320, Little Rock, AR 72211
  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

Financial Decisions, Inc., is a financial services firm catering to individuals in Conway. Its services include financial planning and investment management. It helps clients plan achievable financial goals, develop financial road maps, and increase investment earnings. It guides clients through periodical goals checkups and quarterly portfolio reports. The firm was established in 1999, and two of its co-founders, Rick Adkins and Cindy Conger, are both Certified Financial Planners. They have each more than 30 years of experience in the financial planning industry.

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 (1)

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
––
GenWealth Financial Advisors logo
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GenWealth Financial Advisors

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700 Front St., Ste 104, Conway, AR 72032
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

GenWealth Financial Advisors assists clients in Conway to manage their assets and monetary resources. One of its offered programs is Moneyworks, which teaches individuals about budgeting, picking suitable insurance policies, and starting an investment venture. The team members offer plans that cover account aggregation, 401(k) management, and estate planning. The firm also offers its GenWealth Ready to Retire Process, which maximizes social security and minimizes tax liabilities. Co-owner John Shrewsbury holds the RICP designation from The American College.

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
Good Life Wealth Management logo
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License Verified:

License: 171175

Investment Adviser Public Disclosure Database, SEC

Good Life Wealth Management

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4 Winthrop Point, Little Rock, AR 72211
  • Estate Planning

Business Description

Good Life Wealth Management helps individuals and families in Conway achieve financial independence. The investment advisory firm offers a wide selection of financial planning services, including include analyzing cash flow, managing debt and risks, and planning for retirement. It also has a wealth builder program for newer investors who want a solid foundation for their financial future. The firm was founded by Scott A. Stratton, a Certified Financial Planner and Chartered Financial Analyst who has been in the industry since 2004.

License Verified:

License: 171175

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 (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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Haley M. Gardner CPA PLLC logo
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Haley M. Gardner CPA PLLC

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33 MacArthur Dr., Conway, AR 72032
  • Certified Financial Planner (CFP)

Business Description

Haley M. Gardner, CPA, PLLC, serves individuals, startups, and small businesses in the Conway metro. The company offers accounting and financial planning services, including tax, retirement, and estate planning, tax return preparation, bookkeeping, and payroll processing. Its team develops flexible financial plans that adapt to life and tax status changes. It also administers financial projections to help clients with business planning. Principal Haley Gardner is a certified public accountant with more than 10 years of experience providing tax strategies and financial solutions.

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
Independent Financial Advisors, Inc. logo
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Independent Financial Advisors, Inc.

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8412 Counts Massie Road, North Little Rock, AR 72113
  • Certified Financial Planner (CFP)

Business Description

Independent Financial Advisors, Inc. has been serving Conway and its surrounding communities since 1994. This advisory firm provides personalized financial planning advice to clients surrounding 401(k), nonprofits, retirement plans, and investment management needs. The company's president, Ray Veach, is a CPA with a Personal Financial Specialist (PFS) designation. He utilizes his experience handling investment, tax, and audit matters in public and private practice. Veach also served as the president of the Maumelle Chamber of Commerce.

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
Level Four Advisory Services logo
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Level Four Advisory Services

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1014 Main Street Suite 4, Conway, AR 72032
  • Certified Financial Planner (CFP)

Business Description

Level Four Advisory Services is an independent firm serving Conway and nearby locations. Its financial planning service involves identifying risks related to tax, estates, and healthcare. While its team develops financial plans from scratch, the professionals also advise clients on matters regarding existing plans. Corporate retirement planning and asset management are the company's other services. Chris Facka, its managing director, has over 20 years of industry experience. The CFP is GenSpring Family Offices' former senior managing director.

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
––
Rebecca Rice & Associates logo
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Rebecca Rice & Associates

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17709 Cantrell Rd, Little Rock, AR 72223
  • Insurance Products

Business Description

Rebecca Rice & Associates caters to clients in Conway and neighboring communities. It provides financial planning services, which involve utilizing the living benefits of whole life insurance policies to eliminate debts, invest, fund emergencies, save on taxes and expenses, retire in comfort, and pass legacies. The financial firm's founder and managing partner, Rebecca A. Rice, holds business management and marketing degrees. She also authored a book called "Multiply Your Wealth: Essential Secrets for Financial Freedom."

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 (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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
The Arkansas Financial Group Inc. logo
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License Verified:

License: 104808

Investment Adviser Public Disclosure Database, SEC

The Arkansas Financial Group Inc.

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1001 N. University Avenue, Ste. 200, Little Rock, AR 72207
  • Certified Financial Planner (CFP)

Business Description

The Arkansas Financial Group Inc. serves individuals in Conway. It provides financial planning solutions for investment options, cash flow, tax strategies, estate planning, and risk management approaches. The company utilizes Fidelity and Schwab to keep clients updated about the value of their funds. Its team also creates a risk profile for each client to develop a customized portfolio allocation. The Arkansas Financial Group's CEO, Rick Adkin, is a CFP and ChFP professional with over 30 years of industry experience.

License Verified:

License: 104808

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 (7)
Google
5.0 / 5 (1)

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
Wealth Management logo
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License Verified:

License: 155344

Investment Adviser Public Disclosure Database, SEC

Wealth Management

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2311 Biscayne Drive, Suite 140, Little Rock, AR 72227
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Business Description

Wealth Management has been catering to customers in the Conway metro and the surrounding communities since 1985. It helps direct individuals toward financial independence by offering planning services. It addresses areas of concern, such as estate, investment, retirement, and tax. Its work process involves analyzing the clients' goals, gathering necessary data, and proposing and implementing personalized wealth plans. Robert J. Holdford, the CEO, brings more than 30 years of experience in the financial services industry.

License Verified:

License: 155344

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 (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