Benefits of tax planning in Georgia
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Prudential| Don Smith | Life Insurance & Annuities
● OpenPrudential | Don Smith | Life Insurance & Annuities is a reputable finance and insurance agency located at 3343 Peachtree Road in Atlanta, Georgia, United States. With a strong commitment to providing quality insurance products and financial services, our institution is dedicated to helping individuals and families secure their financial futures. Our experienced team, led by Don Smith, offers a range of life insurance and annuity options tailored to meet the unique needs of our clients. Trust Prudential | Don Smith | Life Insurance & Annuities to provide you with the peace of mind and security you deserve.
3343 Peachtree Rd, Atlanta, GA 30326, United States -
Prudential|Weldon Coleman|Life Insurance & Annuities
● OpenPrudential|Weldon Coleman|Life Insurance & Annuities is a reputable finance and insurance agency located at 3343 Peachtree Road Northeast in Atlanta, Georgia, United States. With a strong focus on providing comprehensive life insurance and annuity products, they offer tailored solutions to help individuals and families secure their financial future. Their team of experienced professionals is dedicated to helping clients navigate the complexities of insurance and financial planning, ensuring peace of mind and financial stability for the long term.
3343 Peachtree Rd NE Suite 700, Atlanta, GA 30326, 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 -
Moore & Associates Wealth Management is now Artisan Financial Strategies
● OpenMoore & Associates Wealth Management has now rebranded as Artisan Financial Strategies, located at 1125 Cambridge Square in Alpharetta, Georgia, United States. Specializing in finance, the institution is committed to providing professional advisors with objective and collaborative financial consulting services. With a focus on creating comprehensive financial plans tailored to individual needs, Artisan Financial Strategies is trusted by many Atlanta professionals for their expertise and commitment. Agents Meredith Moore and Adam Tolliver are licensed to sell insurance through New York Life Insurance Company and offer securities products and services through NYLIFE Securities LLC. Additionally, Meredith Moore is registered as an investment adviser representative under Eagle Strategies LLC, providing advisory services in multiple states. It is important to note that neither Artisan Financial Strategies LLC, Eagle Strategies LLC, nor NYLIFE Securities LLC offer tax, legal, or accounting advice. Residents of Georgia, Florida, New York, and South Carolina can benefit from the financial planning and oversight services offered by Artisan Financial Strategies.
1125 Cambridge Square C, Alpharetta, GA 30009, United States -
Elwood & Goetz Wealth Advisory Group
● ClosedElwood & Goetz Wealth Advisory Group is a top-tier finance institution located in Atlanta, Georgia, United States. Our team of independent and fee-only financial advisors is dedicated to providing comprehensive financial advice and personalized service to help you protect, grow, and enjoy your wealth. We are committed to acting in your best interest 100% of the time, as we believe in the importance of our fiduciary duty. With offices in Atlanta, Athens, Charleston, and Naples, Elwood & Goetz is known for being one of the most highly educated, experienced, and trusted wealth management firms in the country. Our team of financial advisors holds prestigious credentials in the profession and continually strives to learn for the benefit of our clients.
490 Brasfield Square SE, Atlanta, GA 30316, United States -
Cetera Investors
● OpenCetera 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 -
Argent Trust Company
● OpenArgent Trust Company, located at 1425 Dunwoody Village Parkway in Dunwoody, Georgia, is a leading independent client asset services firm specializing in trust administration, estate planning, investment management, and other fiduciary services. As the flagship subsidiary of Argent Financial Group, Argent Trust has been helping individuals, families, businesses, and institutions safeguard their wealth and ensure their legacy for over 30 years. Operating under a Tennessee-domiciled trust charter, clients benefit from Tennessee's advantageous trust laws, making it a friendly state for trusts due to favorable tax laws and asset protection legislation. With a focus on professional trust management, wealth management, investment management, employee stock ownership plans, retirement plan administration, and more, Argent Trust serves clients across its corporate footprint with various office locations throughout the United States. The institution offers a range of services including governmental services, philanthropic services, and funeral and cemetery trust services. With a team of experienced professionals and a commitment to personalized service, Argent Trust Company is dedicated to helping clients achieve their financial goals and secure their future. Contact an Argent professional today by completing the form on their website to begin a discussion about your financial needs.
