TOP 10 Asset allocation in Atlanta, GA
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Tarver Asset Management Group of Raymond James
● OpenTarver Asset Management Group of Raymond James is a leading financial institution located in Atlanta, Georgia. Our team of experienced professionals is dedicated to providing personalized investment solutions and financial planning services to help our clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, we strive to deliver exceptional service and expertise to our clients. Visit us at 1100 Abernathy Road Northeast to learn more about how we can help you navigate the complexities of the financial world and secure your financial future.
1100 Abernathy Rd NE Building 500 - Ste 1850, Atlanta, GA 30328, United States -
Advisory Services Network
● ClosedAdvisory Services Network (ASNTM) is a finance institution located in Atlanta, Georgia, United States. Founded on the principle of helping small to mid-sized advisors achieve successful independence, ASNTM offers a premier platform with best-in-class service at a competitive price. Transitioning to ASNTM's all-inclusive platform provides access to top technologies and services, relieving operational and administrative burdens so advisors can focus on serving clients and growing their practice. With access to institutional pricing and strong partner relationships, ASNTM offers cost-effective solutions to support business growth. The institution prioritizes independence and portability for advisors, clients, data, and brand. In addition to comprehensive services and technologies, ASNTM provides ongoing support, service, and training to help businesses thrive. Contact ASNTM at 6600 Peachtree Dunwoody Rd., Embassy Row 600, Suite 575 Atlanta, GA 30328, phone: (877) 352-0449, fax: (770) 352-0038.
6600 Peachtree Dunwoody Road, Embassy Row 600, Suite 575, Atlanta, GA 30328, United States -
William Grubbs - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedWilliam Grubbs - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 8300 Dunwoody Place in Atlanta, Georgia, United States. William Grubbs holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate William Grubbs' expertise in various aspects of wealth management, financial planning, and estate planning. Additionally, William Grubbs is a Certified Military Financial Advisor® (CFMA®) and is trained to serve veterans, active duty, Reserve, National Guard, and their families. With a commitment to ethical practices and continuous education, William Grubbs is dedicated to providing comprehensive and personalized financial advice to clients.
8300 Dunwoody Pl Ste 120, Atlanta, GA 30350, United States -
Merrill Lynch Financial Advisor Vijay L Patel
● ClosedMerrill Lynch Financial Advisor Vijay L Patel is a renowned finance institution located at 300 Galleria Parkway Southeast, Atlanta, Georgia, United States. With over 15 years of experience in Boston, Frankfurt, and Atlanta, Vijay Patel advises a diverse clientele of affluent individuals, businesses, and institutions in all areas of wealth management. His services include customized asset allocation, education planning, estate and trust planning services, retirement planning, and securities-based lending for individuals, families, businesses, and nonprofit institutions. Vijay Patel follows the deep-seated Merrill tradition of community involvement and volunteering. He believes in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Through Merrill Personal Wealth Analysis™, Vijay Patel helps clients build and document personalized financial plans centered on their goals and aspirations.
300 Galleria Pkwy SE, Atlanta, GA 30339, United States -
Century Wealth Consulting Group - UBS Financial Services Inc.
● OpenCentury Wealth Consulting Group - UBS Financial Services Inc. is a leading financial institution located in Atlanta, Georgia. With a team of dedicated professionals, they provide comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investment portfolio, plan for retirement, or protect your assets, Century Wealth Consulting Group has the expertise and resources to guide you every step of the way. Their commitment to excellence and personalized approach sets them apart in the world of finance. Visit their office at 3560 Lenox Road Northeast to learn more about how they can help you secure your financial future.
3560 Lenox Rd NE 28th Floor, Atlanta, GA 30326, United States -
Merrill Lynch Financial Advisor Jeremy S. Fare
● ClosedMerrill Lynch Financial Advisor Jeremy S. Fare is a finance institution located at 300 Galleria Parkway Southeast, Atlanta, Georgia, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states, the District of Columbia, and several US territories, the institution is dedicated to helping clients achieve their desired lifestyles. It is important to note that investing involves risk, and there is always the potential of losing money when investing in securities. Asset allocation, diversification, and rebalancing do not guarantee a profit or protect against loss in declining markets. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, so it is recommended to consult with your legal and/or tax advisors before making any financial decisions.
