Top financial advisors in Blytheville, AR
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be considering your financial future in Blytheville, AR, especially if you're approaching retirement or managing Social Security benefits. A common mistake is not accounting for how state tax rules, like Arkansas exempting Social Security income from state tax, affect your overall plan.
- Social Security planning. Confirm how the advisor integrates your Social Security income into your retirement cash flow, considering state tax exemptions.
- Retirement income sequencing. Ask how they prioritize withdrawals from different accounts to optimize tax efficiency and income stability.
- Experience with local regulations. Ensure they understand Arkansas-specific tax laws and retirement benefits that impact your financial decisions.
- Long-term strategy focus. Look for advisors who plan beyond immediate needs, anticipating changes in income and expenses over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Charles B
Series 63, Series 65
Kennett, MO
IPI Wealth Management, Inc.
Charles Brown's expertise in retirement income strategy and ESG investing, combined with 38 years of experience, equips him to address retirement planning needs near Blytheville, AR. His firm offers flexible fee options including flat fees and hourly rates, and employs an open-architecture platform with risk-based models, distinguishing him from others by blending seasoned insight with diverse portfolio management approaches.
Experience: 39 years
Avg account: $193,517
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Jeff R
Series 63, Series 65
Dyersburg, TN
Pinnacle Wealth Management, LLC
Jeff Rummells brings 39 years of experience in general retirement planning and cash flow management, which is crucial for navigating retirement income sequencing and Social Security benefits. Operating from Dyersburg, TN, he offers independent advice with a 1.50% AUM fee and hourly consultations, supported by Pinnacle Wealth Management's tailored portfolio management and comprehensive planning services.
Experience: 39 years
Avg account: $686,960
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Jonathan L
Series 63, Series 65, Series 66
Ripley, TN
Cambridge Investment Research Advisors
Jonathan Lafferty's 27 years of experience and expertise in retirement income strategy and annuities equip him to address retirement planning needs near Blytheville, AR. Affiliated with Cambridge Investment Research Advisors, a large firm offering flat-fee and AUM-based pricing, he serves diverse clients including business owners and retirees, providing tailored financial planning and retirement plan advisory services.
Experience: 27 years
Avg account: $378,281
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Holly P
Series 66
Blytheville, AR
Edward Jones
Holly Presley offers 13 years of experience in retirement income strategy and planning, well-suited for managing Social Security benefits and Arkansas-specific tax considerations. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she provides access to diverse investment strategies and a wrap fee program capped at 1.35% annually, distinguishing her through firm resources and comprehensive service options.
Experience: 13 years
Avg account: $246,728
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Randi A
Series 66
Kennett, MO
Chelsea Advisory Services, Inc.
Randi Allgood offers wealth management services with 18 years of experience, suitable for clients near Blytheville, AR, seeking long-term financial planning that considers local tax implications. Her firm uses a fundamental, long-term investment approach and offers flexible fee structures including flat fees and negotiable AUM rates, distinguishing her from advisors with more rigid pricing models.
Experience: 19 years
Avg account: $266,940
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