Top financial advisors in Statesboro, 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.
If you're approaching retirement and want to make the most of income exclusions that reduce your taxes, these advisors can help you plan effectively. A common mistake is not accounting for how these exclusions interact with your overall retirement income, which can lead to unexpected tax bills.
- Retirement income focus. Ask how they incorporate state-specific tax exclusions into your income projections.
- Withdrawal sequencing. Confirm their approach to deciding which accounts to draw from first to minimize taxes.
- Social Security strategy. Check how they time your benefits to optimize your total retirement income.
- Longevity planning. Ensure they consider how your income needs may change as you age and how that affects tax planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Justin A
Series 66
Statesboro, GA
Edward Jones
Justin Abercrombie in Statesboro, GA, specializes in retirement plans for business owners and general retirement planning, which suits those approaching retirement with complex income sources. Affiliated with Edward Jones, a large firm serving over four million clients, he offers a program fee up to 1.35% annually and brings experience from diverse financial and community roles, providing broad support compared to smaller firms.
Experience: 0 years
Avg account: $246,728
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Morrell M
Series 63, Series 66
Statesboro, GA
Commonwealth Financial Network
Morrell Mccaskill specializes in retirement income strategy and tax-loss harvesting, making him well-suited to help clients in Statesboro, GA manage income exclusions and withdrawal sequencing effectively. His affiliation with Commonwealth Financial Network, a large firm offering flat-fee consulting and discretionary portfolio construction, provides access to extensive resources and model portfolios, distinguishing him from advisors with smaller firm support or different fee structures.
Experience: 18 years
Avg account: $568,323
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Hagan M
Series 63, Series 65
Statesboro, GA
LPL Financial
Hagan Mercer in Statesboro, GA, specializes in wealth management and retirement plans for business owners, which suits those planning retirement income with tax considerations. Working at LPL Financial, a large firm offering flat-fee financial planning, he supports diverse clients with investment solutions backed by in-house research, differentiating him through access to broad resources despite his relatively recent industry experience.
Experience: 3 years
Avg account: $399,489
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Molly L
Series 66
Statesboro, GA
Sound View Wealth Advisors Group, LLC
Molly Lanier's 22 years of experience and expertise in retirement plans for business owners and tax-loss harvesting make her well-equipped to address retirement income and tax planning in Statesboro, GA. Her firm offers flat-fee financial planning and employs a long-term investment approach with model portfolios, distinguishing her from others by combining seasoned insight with flexible fee options and a focus on high-net-worth clients.
Experience: 23 years
Avg account: $2,355,977
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Grayson S
Series 65
Statesboro, GA
Christian Values Investing, Inc.
Grayson Shaw in Statesboro, GA, offers retirement income planning with a focus on cash flow and budgeting, integrating biblically responsible investing principles. His firm serves individuals and charitable organizations with a 1.50% AUM fee and $150 hourly planning rate, differentiating him through faith-based strategies and a small firm approach compared to other local advisors.
Experience: 3 years
Avg account: $168,083
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