Best Financial Advisors in Albany

2022

We scored 26 Financial Advisors in Albany, GA and Picked the Top 9

Here are the Picks:

Why These Financial Advisors?

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

Our Selection Criteria:

1. Availability

Consistently approachable and responsive, so customers never feel ignored.
2. Qualifications

Building customer confidence with licensing, accreditations, and awards.
3. Reputation

A history of delighted customers and outstanding service.
4. Experience

Masters of their craft, based on years of practical experience and education.
5. Professionalism

Providing service with honesty, reliability, and respect.

Read more about our selection process

Last Updated: January 02, 2022

Retirement Planning

Serving Albany and nearby areas, Cannon Financial Strategists, Inc., is a full-service retirement plan consulting firm that has been in the business since 1984. It offers individual services, such as retirement planning, asset management, and tax solutions. Its retirement planning strategies include plan design and consultation, participant education and advice, and plan compliance and administration. The firm's clients have an average tenure of 20 years. Its co-founder, Hamp Williams, specializes in retirement planning consulting and design.

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1930 Dawson Road
Albany, GA 31707

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(229) 883-1383 Website

Certified Financial Planner (CFP)

Dasher & Padgett Financial Advisors, Inc., offers wealth management counsel to inhabitants of Albany. Its services include investment diversification and fiscal planning to guide individuals in growing their funds through the use of stocks, bonds, and mutual funds. The company also engages in retirement and estate planning to secure assets for clients' later years. In addition, the establishment provides tax advice for minimizing a customer's liabilities within legal parameters. The firm's clientele includes individuals and businesses.

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2551 Lafayette Plaza Drive
Albany, GA 31707

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(229) 883-3500 Website

Private Wealth Advisor

JG Johnson Company, CPA, PC, provides financial services to clients in the Albany area. Its team assists individuals and families with managing their money so that they attain current and future goals. The firm helps with choosing insurance policies, setting up a college fund, and preparing for a comfortable retirement with sufficient income for a client's golden years. It also handles estate planning, which includes drafting a will and probate administration. The company is staffed by certified public accountants.

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190 Oakland Parkway Ste D
Leesburg, GA 31763

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(229) 888-2614 Website

Certified Financial Planner (CFP)

KingsMark Private Financial Advisors has been serving individuals in Albany for over 35 years. It offers advisory services to help clients preserve and grow their wealth. It offers guidance on retirement and tax planning, legacy creation, and charitable endeavors. The company draws on its network of selected partners to provide customers access to various resources. Its advisors take the time to get to know the client and their needs to determine the strategy and resources necessary to implement their plan.

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601 Pointe North Boulevard
Albany, GA 31721

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(229) 439-2348 Website

Wealth Management

Financial advisors at Morgan Stanley aim to help individuals, families, and institutions preserve and manage wealth to pursue their long-term or short-term goals. Serving Albany and the nearby communities, the firm provides a broad range of financial services, such as budgeting, cash management, retirement planning, and investment management. Morgan Stanley was established in 1935 and maintains offices and employees around the globe, including Australia, China, France, Switzerland, South Africa, and Saudi Arabia. CEO James Gorman is a member of the Financial Service Forum.

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1585 Broadway Avenue
New York, NY 10036

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(212) 761-4000 Website

Certified Financial Planner (CFP)

OneAscent Wealth provides residents of Albany advice on handling money. The firm assists customers in planning their investments, retirement funds, and estates. It also helps customers formulate tax avoidance strategies that are permissible under revenue statutes. The company educates individuals on making values-based choices, encouraging them to place their money with companies whose values align with the investor's personal conscience. CEO Harry Pearson adopted this virtue-centered paradigm for his own establishment after close to two decades’ work as a financial advisor for other offices.

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2410 Westgate Dr. Suite 108
Albany, GA 31707

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(229) 888-8308 Website

Certified Financial Planner (CFP)

Phoebe is a group of financial advisors serving Albany and the surrounding areas that helps people prepare for the future. They offer advice and assistance concerning asset allocation, plan enrollment, and financial education. They also help in retirement planning, coordination pension, and Social Security. To support financial wellness, the team offers group presentations regarding investments, retirement readiness, and financial planning concepts. Phoebe works in partnership with Cannon Financial Strategists, Inc., and TransAmerica.

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1930 Dawson Road
Albany, GA 31707

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(229) 883-1383 Website

Certified Financial Planner (CFP)

The Jenkins Group is a company that provides and tailors financial strategies for clients in Albany and the surrounding areas. It specializes in financial planning, trust services, and investment management. The firm's strategy starts by helping clients identify their financial goals. Included in the services are progress monitoring and updating goals. Founded in 1987, The Jenkins Group keeps watch on the financial marketplace, alerts clients regarding tax law revisions, and adjusts client portfolios for investments.

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2327 Lake Park Drive
Albany, GA 31707

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(229) 883-8028 Website

Certified Financial Planner (CFP)

Upland Wealth Advisors is an independent financial services firm that serves clients in Albany and the nearby metros. With its diverse range of financial solutions, the company assists individuals and businesses in managing their investments and financial assets. Investment planning, insurance management, retirement planning, education savings, life-change strategies, and estate planning are all handled by its financial advisors. In addition, the team specializes in 401(k) distribution options. Vic Sullivan, the company's founder, also founded Heroes Hunting, an annual outreach program for U.S. Marines.

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613 Pointe North Blvd., Suite A
Albany, GA 31721

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(229) 800-4820 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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Best Financial Advisors in Albany 2022

We scored 26 Financial Advisors in Albany, GA and Picked the Top 9

Here are the Picks:

Cannon Financial Strategists, Inc.

Dasher & Padgett Financial Advisors, Inc.

JG Johnson Company, CPA, PC

kmpfa.com

Morgan Stanley

OneAscent Wealth

Phoebe

The Jenkins Group

Upland Wealth Advisors

Why These Financial Advisors?

Our Selection Criteria:

1. Availability

2. Qualifications

3. Reputation

4. Experience

5. Professionalism

Professionalism: A

Professionalism: A+