BEST RATED » SAVANNAH GA » FINANCIAL SERVICES

3 Best Financial Services in Savannah, GA

Expert recommended Top 3 Financial Services in Savannah, 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!

LIVE OAK FINANCIAL PLANNING, LLC

340 Eisenhower Drive, Suite 1101, Savannah, GA 31406 Directions

Since 2004

Here’s The Deal:
Specializes in personalized asset allocation and diversification strategies. Offers trust administration for families and institution, succession planning/exit strategies, insurance review and assessment of coverage . Comprehensive financial services, solutions and strategies, helping their clients fulfill short-term needs and realize long-term goals

SPECIALTY:
Wealth and Portfolio Management, Retirement Income and Distribution Strategies, Assessing Pension Options and Protection, Individually Managed Accounts, 529 College Plans, College Funding, Stock Options Analysis, Charitable Trust Design and Implementation, Simple and SEP IRA's, Mutual Funds, Annuities, Tax Efficient, 401K & 403B Planning

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liveoakfinancialservices.com

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HOWARD FINANCIAL GROUP

340 Eisenhower Drive, Suite 1302, Savannah, GA 31406 Directions

Since 2014

Here’s The Deal:
Howard Financial Group focuses on wealth management, multigenerational asset allocation and individual retirement planning. They specialize in the protection of the principle from a stock market decline. The company provides many opportunities available to help secure your financial future through the use of insurance products.

SPECIALTY:
Long-Term Care, Financial, Estate and College Planning, Retirement Income and Tax Minimization Strategies, Annuities, Life Insurance, Asset Protection & Income Strategies

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howardfinancialgroup.com

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Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

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ALPHA FINANCIAL MANAGEMENT

7505 Waters Avenue, Suite E-1, Savannah, GA 31406 Directions

Since 1995

Here’s The Deal:
Serves also in Bluffton and Alpharetta. Provides designs individual portfolios providing their clients access to investments. Expertise for successful clients and families, wealth building services for younger clients

SPECIALTY:
Portfolio and Investment Management, Wealth Strategies, Charitable Giving, College, Education, Retirement Income, Financial, Pre-Retirement & Divorce Planning

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alpha-sav.com

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Mon - Fri 9:00 am - 5:00 pm
Sat & Sun 8:00 am - 9:00 pm

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