Best Financial Advisors in Auburn, AL

The highest-rated Financial Planning & Wealth Management companies out of 176 vetted & reviewed in the Auburn area.

Machen McChesney

Machen McChesney

(10)
Taxation, Accounting & Outsourcing, Business Valuation Services
“Joe Janning has always helped me out and made sure I was up to date with everything that could benefit my business or to make sure I took advantage of it.”
In Business Since 1960
1820 E University Dr, Auburn, AL
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Edwards & Associates

Edwards & Associates

(1)
“I called and they were able to see me same day and get my taxes back to me the next day.”
In Business Since 2011
Offers Financing Options
Transparent Fees & Pricing
Accepts Check, Cash
2320 Moores Mill Rd #300, Auburn, AL
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Auburn Investment Properties

Auburn Investment Properties

(8)
  • Real Estate
  • Market
“I came to Auburn and met with Chris and he was very generous with his time and I left with a very good idea of what to look for and confident that I could secure a passive income in the Auburn rental market.”
In Business Since 2014
852 N Dean Rd Suite 100, Auburn, AL
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Lipscomb Wealth

Lipscomb Wealth

(1)
“Working with them feels like a friendship and that makes it extremely easy to talk with them about the hard things when it comes to my finances.”
In Business Since 2011
2372 E University Dr Suite 102, Auburn, AL
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Wilson Investment Group

Wilson Investment Group

“Wilson Investment Group is an independently owned and operated financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with unbiased ...”
In Business Since 2002
Licensed
1224 Ogletree Village Ln, Auburn, AL
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McGlon Properties

McGlon Properties

“What does it take to be successful? McGlon Properties, LLC (MP) offersstrategic advisory services from early stage pre & post rev startups to established businesses. The investment arm of MP focuses on seed round with startups in the e-commerce, soft...”
In Business Since 2006
1735 Candler Way, Auburn, AL
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Bright Investments

Bright Investments

In Business Since 2019
570 Devall Dr UNIT 303, Auburn, AL
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20/20 Wealth Management Group

20/20 Wealth Management Group

“Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particul...”
In Business Since 2014
1859 Ogletree Rd, Auburn, AL
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Bremer and Associates

Bremer and Associates

In Business Since 2004
LLC Certified
118 N Ross St # 5, Auburn, AL
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Johnson Sterling

Johnson Sterling

“We're also an independent fiduciary – which means you and your financial goals are our top priority as we collaborate on your plans, responsibilities, and dreams.”
In Business Since 2002
570 Devall Dr UNIT 302, Auburn, AL
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Laxson Financial Group

Laxson Financial Group

“We focus on working collaboratively with our clients in both the accumulation and utilization stages of Retirement Income Planning, In fact we like to refer to our practice as Lifelong Income Planning, with our clients and we each have specific roles...”
In Business Since 2015
Licensed
Serving Auburn Area
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Railroad Investment Group

Railroad Investment Group

Businesses Planning, Financial Planning, Non-Profits and Charitable Giving
“We will then customize and prepare a roadmap and directions for you to reach your destination, then get you on the road! Finally, we have developed our proprietary 80/20 formula that will keep you on track. Too often the average investor is more conc...”
In Business Since 2018
Serving Auburn Area
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Aja Financial

Aja Financial

“Aja Financial is an independent, fee-only, financial advisory firm based in Alabama. As a member of the SmartVestor network I believe everyone should have the opportunity to win with money. Therefore, I partner with clients from all stages of the inv...”
In Business Since 2019
Serving Auburn Area
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Armed Forces Benefits Network

Armed Forces Benefits Network

(45)
  • Investment
  • Informative
  • Educated
“We already had a system of savings done, but your professionalism and facts persuaded myself and my wife to invest into an Roth IRA savings plan with AFBN and will be looking forward to a better future; financially.”
4903 Armour Rd, Columbus, GA
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Bridgepath CFO Solutions

Bridgepath CFO Solutions

(5)
“After hearing Mr Sullivan speak about finance and accounting for small businesses, I locked his contact info in so Bridgepath CFO Solutions could manage my finances.”
In Business Since 2018
Offers Financing Options
Transparent Fees & Pricing
1201 Front Ave, Columbus, GA
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Todd A Hammonds CPA

Todd A Hammonds CPA

(1)
Get Your IRS File, Quickanswers, Tax Planning
“Does a good job with our corporate taxes.”
In Business Since 1993
Offers Financing Options
Transparent Fees & Pricing
5734 Windsor Dr, Columbus, GA
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Brewer Financial Firm

Brewer Financial Firm

(2)
“Very professional trustworthy and informational.”
Licensed, BBB Accredited
3518 Veterans Pkwy Ste A-B, Columbus, GA
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Capital Wealth Management Group

Capital Wealth Management Group

(4)
“Jody has been very professional and caring in handling the consolidation of several of my accounts, I would not consider using anyone else.”
In Business Since 2020
Free Initial Consultation
1200 Brookstone Centre Pkwy #101, Columbus, GA
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ALC - Access Loan Company

ALC - Access Loan Company

(8)
Personal Loans, Tax Preparation
“I have referred three people already.”
In Business Since 2016
Family Business
3604 Macon Rd, Columbus, GA
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Abernathy & Britton: Britton, Tina CPA

Abernathy & Britton: Britton, Tina CPA

(1)
Services For Individuals, Services For Quickbooks, Tax Services
“Katie and the rest of the staff are great!”
In Business Since 2006
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
Serving Auburn Area
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Williams & Associates

Williams & Associates

(1)
Business Valuations, Bookkeeping, Individuals
“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.”
In Business Since 2016
3025 University Ave #108a, Columbus, GA
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Brookstone Wealth Management

Brookstone Wealth Management

Services Overview, Retirement Planning, Investment Management
“Our approach to wealth management is rooted in the belief that every client is unique. That's why our services don't come out of a box. Our Certified Financial Planners (CFP ®) work one-on-one, side-by-side with each and every client to craft a custo...”
In Business Since 2017
800 Brookstone Centre Pkwy, Columbus, GA
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Johnson Expert Credit & Tax Services

Johnson Expert Credit & Tax Services

(1)
“She's very dedicated to helping each individual, and always provides ways to increase personal knowledge of financial situations.”
In Business Since 2020
2920 Edgewood Rd suite 15, Columbus, GA
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Wilson Financial and Sons

Wilson Financial and Sons

(9)
“Great business I'll recommend anybody to Wilson because he is understanding and he gone help you with whatever u need and he he can't he won't give up he will contact someone who will.”
In Business Since 1997
5636 Whitesville Rd STE E3, Columbus, GA
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Retirement Planning and Investment Management Services in Auburn, AL Cost Estimates

Minimum cost
$1094
Maximum cost
$9292
National Average
$3280
Avg Per Hour Rates
$328
$2187
$6013
Fair price range is based on 393 cost profiles
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Average Cost $3280
Minimum cost $1094
Maximum cost $9292
Avg Per Hour Rates $328

Fair range $2187 to $6013 is based on 393 cost profiles.

Why these companies made our list

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