3 Best Financial Services in Little Rock, AR

Expert-recommended Top 3 Financial Services in Little Rock, Arkansas. 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!

Brown Capital Management - Little Rock, AR Financial Services
Brown Capital Management - Little Rock, AR Financial Services
7+ YEARS IN TBR
CALL EMAIL

BROWN CAPITAL MANAGEMENT

10816 Executive Center Drive, Suite 103,
Little Rock, AR 72211 Directions

Since 2015

Specialty:

Wealth Management 401(k) and Insurance Planning Tax Savings Business Strategies Retirement and Financial Planning Asset Allocation Defined Benefit Plan

Brown Capital Management is led by Johnny Brown, the president of the firm. He believes this unparalleled understanding of the investments that he recommends to his clients is key to helping them achieve their financial goals. He graduated Magna Cum Laude with a Bachelor of Business Administration degree majoring in Finance from the University of Arkansas at Little Rock’s Reynolds Business School. He holds the FINRA Series 65 license for financial advisors and a license to sell life and health insurance in the state of Arkansas. He works with individuals, families, small businesses, and foundations to develop investment strategies designed to minimize risk and maximize returns using some of the most effective financial methods, such as Modern Portfolio Theory, Behavioral Finance, Behavioral Economics, and Value Investing. Brown Capital Management's investment strategies are designed with decreased volatility and steady returns in mind. Their extensive analytical experience allows them to find the best investment opportunities. In addition, they share an enthusiasm for working with people, developing mutually satisfying relationships, and affording solutions for life's financial challenges. Their initial consultation is free. Contact them to request an appointment.

Reviews   |   Write a Review

Contact:

(501) 503-0001

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

TBR® Inspection Report:

ClientFirst Wealth, Legacy & Estate Planning - Little Rock, AR Financial Services
ClientFirst Wealth, Legacy & Estate Planning - Little Rock, AR Financial Services
ClientFirst Wealth, Legacy & Estate Planning - Little Rock, AR Financial Services
CALL EMAIL

CLIENTFIRST WEALTH, LEGACY & ESTATE PLANNING

1501 N University Ave #715,
Little Rock, AR 72207 Directions

Specialty:

Financial Planning Retirement Planning Investment Management Tax-Free Municipal Bond Portfolio Estate Planning Tax Planning

ClientFirst Wealth, Legacy & Estate Planning is an independent, fee-only registered investment advisor (RIA) and fiduciary. They manage over $250 million for their clients, offering cost-effective comprehensive financial planning and investment management tailored to your specific needs. Edward P. Mahaffy is the founder of ClientFirst Wealth, Legacy & Estate Planning. A CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant, Ed holds a Bachelor of Science in Business Administration from The Citadel and earned his MBA from the University of Arkansas. He has had articles published in numerous publications, including Barron's magazine. He is a member of the National Association of Personal Financial Advisors (NAPFA) as well as the Financial Planning Association (FPA). ClientFirst Wealth, Legacy & Estate Planning collaborates with you to create and maintain a holistic financial strategy designed around your goals and dreams.

Reviews   |   Write a Review

Contact:

(501) 603-0406

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

TBR® Inspection Report:

CALL EMAIL

APRIL N POLLARD

EDWARD JONES 10 Corporate Hill Drive, Suite 210,
Little Rock, AR 72205 Directions

Since 2014

Specialty:

Wealth Strategies Intergenerational Planning Estate and Legacy Strategies Business Retirement Plans Entrepreneurs Business Owners

April N. Pollard is a financial advisor at Edward Jones. She uses her expertise to help clients achieve their financial goals. With over 14 years of leadership experience, she is committed to working with individuals focused on securing success in their financial future. April N. Pollard and her team operate with strict confidentiality, collaborating with clients, CPAs, attorneys, and other professionals to establish clear and actionable objectives. Edward Jones believe in building lifelong strategic partnerships with clients, treating them like family, and recognizing the multifaceted nature of their lives. Clients partner with them to develop personalized strategies, inspiring growth, protection, and the transfer of wealth. The firm works closely with accountants, attorneys, and other trusted professionals to leverage collective expertise and develop tailored strategies. Their financial advisors are committed to supporting clients throughout their lifelong financial journey, offering guidance and assistance as circumstances evolve.

Reviews | Play Video | Write a Review
License #430641

Contact:

(501) 907-5747

Mon-Fri: 8:30am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report: