Here’s The Deal: Capital Wealth Management Group is one of the leading financial planners in Columbus, Georgia. Jody K. Davis is the group's managing partner. As the managing partner of Capital Wealth Management Group, he has worked in the financial industry for over 25 years. Starting his career in the banking industry, he quickly realized the importance of balancing economy-driven forces with sound investment options. The team offers comprehensive strategies through a spectrum of financial services. Their company specializes in longevity. Their clients strive to achieve their short-term and long-term goals through measured and perpetual discipline. By working with a select group of clients, they can develop a depth of understanding about each client's financial needs. Their mission is to assist you and your clients in accumulating wealth for all life's goals and preserving and growing wealth for future generations. They accomplish their mission by developing relationships with you and working together to achieve your financial objectives. By keeping your interests first and foremost, they provide straightforward, unbiased financial advice and a strategic approach to investment management.
3 Best Financial Services in Columbus, GA
Expert recommended Top 3 Financial Services in Columbus, 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 CAPITAL WEALTH MANAGEMENT GROUP, LLC REVIEWS
I have used Jody and Cindy as financial advisors for several years and could not be more pleased with them. They assisted in numerous items to help set my affairs straight on my retirement. Jody has been very professional and caring in handling the consolidation of several of my accounts, I would not consider using anyone else. Thank You.
Working with the people at LPL is a pleasure.They are friendly, helpful and that is very rewarding. After many years of working with this group, I couldn't feel better about my retirement and the way it is handled. Thank you Capital Wealth Management for all you do.
We have been clients since Jody went into business. He and his staff have always been friendly, professional and very knowledgeable.
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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: Ismael Espada Jr. has successfully served as a financial advisor at Edward Jones, leveraging his expertise to assist clients. As an Edward Jones financial advisor, he believes it's important to invest your time to understand what you're working toward before investing your money. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care about the most, he and his team can work together to develop specific strategies to help you achieve your goals. They can also monitor your progress to assist you in staying on track or determining if any adjustments need to be made. They're dedicated to providing you with top-notch client service. In addition, they welcome the opportunity to work with your attorney, accountant, and other trusted experts to deliver a comprehensive strategy that leverages everyone's expertise. Working together, they can help you develop a complete, tailored plan to achieve your financial goals. Contact them to schedule an appointment.
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Sat & Sun: Closed
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TOP 3 ISMAEL ESPADA JR - EDWARD JONES REVIEWS
Very informative as well as kind with a wonderful personally.
I love these people Grear advice should have more stars.
Is was welcoming, friendly and knowledgeable and Ish Espada is the best.
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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.
![Hudson Pendleton Financial Group Columbus Financial Services Hudson Pendleton Financial Group Columbus Financial Services](https://threebestrated.com/images/HudsonPendletonFinancialGroup-Columbus-GA.jpeg)
Here’s The Deal: Hudson Pendleton Financial Group is a well-known financial advisor in Columbus, Georgia. Jeff Hudson is the Co-Founder and Principal of the group. The Hudson Pendleton Financial Group team believes people don't accumulate wealth only to stress over it. Since 1999, their mission has been to improve their clients' finances and provide peace of mind. They work with individuals, families, and businesses in nearly every area of their financial lives. By helping their clients articulate what is truly important to them, they can fully understand their visions and goals, identify how to position their wealth best to achieve those goals, and ultimately implement those plans with impeccable service and integrity. Their clients are people they genuinely care about, and they cherish the role of trusted advisors. Their experiences with their clients have taught them that not all money-related decisions are financial.
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Tue & Thu: 9am - 5pm
Fri: 8:30am - 12pm
Sat & Sun: Closed
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TOP 3 HUDSON PENDLETON FINANCIAL GROUP REVIEWS
Jeff and Nolan are very personable, honest and realistic. Strong knowledge and an upbeat team. Jeff was able to discuss risks with the reality of real life experiences. The team duo is able to conquer any questions with strong validation and is truly out for the best interest of their customers. As a mom of two little ones, we wanted to make sure that they were taken care of, Jeff was able to define and explore several options that best fit our needs.
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.