Athens, GA

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Athens, GA
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Best Financial Advisors in Athens, GA

The highest-rated Financial Planning & Wealth Management companies out of 121 vetted & reviewed in the Athens area.

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Thomas F Stephens C.p.a.

Thomas F Stephens C.p.a.

(13)
  • Financial
  • Questions
“He tells you the price up front but does not collect any money until all your questions are answered and all your taxes have been successfully submitted.”
In Business Since 2009
855 Sunset Dr Ste 2, Athens, GA
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Smart Accounting Solutions

Smart Accounting Solutions

(43)
Individual, Business, Consulting & Coaching
“Smart accounting solutions provides very good service,saves me a lot on my taxes been with them for 15 plus years had a situation years ago where Charles with to bat for me and cleaned it up first class business and Charles is even a better person.”
In Business Since 2012
Licensed, BBB Rating: A+
Remote Consultations Available
Accepts All Major Credit Cards
1 Huntington Road STE 203, Athens, GA
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ECG Financials

ECG Financials

(49)
Tax Preparations, We C.a.r.e. Protection, Loans
“Third year going to ECG Financials, very satisfied with Ella, she is very good at her job and confident in her ability to do everything she can for the best results possible, my wife is also impressed with Ella and she is not easily impressed, Ella d...”
In Business Since 2021
Locally Owned & Operated
180 Athens St Suite A, Hartwell, GA 30643
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Kimbrough Law

Kimbrough Law

(46)
Asset Protection, Estate Planning, Medicaid Planning
“In addition to preliminary phone consultations with Cherish Bonds, Pam Parks and Alice Woodard, we worked personally with attorney Bayli Fields and paralegal Lisa Sparks – each of whom was consistently professional, courteous, and well informed.”
In Business Since 2016
1077 Baxter St #700, Athens, GA
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Elite Accounting Services

Elite Accounting Services

(31)
Services For Individuals, Business Services, Quickbooks Services
“Nikki got us in and out and got us the most back.”
In Business Since 2012
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
1 Huntington Road STE 105, Athens, GA
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Fully Financial

Fully Financial

(28)
  • Questions
  • Goals
  • Future
“Once again, cannot emphasize enough what an amazing team they are and truly appreciate them jumping in and providing such detailed information and providing a road map and future processes for my family's finances and keeping things moving forward.”
In Business Since 2023
CFP Certified
Transparent Fees & Pricing
244 E Washington St, Athens, GA
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Turner and Patat

Turner and Patat

(11)
Electronic Filing, Estate Planning, Small Business Consulting
“From helping to me to determine whether I could/should start my own business from a tax-standpoint, to making sure I am withholding the appropriate amount of taxes and then filing my quarterly and end-of-year taxes, Turner and Patat and Kelli have be...”
In Business Since 2001
Licensed
Transparent Fees & Pricing
Offers Financing Options
1165 Cedar Shoals Dr, Athens, GA
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Williams & Guined

Williams & Guined

(7)
Tax Services, Business Services, Personal Services
“Now, no friend can ask my thoughts on CP As in the Athens area without giving them a powerful "YOU MUST USE WAG!”
In Business Since 1990
Accepts All Major Credit Cards
Transparent Fees & Pricing
375 Gaines School Rd, Athens, GA
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Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group

(11)
  • Desire
  • Goals
  • Information
“I was hesitant to reach out to any professional financial planner due to my lack of knowledge and the length of my career, but I ultimately decided to reach out to E&G because of how inviting they seemed to people in my situation.”
In Business Since 2010
687 S Milledge Ave, Athens, GA
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Mitchell Investment Group

Mitchell Investment Group

(7)
  • Team
“The reach out to check in periodically--not to sell stuff but just to review current accounts and touch base to make sure you're satisfied as an investor.”
In Business Since 2013
595 S Milledge Ave, Athens, GA
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Brown & McCook

Brown & McCook

(2)
Tax Filing Services, CFO Services and Accounting, New Business Start Up
“I have thoroughly enjoyed and benefited from their creative approach and responsiveness.”
In Business Since 2022
Licensed
125 W Washington St Suite 780, Athens, GA
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Fintrust Capital Advisors

Fintrust Capital Advisors

(1)
FOR Individuals, FOR Organizations
“Fin Trust which had been Broadstreet Advisors had served my late mother well by giving her good advice and a very caring environment.”
In Business Since 2013
1550 Timothy Rd #102, Athens, GA
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Highland Trust Partners

