Top financial advisors in Moultrie, 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 Moultrie, GA when you're planning for retirement income and want to understand how local tax exclusions can affect your withdrawals. A common mistake is not accounting for these state-specific tax benefits, which can lead to paying more taxes than necessary.
- Local tax knowledge. Confirm how the advisor incorporates Georgia's retirement income exclusions into your plan.
- Income sequencing. Ask how they recommend drawing from different accounts to maximize tax advantages.
- Experience with retirement phases. Look for advisors who adjust strategies as you move from accumulation to distribution.
- Coordination with tax professionals. Ensure they work alongside your tax preparer to align retirement income and tax planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Tammy C
Series 63
Moultrie, GA
Kestra Private Wealth Services, LLC
Tammy Croyle's 31 years of experience and expertise in retirement income strategy and annuities make her well-equipped to address retirement income planning in Moultrie, GA, including local tax considerations. As an independent advisor with Kestra Private Wealth Services, she offers flat-fee and hourly financial planning options, serving a diverse client base with access to multiple investment platforms, which may provide more personalized and flexible service compared to others.
Experience: 31 years
Avg account: $653,677
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Jared C
Series 66
Moultrie, GA
Raymond James Financial
Jared Collum offers retirement planning expertise in Moultrie, GA, with a focus on general retirement strategies and cash flow management, supported by his Series 66 designation and role on an investment committee. His affiliation with Raymond James Financial provides access to a large firm's resources and a flat-fee structure, distinguishing him from advisors with different fee models or smaller firm support.
Experience: 3 years
Avg account: $700,796
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Daniel D
Series 66
Moultrie, GA
Edward Jones
Daniel Dunn's 11 years of experience and Series 66 license equip him to address retirement income planning in Moultrie, GA, with a focus on wealth management and tax-loss harvesting. His role on the Moultrie City Council and affiliation with Edward Jones, a large firm offering diverse advisory programs, provide local insight and broad resources compared to smaller practices.
Experience: 11 years
Avg account: $246,728
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Molly S
CFP®
Moultrie, GA
Bluesky Wealth Advisors, LLC
Molly Sutz, a CFP® professional in Moultrie, GA, offers expertise in tax strategies for small businesses and real estate investing, which can be valuable when planning retirement income with local tax considerations. Her firm, Bluesky Wealth Advisors, manages $850 million with a strategic asset allocation approach emphasizing tax efficiency, and she offers flat-fee financial planning suitable for high-net-worth clients seeking comprehensive, tax-aware retirement strategies.
Experience: 4 years
Avg account: $2,868,352
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Lisa B
Series 66
Moultrie, GA
Cetera
Lisa Bauer's 22 years of experience and Series 66 designation equip her to address retirement income planning in Moultrie, GA, including tax-loss harvesting and retirement plans for business owners. Affiliated with Cetera, a large firm offering flat fees and extensive retirement solutions, she serves high earners approaching retirement and integrates charitable giving strategies, distinguishing her from other local advisors.
Experience: 22 years
Avg account: $306,089
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