Expertise.com

2024

Last updated:

Best Financial Advisors in Jackson

Our Recommended Top 14

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Jackson Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

53Reviewed

37Curated

14Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logoFEATUREDExpertise.com

SmartAdvisor by SmartAsset

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

Why choose this provider?

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

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
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Price: Free Consultation

Jackson, MS

Why choose this provider?

Need help contacting a Financial Advisor in Jackson? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). 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 | Call 848.Book.Pro!

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

Why choose this provider?

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

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

Why choose this provider?

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.
3.7
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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

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

Why choose this provider?

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.
4.3
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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

Website
1907 Dunbarton Drive, Jackson, MS 39216
  • Retirement Planning

Why choose this provider?

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

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

Why choose this provider?

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.

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

Why choose this provider?

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.

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

Why choose this provider?

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)

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

Why choose this provider?

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

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

Why choose this provider?

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.
4.6
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

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

Why choose this provider?

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

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How does IRA work in Jackson?

    IRAs or individual retirement accounts are retirement savings accounts that offer various benefits to help your money grow for retirement. They provide safety and security, meaning your money is protected and less risky than other investment options. Additionally, IRAs come with tax advantages, which means you can save money on taxes while contributing to and withdrawing from the account during retirement.

  • What are the different types of IRAs in Jackson?

    The different types of IRAs in Jackson include the following:

    • Traditional IRA - Contributions are subject to tax deductions;
    • Roth IRA - Withdrawals are not subject to tax;
    • Self-Directed IRA - The account holder does the investments;
    • Simple IRA - This type allows contributions from both employers and employees; and
    • SEP IRA - This allows employees to contribute to their employees' retirement savings. It's best to consult a financial advisor to understand which plan works best for you and your needs.
  • How can I apply for a business tax license in Jackson?

    Business owners operating a profit-generating venture with gross taxable receipts of $3,000 must complete a business tax license application. Note that Planning Department approval is necessary before starting any business within the City of Jackson. Renewals of licenses must be done annually, usually after filing business tax returns and remitting taxes due.

  • Is there individual income tax in Jackson?

    Mississippi, where Jackson is located, follows what is called the graduated income tax rate, which applies to both individuals and businesses. The tax rates are as follows: -0% on the first $5,000 of taxable income -4% on the next $5,000 of taxable income -5% on any remaining taxable income above $10,000

  • How can I protect myself from financial fraud or scams in Jackson?

    Protecting yourself from financial fraud or scams in Jackson requires being vigilant and taking proactive steps. Here are some important measures: -Conduct regular checks on your banking and credit accounts. -Never share sensitive personal information, like Social Security numbers, bank account details, or credit card information with unsolicited individuals or organizations. -Learn to be skeptical and stay informed about common scams and fraud techniques. -Consult trusted financial advisors and professionals when making important decisions related to your finances.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.