Highland Trust Partners

(1)
Wealth Management Services, Portfolio Management, Business Retirement Plans
“They are willing to work with my families goals and offer a broad range of services.”
In Business Since 2014
1077 Baxter St #600, Athens, GA
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Elevate Wealth Advisory

Elevate Wealth Advisory

(1)
Investment Planning, Retirement Planning, Life Events Planning
“I've been with Deanne at Elevate for decades.”
In Business Since 2020
190 Hawthorne Park, Athens, GA
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Wealth Academy of Georgia

Wealth Academy of Georgia

(1)
“She went through some investment options and explained the difference between them.”
In Business Since 2020
2350 Prince Ave Suite 11, Athens, GA
Featured

In this week's episode of KATN (Kicking Ass and Taking Names), these are the things I'm working on and maybe you should too: nn1. Completed my physical and blood work up as a requirement for my supplemental disability insurance and permanent life insurance policy (in addition to my term policy which only has another 15 years). nnSteve (my financial planner):...

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Posey Woodruff Group of Synovus Securities

Posey Woodruff Group of Synovus Securities

, Deposit Services, Business Savings
In Business Since 1995
Transparent Fees & Pricing
Offers Financing Options
150 W Hancock Ave, Athens, GA
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Dave Barnett CPA

Dave Barnett CPA

Tax Planning and Preparation, Accounting and Payroll Solutions, Small Business Advisory
“Free Reports and Newsletters Reduce your taxes... Make better business decisions... and learn how to grow your wealth by reading our Free Reports on financial strategies for business owners, individuals, and investors. You also get the latest breakin...”
In Business Since 1992
Accepts All Major Credit Cards
Free Initial Consultation
Transparent Fees & Pricing
721 S Milledge Ave, Athens, GA
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D&K Professional Tax Service

D&K Professional Tax Service

(2)
“If you are looking for someone to do your taxes she will definitely get the job done.”
987 Gaines School Rd, Athens, GA
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Cash Accounting & Business Services

Cash Accounting & Business Services

“Based in Athens, GA, USA, Cash Accounting & Business Services provides a broad range of professional services for individuals, businesses, and nonprofits. Our office is located at The Bottleworks, 367 Prince Avenue, Suite N, Athens, GA 30601. Service...”
In Business Since 2013
Transparent Fees & Pricing
Offers Financing Options
367 Prince Ave, Athens, GA
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Eldercare Planning Council

Eldercare Planning Council

“As a Retirement Income Financial Advisor, Understanding the issues around aging and caring for our loved ones is so important, yet too many wait until they have a long term care crisis before attempting to deal with it. We provide guidance and educat...”
In Business Since 2019
Free Initial Consultation
480 Cedar Creek Dr, Athens, GA
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Stable Waters Financial

Stable Waters Financial

“We will challenge you and push you to meet your goals, much like a personal trainer. We will discuss events in your life that may have shaped how you think about or treat money currently. Just like food, money is emotional, and you can break or resha...”
In Business Since 2011
Transparent Fees & Pricing
1160 S Milledge Ave Suite 210, Athens, GA
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The Bulldog CFO

The Bulldog CFO

(2)
“Mark was wonderful providing services for my firm's financial portfolio and keeping the books in order.”
In Business Since 2020
Athens, GA
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Vision Financial Concepts

Vision Financial Concepts

“Judson Mallard is the president of Vision Financial Concepts. Investment Advisory Services and tax serices offered throughVision Financial Concepts, a registered investment advisor. Certain insurance products offered through Judson D. Mallard as a li...”
In Business Since 1998
Accepts All Major Credit Cards
855 Sunset Dr #7, Athens, GA
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Gravely and Associates

Gravely and Associates

“"I have had the distinct pleasure of knowing Susan Gravely, Gravely & Associates, LLC for the past five years and she is a valued and trusted member of the Risk Management and Insurance community in the State of Georgia. She and her firm have a stron...”
In Business Since 2016
Free Initial Consultation
272 W Hancock Ave, Athens, GA
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Retirement Planning and Investment Management Services in Athens, GA Cost Estimates

Minimum cost
$1191
Maximum cost
$10119
National Average
$3572
Avg Per Hour Rates
$358
$2381
$6548
Fair price range is based on 347 cost profiles
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Average Cost $3572
Minimum cost $1191
Maximum cost $10119
Avg Per Hour Rates $358

Fair range $2381 to $6548 is based on 347 cost profiles.

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