Best Financial Advisors in Jackson

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
170+
Advisors
4.7/5.0
Average Rating

Jackson Financial Landscape

Jackson's economy is diverse, with significant contributions from healthcare, education, and manufacturing. The city is a regional hub for commerce and services.

Major industries
Healthcare, Education, Manufacturing
Population
172.6K (metro: 172.6K)
Median household income
$45,000
Unique needs
Jackson requires tailored financial advice to navigate its unique economic landscape and demographic challenges.
Market Insights
Economic Growth
According to BEA (2023), Jackson's GDP growth has been steady, driven by healthcare and education sectors.
Wealth Demographics
According to Census (2023), the median income in Jackson is $45,000, reflecting economic challenges in the region.
Advisor Specializations
Based on BLS (2023), financial advisors in Jackson increasingly focus on retirement planning and wealth management.
Local Considerations
Cost of Living
According to BLS (2024), Jackson's cost of living is lower than the national average, making it attractive for new residents.
Real Estate Market
According to Zillow (2024), Jackson's housing market is experiencing fluctuations, with some areas seeing rapid price changes.
Business Environment
According to Fortune (2024), Jackson's business climate is improving, with incentives for startups and small businesses.

Top 5 Financial Advisors in Jackson

LeFleur Financial
★ ★ ★ ★ ★ 5
The Wealth Practice
★ ★ ★ ★ ★ 5
The Thigpen Group
★ ★ ★ ★ ★ 5
MAG CAP
★ ★ ★ ★ ★ 5
Summit Wealth Group
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Jackson, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Jackson-Specific Expertise
For Jackson residents working in Healthcare, Education, Manufacturing, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Jackson's healthcare sector is vital but may face funding risks. Real estate prices are volatile; monitor for bubble signs. Flooding and tornado risks are significant; diversify investments.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Mississippi locations

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