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!

3+ YEARS IN TBR
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CAPITAL WEALTH MANAGEMENT GROUP, LLC.

1200 Brookstone Centre Parkway, Suite 101,
Columbus, GA 31904 Directions

Specialty:

Asset Management Education and Retirement Planning Accounting and Tax Planning Estate Planning Insurance and Risk Management Long-Term Care Insurance Investment and Tax Planning Strategies Insurance Services Legacy Planning

Capital Wealth Management Group, LLC offers comprehensive strategies through a spectrum of financial services. Jody K. Davis is the managing partner of Capital Wealth Management Group, LLC. He traveled across the United States working with his clients, developing, implementing, and servicing programs and building relationships that continue even now. Capital Wealth Management Group, LLC's clients strive to achieve their short-term and long-term goals through measured and perpetual discipline. Their team of advisors offers thoughtful, experienced counsel and develops wealth management strategies tailored to your specific needs and goals. Contact them for your free consultation.

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Contact:

(706) 596-8699

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

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7+ YEARS IN TBR
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ISMAEL ESPADA JR- EDWARD JONES

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

Since 2010

Specialty:

Retirement Savings and Retirement Income Strategies Wealth Strategies Business Retirement Plans Insurance Annuities College Savings

Ismael Espada Jr. is a financial advisor at Edward Jones. He focuses on retirement planning strategies. His 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. 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.

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Contact:

(706) 324-4011

Mon-Fri: 8am - 4pm
Sat & Sun: Closed

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Hudson Pendleton Financial Group - Columbus, GA Financial Services
Hudson Pendleton Financial Group - Columbus, GA Financial Services
Hudson Pendleton Financial Group - Columbus, GA Financial Services
10+ YEARS IN TBR
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HUDSON PENDLETON FINANCIAL GROUP

1443 2nd Avenue,
Columbus, GA 31901 Directions

Since 1999

Specialty:

Financial Planning Cash Flow Investing Wealth Transfer Business Succession and Wealth Transfer Group Benefits Insurance

Hudson Pendleton Financial Group works with individuals, families, and businesses in nearly every area of their financial lives. Jeff Hudson is the Co-Founder and Principal of the group. The team at Hudson Pendleton Financial Group believes that people should not accumulate wealth only to stress over it. Their mission has been to improve their clients' finances and provide peace of mind. By helping clients define what truly matters to them, they gain a deep understanding of their visions and goals. This allows them to position their wealth in the best way to achieve those goals and implement plans with exceptional service and integrity. They view their clients as people they genuinely care about and value their role as trusted advisors. Their experiences have shown that not all money-related decisions are purely financial.

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License #2895515

Contact:

(706) 653-2398

Mon & Wed: 8:30am - 5pm
Tue & Thu: 9am - 5pm
Fri: 8:30am - 12pm
Sat & Sun: Closed

TBR® Inspection Report: