Top financial advisors in Hinesville, GA
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 seek a financial advisor in Hinesville, GA when you're navigating complex local tax rules or planning for retirement in a community with unique economic factors. Without local insight, advisors may overlook state-specific opportunities or risks that affect your financial plan.
- Local tax knowledge. Confirm how they incorporate Georgia's tax laws into your retirement and investment strategies.
- Community economic awareness. Ask how they adjust plans based on Hinesville's job market and cost of living trends.
- Experience with local retirement options. Inquire about their familiarity with retirement plans popular among Hinesville residents.
- Coordination with local professionals. Check if they collaborate with area tax preparers and estate attorneys to align your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Robert L
ChFC®, Series 66
Hinesville, GA
Edward Jones
Robert Lacy's eight years of experience and ChFC® designation equip him to navigate Hinesville's local tax laws and retirement planning nuances effectively. Operating within Edward Jones, a large firm managing over $1 trillion in assets, he offers wealth management and tax-loss harvesting services with a program fee up to 1.35% annually, distinguishing him through access to extensive resources and multi-generational wealth transfer expertise.
Experience: 8 years
Avg account: $246,728
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Derek S
Series 63, Series 66
Hinesville, GA
OSAIC
Derek Sills brings 28 years of experience and holds Series 63 and 66 licenses, making him well-equipped to navigate Hinesville's local tax and retirement planning complexities. Affiliated with OSAIC, a large SEC-registered firm known for its technology-driven investment process, he offers flat-fee financial planning and serves a diverse client base including executives and retirees.
Experience: 28 years
Avg account: $398,336
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Alexander S
Series 66
Hinesville, GA
First Command Advisory Services
Alexander Stewart in Hinesville, GA, offers expertise in passive and active portfolio management, tax-loss harvesting, and wealth management, which can help navigate local tax rules and retirement planning. Affiliated with the large firm First Command Advisory Services, he provides structured financial coaching and discretionary asset management, serving a diverse client base including mid-career professionals and retirees, with a 1.30% AUM fee.
Experience: 4 years
Avg account: $214,697
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Len G
ChFC®, Series 63, Series 65
Hinesville, GA
Capital Investment Advisory Services, LLC
Len Graddy's 52 years of experience and ChFC® designation equip him to navigate Hinesville's local tax laws and retirement planning nuances effectively. His firm offers customized investment management with discretionary mandates and third-party managers, providing a tailored approach that distinguishes him from others by combining deep local insight with diverse portfolio strategies and an hourly fee structure capped at $250.
Experience: 53 years
Avg account: $373,429
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Matthew C
Series 63, Series 66
Hinesville, GA
Raymond James Financial
Matthew Cardella offers extensive expertise in general retirement and business succession planning, supported by 26 years in the industry and credentials including Series 63 and 66. Operating within Raymond James Financial, a large firm known for flat-fee structures and tailored financial plans, he serves a diverse client base, which may provide broader insights compared to advisors focused solely on individual investors in Hinesville, GA.
Experience: 26 years
Avg account: $700,796
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