Bennett Financial Partners

Bennett Financial Partners is a financial advisory firm in Saint Simons Island, GA, dedicated to serving individuals and families of substantial wealth with discretion and personalized care. Led by Certified Financial Planner Staci Bennett, the firm offers tailored financial planning and wealth management services, focusing on the unique needs of high-net-worth clients and their intricate financial landscapes. With over 26 years of industry experience, Bennett Financial Partners provides comprehensive solutions that cover a range of services, including retirement and estate planning, investment oversight, and executive benefit strategies. Each relationship is approached with respect and insight, ensuring clients receive the highest standard of service in navigating their financial journeys. Generated from the website

Jacobs Coolidge & Company is a financial services firm located in Saint Simons Island, GA, offering a range of services to help individuals secure their financial future. With a team of experienced professionals and a commitment to personalized strategies, they provide expert advice and guidance to their clients. As a registered investment advisor, Jacobs Coolidge & Company is dedicated to helping clients navigate the complexities of the financial world. Their comprehensive approach and convenient location make them a trusted choice for individuals seeking financial planning and wealth management services.Generated from the website

Lighthouse Financial Advisors LLC, founded in 2006 by David Burch in Saint Simons Island, Georgia, is an independent financial planning firm dedicated to guiding individuals, families, and business owners through the complexities of their financial landscape. With a focus on integrity, service, education, and organization, the team offers personalized strategies and comprehensive financial plans tailored to meet clients' specific needs and goals. Alongside their collaboration with reputable partners like Cambridge and AssetMark, Lighthouse Financial Advisors emphasizes a fee-based planning process rather than merely selling financial products. Their services include investment management, retirement planning, estate planning, and business continuity planning, ensuring a holistic approach to enhance clients' overall financial well-being. Generated from the website