1425 Dunwoody Village Pkwy, Dunwoody, GA 30338, United States -
One Source Advisory Services LLC
● OpenOne Source Advisory Services LLC is a leading finance institution located at 260 Peachtree Street in Atlanta, Georgia, United States. Our team of experienced financial advisors provides comprehensive financial planning and investment management services to help individuals and businesses achieve their financial goals. With a focus on personalized solutions and exceptional customer service, we are dedicated to helping our clients build and protect their wealth for the long term. Contact us today to learn more about how we can help you secure your financial future.
260 Peachtree St #2200, Atlanta, GA 30303, United States -
Baldschun, Windham and Jones - Northwestern Mutual
● OpenBaldschun, Windham and Jones - Northwestern Mutual is a trusted finance and insurance agency located at 3920 Arkwright Road in Macon, Georgia. With a strong focus on helping individuals and businesses secure their financial futures, the institution offers a wide range of services including investment planning, retirement planning, life insurance, and more. The experienced team at Baldschun, Windham and Jones is dedicated to providing personalized and comprehensive financial solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, protect your assets, or plan for the future, this institution is committed to helping you achieve your financial goals.
3920 Arkwright Rd #100, Macon, GA 31210, United States -
Draffin Tucker
● OpenDraffin Tucker is an accounting and finance institution located at 2617 Gillionville Road in Albany, Georgia, United States. Businesses of all sizes can benefit from the wide range of services offered by our experienced professionals. Whether you are just starting out or looking to expand, our team is here to assist you every step of the way. From tax preparation to financial planning, Draffin Tucker is dedicated to helping businesses operate at their best.
2617 Gillionville Rd, Albany, GA 31707, United States -
Harper Financial Group
● OpenHarper Financial Group is a leading accounting and finance institution located at 127 Central Avenue in Tifton, Georgia, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax planning, investment management, retirement planning, and more. At Harper Financial Group, we are committed to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.
127 Central Ave, Tifton, GA 31794, United States -
Independent Retirement Professionals, Inc.
● ClosedIndependent Retirement Professionals, Inc. is a finance and insurance agency located at 102 North Hutchinson Avenue in Adel, Georgia, United States. Like a skilled quarterback, we provide the guidance and leadership necessary to help you achieve your financial goals. Our team will work with you to create a personalized playbook strategy to address every aspect of your financial life. We believe in building strong relationships with our clients and getting to know their history in order to plan for their future. Our multi-disciplinary firm is designed to meet your specific needs effectively. We work alongside you to reach your goals and create a custom-made plan tailored to you and your family. We offer a wide range of financial services, forming strategic alliances to ensure you have access to everything you need under one roof.
102 N Hutchinson Ave, Adel, GA 31620, United States -
Moore Colson CPAs and Advisors
● OpenMoore Colson CPAs and Advisors is a renowned accounting and finance institution located at 600 Galleria Parkway Southeast in Atlanta, Georgia, United States. Partner Christopher D. Fagan recently discussed the foundational work needed when selling a business in an Expert Insights interview. The institution values giving back to the community that contributes to its success. With a focus on putting people first, Moore Colson offers fast-track growth opportunities and a unique culture for its award-winning team. As one of the largest accounting and advisory firms in the U.S., Moore Colson is the preferred business advisor for companies seeking financial and strategic guidance. Since 1981, both family-owned businesses and Fortune 500 corporations have trusted the firm with their accounting and consulting needs. Unlike most firms, Moore Colson operates on a true partnership model, ensuring every client has access to a team of experts. Based in Atlanta, Moore Colson is nationally recognized and has the experience and personal touch to shape the future and foster growth for companies.
600 Galleria Pkwy SE #600, Atlanta, GA 30339, United States -
TaxPro Software Solutions
● OpenTaxPro Software Solutions is a leading institution located at 6163 Reynolds Road in Morrow, Georgia, United States. Specializing in accounting and finance, we are dedicated to helping individuals start their own tax businesses with ease. Our institution offers comprehensive training packages to aspiring tax professionals, equipping them with the knowledge and tools needed to succeed in the industry. At TaxPro Software Solutions, we provide in-depth and personalized tax software training, allowing individuals to gain industry knowledge and continuing education credits at their own pace. Our proven business practices and strategies have helped hundreds of tax professionals take their businesses to the next level.
