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3 Best Financial Services in Columbus, GA

Expert recommended Top 3 Financial Services in Columbus, Georgia. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

ISMAEL ESPADA JR

1237 1st Avenue, Suite A, Columbus, GA 31901 DIRECTIONS

Since 1922

Here’s The Deal:
Ismael Espada Jr is a financial advisor at Edward Jones. They focus on retirement planning strategies. Their advisor creates a personalized approach that can help you live the retirement you want. Edward Jones helps ensure you receive the most current and comprehensive guidance. They work with your accountant, attorney, and other trusted experts to produce a holistic approach that leverages everyone's expertise. They can help you develop a complete, tailored strategy to help you achieve your financial goals. They monitor your progress to assist sure you stay on track or determine if any adjustments need.

SPECIALTY:
EDWARD JONES - 401K and Financial Planning, Investors Saving for Retirement, Roth IRA, College Savers, Social Security, Individuals with Estate & Insurance Needs

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edwardjones.com/us-en/fin...

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Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

TOWNSEND WEALTH MANAGEMENT

6867 Mountainbrook Drive, Suite 102, Columbus, GA 31904 DIRECTIONS

Since 2001

Here’s The Deal:
Townsend Wealth Management is an independent and fee-only financial firm. Tyler Townsend is the managing partner of the firm. Townsend Wealth Management specializes in investment management services for families and small businesses. They can assist in excellent investment choices suitable for your employees. The firm works as a fee-only business and does not accept any commissions for the sale or recommendation of any financial product. They work hard to build a plan that meets your financial goals and periodically monitor the project to ensure you stay on track to achieve these goals. TWM is free to evaluate and select the best investments, regardless of their affiliation.

SPECIALTY:
Retirement, Financial and Estate Planning, Asset Allocation, Portfolio Constraints, Social Security, Risk Tolerance, Stocks, Bonds, Wealth and Investment Management, Life Insurance & Small Business Retirement Plans

[email protected]dwm.com

townsendwm.com

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Mon-Fri: 8am - 5pm
Sat & Sun: Closed

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DENNIS HENDRIX - AMERIPRISE FINANCIAL, INC.

945 Broadway, Suite 100, Columbus, GA 31901 DIRECTIONS

Since 1977

Here’s The Deal:
Dennis Hendrix is an Ameriprise financial advisor committed to putting their clients’ needs first. They have helped millions of people invest billions of dollars so they may pursue what’s important to them. Their focus is to help clients achieve their financial goals and feel confident, connected, and control their economic life. Their mission is to help their clients to reach their financial goals through a personal relationship based on personalized, knowledgeable advice. They can help you achieve your financial goals and adjust to whatever life brings. Contact them to request a consultation.

SPECIALTY:
Retirement Income Strategies, Wealth Accumulation, Asset Protection, Annuities, Life Insurance, Tax Minimization Strategies, Long-Term Care, IRA & 401(k) Rollovers, Trusts, Probate, Charitable Giving, Estate Planning, Tax Planning & IRA Legacy Planning

[email protected]

ameripriseadvisors.com/de...

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Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report: