Best Financial Advisors in Jackson

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Last updated: September 26, 2022

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Jackson, TN

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Capital Financial Group

1003 Greystone Square, Jackson, TN 38305

Certified Financial Planner (CFP)
Insurance Products

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.

Cowart Reese Sargent Certified Public Accountants, P.C.

64 Lynoak Cove, Jackson, TN 38305

Estate Planning

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.

Eddleman & Eddleman Inc

121 Stonebridge Blvd., Suite D, Jackson, TN 38305

Tax Planning

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.

Haynes Barker Investment Management, LLC

233 D Oil Well Road, Jackson, TN 38305

Tax Planning
Retirement Planning

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.

LongView Planning Partners

1003 Greystone Square, Jackson, TN 38305

Certified Financial Planner (CFP)

LongView Planning Partners exclusively caters to physicians and dentists throughout Jackson and the neighboring cities. 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. One of its managing partners, John Prather, is a certified financial planner with more than 20 years of experience in the industry.

Parker Financial Group

72 Lynoak Cv, Jackson, TN 38305

Certified Financial Planner (CFP)

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.

Seaton & Company

166 W. University Parkway Suite B, Jackson, TN 38305

Tax Preparation
Business Tax Preparation

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.

Southern Capital Advisors

3801 N. Highland Ave., Jackson, TN 38305

Certified Financial Planner (CFP)

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.

Sycamore Financial

1420 Osbourne Street, Humboldt, TN 38343

Estate Planning
Certified Financial Planner (CFP)
Retirement Planning

Sycamore Financial helps clients grow and preserve their wealth. Since 1993, the firm has catered to diverse clients in Jackson, including businesses, individuals, families, institutions, and trusts. Its financial advisors provide investment management, retirement income funding, and estate planning. They use a four-step process that consists of organization, formalization, implementation, and monitoring to guide clients toward their goals. Sycamore Financial comprises Certified Financial Planners, an Accredited Investment Fiduciary, and a Certified Portfolio Manager. The business name was derived from Sycamore trees, which are known for their protective properties.

The McDonald Group

3021 Highway 45 Byp, Suite 104, Jackson, TN 38305

Retirement Planning

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.

Wallace Wealth Management

250 North Parkway, Ste 27, Jackson, TN 38305

Certified Financial Planner (CFP)

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.

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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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