Expertise.com

2024

Last updated:

Best Financial Advisors in Jackson

Our Recommended Top 12

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.

27Reviewed

21Curated

12Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logoFEATUREDExpertise.com

SmartAdvisor by SmartAsset

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

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Jackson, TN

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
618 Oakleaf Office Lane Suite 300, Memphis, TN 38117
  • Certified Financial Planner (CFP)

Why choose this provider?

LongView Planning Partners exclusively caters to physicians and dentists across the country. The company helps clients reach their financial goals and meet their family needs by providing financial advising and planning services. It follows a plan delivery process involving discovering, designing, gathering, and delivering financial strategies. The company evaluates and updates clients' data after implementing the financial plans. Our team of planners and advisors hold an array of designations including CFP®, CPA®, ChFC®, ChSNC®, CLU®, CASL®. One of its managing partners, John Prather, is a certified financial planner with more than 20 years of experience in the industry.

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
3801 N. Highland Ave., Jackson, TN 38305
  • Certified Financial Planner (CFP)

Why choose this provider?

Southern Capital Advisors helps Jackson individuals and families achieve their financial goals. The firm offers financial planning, tax planning, cash flow management, and asset protection services. It assists clients in generating long-term wealth through its asset management services, and it also uses Riskalyze, a risk alignment software, in assessing their risk numbers. In addition, it develops strategies for wealth transfer and stewardship. Lee Johnson, the firm’s managing partner, is also a CPA, CGMA, and CFP professional.

License Verified:

License: 292275

Investment Adviser Public Disclosure Database, SEC

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
72 Lynoak Cv, Jackson, TN 38305
  • Certified Financial Planner (CFP)

Why choose this provider?

Parker Financial Group caters to clients residing in Jackson and the neighboring communities. It provides a variety of financial advisory services that involve education funding, retirement planning, and estate planning. It also offers assistance to clients who want to develop asset allocation strategies and investment portfolios before making any important financial decisions. Parker Financial Group is affiliated with Northwestern Mutual, a wealth management company that has been in the industry for more than 160 years.

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
250 North Parkway, Ste 27, Jackson, TN 38305
  • Certified Financial Planner (CFP)

Why choose this provider?

Wallace Wealth Management helps families, retirees, and individuals in Jackson achieve financial stability through its estate, educational or college, financial, and retirement planning services. The advisory firm processes Roth and simple IRA, 401(k), and profit-sharing and pension plans. It also handles mutual fund, stock, bond, government security, and exchange traded fund issues. Owner Randy Wallace is an LPL financial planner who brings 25 years of industry experience. He is a member of the Tennessee Society of CPAs.

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
166 W. University Parkway Suite B, Jackson, TN 38305
  • Tax Preparation
  • Business Tax Preparation

Why choose this provider?

Seaton & Company serves clients in the Jackson metro and the nearby cities. It provides tax and financial advising services to help clients protect their assets, obtain their financial goals, and maintain their wealth. It offers various services, including tax planning and preparation involving state income, business, and personal property tax returns. Its team also assists business owners in managing and preparing their monthly, weekly, semi-weekly, and monthly payroll. The company's current owner, Stacey Seaton, also represents clients before the IRS.

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
64 Lynoak Cove, Jackson, TN 38305
  • Estate Planning

Why choose this provider?

Cowart Reese Sargent Certified Public Accountants, P.C., provides services to individuals and businesses in the Jackson area. It offers CFO consulting services to help clients make informed business decisions. The company assists with cash flow management, succession planning, and strategic business planning. Its team also offers budget preparation and monitoring services. Additionally, the company assists individuals in starting a business by evaluating tax advantages and identifying sources of start-up capital. The company has more than 40 years of experience in the industry.

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.
4.9
Facebook
5.0 / 5 (13)
Google
4.0 / 5 (2)

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
233 D Oil Well Road, Jackson, TN 38305
  • Tax Planning
  • Retirement Planning

Why choose this provider?

