3 Best Financial Services in Savannah, GA

“Lighthouse Financial Group, LLC's team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns. Wendy J. Wallace is the owner and founder of Lighthouse Financial Group, LLC. Wendy's primary focus is to help clients enhance and preserve their wealth and estates. With over 15 years of experience, she provides financial advice tailored to the individual needs of her clients. Her main goal is to help her clients feel more confident during their retirement years. Lighthouse Financial Group, LLC's experienced team develops customized financial plans tailored to your specific needs, optimizing your plan to reduce fees, minimize tax exposure, and prepare for significant milestones. They create personalized projections based on a realistic path to assist you toward your goals.”

Read more

“Savannah Wealth Group team brings a wide range of specializations to the table, ensuring that they can tackle any financial needs or challenges you might have. Robert M. Campbell is the director of Savannah Wealth Group. His financial advisory career began upon graduating from Georgia Southern University with a Bachelor’s degree in Finance in 2007. He also completed extensive post-graduate work in the University of Georgia’s Terry College of Business Financial Planning Program. Robert M. Campbell's background, continuous education, and training have afforded him the ability to help his clients better understand the advice and offerings in the areas of investments, retirement planning, life insurance, disability income, and long-term care insurance. Savannah Wealth Group makes the appropriate recommendations and strategies for current and ongoing personal, family, and business needs.”

Read more

“Live Oak Financial Services is a premier provider of comprehensive financial services, solutions, and strategies, helping clients fulfill short-term needs and realize long-term goals. They are committed to excellence, tell the truth, and through their independent position, can benefit clients by providing personalized advice. As a CFP® practitioner, they maintain strict observance of the Certified Financial Planners Board of Standards Code of Ethics and Professional Responsibility. Live Oak Financial Services uses advanced technology and financial tools available in order to help clients develop a plan that takes into account lifestyle, investment philosophy, family, and legacy. They maintain the highest levels of confidentiality before, during, and after all financial engagements.”

Read more