Friday, May 20, 2022

Best Financial Advisors in Auburn

Bright Investments, LLC

570 Devall Drive, Suite 303
Auburn, AL 36832

Bright Investments, LLC is an independent, employee-owned company serving Auburn and the surrounding community since 2015. It assists individual and institutional investors with their financial needs, including 401(k) work plans, tax or investment decisions, cash flow, and retirement planning. Its wealth advisory team reviews and analyzes clients’ financial status and goals to develop customized strategies. Company founder John F. Bright has been cited in various publications such as Forbes, Business Week, and the New York Times. Its important for everyone to know that Client loyalty plays an important role in the growth of every business.

First Financial Group of the South

3320 Skyway Dr., Suite 712-A
Opelika, AL 36801

First Financial Group in the South serves residents of Auburn and the surrounding area. The advisor manages the client’s investment portfolio according to their individual circumstances and goals. You regularly evaluate market trends and changing customer needs. Therefore, they make periodic adjustments to the portfolio. In addition, financial professionals assist clients with retirement planning and managing personal risks. Sanford B. Axelroth, CFP, and Certified Financial Advisor founded the company in 1982.

Invista Advisors

350 Leavell Circle
Montgomery, AL 36117

Invista Advisors offers its services to individuals and businesses in Auburn and the surrounding community. It offers a personal approach to financial planning, tailored to the needs of each client. This team is made up of CPAs, advisors, specialists, and investment advisors who offer their individual clients a wide range of investment options including bonds, common stocks, educational IRAs, and brokerage accounts. Financial planning, risk management, and management consulting are also offered to their corporate customers. Its branch manager, Carl MacDonald Jr., has been in the financial services industry since 1989.

Machen McChesney

1820 East University Drive
Auburn, AL 36830

machen McChesney is a consulting firm providing wealth advice and solutions to clients in the Auburn area. Its professionals help clients navigate key financial decisions and evolving financial markets. They formulate various financial programs, such as B. Retirement Plans, Income, Cash Flow, College Financing, Real Estate Solutions, and Family Offices. Machen McChesney has been serving customers for over 60 years. He is a member of the National Association of Certified Appraisers.

Smith-Kastner Wealth Management

1800 Airport Road
Opelika, AL 36801

Smith-Kastner Wealth Management serves individuals, families, and businesses in Auburn. His team focuses on working with clients in comprehensive consulting that helps identify their long-term needs and goals related to retirement, business, real estate, and investment planning. It also helps determine a client’s tolerance for wealth management risk by identifying factors such as unnecessary taxes, rebalancing, and asset allocation. The company partners and collaborates with other CPAs to provide technical support and resources for strategies including business assessments, insurance, and purchase and sales agreements.