Haynes Barker Investment Management, LLC, offers financial planning solutions to clients in Jackson, including high-net-worth individuals and families, business owners, trusts, and foundations. The company helps investors get a complete picture of their assets, liabilities, and cash flow and makes recommendations to grow their wealth. Its team also assists with educational funding, retirement planning, insurance review, and estate planning. Haynes Barker was founded in 2002. One of the co-founders, William E. Haynes III, was a former financial advisor with Merrill Lynch.

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
121 Stonebridge Blvd., Suite D, Jackson, TN 38305
  • Tax Planning

Why choose this provider?

Eddleman & Eddleman Inc. serves individuals, families, and businesses from Jackson and the surrounding areas. It provides a variety of financial and estate planning services, including wealth management, risk management, real estate and hard asset advisement, and retirement planning. It also offers investment advisory, business advisory, accounting, and tax planning and preparation services. Founder Adrian Eddleman is a member of the National Association of Personal Financial Advisors. He has been quoted in Jane Bryant Quinn and Investment News.

License Verified:

License: 137095

Investment Adviser Public Disclosure Database, SEC

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
Facebook
5.0 / 5 (10)
Google
5.0 / 5 (4)

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
3021 Highway 45 Byp, Suite 104, Jackson, TN 38305
  • Retirement Planning

Why choose this provider?

The McDonald Group is an independent financial advisory firm that caters to clients in Jackson and the surrounding areas. It provides financial planning, long-term care policies, and life and health insurance plans. It offers a variety of financial and investment products, including mutual funds, annuities, stocks, bonds, and unit investment trusts. Universal, term, and whole life insurance products are also available. The McDonald Group has been serving the community since 2001. Founder Kelly McDonald Sr. is a CFP, Chartered Life Underwriter, and Chartered Financial Consultant.

License Verified:

License: 6555104

Investment Adviser Public Disclosure Database, SEC

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
Google
4.6 / 5 (9)

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
1003 Greystone Square, Jackson, TN 38305
  • Certified Financial Planner (CFP)
  • Insurance Products

Why choose this provider?

Capital Financial Group provides services to clients across the Jackson community and the surrounding areas. It provides financial advice and planning services to help individuals protect the future of their loved ones, properties, and finances. It also guides clients who wish to apply for insurance plans, including disability, life, and long-term care. The company also extends its services to Arkansas, Southern Kentucky, and Tennessee. Its president, Jerry Corless, has been a Certified Financial Planner since 2003.

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.

  • What is the average cost of hiring a financial advisor in Jackson?

    The average cost of hiring a financial advisor in Jackson may vary depending on the fee structure. Financial advisors may charge an hourly rate of $200 to $400. They can have a flat annual fee that costs between $2,000 to $7,500. Additionally, financial advisors may charge a percentage based on the assets under management.

  • Do millionaires have financial advisors in Jackson?

    Most of them do. Around 70 percent of millionaire households have some kind of financial advisor, according to a survey released by Fidelity Investments. Additionally, 22 percent of millionaire households utilize independent advisors. As financial advisors in Jackson can streamline the financial planning process, millionaires who do not have ample time to develop an investment strategy generally use their advice to grow and protect wealth.

  • What type of financial advisor in Jackson gives unbiased advice?

    Generally, independent financial advisors in Jackson can provide unbiased advice. It is advisable to work with licensed, registered fiduciaries or fee-only ones, as they can act in your best interests. These advisors typically get paid directly by you and often do not earn commissions for selling insurance or investment products. Additionally, they may not be limited in recommending a certain investment product, as they are not tied to a specific insurance or investment company.

  • What is the difference between financial advisors and accountants in Jackson?

    The main difference between financial advisors and accountants in Jackson is the type of assistance or services they provide. Financial advisors generally provide investment advice and help you with financial planning matters. In contrast, accountants track financial transactions, perform audits, and create financial forecasts. Financial advisors can also help you develop a plan to achieve financial life goals, such as launching a business, buying a car, and funding your children's college education.

  • Can financial advisors in Jackson help you grow your money?

    Financial advisors in Jackson can provide investment advice to help you grow your money and other kinds of wealth. They can assist you in developing an investment portfolio and setting financial goals, such as retirement, starting a business, and buying a house. Additionally, they can help you create financial plans for investment management, retirement, taxes, and budgeting.

  • 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.