BEST RATED » COLUMBUS GA » FINANCIAL SERVICES

Best Financial Services in Columbus

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!

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. They specialize 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 then periodically monitor the project with you to ensure you stay on track to achieve these goals. TWM is free to evaluate and select the best investments, regardless of their affiliation."

SPECIALITY:
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]

townsendwm.com

Reviews | Play Video

Mon - Fri 8:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report:

ISMAEL ESPADA JR

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

Since 1922

Here’s The Deal:
"
Ismael Espada Jr has been a financial advisor in Edward Jones. They focus on retirement planning strategies. Their advisor to create 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 monitor your progress to assist sure you stay on track or determine if any adjustments need."

SPECIALITY:
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/financial...

Reviews

By Appointment

TBR® Inspection Report:

HUDSON PENDLETON FINANCIAL GROUP

1443 2nd Avenue, Columbus, GA 31901 Directions

Since 1999

Here’s The Deal:
"
Hudson Pendleton Financial Group provides quality financial strategies in Columbus, GA. Jeffrey Hudson and Thomas Nolan Pendleton is the co-founder of the firm. The company offers a variety of products that can assist you in meeting various insurance and financial needs. They serve with individuals, families, and businesses in nearly every area of their financial life. Their clients are people they genuinely care about, and they cherish the role as their trusted advisor. You get a complimentary consultation."

SPECIALITY:
Retirement, Social Security and Financial Planning, Retirement Account Management and Analysis, College Funding, Tax Planning and Tax Return Review, Cash Flow Management, Group Benefits, Insurance, Business Succession and Wealth Transfer, Debt and Liability Analysis, Risk Tolerance, Pension Maximization Strategies & Asset Allocation

[email protected]

hudsonpendleton.net

Reviews

Mon - Thu 9:00 am - 5:00 pm
Fri 9:00 am - 12:00 pm
Sat & Sun Closed

TBR® Inspection Report: