Investment Planning Advisors
327 Dahlonega Street, Cumming, GA 30040
Hours open
Monday:
8:30 AM - 5:30 PM
Tuesday:
8:30 AM - 5:30 PM
Wednesday:
8:30 AM - 5:30 PM
Thursday:
8:30 AM - 5:30 PM
Friday:
8:30 AM - 5:30 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Investment Planning Advisors, located at 327 Dahlonega Street in Cumming, Georgia, is a finance institution that offers financial planning and investment management services with a focus on clarity, confidence, and accountability. They do not offer commissionable or proprietary products, annuities, referral fees, or third-party selling agreements. Their approach to financial planning is based on Dave Ramsey's principles and education, specializing in retirement, debt elimination, and legacy planning.
As an Endorsed Local Provider and SmartVestor Pro for over 20 years, Investment Planning Advisors is committed to serving clients in North Georgia. Their team values compassion, integrity, independence, and commitment in their work, building long-term relationships with their clients. Registered as an Investment Advisor with the State of Georgia, they are subject to regulatory oversight.
Investment Planning Advisors provides transparent and understandable information on financial advisor compensation, helping clients achieve their financial goals. They offer a courtesy disclaimer regarding the completeness and accuracy of information provided on third-party websites linked from their site. Clients can trust Investment Planning Advisors to provide reliable and trustworthy financial guidance.
Reviews
"Ken is fabulous. He listens well and offers encouragement while being very thorough in his planning advice."
"I was referred to Ken thru my CPA and am I glad we moved over, he made a HUGE difference with our investments, and the annual meeting is always informative. I would HIGHLY recommend to anyone give them the opportunity you won't be disappointed."
"We have been using Investment Planning Advisors for close to 10 years. We don't remember exactly when we started but we have been very pleased with what they have done for us regarding our investments and we value their advise about our investments."
"I've been with Pat Paxton and his team now for 14 years. Although I have never been a big-ticket item for them, I have never felt that affected the way they treat me. They've been very responsive and attentive and proactive in the management of my portfolio. I believe that I have benefited from their expertise and am, consequently, much further along the path of meeting my goals than if I had gone it alone. I can call Pat himself and he will either answer right then or get back to me expeditiously. Wendy is always helpful in directing my inquiries. Andrew, my latest "handler", is always available to lend an ear and dispense wisdom! I appreciate them all and would highly recommend IPA."
"I have been a client of IPA for about 6 years and could not be more pleased with their service. They are not just focused on returns, they want to help you achieve all of your financial goals. Working with Ken has helped me learn/understand how to one day become financially independent. He helps me keep my emotions under control during those market downturns and to focus on the long term goal. They continue to earn my business and have referred them to many family/friends."
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