Top financial advisors in Cleveland, MS
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.
If you're managing your finances in Cleveland, MS, you might face unique local tax rules and economic factors that affect your financial planning. Choosing an advisor familiar with these specifics helps avoid costly mistakes like misjudging local tax implications or investment opportunities.
- Local market knowledge. Confirm how they incorporate Cleveland's economic trends and tax environment into your plan.
- Experience with regional regulations. Ask how they navigate Mississippi-specific tax laws and retirement rules.
- Customized investment approach. Look for advisors who tailor strategies to local industries and economic conditions.
- Clear communication. Ensure they explain complex local financial issues in plain language you can understand.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Peyton C
Series 66
Cleveland, MS
LPL Financial
Peyton Chambers offers expertise in wealth management and retirement plans tailored for business owners, with six years of experience in Cleveland, MS. Affiliated with LPL Financial, a large firm providing diverse services including model-portfolio advisory and in-house research, he charges flat fees for financial planning, distinguishing him from advisors with hourly rates or smaller firm affiliations.
Experience: 6 years
Avg account: $399,489
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Dena W
Series 63, Series 65
Cleveland, MS
Raymond James Financial
Dena Weeks offers expertise in general retirement and business succession planning, with 13 years of experience in Cleveland, MS, and holds Series 63 and 65 credentials. Affiliated with Raymond James Financial, a large firm known for flat-fee structures and serving diverse clients, she also brings tax preparation experience through Barfield Salley and Associates, enhancing her ability to navigate local financial complexities.
Experience: 14 years
Avg account: $700,796
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Gary G
Series 63
Cleveland, MS
Gainspoletti Wealth Planners
Gary Gainspoletti brings 29 years of experience in wealth management and retirement income strategy, with a strong focus on tax strategies for small businesses in Cleveland, MS. His firm offers flat-fee financial planning and retirement plan consulting, using diversified portfolios based on Modern Portfolio Theory, which may appeal to clients seeking independent, seasoned guidance with transparent fees and local expertise.
Experience: 30 years
Avg account: $450,400
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Henry N
Series 63, Series 66
Cleveland, MS
Edward Jones
Henry Nohsey Jr. brings 27 years of experience and holds Series 63 and 66 licenses, offering wealth management and tax-loss harvesting services tailored to Cleveland, MS. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he serves both high-net-worth and non-high-net-worth clients with a program fee up to 1.35% annually, distinguishing him with broad resources and seasoned expertise.
Experience: 27 years
Avg account: $246,728
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