Expertise.com

Best Financial Advisors in Jackson

Laurels
2023
Laurels

We did the research for you!

Learn more
  • checkboxLicensing
  • checkboxUser Reviews
  • checkboxMystery Shopping Calls

Financial Advisors FAQs

Learn more
Expertise.com Concierge Service logo
FEATURED
Free booking service!

Expertise.com Concierge Service

Jackson, MS

Business Description

Need help contacting a Financial Advisor in Jackson? Call our Concierge team at 818-639-7726. 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!

SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Jackson, MS
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

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
Google
3.2 / 5 (15)

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Ashford Advisors logo
Visit WebsiteWebsite

Ashford Advisors

Visit WebsiteWebsite
5898 Ridgewood Road, Jackson, MS 39211
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Established in 1898, Ashford Advisors serves clients in Jackson and the surrounding areas. The firm focuses on investment, tax, lifestyle, retirement, and estate insurance planning. Tom Purcell has been working in Ashford Advisors since 1991 and currently serves as the firm's chief executive officer. Tom holds the designations of Chartered Life Underwriter and Chartered Financial Consultant. He is also a member of the Atlanta chapter of the National Association of Insurance and Financial Advisors and General Agents and Managers Association.

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.
4.4
Facebook
4.6 / 5 (10)

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
Ballew Wealth Management logo
Visit WebsiteWebsite

Ballew Wealth Management

Visit WebsiteWebsite
100 Vision Drive, Jackson, MS 39211
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

Ballew Wealth Management is an independent financial advisory firm that offers its services to clients in the Jackson metro and the surrounding areas. It helps clients with financial matters, such as social security consultation, private wealth management, asset management, and retirement plans. In addition, it also offers estate planning, financial planning, insurance, and risk management services. Ballew Wealth Management has under its care approximately $900 million in assets. Founded in 1988, the firm now has clients in over 15 states.

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
Bergland Wealth Management logo
Visit WebsiteWebsite

Bergland Wealth Management

Visit WebsiteWebsite
213 Draperton Drive, Ridgeland, MS 39157
  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

Bergland Wealth Management is an independent financial planning firm that provides investment and wealth management services consistent with fiduciary standards. Established in 1985, the firm serves clients in Jackson and the neighboring communities. More than 30 years later, founder John Bergland, Jr. is now joined by his daughter, Tiffany Ballard, in leading the company. Armed with a background of financial services experience, Ballard officially joined the firm in 2002, received her Certified Financial Planner designation in 2007, and became president in 2019.

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 (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
Coker & Palmer logo
Visit WebsiteWebsite

Coker & Palmer

Visit WebsiteWebsite
1667 Lelia Drive, Jackson, MS 39216
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Coker & Palmer is an independent financial advisory firm that services clients in the Jackson metro and its surrounding areas. It helps clients manage their wealth through various services, such as financial planning, estate planning, and asset management. In addition, the firm offers brokerage services in stocks, bonds, private placements, and mutual funds. Founded in 1991, the firm caters to retirees, individuals, families, and businesses. Coker & Palmer's president, J. David Coker, has been in the financial services industry for more than 33 years.

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Collaborative Advice logo
Visit WebsiteWebsite

Collaborative Advice

Visit WebsiteWebsite
1501 Lakeland Drive, Jackson, MS 39216
  • Certified Financial Planner (CFP)

Business Description

Collaborative Advice is a financial firm that serves physicians, including residents and fellows, in Jackson and the surrounding locations. Creator of Collaborative Advice, Travis Woods, has over a decade of experience in providing financial services for physicians and their families. Woods holds both Certified Financial Analyst and Certified Financial Planner designations. Together with his team, they offer investment management services. They focus on various areas, such as asset allocation, emotion management, account creation and coordination, fund selection, and tax efficiency.

LeFleur Financial logo
Visit WebsiteWebsite

LeFleur Financial

Visit WebsiteWebsite
3000 Old Canton Road, Jackson, MS 39216
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Tax Planning

Business Description

LeFleur Financial is an advisor that provides financial planning and asset management services to retirees, high earners, and small business owners in Jackson. It functions as a fiduciary and focuses on wealth accumulation over the long term. Its investing approach is evidence-based, and it designs diversified, low-cost portfolios that match its clients’ investment goals and individual risk tolerance. It also creates strategic plans that minimize taxes over the clients’ lifetime. Owner and principal Josh Norris is a Certified Financial Planner.