6163 Reynolds Rd, Morrow, GA 30260, United States -
Aprio
● OpenAprio, located at 2002 Summit Boulevard Northeast in Atlanta, Georgia, is a premier full-service business advisory and accounting firm. The global headquarters of Aprio LLP, the institution offers a wide range of services including advisory, assurance, tax, cloud accounting solutions, and private client services. The team at Aprio works collaboratively across different practices to provide the best thinking and personal commitment to each client. If you are in search of an Atlanta CPA and advisory firm, Aprio is the place to go. Named a Top Workplace by the Atlanta Journal Constitution, Aprio is known for its reputation as a leading CPA firm both in the United States and internationally. The firm serves a variety of industries including Dental, Healthcare, Manufacturing and Distribution, Nonprofit and Education, Professional Services, Real Estate and Construction, Restaurant, Franchise, and Hospitality, and Technology and Blockchain.
2002 Summit Blvd NE Suite 120, Atlanta, GA 30319, United States -
BluePrint Private Wealth Management
● OpenBluePrint Private Wealth Management is a finance institution located at 292 South Main Street, Alpharetta, Georgia, United States. We specialize in creating tailored financial blueprints designed for your life, empowering families and individuals with intentional financial plans, retirement plans, and investment strategies. Our comprehensive financial planning services cover personal finance, college savings, estate planning, and ongoing retirement planning for professionals throughout life. We provide niche expertise on federal employee benefits and are located in Atlanta, Georgia, serving the North Fulton area. At BluePrint Private Wealth Management, we believe that having a blueprint for your finances makes it easier to plan for and invest in the things you care about. We strive to simplify complicated ideas and limit information overload so that you can make purposeful financial decisions. Our actionable plans seek to organize your finances while reflecting your ambitions and ideals. We listen to your ideal financial future and current circumstances, then create choices and solutions that align with your vision. We make adjustments to your plan as your life and finances evolve.
292 S Main St #300, Alpharetta, GA 30009, United States -
True Square Financial
● OpenTrue Square Financial is an independent, fee-only financial planning firm located in Atlanta, Georgia. As a registered investment adviser and fiduciary, we prioritize our clients' interests above all else. Our services cater to individuals and families seeking customized advice and support tailored to their unique financial needs. Whether you're looking to delegate investment management or simply need guidance on complex financial matters, True Square Financial is here to help. With no asset minimums for client relationships, our core financial planning and investment management services are offered for a flat monthly fee. Atlanta homeowners facing property tax assessment increases can also benefit from our expertise in appealing the county's assessment. If you have a high-risk, high-reward career, traditional model portfolios may not be suitable for your financial goals. At True Square Financial, we uphold the fiduciary standard in all aspects of our work, ensuring transparent and trustworthy financial advice for our clients.
1355 Peachtree St NE STE 1150, Atlanta, GA 30309, United States -
Katherine Gross - Thrivent
● OpenKatherine Gross - Thrivent is a finance institution located at 4343 Shallowford Road, Marietta, Georgia, United States. Licensed in multiple states including AL, AZ, FL, GA, IN, KY, LA, MO, NC, OH, PA, TX, this institution is dedicated to helping individuals pursue their lifelong dreams while supporting causes they care about. With nearly 5 decades of combined financial guidance experience, the team at Katherine Gross - Thrivent is committed to putting the interests of their clients first and preparing them for a more secure financial future. As a member-owned fraternal benefit society, Thrivent operates without stockholders, ensuring that decisions are made with the best interests of its members in mind. The institution believes in viewing money as a tool to help individuals lead a life rich in meaning and gratitude. Thrivent offers comprehensive financial advice and guidance through its Financial Planning Framework, with the option for further planning engagement through Dedicated Planning Services for a fee.
