View Profile

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).”

i

View Profile

Alliance Wealth Advisors

(1)

“Sid and I was so impressed with his knowledge and professionalism and how he really listened to our goals and guided us to retirement.”

i

View Profile

Capsouth Wealth Management

i

View Profile

Wiregrass Wealth Management

i

View Profile

Raymond James Financial Services

i

View Profile

Holman Whatley & Associates

i

The 19 firms listed for Dothan, AL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Dothan, AL

Of the 19 firms we list here, 6 are in Dothan itself and 13 come from towns including Bainbridge, GA (3, 54 mi), Miramar Beach, FL (2, 81 mi) and Destin, FL (2, 84 mi). 12 of the firms on this page have a rating, from 4.6 to 5.0 across 89 reviews. The services the firms on this page list most often on their websites are investment management (3), business valuation (2), estate planning (2), our firm (2) and services for individuals (2). 1 shows a license on its website. 12 have ten or more years of experience, the longest 27 years. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for 17 of the firms on this page; 13 publish a contact page; 10 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Dothan take financial planning bookings online?

3 of the 19 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

View Profile

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.”

i

View Profile

J F Shirley

(1)

“I would highly recommend Jay to develop your financial portfolio.”

i

View Profile

Ross Advisory Group and Retirement Services

(12)

Future
Questions

“I love Bennett he was great with helping me and my family so we get what we need he answer every question I threw at him I'm glad I met him and had a chance to do business with him !!”

i

View Profile

Familyvest

(16)

Mind
Future
Decisions

“Over the years Todd has essentially held our hand through designing and implementing a financial plan that will allow us to leave something substantial for our son, after we are gone.”

i

View Profile