3 Best Financial Services in Savannah, GA

“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.”

Read more

“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.”

Read more

“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.”

Read more