Here’s The Deal: Richard Young Associates is an independent financial planner in Augusta, Georgia. Steve Marbert is the president and financial advisor of the firm. He completed his bachelor's degree from Clemson University in 1986 with a BS in Chemical Engineering. In 1998, he completed his CFP® coursework through the College of Financial Planning and became a CERTIFIED FINANCIAL PLANNER™. He is certified in investment advice and insurance and is a SmartVestor Pro for Dave Ramsey. The team at Richard Young Associates manages over $700 million for clients nationwide. They also offer all types of financial planning, including retirement planning. Their well-diversified portfolios are designed to lower risk while capturing asset class rates of return. In addition, their portfolios are focused on asset classes that academic research has shown to produce higher returns, and they are rebalanced over time to maintain their allocations. They are dedicated to helping their clients make smart choices with their money so that they can achieve their dreams through financial freedom and security. They partner with their clients to provide ongoing advice to guide them through many of life's decisions, and they help them invest in a manner tailored to their specific requirements. They can spend their time and expertise managing finances so that you can spend your time doing what's important to you. They assist their clients in making the best decisions to utilize and grow that wealth, enabling them to live the lives they want for their families. Get a free financial review.
3 Best Financial Services in Augusta, GA
Expert recommended Top 3 Financial Services in Augusta, Georgia. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 RICHARD YOUNG ASSOCIATES REVIEWS
My experience with Richard Young Associates has been nothing short of fantastic. They have really taken the liberty of assisting me with my rollovers into their associated accounts in order to provide better management. Matthew has been extremely helpful answering my questions along the way, which has really helped me grow as an investor. I would highly recommend this organization to someone who is looking to have quality management and oversight with your long-term financial goals.
Richard Young & Associates, specifically John and Mathew Travis, have exceeded all of our expectations. In my opinion communication is the most important factor in a fiduciary relationship. The RYA team has been open and upfront from the very beginning. Emails, texts, phone calls, and even through the mail…whatever needs means is necessary. I would highly recommend John, Matthew and Richard Young & Associates.
I have been very pleased with my experience dealing with Richard Young Associates. I was looking for someone I could trust and I feel like I have found that with John and everyone we have dealt with there. We didn't feel pressured to do anything which I really liked. They have also answered any questions we had and made us feel comfortable asking them. Overall it has been a great experience.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Optimal Wealth Strategies is a fee-only financial planner in Augusta, Georgia. Stephen Dyer is the founder of the firm. At Optimal Wealth Strategies, the team believes no two investors are alike. Therefore, to help each client meet their financial goals, they base their process on a client-focused, personalized approach using multiple investment strategies. Their mission is to provide the families and businesses they serve with innovative financial strategies, solutions, and planning that result in financial clarity and security. Their knowledge of taxes, investments, and insurance gives them a distinct advantage over many advisors, as they can encompass all aspects of the financial world. They strive to focus on their clients’ education over transactions. As a fee-only advisory firm, they charge their clients a fee instead of earning a commission to help ensure that the appropriate products are chosen based on the client’s best interest and not based on the commission generated. They help clients progress toward significant financial goals by highlighting three core strengths. They offer an extensive array of investment options and financial services. The team also offers their prospective clients a complimentary, no-obligation RISK ASSESSMENT, where they provide third-party analysis of their current investments, personalized income projections, and ideas for immediate implementation. They look forward to their initial visit and finding out how they can help you get one step closer to your financial goals.
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Fri: 9am - 4pm
Sat & Sun: Closed
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TOP 3 OPTIMAL WEALTH STRATEGIES REVIEWS
We have had Stephen Dyer as our financial advisor for about five years. He listens, gives great advise with explanations, and best of all, our moneys continue to grow. We trust him. That’s the bottom line. We’re so happy our paths crossed. I would highly recommend him to anyone needing direction in financial growth.
We love working with Stephen and his team. He is extremely knowledgeable and always able to easily communicate with clients that may not have a financial background like ourselves. He makes us feel comfortable and confident that he has our back and is doing his absolute best to make sure we are as financially sound and successful as possible.
Stephen is extremely knowledgeable and is super reliable when it comes to taxes and financial planning and information. I strongly recommend optum to all of my friends and family.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Fehrman Investment Group is one of the top-notch financial planners in Augusta, Georgia. Jeff Fehrman is the president and financial advisor of the firm. He is a CERTIFIED FINANCIAL PLANNER Professional with 31 years of industry experience. The team at Fehrman Investment Group delivers customized wealth management plans backed by the resources of Raymond James Financial Services and helps clients progress toward important financial goals by emphasizing three core strengths. They specialize in IRA rollover and require minimum distribution planning. Fehrman Investment Group helps individuals and families create a tailored retirement plan to meet their goals. They can offer a comprehensive array of investment options and financial services. Their goal is to build a long-term relationship that helps to educate you on alternatives to your current plan and to develop comprehensive financial strategies to help you accomplish your goals.
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Fri: 8:30am - 4pm
Sat & Sun: Closed
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TOP 3 FEHRMAN INVESTMENT GROUP REVIEWS
Will Caywood with the Fehrman Investment Group is a great guy to know! He's very knowledgeable, but doesn't exhaust you with schematics. He takes time to understand exactly what your financial situation is and what your goals are before offering advice. Really appreciate the exceptional service with this company.
Will Caywood possesses the knowledge and integrity to help you make the best financial decisions that match your retirement plans and desires. If you want a bright financial future, you can trust Will Caywood.
I recently began working with the Fehrman Investment Group for my financial planning and investment needs. I would highly recommend them to anyone who is looking for a good financial adviser in the Augusta, GA area.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.