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BEST RATED COLUMBUS, GA FINANCIAL SERVICES

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!

Shawn Broe - Columbus, GA Financial Services - Portrait
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Best Financial Services in Columbus GA - Shawn Broe - FIRST COMMAND FINANCIAL SERVICES, INC video
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SHAWN BROE

(4.8 Score)
FIRST COMMAND FINANCIAL SERVICES, INC
233 12th Street, Suite 204,
Columbus, GA 31901 Directions

Since 2018

Specialty:

✓Financial Planning ✓Risk Management ✓Investment Strategies ✓Debt Management

“2026 Highlights: Shawn Broe is a financial advisor at First Command Financial Services, Inc. He understands the challenges and opportunities associated with life and is committed to helping clients get their financial lives squared away. He holds Series 7 and 66 securities licenses and life and health insurance licenses in Georgia, Alabama, and North Dakota. He works with clients to establish specific, meaningful goals that are consistent with values and develop a personalized financial plan to guide your pursuit of those goals.”

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License CRD #6703937

Price:

Financial Planning Tailored Professional Services (Tps) Fees
From $750
Upto $3,000
Annual Fee 1.30% For Assets Upto $250,000
Annual Fee 1.15% For Assets
From $250,001
Upto $500,000
Annual Fee 1.00% For Assets
From $500,001
Upto $1,000,000
Annual Fee 0.75% For Assets
From $1,000,001
Upto $2,000,000
Annual Fee 0.50% For Assets Over $2,000,001

Contact:

(706) 323-9980 (706) 214-2689

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

TBR® Inspection Report:

Momentum Wealth Management - Columbus, GA Financial Services - Portrait
Momentum Wealth Management - Columbus, GA Financial Services - Professional Portrait Image
Best Financial Services in Columbus GA - Momentum Wealth Management video
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MOMENTUM WEALTH MANAGEMENT

(4.8 Score)
1201 Front Avenue, Suite N,
Columbus, GA 31901 Directions

Since 2013

Specialty:

✓Wealth Management ✓Risk Tolerance ✓Cash Management ✓401(k) Rollovers ✓IRA Funding ✓Tax-managed Strategies ✓Debt Management ✓Retirement Income Planning ✓Estate Planning ✓Education Planning

“2026 Highlights: Momentum Wealth Management is improving the financial lives of individuals and families with fully diversified investment tailored for clients' needs. Matt Hightower and Garrett Cottle are the co-founders of Momentum Wealth Management. Matt is responsible for the firm’s asset protection solutions. They working alongside clients to define and achieve their short and long-term financial goals. They are committed to providing personalized wealth management services to help their local clients achieve their financial aspirations.”

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License CRD #295689

Price:

Financial Planning Annual Fee 1.65%
For the First $500,000
Financial Planning Annual Fee 1.40%
For the Next $500,000
Financial Planning Annual Fee 1.15%
Over $1,000,000

Contact:

(866) 535-1738 (706) 842-2400

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

TBR® Inspection Report:

Ismael Espada Jr - Columbus, GA Financial Services - Portrait
Ismael Espada Jr - Columbus, GA Financial Services - Office Exterior Image
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Best Financial Services in Columbus GA - Ismael Espada Jr - EDWARD JONES video
7+ YEARS IN TBR
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ISMAEL ESPADA JR

(4.8 Score)
EDWARD JONES 1237 1st Avenue, Suite A,
Columbus, GA 31901 Directions

Since 2010

Specialty:

✓Retirement Savings Strategies ✓Retirement Income Strategies ✓Wealth Strategies ✓Business Retirement Plans ✓College Savings ✓Insurance and Annuities ✓Tax-smart Investing Guidance

"Ismael Espada Jr is a financial advisor at Edward Jones. He focuses on retirement planning strategies. He 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. He works with your accountant, attorney, and other trusted experts to produce a holistic approach that leverages everyone's expertise. He can help you develop a complete, tailored strategy to help you achieve your financial goals. He monitors your progress to ensure you stay on track or determine if any adjustments are needed. Contact him to request an appointment.

2026 Highlights: Ismael Espada Jr completed Master of Education from Columbus State University."

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License CRD #5872802

Price:

Annual Program Fee Upto 1.35%
Annually Platform Fee 0.05%
Annual SMA Manager Fees 0.45%

Contact:

(706) 324-4011

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

TBR® Inspection Report:

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SHAWN BROE REVIEWS

Shawn Broe has been an absolute essential part of my financial planning and security. From the first meeting to the last, he has been nothing but professional yet also very approachable. He really takes the time to break down the intricacies of investment and financial concepts into easy to understand ideas. Shawn does a great job of presenting all the available options which makes me feel confident and sure of the financial decisions I make. He also only offers me products or investments ideas that will benefit me and my specific needs. I never felt pressured in any way with my decisions or with my money. My financial future feels incredibly secure to me and that would not have been possible without Shown Broe's advising and guidance.

Shawn has been a tremendous help with my families transition into retirement. He has not only helped with retirement planning, he has been instrumental in helping to insure that our retirement fund will be there as long as we are. We are so impressed with him that we have recommended him to be the financial planner for our sons. We feel completely at ease when discussing our finances with him.

Shawn was wonderful in detailing everything so we could make an informed decision on our investments and our life insurance needs.

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MOMENTUM WEALTH MANAGEMENT REVIEWS

We have been with Momentum Wealth since the beginning and we have always been impressed with their knowledge and their patience in teaching financial concepts. They are awesome at keeping us informed and the results are evident in our investments. We have referred numerous family members and friends and have seen their financial growth as well. We love them.

Matt and Garrett are really great to work with, and always make sure to keep you informed about the market and what to expect. I would definitely recommend them for any money-related management endeavors.

The majority of the time I have worked with Garrett. He has always had extreme patience with me and answered all of my questions. I have complete confidence with Momentum Wealth Management.

ISMAEL ESPADA JR REVIEWS

Very informative as well as kind with a wonderful personally.

I love these people Grear advice should have more stars.

They were very helpful and professional. Great Services.

TBR® Inspection Score Report

SHAWN BROE Total Inspection Points: 116/120
Experience: 8
Business Images: 9
Complete Info: 9
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Reviews Study: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

MOMENTUM WEALTH MANAGEMENT Total Inspection Points: 115/120
Acknowledgments: 8
Experience: 8
Business Images: 9
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

ISMAEL ESPADA JR Total Inspection Points: 114/120
License: 8
Experience: 8
Reviews Study: 8
Business Images: 10
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Video: 10
Website Source: 10
Website Standard: 10