Best Financial Advisors in Macon

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Baldschun, Windham, and Jones is a Macon-based firm that has been assisting individuals, families, and businesses for over 160 years. It assists in the process of financial planning for different purposes such as buying a new home, funding a child's education, or living comfortably in retirement. Its team considers financial security, wealth accumulation, risk management, and wealth preservation and distribution throughout the phases of building a financial strategy. The firm also offers insurance products and investment advisory, private client, and trust services.

Beall Financial Planning is a firm that aids families and individuals in Macon to achieve their dreams through financial planning and investment management. When crafting a financial plan, its team reviews the client's present financial situation and considers short-term and long-term goals. It then identifies the steps and resources needed to realize the client's financial targets and helps implement the plan. It also continuously reviews these steps and makes necessary adjustments along the way. The firm has been serving clients for more than five decades.

Christy Capital Management, Inc., offers financial advice and services to the residents of Macon and the adjacent communities. It formulates customized financial plans with retirement strategies that fit clients' goals. It gives investment advice, uses tax management and employee benefit analyses, implements estate conservation, and obtains annuities and insurance plans. Christy Capital Management's president Brandon Christy is a certified public accountant. He is also a Personal Financial Specialist, a designation given to CPAs who completed certain benchmarks in financial planning training.

Day & Ennis, LLC is a financial advisory firm that has been serving individuals and business owners in Macon since 1998. Its advisors help clients in financial planning, which covers investments, cash flow, retirement, income tax, and estate planning. The firm also assists in insurance and risk management matters. The company partner, John Day, is a CPA/PFS and a registered financial advisor with the National Association of Personal Financial Advisors. He is a member of the Financial Planning Association.

Edward Vance Investment Management caters to clients in the Macon area. The firm helps create investment plans based on an investor's risk tolerance, goals, and cash flow needs. It then works on maintaining sustainable investments, while providing quarterly performance reports and aggregated account holdings. The company also helps clients with insurance issues, tax planning, retirement, and estate planning. Founder Edward Vance is a Certified Financial Planner who served as Vice President of Investments at Banc of America Investment Services, Inc.

Since 2007, Ingleside Financial Group has been serving individuals and businesses in Macon. The company creates custom financial programs that can help clients secure stable incomes even after retiring from the workforce. Its services include setting up an investment portfolio based on cash flow and risk tolerance, along with choosing appropriate insurance plans. The firm also provides advice on tax management and estate conservation. Company president Charles Moore is a Certified Financial Planner with more than 40 years of industry experience.

Mauldin & Jenkins is a financial planning firm that has been serving clients in the Macon area since 1918. Its team helps individuals and families manage their money and prepare for retirement with stable and sufficient income. The firm also assists in tax planning concerns, along with estate planning like setting up trusts and charitable foundations. It handles business concerns like accounting, mergers, acquisitions, and financial statements for various industries, including manufacturing, agriculture, retail, healthcare, and distribution.

Peachtree Planning is an independent financial services firm serving individuals and business owners in the Macon area. Its financial professionals help clients develop financial plans that utilize a variety of strategies and products, from personal budget assistance and investment management to advisory services regarding topics like property and casualty insurance. They also assist business owners in developing exit strategies to help them transition into retirement. CEO Darrell Dawes holds the Chartered Financial Consultant designation and is a Chartered Life Underwriter.

Point North Financial is a company that caters to clients in Macon and the nearby areas. Its team of professionals provides a wide range of customized strategies and guidance for individuals, including financial planning, individual retirement or education planning, and investment advisory programs. The firm also offers equity and fixed-income investments, disability and long-term care insurance, annuities, and traditional brokerage or investment accounts. One of its partners, Russ Henry, is a Certified Financial Planner and Chartered Financial Consultant.

Rosenberg Financial Group, Inc., is an independent company that serves the residents of Macon and the nearby metros. The business utilizes its Personalized Investment Management System in managing clients’ assets. Its team of professionals also offers the Retire-Relax Solution, an investment approach for both pre-retirees and retirees. The service includes exit strategies for cases that involve high-risk investments. Sherri L. Goss, the firm’s president, is a Certified Financial Planner with more than two decades’ worth of experience in the financial industry.

Southern Investment Partners crafts financial plans and strategies for clients in Macon. Its team helps them build their wealth by investing in financial products that align with their goals and needs. It aids customers in protecting their families through insurance, college planning, and estate protection. It also works to preserve their wealth and assets. After having financial plans in place, the company's advisors continue to monitor them to ensure that they are still appropriate for the clients' situations. Southern Investment Partners has been operating for over two decades.