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Best Financial Advisors in Savannah

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Savannah, GA 31401Savannah, GA 31401

Based in Savannah, Fiduciary EDGE Advisors offers comprehensive life financial planning and investment services for everyone. This company is passionate about helping clients grow and preserve their wealth. The specialists on the team dedicate time and effort to knowing more about clients and understanding their needs better. Aside from financial planning, these financial advisors offer assistance in creating sustainable investments, insurance solutions, and investment management.

Savannah, GA 31401Savannah, GA 31401

Website(888) 605-3343

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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+

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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