Here’s The Deal: Lighthouse Financial Group is an independent financial consulting firm in Savannah, GA. Wendy J. Wallace is the owner, founder, and financial advisor of the group. Her primary focus is helping clients enhance and preserve their wealth and estates. With over 15 years of experience, she provides financial guidance tailored to her client's needs to help them feel more confident during their retirement. The team at Lighthouse Financial Group has developed their business by reaching out, nurturing, and maintaining close, personal relationships with each of their clients. Their 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.
3 Best Financial Services in Savannah, GA
Expert recommended Top 3 Financial Services in Savannah, 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 LIGHTHOUSE FINANCIAL GROUP, LLC REVIEWS
This company is truly fantastic! My husband and I first met with Wendy & Moya several years ago to review and regroup our scattered financial assets and we felt so relieved to ¨get our act together¨. They were there to support me when my husband died suddenly about 4 years ago and to help smooth my financial transition. They have since then helped with medical insurance options as well as supplemental income streaming as I changed to part time employment. I highly recommend Lighthouse Financial as they are professional and very knowledgeable, but with a personal touch.
Lighthouse Financial Group is a great organization. My wife and I first met Wendy and Moya almost five years ago when we were first considering retirement investments. They made us aware of how our previous investments were filled with hidden fees. They set us up with several strong annuities that will provide lifetime income and helped us to reinvest a Federal retiree TSP account. We have always found Wendy and Moya to respond quickly to any of our questions or set up a meeting to discuss strategies. They always carefully explain each investment and answer all of our questions. They are an excellent fiduciary group and we highly recommend them.
I am super happy with how Lighthouse Financial group has taken care of my parents and helped them with their retirement. Both Moya and Wendy are both extremely professional and I highly recommend them.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![SAVANNAH WEALTH GROUP Savannah Financial Services SAVANNAH WEALTH GROUP Savannah Financial Services](https://threebestrated.com/images/SAVANNAHWEALTHGROUP-Savannah-GA.jpeg)
Here’s The Deal: Savannah Wealth Group is one of the leading financial planners in Savannah, Georgia. Robert M. Campbell is the director and Wealth Management Advisor of the group. The Savannah Wealth Group team provides personalized financial planning and wealth management services to help you achieve your unique financial goals. Their experienced financial advisors offer objective and unemotional guidance to create a customized plan tailored to your needs. They focus on keeping your financial plan up-to-date on legislative and regulatory changes that might impact your financial plans. They strive to provide you with a plan of action to help you reach your goals. They offer individuals, business owners, and executives personal, face-to-face, and virtual financial advice and solutions. Contact them to schedule a meeting.
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TOP 3 SAVANNAH WEALTH GROUP REVIEWS
Savannah Wealth Group always has our best interest in mind for retirement when making helpful suggestions for our financial needs. Jerry Spivey has been very easy to work with and is always accessible when I have had questions. He genuinely cares about his clients. I strongly recommend Savannah Wealth Group for your financial planning.
Bryan's guidance is spot-on, and he genuinely cares about his clients' financial well-being. He's reliable, knowledgeable, and always goes the extra mile to ensure his clients are on the right track.
Savannah Wealth is a fantastic team. Mason is a wealth of knowledge with a huge list of value added resources and connections beyond investments.
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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.
![LIVE OAK FINANCIAL SERVICES, LLC Savannah Financial Services LIVE OAK FINANCIAL SERVICES, LLC Savannah Financial Services](https://threebestrated.com/images/LIVEOAKFINANCIALSERVICESLLC-Savannah-GA.jpeg)
Here’s The Deal: Live Oak Financial Services, LLC is a well-known financial planner in Savannah, Georgia. The team's mission is to be a premier provider of comprehensive financial services, solutions, and strategies, helping clients fulfill short-term needs and realize long-term goals. They aim to provide solutions and strategies through comprehensive and impartial personal financial analysis. They are committed to remaining independent and allowing the freedom to utilize various resources and services. As CFP® practitioners, they maintain strict observance of the Certified Financial Planners Board of Standards Code of Ethics and Professional Responsibility. Their clients have priorities other than financial strategizing, so superior service is a hallmark of Live Oak Financial Services. Moreover, they maintain the highest levels of confidentiality before, during, and after all financial engagements.
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TOP 3 LIVE OAK FINANCIAL SERVICES, LLC REVIEWS
I would recommend Seth & the Live Oak team to anyone. Great service & we continue to learn a lot working with them.
Seth really knows his stuff and he takes the time to evaluate our needs and the products that would work for us.
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.