Best Financial Advisors in Macon, GA

“Exceptional service and very friendly, Positive Quality, Professionalism, Value”

“He has an all star team who reflect his ethos of a people driven wealth management where they want to see their clients thrive financially with peace of mind.”

“Great service always.”

“Our tax professionals maximize your savings while ensuring your compliance with the IRS by applying detailed planning strategies. We are available for tax planning expertise throughout the year, not just during tax season.”

“Denise is very knowledgeable!!”

“Always a pleasure when tax time rolls around and I get the opportunity to work with Stan and his wonderful staff.”

“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hone...”

“We arecommitted to helping you gain a better understandingof important financial concepts and strategieswhich are instrumentalforyour financial well-being. Most importantly, we hope that you will see the value of workingwith us to pursue your financi...”

“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”

“One of our most important roles is determining a suitable and appropriate asset allocation strategy by analyzing your investment time horizon, risk tolerance, objectives and cash flow needs. We help our clients invest for the long term by establishin...”

“We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products customized to suit their needs and objectives. Investment advisory services are offered by JL Perkins ...”

“Our firm has the ability to offer our clients long-term guidance with unbiased opinions that are both purposeful and strategic. Working together, we help our clients tailor a financial plan from an array of products for a truly customized approach. W...”

“A few disclosures, legal odds and ends, and other things that may be of interest. Rumor has it one may have cured a small bout of insomnia, but they may have been kidding.”

“In a time when investment transactions have become like a commodity and financial information can be overwhelming, it is more important than ever to seek sound financial guidance. Many investors today will position their portfolios according to the l...”

“Very professional, honest, friendly & caring group of people that work very hard.”

“My wife and I recently had the pleasure of working with Alex Perkins at Perkins Wealth Advantage, and I can honestly say that our experience has been nothing short of exceptional.”

“They are amazing made me more money investing than I make working best money I ever spent.”