4343 Shallowford Rd Suite 420, Marietta, GA 30062, United States -
Gregory Sinatra - Thrivent
● OpenGregory Sinatra - Thrivent is a finance institution located at 4343 Shallowford Road, Marietta, Georgia, United States. Gregory Sinatra is the Financial Advisor of The Avonlea Financial Group of Thrivent, licensed in multiple states including AL, FL, GA, IL, IN, LA, MO, OH, OR, PA, and TX. Avonlea Financial Group specializes in integrating biblical principles with financial planning, catering to clients who seek to align their financial strategies with their values and beliefs. With over five decades of experience, the group emphasizes stewardship and responsible financial management in accordance with biblical teachings. Clients interested in faith-based financial guidance can benefit from the group's focus on preparing for a generous future and making a positive impact on their community. Thrivent and its professionals do not provide legal, accounting, or tax advice, but offer services through their Financial Planning Framework and Dedicated Planning Services. Insurance products are issued by Thrivent, while securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit Thrivent.com for more information on their services and professional designations.
4343 Shallowford Rd Suite 420, Marietta, GA 30062, United States -
Ron Ostezan - Thrivent
● OpenRon Ostezan - Thrivent is a finance institution located at 1125 Sanctuary Parkway, Alpharetta, Georgia, United States. The institution focuses on launching teams of exceptional financial advisors in diverse communities, driven by a mission to bring financial clarity to families, churches, and faith-based non-profits. They are passionate about helping recent college graduates succeed in the financial services industry, with a focus on income, work/life balance, and impact on lives. If you are seeking a career with meaning and purpose, Thrivent offers a values-driven culture, competitive benefits, and great earning potential. The Market Director in Hotlanta has opportunities available and can be reached directly at (248) 214-8636.
1125 Sanctuary Pkwy, Alpharetta, GA 30009, United States -
Chase Bank - Private Client
● OpenChase Bank - Private Client, located at 1175 Bullsboro Drive, Newnan, Georgia, is a full-service institution offering a range of financial services including banking, ATM access, and finance solutions. With a focus on Business Banking, clients can benefit from expert guidance on cash flow management, credit solutions, and payroll services. Chase also provides online and mobile banking options, business credit cards, and payment acceptance solutions tailored for businesses. Investing through J.P. Morgan Wealth Management involves market risks, and there is no guarantee of achieving investment objectives. Annuities and insurance services are available through Chase Insurance Agency, Inc. and custody services are provided by JPMorgan Chase Bank, N.A. "Chase Private Client" offers a comprehensive banking and investment product and service offering, subject to approval. Deposit accounts are FDIC insured. Chase is a registered trademark of JPMorgan Chase Bank, N.A., a subsidiary of JPMorgan Chase & Co.
1175 Bullsboro Dr, Newnan, GA 30265, United States -
TransGlobal Holding Company 美國泛宇集團
● OpenTransGlobal Holding Company, located at 3237 Satellite Boulevard in Duluth, Georgia, is a finance, insurance, and real estate agency offering professional and complete All-In-One services for clients to enjoy. With over 30 years of experience in financial planning and management, TransGlobal aims to serve the Asian communities in the U.S. The institution provides a wide range of services, from life insurance and annuity to mortgage financing, real estate, asset management, health insurance, and Property & Casualty insurance. TransGlobal Holding Company successfully adopts one-stop shop management techniques to provide all-inclusive services to clients. The institution's affiliated companies consist of over 5,000 professional independent agents located across major U.S. cities. Founded in 1994, Transpacific Financial Inc., a subsidiary of TransGlobal, offers insurance and pension products targeting a variety of clients to help them establish more comprehensive and timely services.
3237 Satellite Blvd building 300, Suite 225, Duluth, GA 30096, United States -
CFS Wealth Management
● OpenCFS Wealth Management is a leading finance institution located at 122 North Madison Street in Thomasville, Georgia, United States. At CFS Wealth Management, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management services. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our experts are here to provide tailored solutions to meet your needs. Trust CFS Wealth Management to guide you towards a secure financial future.
122 N Madison St, Thomasville, GA 31792, United States -
Robins Eskew Smith & Jordan
● ClosedRobins Eskew Smith & Jordan is a leading accounting and finance institution located at 132 Old Norton Road in Fayetteville, Georgia, United States. Business owners and nonprofits rely on RESJ for accurate financial information through a range of services including financial statement assurance, benefit plan audits, SOC reporting, and tax planning. With nearly four decades of experience, our team of CPAs and business advisors prioritize integrity and innovation to meet the unique needs of our clients. We offer comprehensive accounting, audit, and tax services for individuals and privately held companies in the greater metro-Atlanta area. Our goal is to help businesses grow and thrive at every stage of their lifecycle. If you are a talented professional looking to join a firm that values integrity and success, we invite you to explore career opportunities at RESJ.
