Top financial advisors in Laurel, 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.
When you're managing your finances in Laurel, MS, you might face unique local tax considerations, especially as the state works on gradually reducing income tax rates over time. Choosing an advisor who understands these evolving tax rules can help you avoid costly mistakes.
- Local tax knowledge. Confirm how the advisor stays updated on Mississippi's changing tax landscape and integrates that into your plan.
- Income timing strategies. Ask how they help manage when and how you recognize income to optimize tax outcomes amid shifting rates.
- Long-term tax planning. Look for advisors who consider future tax reforms, not just current laws, to build a sustainable financial strategy.
- Coordination with other professionals. Ensure they work well with your tax preparer or CPA to align your overall financial picture.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Laura C
Series 65
Laurel, MS
Element Wealth, LLC
Laura Cerra's 12 years of experience and CPA background equip her to navigate Laurel's evolving tax landscape, especially for business owners managing retirement plans like SEP and solo 401(k)s. Her firm, Element Wealth, LLC, offers flat-fee and AUM-based pricing, serving diverse clients with a blend of model portfolios and individual securities, which may appeal to those seeking both tax insight and varied investment strategies.
Experience: 12 years
Avg account: $815,598
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Coty P
Series 66
Laurel, MS
Cetera
Coty Primeaux's 22 years of experience and Series 66 designation equip him to navigate Laurel's evolving tax landscape, especially for clients approaching retirement or high earners not yet rich. Affiliated with Cetera, a large firm offering flat-fee and AUM-based pricing, he combines wealth management with tax-loss harvesting and charitable giving strategies, distinguishing him from advisors with narrower focuses.
Experience: 23 years
Avg account: $306,089
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Michael A
ChFC®, Series 63
Laurel, MS
CreativeOne Securities, LLC
Michael Axton's 40 years of experience and ChFC® designation equip him to navigate Laurel, MS's evolving tax landscape, especially for retirement plans and wealth management. His firm offers flat-fee and hourly consulting options, serving individuals and corporate clients with diverse portfolio strategies, setting him apart through flexible fees and broad client services.
Experience: 40 years
Avg account: $183,544
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Matthew W
Series 63, Series 65
Laurel, MS
Raymond James Financial
Matthew Witbeck in Laurel, MS, offers expertise in general retirement and business succession planning, supported by five years of industry experience and credentials including Series 63 and 65. Affiliated with Raymond James Financial, a large firm known for flat-fee structures and comprehensive asset allocation analysis, he serves a diverse client base, providing tailored financial planning and investment consulting with client decision authority.
Experience: 6 years
Avg account: $700,796
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Stephen M
Series 63, Series 65
Laurel, MS
Centaurus Financial, Inc.
Stephen McCraw's 38 years of experience and Series 63 and 65 licenses equip him to navigate Laurel, MS's evolving tax landscape, particularly in income planning and Social Security optimization. Affiliated with Centaurus Financial, a large firm offering diverse investment strategies and flexible fee structures including negotiable hourly rates, he stands out for serving a broad client base with both discretionary and non-discretionary advisory services.
Experience: 39 years
Avg account: $213,989
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