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Armed Forces Benefits Network

(46)

Educated
Investment
Soldiers

“I've been going here for over two years I recently had John Morris to do my taxes and he was very personal and respectful Positive Quality, Professionalism”

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Townsend Wealth Management

(2)

Investment Management, Financial Planning, Small Business Retirement Plans

“They were able to help answer tough questions with ease, and inspire trust with their knowledge basis.”

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Newell & Newell

(1)

Business Services, Industries, Services For Individuals

“Awesome people, caring management and they go the extra mile to take care of Your needs!”

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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.”

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Todd A Hammonds CPA

(1)

Non-Filed Tax Returns, Tax Planning, Offer In Compromise

“Does a good job with our corporate taxes.”

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Wilson Financial and Sons

(9)

Tgotr Landing Page, Wfs Llc Website, Partners

“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.”

Featured

I get a lot of people inquiring about getting into real estate investing. But having no insight on how to. So I have been thinking for some time now and I came up with one way that will help be a win/win for both parties. This is perfect for those who have the cash but not the time. I’m willing to partner/mentor 50/50 on fix & flips. I’ll market, hustle and find the deal. I will provide the financing in my name. I will manage the property day to day. You provide the funds for the down payment, insurance, points, and funds to service the debt. We both go on the deed to the property. You learn A-Z how to flip a house. This even works on rentals as well. Instead of flipping for cash you’ll refinance, pull out 100%+ of what you put into it(if done right), and hold on to the property to build wealth. And benefit from the 5 profit centers of rentals(leverage, appreciation, depreciation, amortization, cash flow). This is a great way to get started in real estate. Who’d be interested in something like this?

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Capital Wealth Management Group

(4)

“After many years of working with this group, I couldn't feel better about my retirement and the way it is handled.”

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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.”

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Williams & Associates

(1)

Business Valuations, Business Tax Returns, Payroll Services

“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.”

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Brookstone Wealth Management

Book Tami to Speak, Financial Planning, Retirement Planning

“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...”

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Brewer Financial Firm

(2)

“Outstanding Customer Service!”

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Essential Enterprises

(3)

“The best in Columbus, I have been going here for years and I am always satisfied.”

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Mars Capital Management

“There are times in the market where asset growth strategies are needed, and sometime where asset preservation strategies are required. In other words there is a time to play offense, and there is a time to play defense. We believe that the market wil...”

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Covey Equity

“Mr. James Blanchard joined Covey Equity in 2010 and currently serves as Vice Chair of the board. He began his career as President of Columbus Bank and Trust Company (CB&T) in Columbus, Georgia. Under his leadership, spanning over 40 years as Chairman...”

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Ridge Capital Management

“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest c...”

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Fluid Financial Planning

“It is your money and your financial plan. You should be in control! It is my job help you develop a plan that aligns with your goals and aspirations. I will make suggestions and provide strategies on how to reach your goals, but the clientalways has ...”

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Greatmark Investment Partners

“Greatmark Investment Partners, Inc. is a Columbus, Georgia based, SEC registered investment advisor. We focus on the management of investment assets primarily for families across America.”

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Ashber

(15)

Confidence
Estate Planning
Resource

“Amber provides tremendous value to estate planning attorneys with frequent valuable training on options for seniors, in particular with Medicaid Annuities.”

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BHT Wealth Management Llc

(1)

“I have enjoyed working with her over the years and she has become not only a key financial resource, but a Dear Friend.”

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ATM Financial Services

Seminars

“The total amount of student loan debt in the U.S. has exceeded 1 trillion dollars. The average student loan debt is $30,000. Plan now to prevent your college graduate from being saddled with debt for years to come.”

FAQs

Will I be able to retire by age 65?

Every situation is different but statistics show that those who have a financial plan that they are following are much more likely to meet their retirement goals than those who do not have a plan.

Will I be able to pay for my kids college education?

After reviewing your unique circumstances ATM Financial Services will provide you with an assessment of your ability to meet this goal and alternative options.

Do I have too much or to little life insurance?

Life Insurance needs for most individuals is dynamic and changes over time. A thorough review and understanding of you insurance needs today and in the future will help you optimize your use of this risk management tool.

Should I have a budget for my family?

Understanding your cash flow is key to financial success. We can prepare cash flow statements and help families build budgets that are specific to their goals and objectives.

You'll find more information on the FAQ page of our website.

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Machen McChesney

(11)

Taxation, Financial Planning & Wealth Management Services, Family Office 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.”

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Dakota Grady

(21)

Questions
Tax Return
Business Tax

“His professionalism, clarity, and dedication to his clients make him an outstanding choice for anyone looking to manage their business finances effectively.”

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Edwards & Associates

(1)

“I called and they were able to see me same day and get my taxes back to me the next day.”

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Auburn Investment Properties

(8)

Market
Real Estate
Calls

“He took us on a tour to show us some of his properties as well as giving us the run down of the history of the area and what he did to make these properties a good investment.”

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Average Cost	$3643
Minimum cost	$1215
Maximum cost	$10321
Avg Per Hour Rates	$365

Best Financial Advisors in Columbus, GA

The highest-rated Financial Planning & Wealth Management companies out of 177 vetted & reviewed in the Columbus area.

Armed Forces Benefits Network

Townsend Wealth Management

Newell & Newell

Bridgepath CFO Solutions

Todd A Hammonds CPA

Wilson Financial and Sons

Capital Wealth Management Group

Johnson Expert Credit & Tax Services

Williams & Associates

Brookstone Wealth Management

Brewer Financial Firm

Essential Enterprises

Mars Capital Management

Covey Equity

Ridge Capital Management

Fluid Financial Planning

Greatmark Investment Partners

Ashber

BHT Wealth Management Llc

ATM Financial Services

Machen McChesney

Dakota Grady

Edwards & Associates

Auburn Investment Properties

Retirement Planning and Investment Management Services in Columbus, GA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Columbus

Popular in Columbus