ButlerJeffrey
6400 Powers Ferry Road Northwest, Atlanta, GA 30339
Hours open
Monday:
9:00 AM - 4:00 PM
Tuesday:
9:00 AM - 4:00 PM
Wednesday:
9:00 AM - 4:00 PM
Thursday:
9:00 AM - 4:00 PM
Friday:
9:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
6400 Powers Ferry Rd NW # 374, Atlanta, GA 30339, United States
About the Business
ButlerJeffrey is an independent fiduciary finance institution located at 6400 Powers Ferry Road Northwest in Atlanta, Georgia, United States. Founded with the mission of prioritizing client interests, ButlerJeffrey offers top-notch advice and investment management free of conflicts of interest or unnecessary fees. With a focus on making solid financial decisions based on the science of investing, rather than Wall Street trends, ButlerJeffrey helps clients develop a plan to reach their financial goals securely and successfully.
The institution's comprehensive approach to financial planning encompasses more than just investment management, including retirement planning, risk management, insurance needs, estate planning, tax planning, charitable giving, and wealth preservation. ButlerJeffrey believes in disciplined investing and educates clients on market factors and their impact to help them navigate the complexities of managing a varied portfolio.
As an independently owned institution, ButlerJeffrey is dedicated to putting clients first and tailoring financial plans to meet their specific needs and goals. With a team of experienced advisors, including founding member Joe and partner Anna, ButlerJeffrey works to simplify clients' complex financial situations and provide long-term security. Whether clients are running businesses or building a family, ButlerJeffrey aims to educate, clarify financial options, and establish saving and investment targets to help clients achieve financial success.
Reviews
"I couldn’t be happier with Joe and Anna. Made a very clear plan for my financial future and have done an amazing job carrying that out thus far. Always available and very quick to respond to answer any questions I may have. I would highly recommend them to anyone looking for a solid financial advisor. Made it easy to make my future much brighter."
"I highly recommend Joe and the rest of the team at Butler Jeffrey. I trust them 100% to manage and achieve my financial goals. Joe takes the time to fully explain his approach and educates me along the way. He is proactive in his efforts to move with me as situations shift and evolve. I can’t say enough great things about Joe and his team!"
"Been with Joe for over a decade and we have enjoyed working with him. Joe worked with us extensively on the "soft" side of our financial plan so that we had a solid foundation when it came time to make decisions and allocations. To date we have never received a sales pitch on an index based annuity and his fee structure is simple and straightforward. We were looking for a simple, straightforward, and trustworthy advisor and feel that we have found it in Joe Black"
"I have been a client of ButlerJeffrey for over nine years. I am so pleased with this investment firm. Joe Black is such a good listener. After my husband passed away, I was lost and didn’t know what to do with the money that he left me. I met with Joe, and he saw my tears, felt my pain and listened to my concerns. We started this mutual financial journey together, and he has advised me step-by-step with what needed to be done. We have regular financial meetings and Joe updates me on my investments. He always asks how I am doing and did I have any concerns. Joe answers all my questions and never rushes me. I really appreciate his calmness and professionalism. I fully recommend this firm. Thanks for everything!"
"We are very happy with our financial manager, we received much attention, and we saw good results. It gives us peace of mind to have someone knowledgeable and trustworthy handle our retirement savings, and help us to have honest look at what our future financial goals and challenges are. We are very grateful for Joe’s help."
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