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)
MAG CAP logo
Visit WebsiteWebsite

MAG CAP

Visit WebsiteWebsite
4500 I-55 North, Jackson, MS 39211
  • Estate Planning

Business Description

MAG CAP is a full-service financial advisor that caters to clients residing in Jackson and its surrounding communities. This wealth management firm was established with the aim to provide custom financial advisory services to individuals, families, and institutions. It offers services such as financial planning and comprehensive portfolio management, alternative investment allocations, inter-generational financial transition, and various retirement plans. Managing director and MAG CAP co-founder Stephen Griner has been a financial advisor since 2001. He specializes in discretionary asset management.

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
McAllister Capital Management logo
Visit WebsiteWebsite

McAllister Capital Management

Visit WebsiteWebsite
1907 Dunbarton Drive, Jackson, MS 39216
  • Retirement Planning

Business Description

McAllister Capital Management provides advisory and financial consulting services to individuals and corporations in the Jackson area. It also offers investment management and retirement planning. The firm follows a disciplined investment management process, like asset allocation, manager selection, client goals and objectives, performance monitoring, and portfolio balancing. It has always acted in a fiduciary capacity since it started in 1995. Its founder, Lyle L. McAllister, Jr., has more than 30 years of experience as a financial advisor.

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
McDaniel & Register logo
Visit WebsiteWebsite

McDaniel & Register

Visit WebsiteWebsite
1501 Lakeland Drive, Jackson, MS 39216
  • Estate Planning
  • Insurance Products

Business Description

McDaniel & Register offers financial advice to clients in the Jackson metro. It helps clients manage their wealth through various services, including financial planning, tax planning, estate planning, and insurance analysis. In addition, the firm customizes retirement and education plans that are aligned with its clients' personal needs and wants. It also offers 401(k) plans investment consultation. McDaniel & Register manages over 150 million dollars in assets. The firm's president, Doug McDaniel, has more than 30 years of experience.

Thigpen Group logo
Visit WebsiteWebsite

Thigpen Group

Visit WebsiteWebsite
Interstate 55, Jackson, MS 39211
  • Certified Financial Planner (CFP)

Business Description

The Thigpen Group is a locally operated boutique firm that serves clients in Jackson and its surrounding areas. Founder Scot Thigpen has over 25 years of experience as a financial advisor. He began his career at KPMG Peat Marwick as a CPA before moving to Merrill Lynch in 1991. He and his team help clients with financial, tax, estate, and 401(k) planning. Other services include portfolio and risk management. Scot is also a Certified Financial Planner.

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
WealthPartners logo
Visit WebsiteWebsite

WealthPartners

Visit WebsiteWebsite
220 Trace Colony Park Drive, Ridgeland, MS 39157
  • Estate Planning
  • Retirement Planning
  • Insurance Products

Business Description

WealthPartners services clients in Jackson and the nearby areas with their financial planning concerns. The firm's wealth and income planning services cover investment management, income planning, estate planning, asset diversification, and life insurance analysis, and retirement distribution. It also extends its services to business owners who are concerned with succession planning, buy-and-sell agreements, and employee retention. The firms's founder John F. Hill was recognized as a Leader in Finance by the Mississippi Business Journal in 2018.

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
Wealthview Capital logo
Visit WebsiteWebsite

Wealthview Capital

Visit WebsiteWebsite
Interstate 55, Jackson, MS 39211
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Wealthview Capital is an independent fiduciary financial firm that services clients in the Jackson metro and surrounding areas. It offers a holistic wealth management approach that the firm customizes to align with its clients' specific needs and wants. In addition, it offers various services, such as education planning, retirement planning, legacy planning, and insurance planning. It also provides professional asset management that assists with clients' investments. Its founder, Sam Taylor, has been a financial advisor for more than 35 years.

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––