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

(22)
  • Team
  • Goals
  • Financial Advisor
“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 2007
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 1998
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

(6)
“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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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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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.”
Transparent Fees & Pricing
In Business Since 2013
186 Belmont Dr, 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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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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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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Legacy Wealth Management Group

Legacy Wealth Management Group

“Legacy Wealth Management Group, LLC is an Investment Adviser registered with the State of Alabama. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of any descripti...”
In Business Since 2021
214 Perry Ave, 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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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

“Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to”
Transparent Fees & Pricing
In Business Since 2020
Serving Dothan Area
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Associated Cpas

Associated Cpas

(44)
Commercial Services
“I have been using Associated CP As to handle preparation of my Federal and State Tax Returns since 1991, when they were known as Associated Business Services (ABS).”
Licensed, BBB Rating: A+
In Business Since 1983
3201 Bell Rd, Montgomery, AL
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Family One Source

Family One Source

(50)
Free TAX Preparation, List OF Services
“My wife and I sat down with Mr Oden, and we had a 100% satisfying appointment, i got quotes from both turbo and H&R Block and Mr Oden blew both out of the water on my tax refund.”
In Business Since 2021
Serving Dothan Area
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Preservation Financial Group

Preservation Financial Group

(36)
Services Menu
“Pete and Andrew are strong Christians who are very committed to their clients well being and have the skills needed to help anyone in their walk to financial freedom”
In Business Since 1989
1695 Metropolitan Cir STE 1, Tallahassee, FL
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Armed Forces Benefits Network

Armed Forces Benefits Network

(45)
  • Retirement
  • Savings
  • Informative
“We already had a system of savings done, but your professionalism and facts persuaded myself and my wife to invest into an Roth IRA savings plan with AFBN and will be looking forward to a better future; financially.”
4903 Armour Rd, Columbus, GA
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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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