GA · Claxton

Fiduciary advisors in Claxton, GA

2 advisors with offices in Claxton. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Claxton

Deloach Odell and Associates - New York Life

Claxton, Georgia

Insurance-Based

Deloach, Odell & Associates is a New York Life insurance agency based in Claxton, Georgia, operating since 1952. The firm serves individuals, families, and businesses across the Southeast, offering insurance and financial planning services through a team that includes principals with credentials such as Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. Team members have achieved recognition through the Million Dollar Round Table and maintain active involvement in their local communities.

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Kevin S. Odell, Financial Advisor - Deloach Odell & Associates, LLC

Claxton, Georgia

Retirement Planning Investment Management

Deloach Odell & Associates, LLC in Claxton, Georgia provides financial planning services with expertise in retirement planning and investment management. The firm is led by Kevin S. Odell, a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) who has worked in financial services since 1985, along with additional financial professionals including T. Charlton Rogers, Todd Allan Bridges, and Scott DeLoach Odell. The team works with individuals, families, and businesses to assess their financial needs and goals, drawing on affiliations with New York Life Insurance Company and Eagle Strategies.

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Financial advisors in Claxton, Georgia

Advisors serving Claxton specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Georgia's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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