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Best Financial Advisors in Columbus

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5900 River Road, Columbus, GA 31904
Columbus, GA 31904
  • Retirement Planning
  • Certified Financial Planner (CFP)

Brookstone Wealth Management provides financial planning services for clients in Columbus and its surrounding cities. It assists clients in creating custom short-term and long-term financial plans, providing retirement, college savings, insurance, tax, and estate planning services. Furthermore, the firm offers investment management services. Brookstone Wealth Management is a woman-led firm founded by Tami W. McDonald. She holds more than three decades of experience in the finance and investing industry and a Certificate of Masters of Women's Advisory.

5900 River Road, Columbus, GA 31904
Columbus, GA 31904

Website(706) 955-1345

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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+

6001 River Road, Columbus, GA 31904
Columbus, GA 31904
  • Certified Financial Planner (CFP)

Greatmark Investment Partners, Inc. is an SEC-registered investment advisor based in Columbus that helps clients in reviewing their financial assets, investment portfolios, and debts. Additionally, the financial professionals assist clients with retirement plans, long-term health plans, college funding, as well as care plans for parents and in-laws. Co-owner Jeffrey G. Adams is a CFA and CFP professional who has spent 20 years of his profession at his former advisory firm before relaunching it as Greatmark Investment Partners in 2007.

6001 River Road, Columbus, GA 31904
Columbus, GA 31904

Website(706) 327-2128

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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+

3901 Glenn Road, Columbus, GA 31909
Columbus, GA 31909
  • Certified Financial Planner (CFP)

Founded in 1981, Longview Wealth Management is a personal wealth management firm with an office in Columbus. The company has a team of financial advisors who serve clients in all stages of life, whether they are going to college, starting a family, or planning for retirement. Its advisors also help individuals who are interested in building their investment portfolios. As fiduciaries, they provide unbiased and objective financial advice. The firm is committed to helping transform clients' lives through wealth management.

3901 Glenn Road, Columbus, GA 31909
Columbus, GA 31909

Website(706) 568-0662

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Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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