The highest-rated Financial Planning & Wealth Management companies out of 142 vetted & reviewed in the Albany area.
Learn how we score.
Prominent finalists A-Z in Albany
Artesian Financial Group
Better
Cleghorn Financial Operations
Cmartin & Associates
First State Bank
Garland Williams & Associates
Hudson & Nesmith Cpas and Consultants
Independent Retirement Professionals
J G Johnson Company CPA
Jenkins Group
Jet Tax Services
Jwic
Kingsmark Private Financial Advisors
Marler Jerry CPA
Pentas Wealth Management
Sj&j Tax Services
Smith Brown & Groover
Stewart Financial Group
Strickland Accounting
Taylorchandler Cpas
The Tax Shop
Upland Wealth Advisors
Williams & Associates
Williams CPA & Associates
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Jet Tax Services
(2)
Payroll Services, Tax Planning, Bookkeeping
“Very professional and have the best Quotes.”
i
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Sj&j Tax Services
(1)
Business Tax Returns, Individuals, Bookkeeping
“Good environment, she's very professional and she will work hard to get you back the best refund.”
i
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Upland Wealth Advisors
(1)
“Very knowledgeable and patient.”
i
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Taylorchandler Cpas
(1)
Business Services, Individual Services
“Have always been helpful, and answered all my questions when it came to taxes.”
i
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Artesian Financial Group
“After three decades of providing comprehensive financial investment services, we have fine tuned our business to meet the retirement income investing needs of the people in Southwest Georgia. Our years of experience has enabled us to understand the d...”
i
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Kingsmark Private Financial Advisors
“KingsMark is an independent, registered financial advisory firm dedicated to guiding prosperous individuals, families, businesses, trusts and non-profit organizations towards insightful and objective decisions that will enrich their lives and the liv...”
i
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Jenkins Group
“The Jenkins Groupis a financial planning firm and a Registered Investment Adviser. We specialize in helping individuals, families and businesses position themselves financially to reduce risk, take advantage of opportunities, maintain stability, and ...”
i
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J G Johnson Company CPA
(1)
“J G Johnson is the best CPA We love Jim, he's very knowledgeable and such a great person.”
i
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First State Bank
(1)
“The staff is friendly and knowledgeable and the bank has a feeling of a small town business that cares about their clients.”
i
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Garland Williams & Associates
Business Valuation, Entity Selection and Restructuring, Accounting Services
“According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.”
i
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Strickland Accounting
(1)
Payroll, IRS Liens, IRS Levies
“Outstanding and professional service”
i
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The Tax Shop
(5)
“Great ppl 😀”
i
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Stewart Financial Group
(1)
“He listened to us and gave us knowledgeable answers.”
i
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Cleghorn Financial Operations
“We are a broad-service CPA firm licensed in Georgia. We offer a host of accounting and tax services, including Income Tax Service and Preparation, Payroll Services, Business Advisory Services, Bookkeeping, and Contract CFO Services. One on one consul...”
i
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Jwic
“* Payments above based on 13.95% APR for 20 years, 12.50% APR for 10 years, or 10.95% APR for 5 years. These are example payments. Land may be financed for any time up to 20 years. There is no prepayment penalty, and buyers can always pay with cash o...”
i
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Pentas Wealth Management
Small-Business Planning, College Planning, Client Login
“Our established, credible team of financial advisors has over 80 years of experience creating strong client portfolios that weather ever-changing economic landscapes. At Pentas, we focus on managing risk, loss avoidance, and understanding your needs ...”
i
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Independent Retirement Professionals
“Gene worked as a bank trust officer for almost 20 years and then owned and managed a large multi-state trust company that specialized in plans for professional groups in the Southeast. His background provides a wealth of experience and knowledge of t...”
i
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Smith Brown & Groover
(1)
“Bish was very helpful with preparing my taxes.”
i
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Better
(11)
“Better Income tax not only filed, but gave me great advice and feedback on how to do so in the future.”
i
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Williams & Associates
(1)
Payroll Services, Tax Planning, Bookkeeping
“She's very honest and reliable in this business and knows how to satisfy her customers according to the laws that changes from time to time, no doubt she is the best.”
i
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Cmartin & Associates
(4)
Business Services, Services For Individuals, Tax Services
“She was WONDERFUL in helping my small business get out from the foot of our CRAZY Payroll company and find an affordable solution that was FAST, HASSLE FREE, and SAVED ME OVER $1200 for next year!!!”
i
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Williams CPA & Associates
(20)
Personal Financial Coaching, Taxes, Accounting
“If you want a company that teaches you the "WHY" and the "HOW" to reading financial reports, learning payroll or any other accounting issue that you may have, then you need to CHOOSE Williams CPA & Associates!”
i
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Marler Jerry CPA
(1)
Tax Services, Tax Preparation For Businesses, Investment Management
“I have been with them for years and have always gotten very good service.”
i
Retirement Planning and Investment Management Services in Albany, GA Cost Estimates