Expertise.com

Best Financial Advisors in Fort Smith

2024

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Providers

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Website
3101 Free Ferry Rd 1st floor, Fort Smith, AR 72903
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

Serving the Fort Smith community, Siebenmorgen and Associates is a private wealth advisory practice of Ameriprise Financial Services, LLC, that aims to help clients prepare for their future. Its financial advisors assist clients in achieving their short-term and long-term goals by offering personalized financial advice, investments and solution recommendations, and progress meetings to track important life updates and strategy results. The firm is staffed by Chartered Retirement Planning Counselors and Certified Financial Planners who have been in the financial services industry for decades.

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3101 South 70th Street, Fort Smith, AR 72903
  • Certified Financial Planner (CFP)

Why choose this provider?

Landmark Financial, LLC, has been assisting clients in Fort Smith in crafting financial, investment, retirement, insurance, tax, and education plans since 2002. With a focus on ensuring every client's financial goals are achieved, the company's advisors work with them in mapping out their financial future. They also provide assistance in wealth management. In addition, some of the advisors have earned the Certified Financial Planner, Chartered Retirement Planning Counselor, Personal Financial Specialist, and Accredited Investment Fiduciary designations.

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
7424B Ellis Street, Fort Smith, AR 72916
  • Certified Financial Planner (CFP)

Why choose this provider?

OneDigital Fort Smith, AR, is an advisory firm serving individuals and families in the area. It offers wealth management services, such as savings strategies, Social Security and retirement income projections, cash flow management, and debt management. The firm also provides employee benefits consulting, HR consulting, and financial services. Adam Bruckman, the firm's CEO, worked in the sales industry before establishing his firm in 2000. He was named one of the Top 100 Innovators in 2014 by The Council of Insurance Agents & Brokers.

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

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.

  • Is rental housing a good investment in Fort Smith?

    The viability of rental housing in Fort Smith as an investment depends on your financial goals. Rental housing is not immune to market volatility, but demand generally does not diminish. This makes it more of a long-term investment, getting returns when housing reliable tenants. It is good practice to research factors such as employment rates and median income in the area where the rental housing is located to determine the rental rates and reliability of potential tenants.

  • How often should you be checking or revising your financial plan in Fort Smith?

    In Fort Smith, you should check or revise your financial plan at least once a year to adjust for lifestyle or goal changes you went through. Examples of financial things to review annually include retirement and savings accounts, credit reports, and your current allocation of investments like bonds and insurance.

  • Should you include alternative investments in your Fort Smith portfolio?

    Alternative investments are generally long-term profit assets that are not overly affected by market volatility, allowing them to mesh well with traditional investments in your Fort Smith portfolio. Examples include private equity funds and real estate investment trusts, the former of which has chances of providing higher returns than standard investments in the long term and the latter generally providing steady income to investors.

  • How can you minimize the impact of market volatility in and around Fort Smith on your retirement plans?

    Mainly, you should regularly reevaluate and test your retirement plans to determine if they can handle worst-case market scenarios in Fort Smith or its neighboring cities. Test your retirement plans firsthand by living according to your estimated income and expenses once you retire, especially in the worst possible financial conditions. You could also plan to retire into a less strenuous position instead of stopping work altogether, such as becoming a consultant in your field.

  • What can a small business in Fort Smith do to recover from a financial rough spot?

    Small businesses and their owners in Fort Smith can focus on low-cost marketing options—such as social media marketing—and connecting with complementary small businesses for cross-promotion efforts to recover from a financial rough spot. These strategies allow small businesses to attract customers with minimal to no costs. If need be, cost-cutting measures can also be taken after a rigorous evaluation of the impact proposed cuts can have.

  • 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.