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Savannah Wealth Group

4.9
(17 reviews)

Business Details

7393 Hodgson Memorial Drive, Savannah, GA
31406, United States
(912) 209-4759
https://www.savannahwealthgroup.com/

About

Financial PlanningFinancial PlannerFinancial Consultant
Looking for comprehensive financial planning in Savannah, GA? Our team at Savannah Wealth Group is dedicated to providing thorough financial planning and advice to help you achieve your financial goals. With our expertise in retirement planning, investment management, business valuations, and insurance services, including life and disability, we have the knowledge and experience to guide you through every aspect of your financial journey. We're here to create a personalized financial plan tailored to your unique needs and aspirations. Contact us today and let's start planning your financial future together!

Details

  • Requires appointmentAvailable

Location

Savannah Wealth Group
7393 Hodgson Memorial Drive, Savannah, GA
31406, United States

Hours

Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM
Friday8:00 AM - 5:00 PM
SaturdayClosed
SundayClosed

Products & Services

1 list · 6 items

Explore offerings from Savannah Wealth Group on 7393 Hodgson Memorial Drive in Savannah, with popular our services available at this location.

Our Services

6 items

Our Services

Comprehensive Financial Planning
Retirement Planning
Investment Management
Business Valuations
Life Insurance
Disability Insurance

Reviews

4.9
17 reviews
5 stars
16
4 stars
0
3 stars
1
2 stars
0
1 star
0
  • MT
    margaret titus
    Jan 30, 2026
    5.0
    As I approached retirement, it was clear to me that the interconnected decisions involved required knowledge and experience outside my own skills. The support, judgment and friendship of my account pros, Jim Winskie and Bryan Smith, at Savannah Wealth Group, profoundly reduced my stress and risk. My needs, like everyone’s, required consideration and merging of unique goals and resources. They balanced those variables, stayed faithfully present and became trusted friends in the process. I even joked that Bryan had become my noble “seeing eye dog” – calmly leading me forward through potential danger. I am now happily retired, with peace of mind knowing I have smart advocates who will walk with me through any changes or disruptions that present along the way. I recommend these fine professionals without reservation.
  • NT
    Nate Tosto
    Feb 10, 2025
    5.0
    Very trustworthy and knowledgeable group. I highly recommend Savannah Wealth Group for your financial planning and wealth management needs!
  • JB
    Johnsie Brannen
    May 28, 2024
    5.0
    Savannah Wealth Group always has our best interest in mind for retirement when making helpful suggestions for our financial needs. Jerry Spivey has been very easy to work with and is always accessible when I have had questions. He genuinely cares about his clients. I strongly recommend Savannah Wealth Group for your financial planning.
  • LS
    Leisa Smith
    Apr 22, 2024
    5.0
    Bryan's guidance is spot-on, and he genuinely cares about his clients' financial well-being. He's reliable, knowledgeable, and always goes the extra mile to ensure his clients are on the right track.
  • JK
    john king
    Oct 4, 2023
    5.0
    Robert Campbell is exceptional. He has been my advisor for 11 years and I value his expertise in all matters of finance!

Frequently Asked Questions About Savannah Wealth Group

What are your hours?

Our hours are Monday through Friday 8am to 5pm by appointment.

What are your accepted forms of payment?

We accept Visa, MasterCard, and American Express.

Brand Certified Facts from Savannah Wealth Group

This information is certified by Savannah Wealth Group and published from the brand's official system of record. Data is distributed through an enterprise-grade knowledge management platform. Learn more about our data sources
Certified July 05, 2026Yext Knowledge Graph
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