Expertise.com
2024

Last updated:

Best Financial Advisors in Albany

Our Recommended Top 6

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 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.

23

Reviewed

16

Curated

6

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo
FEATUREDExpertise.com

SmartAdvisor by SmartAsset

Albany, GA
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

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.
4.0

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Albany, GA

Why choose this provider?

Need help contacting a Financial Advisor in Albany? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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

Price: Free booking service | Call 848.Book.Pro!

Website
2410 Westgate Dr. Suite 108, Albany, GA 31707
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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)

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
613 Pointe North Blvd., Suite A, Albany, GA 31721
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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

Website
2327 Lake Park Drive, Albany, GA 31707
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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 (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
1585 Broadway Avenue, New York, NY 10036
  • Wealth Management

Why choose this provider?

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.

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.

  • What are your rights as a client of a wealth management firm in Albany?

    As a client of a wealth management firm in Albany, you have the right to courteous service, clear communication, and a suitable advisor. You are also entitled to receive recommendations that align with your needs, goals, and risk tolerance, as well as the right to know the costs associated with your accounts. Finally, you have the right to keep your personal information confidential and not sold.

  • What are the advantages of using employer-sponsored 401k programs in Albany?

    Using an employer-sponsored 401(k) in Albany offers numerous benefits for retirement savings. The program provides automatic contributions, diverse investment opportunities, attractive tax benefits, portability, creditor protection, potential employer contributions, and lower costs. These features make it a compelling and advantageous choice for employees seeking to secure their financial future during retirement.

  • What are the common wealth management services in Albany you can get?

    Wealth management firms offer a wide selection of financial services in Albany. These include account aggregation, cash flow planning, education and estate planning, family governance planning, portfolio construction and management, retirement planning, and tax consultation. These services aim to provide you with a comprehensive approach to reaching your financial goals and protecting your assets.

  • In Albany, what do property insurance and casualty insurance mean?

    Property and casualty insurance both provide crucial protection for both individuals and businesses. In Albany, property insurance safeguards possessions against theft or destruction, covering physical items such as homes, vehicles, and personal belongings. On the other hand, casualty insurance offers coverage for harm caused to others, helping protect assets from losses due to disasters or liability claims. Obtaining these types of insurance ensures proper protection and effective risk management for individuals and businesses.

  • What are the options for college funding plans available in Albany?

    In Albany, some common college investment options include:

    • certificates of deposit, or CDs, which offer fixed returns but limited liquidity.
    • U.S. government bonds, which are considered low-risk with potential tax benefits.
    • zero-coupon bonds, which provide discounted prices but have volatile prices.
    • stocks/mutual funds, which offer growth potential but are subject to market fluctuations and risks.

    Before making any investment decisions, you should thoroughly review the prospectus to ensure they are well-informed about the investment details and risks involved.

  • 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.