3 Best Financial Services in Savannah, GA

"Lighthouse Financial Group, LLC consists of a team of professionals who help you create a well-thought-out strategy using a variety of investments and insurance products and services that are designed to help you address your financial needs and concerns. Wendy J. Wallace is the owner and founder of Lighthouse Financial Group, LLC and has over 15 years of experience in this profession. Wendy's primary focus is to help clients enhance and preserve their wealth and estates. She provides financial advice tailored to client's needs. Her main goal is to help clients feel more confident during their retirement times. Lighthouse Financial Group, LLC's experienced team develops customized financial plans tailored to your specific needs and desires, 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.

"Alpha Financial Management is a fiduciary, fee-only financial planning investment advice located in Savannah. They help successful families and entrepreneurs make smart decisions about their money to achieve independence and peace of mind. They hope that more young people can get off to a good start to accomplish all that is important. They implement unique investment plan for each client's needs. Alpha can include those assets in a single portfolio view, track for the client, and advise on those assets.

"Savannah Wealth Group team brings a wide range of specializations ensuring that they can handle 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.