Expertise.com
2024

Last updated:

Best Financial Advisors in Springdale

Our Recommended Top 3

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Springdale Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

20

Reviewed

13

Curated

3

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
6576 Lynch's Prairie Cove Suite A, Springdale, AR 72762
  • Investment Management
  • Financial Planning

Why choose this provider?

The Point Financial Group is a company that offers advice on financial planning, wealth management, retirement plans, and insurance to individuals, families, and business owners in Springdale. It has Certified Financial Planners who assess clients' situations, needs, and goals to create a custom financial plan for them. The team has more than a century of combined experience. In addition, the company was established in 2001 and has grown from just two advisors handling transaction-based insurance and investment products to a financial planning firm present in around 50 states.

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
3614 West Southern Hills Blvd. Suite 102, Rogers, AR 72758
  • Estate Planning

Why choose this provider?

Lighthouse Financial is a boutique financial services firm that caters to the needs of individuals and businesses in Springdale and the surrounding areas. The firm specializes in helping clients achieve their financial goals and gain financial independence. Its services cover the fields of strategy implementations, financial planning, business planning, and retirement plans. Lance Belline, its founder and advisor, started his career in the financial services industry in 1994 and became a Certified Financial Planner in 2002.

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.
4.8
Google
4.8 / 5 (50)

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
1400 Dividend Dr, Springdale, AR 72764

Why choose this provider?

The Thorn Group is an accounting firm that delivers financial and retirement planning assistance to clients in Springdale. It helps individuals achieve a comfortable retirement, guiding them in making decisions about asset allocation, college education funding, investment performance, insurance, tax, and business succession. Its advisors also evaluate the clients' current investments, develop investment strategies, and help them make a tax-efficient portfolio. President Christopher Thorn is a CPA and a Chartered Global Management Accountant.

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 (14)
Google
5.0 / 5 (3)

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 do you determine risk tolerance in investment in Springdale?

    There are two measures of risk tolerance that may be used for a Springdale investment: First, financial ability to withstand a loss. You may be more willing to take on risk if you can invest long-term, don't need the money immediately, and have other resources to fall back on. Second, the emotional capacity to handle the prospect of loss. Think realistically about how you would react to a market downturn to be able to make preparations effectively.

  • Does the Springdale annuity include any potential fees?

    When you buy an annuity in Springdale, you may have to pay a front-end load commission, which is deducted from your investment amount up front. As a result, you must select an annuity with no or minimal loads. Another potential fee is the surrender charge, which is typically levied for the first seven years and decreases by 1% annually beginning in the first year and ending after the seventh year.

  • What are the common types of fraud you may encounter when looking for a financial advisor in Springdale?

    When searching for a financial advisor in Springdale, you should be aware of the following types of fraud: -Fake advisor websites that falsely claim to be affiliated with a specific firm by using the name of a registered representative; -Emails that contain malicious links designed to steal your personal information; -Requests to send cryptocurrency or gift cards; -Demand to transmit money payable to accounts belonging to parties outside the company; -Promising guaranteed high investment returns.

  • What are the advantages of investing in an individual retirement account in Springdale?

    Employees in Springdale who save money in an individual retirement account may be eligible for tax breaks. Traditional IRAs allow you to defer paying taxes on investment gains until you withdraw the money, whereas Roth IRAs do not require you to pay taxes on qualified withdrawals. You may also deduct an eligible amount contributed to your IRA on your federal income tax return.

  • What is an alternative to 529 plans for educational expenses in Springdale?

    Outside of 529 plans, Springdale residents can use a securities-based line of credit to pay for college. An SBL may have lower interest and fees than a traditional student loan. You apply for a line of credit with favorable terms and conditions by using your investment portfolio as collateral. An SBL is also easier to obtain, offers interest-only payments, and has a more flexible repayment plan.

  • 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.