georgia Date: 09-25-2025

Top 15 Financial Advisors in Rome, GA

Financial AdvisorAddress
11st Franklin Financial610 Shorter Ave Suite 8, Rome, GA 30165
2Coosa Valley Financial Group, Inc.413 Shorter Ave # 107, Rome, GA 30165
3Hometown Tax and Financial Services260 N 5th Ave STE A, Rome, GA 30165
4OneMain Financial150 Shorter Ave NW, Rome, GA 30165
5Majeste Tax & Financial Services1001 N Broad St STE A, Rome, GA 30161
6Lendmark Financial Services LLC471 Turner McCall Blvd, Rome, GA 30165
7McDonald Wealth Management800 Broad St Ste 216, Rome, GA 30161
8Edward Jones - Financial Advisor: Daniel Bosarge200 E 11th St SE, Rome, GA 30161
9Edward Jones - Financial Advisor: Charles E Norris, CFP®|AAMS®719 E 2nd Ave, Rome, GA 30161
10Country Financial - Cody Crumley Agency1607 Martha Berry Blvd NE Ste A, Rome, GA 30165
11COUNTRY Financial Insurance - Branden Roberts700 E 2nd Ave Suite E, Rome, GA 30161
12Edward Jones - Financial Advisor: Buster Young, AAMS®5 Widgeon Way, Rome, GA 30165
13Peoples Financial Corporation of Rome1013 Shorter Ave, Rome, GA 30165
14Coosa Financial Planning901 N Broad St Ste 420, Rome, GA 30161
15The Avenue Wealth Management Group304 E 2nd Ave Suite B, Rome, GA 30161

1.1st Franklin Financial

Address: 610 Shorter Ave Suite 8, Rome, GA 30165

(78) user ratings total:

Gayla Sorrentino Everyone is wonderful and thry go above and beyond to help you on any way that they can!! If you need money come and see them first!
5 /5

2.Coosa Valley Financial Group, Inc.

Address: 413 Shorter Ave # 107, Rome, GA 30165

(61) user ratings total:

Miki B. I was fortunate to find Austin through a colleagues recommendation, and I couldnt be happier with the experience. Austin promptly secured me better rates on my home/auto insurance compared to what I had been paying. He was quick to respond to all my inquiries yet never pushy with his approach. If youre looking to review your insurance needs, I highly recommend giving Austin a call!
5 /5

3.Hometown Tax and Financial Services

Address: 260 N 5th Ave STE A, Rome, GA 30165

(6) user ratings total:

Rachael Smith Andrea was an absolute delight to work with. She is knowledgeable in her field and is a wonderful person to chat with. Also, if youre a Dolly fan, you need to see her Dolly tribute in her office!
5 /5

4.OneMain Financial

Address: 150 Shorter Ave NW, Rome, GA 30165

(55) user ratings total:

Trish Bene Best customer service ever!! I’d like to thank One Main for helping me with my financial needs!! Best company when you’re in need. I’d recommend them very highly!! Easy process, Great customer Service!! Trish Benefield
5 /5

5.Majeste Tax & Financial Services

Address: 1001 N Broad St STE A, Rome, GA 30161

(4) user ratings total:

Jennifer I HIGHLY HIGHLY HIGHLY recommend Javonn!!! He is not only professional but so nice and you can tell and feel that he really cares about his clients!!! The process was smooth, fast, convenient and overall just an AWESOME experience. Tax season can be stressful but I can say confidently with Javonn it was smooth sailing! Thank you for everything Javonn!!!!
5 /5

6.Lendmark Financial Services LLC

Address: 471 Turner McCall Blvd, Rome, GA 30165

(34) user ratings total:

Shawna Martin We currently have a camper we financed through Lendmark in Rome GA. Our AC unit went out on our house and we needed some extra money. We worked with Kathy who was very nice and was really quick to respond to all of our needs. We had our money within 24 hours of our initial call. And what really helped the most, was that since we are currently living 2 hours away from their office, they were able to deposit the money into our account in 5 minutes after approval. If you need a loan I highly recommend calling Lendmark in Rome, GA. Thank you and your team for all of your help!
5 /5

7.McDonald Wealth Management

Address: 800 Broad St Ste 216, Rome, GA 30161

(3) user ratings total:

Helen Ferguson All the people at McDonald Wealth is superior! I dont have a big account there, but I am treated like I am their only client. When you call, you always get the help you need. To me, that is huge. Don and Sylvia are the best in my estimation. I would recommend them all day long!
5 /5

8.Edward Jones - Financial Advisor: Daniel Bosarge

Address: 200 E 11th St SE, Rome, GA 30161

(20) user ratings total:

Deana Calvert For years I was flying blind without a financial purpose and plan. I was paying way too much in taxes and no plan for retirement. My family had always invested in Real Estate but I was tired of needing big chunks of cash needed for Real Estate purchases. Enter Daniel - I kept running into him everywhere in town. Turns out he is deeply rooted in the local community and charity organizations – I started asking around and everyone had nothing but great things to say about him. He has solved all of our financial problems, and we now have a great plan. He works very closely with my CPA to keep us financially on track and is really good with explaining what I am investing in and what amount of risk I am taking. There is no one else I would trust with my money. We Highly recommend Daniel for all your financial advisor needs.
5 /5

9.Edward Jones - Financial Advisor: Charles E Norris, CFP®|AAMS®

Address: 719 E 2nd Ave, Rome, GA 30161

(2) user ratings total:

Savannah Winn Charles stays up to date on my account, always advising me honestly and transparently. I trust my money with EJ!
5 /5

10.Country Financial - Cody Crumley Agency

Address: 1607 Martha Berry Blvd NE Ste A, Rome, GA 30165

(17) user ratings total:

Andrew Firestone Cody did a great job helping me get my property covered! I highly recommend.
5 /5

11.COUNTRY Financial Insurance - Branden Roberts

Address: 700 E 2nd Ave Suite E, Rome, GA 30161

(16) user ratings total:

Alan Kachur COUNTRY Financial is an amazing company. Very prompt and helpful. I have been with Country for years and it has been a great experience. They care about my needs and are always fast to help in any situation. I recently worked with Tammy for a policy review for my car and home and she is amazing! She doesnt just talk to you, she listens, which is rare in this day and time. Shes genuine in finding out what you have and need and is fast in responding. I highly recommend Country for all your insurance needs!
5 /5

12.Edward Jones - Financial Advisor: Buster Young, AAMS®

Address: 5 Widgeon Way, Rome, GA 30165

(1) user ratings total:

Perry Lamb Pay attention and learn. Buster does his homework and provides, in my opinion, great advice.
5 /5

13.Peoples Financial Corporation of Rome

Address: 1013 Shorter Ave, Rome, GA 30165

14.Coosa Financial Planning

Address: 901 N Broad St Ste 420, Rome, GA 30161

15.The Avenue Wealth Management Group

Address: 304 E 2nd Ave Suite B, Rome, GA 30161