Savannah Wealth Group is a financial service provider with experienced financial advisors who offer an objective and unemotional assessment of your finances. They are up-to-date with legislative and regulatory changes that may affect your financial goals and work with you to identify long-term objectives. Their goal is to provide you with a plan of action to achieve your financial goals. They offer personalized financial guidance and solutions for individuals, business owners, and executives through personal, face-to-face, and virtual meetings. They create a customized plan with a timeline, checkpoints, and strategies to build a financial future and meet your goals. They can guide you in your retirement planning and ensure you enjoy life to its fullest today and in the future. You can book a free consultation with Savannah Wealth Group.
Best Financial Services in Savannah
Handpicked 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.
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SAVANNAH WEALTH GROUP REVIEWS
From the first phone call, meetings, and more, Savannah Wealth Group has been a joy to work with. Every one of the team is professional and personable, and each one brings a world of financial knowledge and experience to the table. More importantly, they truly have the client's best interest at heart. They work with clients to achieve long-range financial plans that make the most sense for them, based on individual needs. And if you aren't very knowledgeable about financial matters, no worries! They take the time to explain options to you and will guide you along the way. If you are on the fence about consulting someone for financial guidance, don't be. Call the Savannah Wealth Group today and you won't be disappointed.
I cannot say enough about the Savannah wealth group. They are extremely professional and knowledgeable in all aspects of finance but you are not treated like just another account. They have a great personal touch with their clients. They make you feel like someone has your back and is looking out for you and your family’s future. My wife and I feel confident in our finances knowing that we have a partner who will help us navigate through retirement.
Rob Campbell and his team are my choice for Financial Planning services! I find his advice to be well researched, and the experience of his team matches up with anybody in Savannah. Rob has personally helped me transform my investments and retirements, and it has given me financial peace of mind as I grow towards my goals.
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KCG Investment Advisory is an independent financial planning firm located in Savannah, Georgia. Kimberly C. is the Senior Wealth Advisor & Partner of KCG Investment Advisory with over 30 years of experience in financial services, holding certifications as a Certified Financial Planner and a Certified Investment Management Analyst (CIMA). KCG's team manages wealth for individuals and corporations, as well as select endowments and foundations. They offer a wide range of services and products to assist you in achieving your financial objectives. Their experienced team creates customized financial plans tailored to your specific needs, optimizing your plan to reduce fees, minimize tax exposure, and prepare for significant milestones. They develop personalized projections based on conservative assumptions, creating a realistic path to helping you toward your goals.
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KCG INVESTMENT ADVISORY REVIEWS
Excellent face to face service with the owner/proprietor. She provides customized investment strategies and financial plans based on your personal situation. She goes out of her way to be available for the customer.
Experience and personal attention matters in this age of market volatility. Highly recommend KCG Investment, Kimberly Good.
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Live Oak Financial Services, LLC is one of the leading financial services providers in Savannah. The company aims to assist clients in meeting their short-term needs and achieving long-term objectives. They strive to provide impartial and comprehensive personal financial analysis to offer solutions and strategies. As a CFP practitioners, they maintain strict observance of the Certified Financial Planners Board of Standards Code of Ethics and professional responsibility. Live Oak Financial Services is committed to staying independent to maintain its freedom to use various resources and services. They prioritize their clients, serving as their advocates and placing their interests before their own. They seek long-term relationships with their clients and strive to exceed their expectations through superior customer service. Contact them today for free initial consultations.
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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.
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