300 Galleria Pkwy SE, Atlanta, GA 30339, United States -
Linea Private Wealth Management
● ClosedLinea Private Wealth Management is a finance institution located in Atlanta, Georgia, United States. Specializing in overseeing family wealth management needs, Linea offers personalized and evolving advice to help clients navigate their financial journey. The team at Linea excels at coordinating opportunities for a successful multi-generational plan, using the Linea Roadmap® process to consult and collaborate on strategies designed to protect assets, simplify finances, and foster family harmony. With a focus on lineage and linear progression, Linea aims to empower clients to travel the roads of opportunity that will benefit them and their loved ones most. Securities are offered through LPL Financial, with advisory services provided by IFG Advisory, LLC. Linea Private Wealth Management, Integrated Financial Group, and IFG Advisory, LLC are separate entities from LPL Financial. Residents of select states can discuss and transact securities business with the registered representatives associated with Linea Private Wealth Management.
300 Galleria Pkwy SE Suite 630, Atlanta, GA 30339, United States -
Cetera Investors
● ClosedCetera Investors is a finance institution located at 2300 Windy Ridge Parkway Southeast in Atlanta, Georgia, United States. With 43 fully staffed branch offices, Cetera Investors offers financial advisors the opportunity to have a strong local presence while maintaining ownership of their book and independence. The institution provides resources and best practices to help advisors identify areas with growth potential and attract new clients. They offer support in planning succession, marketing, advertising, and staying connected with clients. Cetera Investors also provides access to qualified client leads, asset allocation guidance, and ready-made portfolios.
2300 Windy Ridge Pkwy SE Suite 150-S, Atlanta, GA 30339, United States -
Letson Investment Management, Inc.
● ClosedLetson Investment Management, Inc. is an independent fee-only investment management firm located in Atlanta, Georgia. Our experienced asset investment advisors provide strategic wealth management services for individuals, corporations, trusts, estates, and retirement plans. We focus on quality investments, risk management, and diversification through tailored asset allocation to optimize security and growth for your future. As a privately held firm with no outside affiliations, we offer unbiased expertise and the highest level of service to our clients. With over 25 years of experience, our team of expert advisors at Letson Investment Management is dedicated to helping high net worth clients in Atlanta achieve their investment goals. Contact us today to learn more about our personalized investment solutions.
48 W Brookhaven Dr NE, Atlanta, GA 30319, United States -
Cerner Capital Management
● ClosedCerner Capital Management is a leading financial institution located at 2295 Parklake Drive Northeast in Atlanta, Georgia, United States. Specializing in accounting and finance services, Cerner Capital Management offers expert financial advice and management solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution is dedicated to providing personalized and tailored financial services to individuals and businesses. Whether you are looking for investment advice, tax planning, or financial analysis, Cerner Capital Management is committed to helping you navigate the complexities of the financial world with confidence and success.
2295 Parklake Dr NE #350, Atlanta, GA 30345, United States -
Benjamin F. Edwards
● Closedounded by Benjamin F. Edwards, the institution at 12600 Deerfield Parkway in Alpharetta, Georgia, offers a range of financial services. The team includes experienced professionals such as Roland de Liniere, Susan Lewis, Richard Cardin, James W. Garner, Monnye Furr, Jennifer Pierce, Dave Hajra, Kristen Govantes, and Tanner Smith. With a focus on trust, integrity, and mutual respect, the institution provides personalized financial advice to help clients reach their unique goals. Whether it's retirement planning, investment strategies, or asset allocation guidance, the team at Benjamin F. Edwards is dedicated to supporting clients' success. The institution is a dually-registered broker-dealer and investment adviser, and is a member of FINRA and SIPC. With a client-first approach, the team at Benjamin F. Edwards strives to provide valuable guidance and personalized investment advice to help clients achieve their financial objectives.
