Best Financial Advisors in Dothan, AL

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

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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Magnolia Wealth Management

Magnolia Wealth Management

(12)
  • Family
  • Goals
  • Team
“Ed and his staff have provided excellent financial advice and have taken the time to understand my family's needs.”
In Business Since 2007
1535 Honeysuckle Rd, Dothan, AL
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Metcalf & Company

Metcalf & Company

(1)
Personal Financial Planning, Tax Planning, Business Services
“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.”
Transparent Fees & Pricing
In Business Since 2017
318 Westgate Pkwy Suite 2, 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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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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Klosky and Associates

Klosky and Associates

Services, Services, Investment Strategy Quarterly
“Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Klosky & Associates is not a registered broker/dealer and is independent of Raymond James Financial Services.”
Family Business
In Business Since 1998
1676 Whatley Dr, Dothan, AL
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Alliance Wealth Advisors

Alliance Wealth Advisors

Retirement Planning, Investment Management, Insurance
“Alliance Wealth Advisors was founded by a team of experienced advisors with the same mission: to empower you to make well-informed financial decisions. We strive to go beyond the service level of the typical wealth management firm and serve as a trus...”
In Business Since 2014
111 Adris Pl # 11, 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 #100, Dothan, AL
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Peachtree Planning Corporation

Peachtree Planning Corporation

“As a business owner, you have the opportunity to dictate your own financial success in a way that few others do. We will help protect your business from loss, provide financial strategies to help you grow, and most importantly guide you on when and h...”
In Business Since 1998
170 Belmont Dr #2, Dothan, AL
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Bevis, Eberhart, Browning, Walker & Stewart

Bevis, Eberhart, Browning, Walker & Stewart

Audit & Assurance, Accounting, Taxation
“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and fri...”
Transparent Fees & Pricing
In Business Since 2015
Free Initial Consultation
Serving Dothan Area
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Jones Finance

Jones Finance

(1)
“They are very friendly”
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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Days Cross Road Cooperative

Days Cross Road Cooperative

(1)
“For example, there are three main parts in order to make the business legal which are the Federal, State, and Local Licenses.”
Serving Dothan Area
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Steve Register CPA & Investment Management

Steve Register CPA & Investment Management

(1)
“The B2B experience was solid with thoughtful advice.”
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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Williams & Associates

Williams & Associates

(1)
Financial Planning, Business Tax Returns, Bookkeeping
“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.”
Licensed, BBB Rating: A+
In Business Since 1988
Accepts All Major Credit Cards
3025 University Ave #108a, Columbus, GA
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Cmartin & Associates

Cmartin & Associates

(4)
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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Williams CPA & Associates

Williams CPA & Associates

(20)
Accounting, Taxes, Payroll
“If you want a company that teaches you the "WHY" and the "HOW" to reading financial reports, learning payroll or any other accounting issue that you may have, then you need to CHOOSE Williams CPA & Associates!”
Transparent Fees & Pricing
Serving Dothan Area
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Marler Jerry CPA

Marler Jerry CPA

(1)
Part-Time CFO Services, Tax Relief, Investment Management
“I have been with them for years and have always gotten very good service.”
Transparent Fees & Pricing
In Business Since 2003
Offers Financing Options
Free Initial Consultation
501 19th St, Panama City, FL
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Bill Sittig CPA

Bill Sittig CPA

(4)
  • Questions
“Bill seems to know more about current tax law and more creative ways to handle our tax portfolio.”
CPA Certified
In Business Since 2011
Accepts Check
1695 Metropolitan Cir #7, Tallahassee, FL
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Riley Tax & Accounting Services

Riley Tax & Accounting Services

(5)
Bookkeeping, Accounting Services, Business Start-up
“We had a lot this year on our taxes, three different states for me and two different states for my husband, along with 401K's from parents death benefits and he completed our taxes inn a very timely manner.”
Remote Consultations Available
In Business Since 2020
976 Hassell Rd, Tallahassee, FL
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Ideal Balance

Ideal Balance

(19)
  • Meal
  • Goals
  • Financial
“If you are anything like I was a year and a half ago, letting someone have access to your current financial situation can feel overwhelming, embarrassing, and incredibly nerve racking.”
In Business Since 2019
Serving Dothan Area
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Wealth Management Partners

Wealth Management Partners

(1)
Retirement Planning Education Planning, Financial Services, Investment Management
“Provided great service!”
LLC Certified
Free Initial Consultation
In Business Since 2009
Accepts Cash
575 S Lawrence St, Montgomery, AL
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Machen McChesney

Machen McChesney

(8)
Audit & Assurance Services, Financial Planning & Wealth Management Services, Accounting & Outsourcing
“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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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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