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Best Financial Advisors in Conway

2024

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Providers

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

Why choose this provider?

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.
2.8
Responsiveness
Friendliness
Helpfulness
Detail
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Website
10825 Financial Centre Parkway Suite 320, Little Rock, AR 72211
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

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

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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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)

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

Why choose this provider?

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 (3)

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

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

Why choose this provider?

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

Website
2201 Washington Ave Ste 1, Conway, AR 72032

Why choose this provider?

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
Facebook
5.0 / 5 (11)
Google
5.0 / 5 (6)

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

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

Why choose this provider?

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

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

Why choose this provider?

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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
Helpfulness
Detail

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

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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 (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

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

Why choose this provider?

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
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

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How does the SECURE 2.0 Act of 2022 affect people in Conway who want to take early withdrawals from their retirement accounts?

    In Conway, the SECURE 2.0 Act of 2022 provides penalty exemptions for individuals planning early withdrawals from retirement accounts. Residents of a federally declared disaster area under the age of 59 can withdraw up to $22,000 penalty-free, while those with a terminal illness can waive a 10% penalty if they die within seven years. People in Conway can also withdraw $10,000 penalty-free to buy their first home or pay for higher education expenses.

  • What happens if an individual in Conway opens a 529 plan and then moves to another state?

    Nothing will happen if a person in Conway opens a 529 plan account and then moves to another state. They can either continue to contribute to it or roll their assets over to another 529 plan in their area. They can also have the same beneficiary every 12 months. Individuals who keep their original Conway 529 plan account may be subject to the tax benefits limitation if they open a new in-state 529 plan account.

  • Are 529 plan contributions in Conway deductible on income tax returns?

    Conway offers the Arkansas Brighter Future 529 Plan, which allows for a $5,000 deduction from an individual's adjusted gross income. Married couples who make the proper election, on the other hand, are eligible to deduct up to $10,000 from their gross income. Additionally, Arkansas Brighter Future 529 Plan savings in Conway can be used for educational expenses such as books and computers, but are subject to a 10% federal penalty tax if not used for education.

  • What are the retirement plans contribution limit in Conway?

    In Conway, the contribution limit for 403 (b) and 457 (b) retirement plans is $22,500 for employees under 50 and $30,000 for those 50 and older. Individuals, however, can only participate in these contributions if they earn more than $330,000 per year, according to the Internal Revenue Service. In addition, employers in Conway are eligible for the 457 (b) plan if their 403 (b) limit is reached at the end of the year.

  • Do financial advisors in Conway address addiction in estate planning?

    Financial advisors in Conway address addiction in estate planning by addressing the individuals' specific provisions, particularly those with a history of substance abuse and alcohol addiction. Financial advisors can help families create simple or complex provisions, such as requiring the beneficiary to undergo testing in order to receive distribution and requiring heirs to complete a treatment or rehabilitation program before dividing assets. In Conway, financial advisors may also have the authority to withhold distributions if the beneficiary's addiction test results are positive.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.