Best Financial Advisors in Augusta

2021

We scored 54 Financial Advisors in Augusta, GA and Picked the Top 10

Here are the Picks:

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Augusta 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.

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:

2 (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+

Certified Financial Planner (CFP)

Apollon is a financial planning and wealth management firm serving affluent and ultra-high-net-worth individuals, business owners, and families throughout Augusta. It offers investment advisory, risk management, financial planning, and business services. Its professionals analyze clients' needs, financial situations, risk tolerance, and time horizons and develop a wealth management plan that will help them obtain financial security. Robert H. Gorman, one of the firm's founding partners, is a Certified Financial Planner and carries more than 15 years of experience in the industry.

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3633 Wheeler Road
Augusta, GA 30909

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(706) 855-8848 Website

Estate Planning
Retirement Planning

Calvary Wealth is a financial advisory firm that services clients in the Augusta metro and its surrounding areas. It helps clients manage their wealth through various services, such as retirement planning, charitable planning, strategic tax planning, and education planning. In addition, it helps clients in designing their portfolios, analyzing their financial circumstances, and managing their risks. It also helps in overseeing clients' trusts. One of the firm's financial advisors, Bill Cleveland, is a member of the National Association of Personal Financial Advisors.

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3740 Executive Center Drive
Augusta, GA 30907

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(706) 855-0170 Website

Insurance Products
Retirement Planning

Fehrman Investment Group offers personalized wealth management plans and financial strategies to clients in Augusta. The firm follows a four-step process in financial planning that involves analyzing clients' current financial situation, including pension, insurance coverage, and account statements. It creates strategies such as retirement distribution and new account setup and reviews clients' progress periodically. President Jeff Fehrman has been in the financial industry for 27 years and has authored a book titled “Opportunity: Your Blueprint for Financial Success.”

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2908 Professional Parkway
Augusta, GA 30907

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(706) 922-3590 Website