12600 Deerfield Pkwy Suite 180, Alpharetta, GA 30004, United States -
Merrill Lynch Financial Advisor Ryan Sutton Broome
● ClosedMerrill Lynch Financial Advisor Ryan Sutton Broome, located at 3455 Peachtree Road Northeast in Atlanta, Georgia, is a finance institution dedicated to understanding your values and helping you achieve your financial goals. Led by Ryan S. Broome, CFP®, the team offers personalized wealth management services, including asset allocation, retirement planning, education planning, and liability management. With a focus on individualized attention and detailed service, Ryan and his team work closely with clients to develop customized financial strategies tailored to their specific needs. By utilizing Merrill's Wealth Management Process and drawing on the resources of the Chief Investment Office, the team at Merrill Lynch is committed to helping clients build and preserve their wealth for the future. Whether you're planning for retirement, saving for a major purchase, or passing on your wealth to future generations, Merrill Lynch Financial Advisor Ryan Sutton Broome can help you navigate the complexities of financial planning and investment management. Contact them today to start a conversation about your financial goals and priorities.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
Merrill Lynch Financial Advisor John W Sullivan
● ClosedMerrill Lynch Financial Advisor John W. Sullivan is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. John Sullivan, CFP® Vice President and Wealth Management Advisor, has been in the financial advisory field since 1995 and joined Merrill Lynch Wealth Management in 2008. He specializes in developing tailored strategies based on clients' risk tolerance, time horizon, liquidity needs, and overall investment goals. John works with high-net-worth individuals, their families, and businesses to help them achieve their short- and long-term financial objectives. John's wealth management approach is consultative, objective, and focused on excellence. He takes the time to listen to clients' financial situations, preferences, and goals, and offers recommendations for asset allocations designed to align with each client's income and growth expectations. He covers a wide range of opportunities, including investments, retirement planning, estate planning services, and philanthropy.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
Bob Heisterberg - Financial Advisor, Ameriprise Financial Services, LLC
● OpenBob Heisterberg is a financial advisor at Ameriprise Financial Services, LLC, located in Atlanta, Georgia. He specializes in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Bob works closely with clients to document their goals, regularly review progress, and adjust strategies as life changes. Clients can easily access their investments and accounts from any device, track progress towards goals, and securely share information with Bob. To learn more about how Bob can help with financial planning, clients can schedule a complimentary initial consultation. Bob Heisterberg is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Ameriprise Financial cannot guarantee future financial results. Clients can refer friends or family members for financial guidance, and Bob will reach out to them. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, adhering to strict privacy and security regulations.
2859 Paces Ferry Rd SE Ste 1160, Atlanta, GA 30339, United States -
Justin Penzell - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenJustin Penzell - Associate Financial Advisor, Ameriprise Financial Services, LLC, located at 2300 Windy Ridge Parkway Southeast, Atlanta, Georgia, United States, is a finance institution that offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. They provide regular reviews and updates to track progress and adjust strategies as needed. Clients can access their investments and accounts securely from any device. The institution also offers complimentary initial consultations to discuss financial planning concepts and potential strategies for a more confident financial future. Securities offered by Ameriprise Financial Services, LLC, are regulated by FINRA and SIPC. Justin Penzell is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. For more information, visit the Ameriprise Financial Services, LLC website.
2300 Windy Ridge Pkwy SE Ste R-65, Atlanta, GA 30339, United States -
Nick Ives - Financial Advisor, Ameriprise Financial Services, LLC
● OpenNick Ives - Financial Advisor at Ameriprise Financial Services, LLC is located at 3475 Lenox Road Northeast in Atlanta, Georgia. As the 2023 recipient of the Ameriprise Client Experience Award, Nick Ives offers personalized financial advice and investment recommendations tailored to individual goals and risk tolerance. With a focus on retirement planning, education funding, and asset allocation, Nick helps clients track their progress and adjust their approach as life changes. Clients can access their investments and accounts securely from any device and receive regular updates on their financial goals. To schedule a complimentary initial consultation or learn more about how Nick can help you achieve your financial goals, visit the Ameriprise Financial Services, LLC website. Securities are offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for a list of states where Nick Ives is registered to conduct securities business.
3475 Lenox Rd NE #600, Atlanta, GA 30326, United States -
Marc Gendell - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMarc Gendell, a Financial Advisor at Ameriprise Financial Services, LLC, located in Atlanta, Georgia, is dedicated to helping clients achieve their financial goals. As a recipient of the Ameriprise Ultimate Digital Excellence Award in 2023, Marc Gendell offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement planning, education funding, major purchases, and more, Marc Gendell works closely with clients to document their goals, track progress, and adjust strategies as life evolves. Clients can easily access their investments and accounts from any device, securely track their progress, and collaborate with Marc Gendell to plan for the future.
3353 Peachtree Rd NE Ste 920, Atlanta, GA 30326, United States -
Leslie Cook - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLeslie Cook - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2300 Henderson Mill Road in Atlanta, Georgia, United States. The institution offers a range of financial services and is staffed by professionals with various certifications and designations, such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications and designations demonstrate expertise in various aspects of financial planning and management, including asset allocation, investment strategies, retirement planning, estate planning, risk management, and more. The institution is committed to providing high-quality, ethical financial advice to individuals, retirees, small business owners, and high net worth clients.
