Phelps Financial Group 1300 Ridenour Boulevard, Kennesaw, GA 30152
About the Business
Phelps Financial Group, located at 1300 Ridenour Boulevard in Kennesaw, Georgia, is a finance institution dedicated to helping clients achieve a strong retirement strategy tailored to their individual needs and goals. Led by Dwain Phelps, who is committed to educating clients from all backgrounds on financial literacy, the team at Phelps Financial Group offers services such as retirement income strategies, wealth management, asset protection, and more. By utilizing a variety of investments and insurance products, they aim to help clients address their financial needs and concerns in order to live the retirement they've always wanted. Securities are offered through Arete Wealth Management, LLC, with investment advisory services provided by Arete Wealth Advisors, LLC. With a focus on personalized strategies and long-lasting relationships, Phelps Financial Group is here to help clients feel confident in their financial future.
Location & Phone number
1300 Ridenour Blvd Suite 100, Kennesaw, GA 30152, United States
Hours open
Monday:
09:00 - 16:30
Tuesday:
09:00 - 16:30
Wednesday:
09:00 - 16:30
Thursday:
09:00 - 16:30
Friday:
09:00 - 16:30
Saturday:
Closed
Sunday:
Closed
Reviews
"I met Mr. Phelps when I was in the early stage of deciding if I wanted to retire. After talking to him and getting a better understanding about my financial future and life after work, I was at ease and excited about retirement. Dwain is very knowledgeable and is always quick to respond to any questions or concerns that you may have. I highly recommend Dwain Phelps of the Phelps Financial Group."
"I will be forever grateful to Dwain Phelps for assisting me during my retirement. Dwain patiently guided me through the process while making sure that I understood it all. As a recent widow, my initial level of comfort with making life changing decisions was questionable. Dwain helped to ease my anxiety by being open and honest with me. Because of him, I can now look after my elderly parent and feel secure with the decisions I made for the future. This future will include the Phelps Financial group in all major financial decisions."
"As we prepared to transition into retirement a year and a half ago, Dwain Phelps of Phelps Financial Group was highly recommended to us. He took time to get to know us personally and continues to do so. He is attentive to our financial needs and responsive to any questions we may have. It has been a pleasure having Dwain as our financial advisor. We would highly recommend him."
"I love working with Mr Phelps, he is very attentive to my needs. He makes sure I understand everything pertaining to my financial needs. He's been with me from the beginning of my transition of retirement at the age of 45. When others said it was too early he made me see that it was definitely possible and now I'm living my best life at the age of 48. He is now working with my daughter to assist her with her financial needs. He consistently stays in contact to ensure everything is going well not just professionally but personally as well. I would recommend Mr. Phelps for all your financial needs,"
"The Phelps financial group has been very beneficial and knowledgeable with my retirement funds. Their Investment knowledge of the market, their financial planning, and suggested funding placement, has help me to increase my retirement funding significantly. I am grateful to have Dwain as my agent and The Phelps Financial Team on my side."
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