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
Bevis, Eberhart, Browning, Walker & Stewart
Bill Sittig CPA
Capsouth Wealth Management
Cmartin & Associates
Days Cross Road Cooperative
Gibson & Carden
Holman Whatley & Associates
Horn Terry L CPA
Ideal Balance
Jones Finance
Klosky and Associates
Machen McChesney
Magnolia Wealth Management
Marler Jerry CPA
Metcalf & Company
Peachtree Planning Corporation
Riley Tax & Accounting Services
Southern Financial Group
Steve Register CPA & Investment Management
Wealth Management Partners
Williams & Associates
Williams CPA & Associates
Wiregrass Wealth Management
View Profile
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.”
i
View Profile
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.”
i
View Profile
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.”
i
View Profile
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...”
i
View Profile
Wiregrass Wealth Management
“At Wiregrass Wealth Management, LLC, we provide assistance in the following areas.”
i
View Profile
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.”
“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...”
i
View Profile
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...”
i
View Profile
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...”
i
View Profile
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...”
i
View Profile
Jones Finance
(1)
“They are very friendly”
i
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
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.”
i
View Profile
Steve Register CPA & Investment Management
(1)
“The B2B experience was solid with thoughtful advice.”
i
View Profile
Gibson & Carden
(1)
“Efficient and effective accounting.”
i
View Profile
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.”
i
View Profile
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!!!”
i
View Profile
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!”
“I have been with them for years and have always gotten very good service.”
i
View Profile
Bill Sittig CPA
(4)
Questions
“Bill seems to know more about current tax law and more creative ways to handle our tax portfolio.”
i
View Profile
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.”
i
View Profile
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.”
“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.”
i
Retirement Planning and Investment Management Services in Dothan, AL Cost Estimates