Best Financial Advisors in Dothan, AL

The highest-rated Financial Planning & Wealth Management companies out of 173 vetted & reviewed in the Dothan area.

Magnolia Wealth Management

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).”
In Business Since 2005
1535 Honeysuckle Rd, Dothan, AL
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Reginald A. Rhodes

Reginald A. Rhodes

(7)
“Knowing what he can tell you will cost ya, but not knowing it will cost ya a whole lot more.”
Licensed, BBB Rating: A+
In Business Since 1996
214 Perry Ave, Dothan, AL
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Horn Terry L CPA

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.”
Transparent Fees & Pricing
In Business Since 2011
Offers Financing Options
903 Kent Dr, Dothan, AL
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Metcalf & Company

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.”
Remote Consultations Available
In Business Since 2021
318 Westgate Pkwy # 2, Dothan, AL
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Alliance Wealth Advisors

Alliance Wealth Advisors

(1)
Retirement Planning, Investment Management, Insurance
“Sid and I was so impressed with his knowledge and professionalism and how he really listened to our goals and guided us to retirement.”
Transparent Fees & Pricing
In Business Since 2014
111 Adris Pl # 11, Dothan, AL
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Wiregrass Wealth Management

Wiregrass Wealth Management

“At Wiregrass Wealth Management, LLC, we provide assistance in the following areas.”
In Business Since 2009
306 Regency Ct, Dothan, AL
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Capsouth Wealth Management

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...”
In Business Since 2017
2216 W Main St, Dothan, AL
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Raymond James Financial Services

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.”
In Business Since 2013
186 Belmont Dr, Dothan, AL
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Holman Whatley & Associates

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...”
In Business Since 2006
200 Grove Park Ln Ste 100, Dothan, AL
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Bevis, Eberhart, Browning, Walker & Stewart

Bevis, Eberhart, Browning, Walker & Stewart

(1)
Audit & Assurance, Accounting, Taxation
“I've never had a problem at all are wonderful people to work with.”
Transparent Fees & Pricing
In Business Since 2015
Free Initial Consultation
Serving Dothan Area
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Southern Financial Group

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.”
Serving Dothan Area
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Gibson & Carden

Gibson & Carden

(1)
“Efficient and effective accounting.”
Transparent Fees & Pricing
In Business Since 1997
Offers Financing Options
Serving Dothan Area
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Eddie Cobb CPA

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...”
Transparent Fees & Pricing
In Business Since 2014
Offers Financing Options
Free Initial Consultation
Serving Dothan Area
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J F Shirley

J F Shirley

(1)
“I would highly recommend Jay to develop your financial portfolio.”
Transparent Fees & Pricing
In Business Since 2020
Serving Dothan Area
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Family One Source

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.”
In Business Since 2021
Serving Dothan Area
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Preservation Financial Group

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.”
Licensed
In Business Since 1989
1695 Metropolitan Cir STE 1, Tallahassee, FL
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Armed Forces Benefits Network

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”
In Business Since 2006
4903 Armour Rd, Columbus, GA
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Cmartin & Associates

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!!!”
Transparent Fees & Pricing
In Business Since 2008
Offers Financing Options
Family Business
1705 Metropolitan Blvd #102, Tallahassee, FL
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Kim Clenney & Co.

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.”
Accepts Debit, Check, All Major Credit Cards
In Business Since 2019
Remote Consultations Available
1761 Taliaferro Trail, Montgomery, AL
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Premier Tax Multiservices

Premier Tax Multiservices

(1)
Business Services, Services For Individuals, Tax Services
“Premier Ta X Get them done go check them out”
Transparent Fees & Pricing
In Business Since 2022
Offers Financing Options
Free Initial Consultation
926 W Tharpe St STE 3, Tallahassee, FL
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Jim Garner, CPA

Jim Garner, CPA

(1)
Part-Time CFO Services, Tax Relief, Investment Management
“His certificate of authorization is legit!!!”
Transparent Fees & Pricing
In Business Since 2003
Offers Financing Options
Free Initial Consultation
501 W 19th St, Panama City, FL
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Dempsey & Russell

Dempsey & Russell

(1)
Business Services, Services For Individuals, Tax Services
“Very accommodating and knowledgeable, reasonable timing even during busiest parts of tax season.”
Accepts All Major Credit Cards
In Business Since 1986
Transparent Fees & Pricing
Free Initial Consultation
1539 Rex St, Montgomery, AL
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Riley Tax & Accounting Services

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.”
Remote Consultations Available
In Business Since 2020
356 Bank Sculpture Rd, St Matthews, SC
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Bill Sittig CPA

Bill Sittig CPA

(5)
  • Questions
“Bill seems to know more about current tax law and more creative ways to handle our tax portfolio.”
Licensed
In Business Since 2013
Accepts Check
1695 Metropolitan Cir STE 7, Tallahassee, FL
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Retirement Planning and Investment Management Services in Dothan, AL Cost Estimates

Minimum cost
$1102
Maximum cost
$9364
National Average
$3305
Avg Per Hour Rates
$331
$2204
$6059
Average price range is based on 314 cost profiles
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Average Cost $3305
Minimum cost $1102
Maximum cost $9364
Avg Per Hour Rates $331

Average range $2204 to $6059 is based on 314 cost profiles.

Why these companies made our list

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