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Financial Planning Firms in Phenix City

First Command

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233 12th St, Suite 204, Columbus, GA

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First Command's Financial Advisors in Columbus, GA are committed to serving our Nation's military families in their pursuit of financial security. Keeping you financially squared away wherever life takes you.

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Dennis Hendrix - Financial Advisor, Ameriprise Financial Services, LLC

Dennis Hendrix - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

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945 Broadway, Ste 100, Columbus, GA

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Columbus, GA area, Dennis Hendrix will take the time to understand you and your goals, as well as those changing... Read More about Dennis Hendrix - Financial Advisor, Ameriprise Financial Services, LLC

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Andy Kelley - Regions Financial Advisor

Andy Kelley - Regions Financial Advisor Verified by Yext

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3548 Highway 431 North, Phenix City, AL

706-358-6762

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Andy Kelley - Regions Financial Advisor

Andy Kelley - Regions Financial Advisor Verified by Yext

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3548 Highway 431 North, Phenix City, AL

Regions Investment Solutions Financial Advisors work with clients to provide financial planning and investment solutions for retirement, college, or other goals. For your financial future, you need an experienced professional. Andy Kelley - Regions Financial Advisor will focus on solutions for your immediate needs and help you develop a comprehensive strategy to meet your long-term financial goals. Non-deposit products: Are... Read More about Andy Kelley - Regions Financial Advisor

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Covey Equity

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6001 River Road, Suite 100 Columbus, GA 31904

An Alternative Asset Management Firm

Covey Equity is an alternative asset management firm focused on investing in niche businesses at the lower end of the middle market. The strategy is based on our proven ability to create value by improving operations, monitoring capital utilization, enhancing business development activities and building excellent management teams. Covey Equity creates value by deploying Lean* principles in all aspects of... Read More about Covey Equity

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First Command District Advisor - Andrew Lawfield

First Command District Advisor - Andrew Lawfield Verified by Yext

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233 12th St, Suite 204, Columbus, GA

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Andy Lawfield joined First Command Financial Services as a Financial Advisor in January 2019. He is excited about the opportunity to help people make the smart financial decisions that are essential to long-term financial security. Andy has a Master's degree in Business from Webster University and a Bachelor's degree in Technology from Eastern Michigan University. He holds Series 7 and... Read More about First Command District Advisor - Andrew Lawfield

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First Command Financial Advisor - Howard Rush, ChFC®|RICP®|CFP®

First Command Financial Advisor - Howard Rush, ChFC®|RICP®|CFP® Verified by Yext

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233 12th St, Suite 204, Columbus, GA

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Howard Rush joined First Command Financial Services as a Financial Advisor in November 1984, following four years of service in the United States Navy. There, he served as a surface warfare officer and attained the rank of lieutenant. A graduate of Auburn University with a Bachelor of Science degree, Howard holds Series 6, 7, 24, 26, 63 and 65 securities... Read More about First Command Financial Advisor - Howard Rush, ChFC®|RICP®|CFP®

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First Command Financial Advisor - Shawn Broe

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233 12th St, Suite 204, Columbus, GA

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Shawn Broe joined First Command Financial Services as a Financial Advisor in January 2018, following a 20-year career in the United States US Army, where he attained the rank of First Sergeant. Shawn understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away.... Read More about First Command Financial Advisor - Shawn Broe

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First Command Financial Advisor - Will Kepley

First Command Financial Advisor - Will Kepley Verified by Yext

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233 12th St, Suite 204, Columbus, GA

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Will Kepley joined First Command Financial Services as a Financial Advisor in January 2015. He previously worked for 21 years as a Lieutenant Colonel in the US Army. A graduate of the University of Louisville with a Bachelor’s degree in Mathematics, Will holds Series SIE, 6, 63, 65 securities licenses plus life and health insurance licenses in GA, AL, OH,... Read More about First Command Financial Advisor - Will Kepley

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