The highest-rated Financial Planning & Wealth Management companies out of 173 vetted & reviewed in the Dothan area.
Learn how we score.
Prominent finalists A-Z in Dothan
Alliance Wealth Advisors
Armed Forces Benefits Network
Bevis, Eberhart, Browning, Walker & Stewart
Bill Sittig CPA
Capsouth Wealth Management
Cmartin & Associates
Dempsey & Russell
Eddie Cobb CPA
Family One Source
Gibson & Carden
Holman Whatley & Associates
Horn Terry L CPA
J F Shirley
Jim Garner, CPA
Kim Clenney & Co.
Magnolia Wealth Management
Metcalf & Company
Premier Tax Multiservices
Preservation Financial Group
Raymond James Financial Services
Reginald A. Rhodes
Riley Tax & Accounting Services
Southern Financial Group
Wiregrass Wealth Management
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Magnolia Wealth Management
(23)
Team
Portfolio
Goals
“Ed Cox and the entire Magnolia Wealth Management team are quite simply the best (we can say this because we've had experience with other financial advisors).”
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Reginald A. Rhodes
(7)
“Knowing what he can tell you will cost ya, but not knowing it will cost ya a whole lot more.”
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Horn Terry L CPA
(6)
Questions
“He make sure before you leave his office you are satisfied and all your questions are answered and you know what your dealing with.”
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Metcalf & Company
(9)
Questions
Financial
“Cam, Connor and the entire Metcalf team are immensely knowledgeable and work hard to guide our firm in the right financial decisions to fuel growth and efficiency.”
“Sid and I was so impressed with his knowledge and professionalism and how he really listened to our goals and guided us to retirement.”
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Wiregrass Wealth Management
“At Wiregrass Wealth Management, LLC, we provide assistance in the following areas.”
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Capsouth Wealth Management
“You know having a retirement plan is important for you and your employees, but it takes time you don't have, and you aren't always sure if you are making the best decisions as a fiduciary of the plan. We provide step-by-step guidance to establish a r...”
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Raymond James Financial Services
Services, Services, Investment Strategy Quarterly
“Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in the country.”
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Holman Whatley & Associates
“Holman-Whatley offers professional, state-of-the-art, comprehensive financial and investment planning. Our goal is to provide you, your family, and your business with an effective and efficient strategy to accomplish your financial goals no matter wh...”
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Bevis, Eberhart, Browning, Walker & Stewart
(1)
Audit & Assurance, Accounting, Taxation
“I've never had a problem at all are wonderful people to work with.”
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Southern Financial Group
(5)
“They were very courteous and friendly explaining everything to me and asking what type of finances was I looking for when the time comes for retirement,then Mr Easterlin showed me a better plan.”
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Gibson & Carden
(1)
“Efficient and effective accounting.”
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Eddie Cobb CPA
Business Services, Services For Individuals, Tax Services
“Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program ther...”
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J F Shirley
(1)
“I would highly recommend Jay to develop your financial portfolio.”
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Family One Source
(49)
Free TAX Preparation, List OF Services
“I've been with these folks since 2019 and have always felt like I was the only customer the way they made time to help me out with taxes and financial advice.”
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Preservation Financial Group
(39)
Services Menu
“Whether it be annuities or stock market offerings, they tailor plans for any need and level of risk/reward tolerance in order for their clients to be comfortable and confident in their choices.”
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Armed Forces Benefits Network
(46)
Retirement
Soldiers
Informative
“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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Cmartin & Associates
(7)
Services For Individuals, Business Services, 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!!!”
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Kim Clenney & Co.
(14)
Financial Statements, Non-Profits, Bookkeeping
“She even provided us with blank W4s and advised us on how we should complete to get close to a break even as opposed to paying in as we have had to the past several years.”
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Premier Tax Multiservices
(1)
Business Services, Services For Individuals, Tax Services
Business Services, Services For Individuals, Tax Services
“Very accommodating and knowledgeable, reasonable timing even during busiest parts of tax season.”
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Riley Tax & Accounting Services
(18)
Bookkeeping, Accounting Services, Business Start-up
“This was our first year filing business taxes ,and I'm pleased to say We came upon Riley Tax & Accounting Services and this has yet been the best Tax prepare being it was our first time.”
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Bill Sittig CPA
(5)
Questions
“Bill seems to know more about current tax law and more creative ways to handle our tax portfolio.”
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Retirement Planning and Investment Management Services in Dothan, AL Cost Estimates