2300 Henderson Mill Rd #130, Atlanta, GA 30345, United States -
Richard B Arno - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRichard B Arno, a financial advisor at Ameriprise Financial Services, LLC, located at 4151 Ashford Dunwoody Road in Atlanta, Georgia, offers personalized investment and portfolio recommendations based on individual goals and risk tolerance. By documenting goals, regularly reviewing progress, and adapting strategies as life changes, clients can track their financial progress securely from any device. Services include retirement planning, education funding, asset allocation, and insurance solutions to protect against the unexpected. With a focus on client relationships, Richard B Arno helps clients achieve their financial goals with confidence. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Contact Richard B Arno for a complimentary initial consultation to discuss your financial needs and goals.
4151 Ashford Dunwoody Rd Ste 225, Atlanta, GA 30319, United States -
Davis & McKinzey Wealth Management - Ameriprise Financial Services, LLC
● ClosedDavis & McKinzey Wealth Management - Ameriprise Financial Services, LLC, located at 1200 Abernathy Road Northeast in Atlanta, Georgia, is a finance institution that focuses on helping clients achieve their financial goals. With a personalized approach, they offer investment recommendations, asset allocation strategies, and portfolio management tailored to individual risk tolerance and objectives. Regular meetings are held to review progress, adjust strategies as needed, and track goal achievement. Clients have convenient access to their investments and accounts through any device, ensuring transparency and security. The institution also emphasizes the importance of preparing for unexpected events by providing insurance solutions for health, life, disability, income, and long-term care. Ameriprise financial advisors are registered to do business in specific U.S. states, and additional information can be found on FINRA's BrokerCheck website.
1200 Abernathy Rd NE Ste 1750, Atlanta, GA 30328, United States -
MacNeill Retirement Partners - Ameriprise Financial Services, LLC
● ClosedMacNeill Retirement Partners - Ameriprise Financial Services, LLC is a trusted finance institution located at 1200 Abernathy Road Northeast, Atlanta, Georgia, United States. As one of Investor's Business Daily's 2022 Most Trusted Wealth Managers, we prioritize our clients' goals and provide personalized investment, asset allocation, and portfolio recommendations based on individual needs and risk tolerance. Our team documents your goals, regularly reviews progress, and adjusts strategies as life changes. With secure online access, you can track your investments and accounts anytime, anywhere. Schedule a complimentary initial consultation to learn how we can help you achieve your financial goals. Ameriprise Financial is committed to providing personalized advice to help clients reach their financial goals. We are registered to do business in certain U.S. states and adhere to strict regulations to protect our clients' privacy and security. Contact us today to discuss what's most important to you and start planning for a secure financial future.
1200 Abernathy Rd NE Ste 1750, Atlanta, GA 30328, United States -
Merrill Lynch Financial Advisor Travis Wilson
● ClosedMerrill Lynch Financial Advisor Travis Wilson is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. With over 25 years of experience, the Global Corporate & Institutional Advisory Services (GCIAS) team including Farren, White, Perelle, Barnes, Wilson, Ansley, O'Hare offers personalized financial strategies to help clients pursue their long-term goals. Whether it's retirement planning, saving for a home, or funding education, the team at Merrill Lynch works one-on-one with clients to develop customized financial approaches. The advisors at Merrill Lynch have received recognition for their exemplary client service and are committed to building strong relationships based on trust and personalized service. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can feel confident in their financial decisions. The team at Merrill Lynch believes in helping clients achieve their goals by understanding their priorities and creating a financial approach that reflects their unique needs. Get personalized investment strategies and comprehensive financial solutions with Merrill Lynch Financial Advisor Travis Wilson.
3455 Peachtree Rd NE Suite 200-1100, Atlanta, GA 30326, United States -
Jennifer Hughes-Murdock - Registered Practice Associate, Ameriprise Financial Services, LLC
● OpenJennifer Hughes-Murdock is a Registered Practice Associate at Ameriprise Financial Services, LLC, located at 1200 Abernathy Road Northeast, Atlanta, Georgia, United States. Specializing in finance, Jennifer offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track financial goals. Clients can access their investments and accounts securely from any device. Jennifer is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Initial consultations provide an overview of financial planning concepts. Ameriprise Financial cannot guarantee future financial results. Clients can expect a positive and informative experience with a focus on achieving their financial goals.
1200 Abernathy Rd NE Ste 1750, Atlanta, GA 30328, United States -
Michael J. Taylor - Morgan Stanley
● OpenMichael J. Taylor - Morgan Stanley is a leading financial institution located at 3280 Peachtree Road Northeast in Atlanta, Georgia. As a branch of Morgan Stanley, it offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, Michael J. Taylor - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest in the market, this institution provides personalized solutions tailored to your individual needs. Visit Michael J. Taylor - Morgan Stanley today to learn more about how they can help you reach your financial objectives.
3280 Peachtree Rd NE Suite 1900, Atlanta, GA 30305, United States
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