132 Old Norton Rd Suite 102, Fayetteville, GA 30215, United States -
LEK Partners
● OpenLEK Partners is a well-established accounting and finance institution located at 3483 Satellite Boulevard in Duluth, Georgia, United States. Founded in 2016, LEK Partners has quickly become one of the leading firms in the area, offering full-service accounting services to businesses of all sizes. At LEK Partners, we believe in providing professional, personalized services to our clients, ensuring that each client receives close personal and professional attention from our dedicated staff. Our team of experts is committed to staying up-to-date with the latest financial knowledge and regulations, going above and beyond state licensing requirements to provide the best possible service to our clients.
3483 Satellite Blvd Ste 215S, Duluth, GA 30096, United States -
TaxShield Service
● OpenTaxShield Service is a trusted institution located at 1395 Southlake Parkway in Morrow, Georgia, United States. Specializing in accounting and finance services, TaxShield Service is dedicated to helping individuals and businesses navigate the complex world of taxes and financial planning. With a team of experienced professionals, TaxShield Service provides personalized solutions to ensure clients receive the maximum tax benefits and financial security. Trust TaxShield Service to shield you from tax complications and provide expert financial guidance.
1395 Southlake Pkwy, Morrow, GA 30260, United States -
Sovereign Trusts
● OpenSovereign Trusts is a leading finance institution located at 5 Concourse Parkway in Atlanta, Georgia, United States. We specialize in providing expert financial services and solutions to help our clients achieve their financial goals and secure their future. With a team of experienced professionals, we offer a range of trust and wealth management services to individuals, families, and businesses. At Sovereign Trusts, we are committed to excellence and integrity in everything we do, ensuring that our clients receive the highest level of service and support. Contact us today to learn more about how we can help you plan for a secure financial future.
5 Concourse Pkwy Suite 3000, Atlanta, GA 30328, United States -
Budget Truck Rental
● OpenWelcome to Budget Truck Rental in Carrollton, Georgia, your go-to destination for affordable and reliable truck rental services. Conveniently located at 173 Kilgore Road, we are committed to providing our customers with the most cost-effective solutions for all their moving and transportation needs. Special Offers:
173 Kilgore Road, Carrollton, Georgia 30116, United States -
Budget Truck Rental
● OpenWelcome to Budget Truck Rental, your go-to destination for affordable and reliable truck rental services in Hinesville, Georgia. Conveniently located at 750 West Oglethorpe Highway, we proudly serve the local community and surrounding areas with a variety of truck rental options to meet all your moving and transportation needs. At Budget Truck Rental, we understand the importance of providing our customers with high-quality vehicles and exceptional service. Whether you're moving to a new home, transporting goods for your business, or need a truck for any other purpose, we have a wide selection of trucks and towing equipment to choose from. Our fleet is well-maintained and inspected to ensure your safety and satisfaction.
750 West Oglethorpe Highway, Hinesville, Georgia 31313, United States -
Northshore by Maronda Homes
● OpenWelcome to Northshore by Maronda Homes, Camden County's premier waterfront community located at 113 Starboard Court, Kingsland, Georgia. As a leading general contractor and real estate agency, we are proud to offer a unique blend of natural beauty and modern convenience. Spanning over 750 acres of pristine land with 4,000 feet of frontage along the picturesque St. Mary’s River, Northshore is the perfect escape for those seeking tranquility without compromising accessibility. Our master-planned community features newly constructed, single-family homes designed to cater to a variety of lifestyles. With easy access to I-95 via Hwy 40, Northshore provides unparalleled connectivity to local shopping centers and major regional attractions. Residents can enjoy a quick drive to historic downtown St. Mary’s, the Jacksonville airport, and downtown Jacksonville, making it an ideal location for both work and leisure.
113 Starboard Court, Kingsland, Georgia 31548, United States
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