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Best Arkansas Financial Planners

Introduction

Choosing the right financial planner can significantly impact your financial health and future. Whether you’re planning for retirement, saving for your children’s education, or looking to manage your investments, a skilled financial planner can provide the expertise and guidance you need. This article explores some of the best financial planners in Arkansas, highlighting their services, credentials, and client reviews. Our goal is to help you make an informed decision when selecting a financial planner that fits your needs.

What to Look for in a Financial Planner

When selecting a financial planner, it’s essential to consider several key factors to ensure they meet your financial goals and needs. First and foremost, look for a planner with a solid educational background and relevant certifications, such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). These credentials indicate a high level of expertise and adherence to ethical standards.

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Experience is another critical factor; a planner with several years of experience is likely to have a deeper understanding of financial markets and strategies. Additionally, consider their fee structure—whether they charge a flat fee, hourly rate, or a percentage of assets under management. Understanding how they are compensated can help you gauge potential conflicts of interest.

Client reviews and testimonials can provide valuable insights into the planner’s reputation and the quality of their service. Look for reviews on platforms like Yelp and Google to get a sense of other clients’ experiences. Lastly, ensure the planner offers services that align with your specific needs, such as retirement planning, investment management, or estate planning.

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Top Financial Planners in Arkansas

ClientFirst Wealth Management

ClientFirst Wealth Management, based in Little Rock, is renowned for its personalized approach to financial planning. They cater to a wide range of clients, including professionals, those nearing retirement, and retirees. Their services include investment management, tax-efficient strategies, and retirement planning.

Contact Information:

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Table: ClientFirst Wealth Management Overview

Service Offerings Contact Information Client Reviews
Investment Management, Tax Planning, Retirement Planning 1501 N University #715, Little Rock, AR 72207 “Highly recommend. Ed Mahaffy provides personalized and thorough advice.” – Lisa Elmore

Client Reviews:

  • Lisa Elmore: “My husband chose ClientFirst Wealth Management on the recommendation from a family member. We have been very pleased with Ed and his fast response to any questions or needs that we have.”
  • Brett P.: “I have been a client for more than a decade and found Ed Mahaffy unsurpassed in his knowledge of both fixed income and equity markets.”

Presley Wealth Management

Located in Fort Smith, Presley Wealth Management offers comprehensive financial planning services with a focus on education and personalized advice. President Ryan Presley has over 21 years of experience in the industry, ensuring clients receive informed and reliable guidance.

Contact Information:

Table: Presley Wealth Management Overview

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Service Offerings Contact Information Client Reviews
Investment Management, Retirement Planning, Wealth Transfer 2218 South 57th Suite C, Fort Smith, AR 72903 “Ryan Presley provides excellent financial advice and support.” – Client Review
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Client Reviews:

  • “Ryan Presley provides excellent financial advice and support. He takes the time to ensure you understand your investments and how they align with your goals.”

Watts Wealth Management

Watts Wealth Management, led by Larry Watts, offers a fee-only financial advisory service in Little Rock. Larry has over 40 years of experience and holds both CFA and CPFA certifications, making him a highly trusted advisor.

Contact Information:

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Table: Watts Wealth Management Overview

Service Offerings Contact Information Client Reviews
Financial Planning, Wealth Management, 401K Rollovers 1501 N. University, suite 218, Little Rock, AR 72207 “Larry Watts offers unparalleled expertise and client care.” – Client Review

Client Reviews:

  • “Larry Watts offers unparalleled expertise and client care. His comprehensive planning approach ensures that all aspects of our financial life are managed effectively.”

Additional Financial Planners

Several other notable financial planners in Arkansas provide exceptional services tailored to various financial needs. These include:

Horrell Capital Management

Located in Little Rock, Horrell Capital Management offers fee-only financial advisory services, focusing on both non-high-net-worth and high-net-worth individuals.

Contact Information:

Table: Horrell Capital Management Overview

Service Offerings Contact Information Client Reviews
Investment Management, Retirement Planning, Charitable Planning Suite 165, Little Rock, AR 72205 “Horrell Capital Management provides detailed and client-focused advice.” – Client Review

Client Reviews:

  • “Horrell Capital Management provides detailed and client-focused advice. Their expertise has helped me achieve my financial goals efficiently.”
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Making the Right Choice

Selecting the right financial planner involves thorough research and consideration of various factors. Ensure the planner’s services align with your financial goals and that they hold the necessary credentials and experience. Client reviews can provide valuable insights into their reliability and quality of service.

Conclusion

Finding the right financial planner in Arkansas can set you on a path to achieving your financial goals. Whether you need help with investment management, retirement planning, or comprehensive financial advice, the planners highlighted in this article offer a range of services to meet diverse needs. Take the time to review their credentials, services, and client feedback to make an informed decision that will benefit your financial future.

For more detailed information on each financial planner and to read additional reviews, visit their websites and social media pages. Remember, the right financial planner can make a significant difference in managing your finances effectively and achieving long-term financial success.

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