TOP 30 Brokerage services in Alpharetta, Georgia

Richard Jones Jr: Primerica - Financial Services is a finance and insurance agency located at 12600 Deerfield Parkway in Alpharetta, Georgia, United States. With a focus on providing top-notch financial services to individuals and families, this institution is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced team at Richard Jones Jr: Primerica is here to assist you every step of the way. Trustworthy, reliable, and committed to excellence, this institution is a one-stop shop for all your financial needs.

Decisely Insurance Services, LLC, located at 10800 Alpharetta Highway in Roswell, Georgia, is an insurance agency offering affordable healthcare solutions with best-in-class benefits for employees and their families. The institution helps businesses grow their teams with like-minded individuals who share their vision, goals, and mission. Decisely provides essential support and materials for compliance and business safeguarding, along with HR tools integrated into an intuitive platform. Custom solutions are designed to meet the specific needs of businesses and team members, ensuring no employee is left behind. Decisely focuses on keeping health plan rates down while increasing benefits, leading to employee loyalty. The institution offers health care plans to members with a promise of higher quality and lower costs. Decisely has selected Vericred to power fast, scalable digital enrollment and member management ahead of open enrollment. As a benefits brokerage and HR services firm, Decisely specializes in integrated technology solutions for small businesses, providing healthcare benefits, recruiting, HR admin, compliance, payroll, and retirement all on one easy-to-use platform. Supported by licensed benefit brokers and industry professionals, Decisely is dedicated to helping businesses thrive and succeed.

Aetna Authorized Agent/Alpharetta Benefits Advisors is a health insurance agency located at 11675 Century Drive in Alpharetta, Georgia, United States. Our team of agents is dedicated to providing outstanding assistance with enrollment and finding the most affordable and reliable health insurance plans for families, individuals, and groups. Located in the vibrant city of Alpharetta, Georgia, our agency is in a great location with excellent schools, diverse job opportunities, numerous recreational activities, and a strong sense of community. Our agents are available to help navigate the sometimes tricky world of health insurance, ensuring that you have all the information you need to make the best decisions for your health and well-being.

Blue Cross Blue Shield Authorized Agent/Alpharetta Health Plans is a trusted health insurance agency located at 11675 Century Drive in Alpharetta, Georgia, United States. Our team of agents is dedicated to providing outstanding assistance and guidance with enrollment, ensuring that our clients find the most affordable and reliable health insurance plans. Located in the charming city of Alpharetta, known for its beautiful parks, top-notch schools, and thriving business community, our agency serves individuals, families, and groups looking for comprehensive health insurance coverage. Our agents are knowledgeable, kind, and always available to answer any questions and provide assistance throughout the enrollment process.

Brokerage Consulting Group is a leading financial institution located at 1450 Stethem Ferry Road in Alpharetta, Georgia, United States. With a team of experienced professionals, they provide expert advice and consultation services in the field of brokerage and investment. Whether you are a seasoned investor or just starting out, Brokerage Consulting Group can help you navigate the complex world of finance and make informed decisions to grow your wealth. Their personalized approach and commitment to excellence set them apart as a trusted partner in achieving your financial goals.

Mark Kantor - Financial Advisor at Ameriprise Financial Services, LLC is located at 11175 Cicero Drive, Alpharetta, Georgia, United States. Mark Kantor provides personalized financial advice, investment recommendations, and solutions to help clients achieve their financial goals and adjust to life's changes. With a focus on tracking progress, Mark can assist in saving for major purchases or meeting daily needs. Background and qualification information can be found on FINRA's BrokerCheck website. The institution offers a Client Relationship Summary Disclosure. Mark Kantor also offers insights on stock market trends and retirement planning, addressing common concerns such as income sustainability, market volatility, and inflation. Clients can explore retirement challenges through the Retirement InteractiveSM tool. Those interested in a complimentary initial consultation for financial planning can take the first step towards a more secure financial future. Investment products and services are available through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Mark Kantor is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. The institution emphasizes privacy and security through its website rules and regulations, as well as protection against email fraud. Referrals are welcomed, with assurance that Mark will reach out to help friends and family achieve their financial goals.

Michael Silver is a financial advisor at Ameriprise Financial Services, LLC, located at 11175 Cicero Drive in Alpharetta, Georgia, United States. With a focus on individual goals and risk tolerance, Michael provides investment recommendations and portfolio analysis to help clients reach their financial objectives. Regular meetings and updates ensure that strategies are adjusted as life changes. Clients can access their accounts and track progress towards their goals securely from any device. Ameriprise Financial has been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers. To learn more about how Michael can assist with retirement planning, education savings, or other financial goals, schedule a complimentary initial consultation. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Please refer to FINRA's BrokerCheck website for more information on Michael's registration in your state. Let's work together to achieve your financial goals.

Fleming Fleet Brokerage LLC is a leading brokerage firm based in Alpharetta, Georgia. Our team of experienced professionals specializes in providing top-notch fleet management services to businesses of all sizes. Located at 2400 Old Milton Parkway, our convenient location allows us to serve clients not only in Georgia but throughout the United States. With a commitment to excellence and a dedication to customer satisfaction, Fleming Fleet Brokerage LLC is your trusted partner for all your fleet management needs. Contact us today to learn more about how we can help optimize your fleet operations and save you time and money.

Nolan Transportation Group (NTG) in Alpharetta is a leading logistics company located at 1735 Founders Parkway in Alpharetta, Georgia. As a trusted provider of transportation solutions, NTG offers a wide range of services including freight brokerage, supply chain management, and logistics consulting. With a commitment to excellence and customer satisfaction, NTG strives to deliver efficient and cost-effective transportation solutions for businesses of all sizes. Contact NTG in Alpharetta today to learn more about how they can help streamline your logistics operations.

E*TRADE Financial is a leading financial institution located at 1650 Union Hill Road in Alpharetta, Georgia, United States. Specializing in finance, E*TRADE offers a wide range of services including online trading, investment management, and retirement planning. With a strong reputation for innovation and customer service, E*TRADE is a trusted partner for individuals and businesses looking to achieve their financial goals. Visit us today to learn more about how we can help you secure your financial future.

Buckhead Prime Insurance Group is a leading insurance agency located at 182 Prospect Place in Alpharetta, Georgia. Our team of experienced professionals is dedicated to providing top-notch insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have you covered. Trust Buckhead Prime Insurance Group to protect what matters most to you. Contact us today to learn more about our comprehensive insurance options.

Truist is a financial institution located at 4105 Old Milton Parkway in Alpharetta, Georgia, offering a range of services including banking, loans, insurance, and investment management. Customers can check if they are pre-qualified for a Truist credit card or find the right loan for their needs. Banking products and services, as well as trust and investment management services, are provided by Truist Bank and its affiliates. Securities, brokerage accounts, and insurance products are offered by Truist Investment Services, Inc. and P.J. Robb Variable, LLC. Mortgage products and services are also available through Truist Bank. Truist emphasizes the importance of consulting a tax or legal professional before making any financial decisions. The institution offers resources for consumers with Limited English Proficiency, including translation services. Customers can access information on debt collection terms in multiple languages online. Truist is committed to providing transparent and accessible financial services to its diverse customer base.

LoKation Real Estate, located at 13010 Morris Road in Alpharetta, Georgia, is a leading institution in the finance, insurance, and real estate industries. With a strong focus on agent success and client satisfaction, LoKation has quickly risen to become the #6 independent brokerage in the RealTrends rankings. Equipped with cutting-edge tools and technology, LoKation fosters a collaborative environment to provide exceptional client service in residential, luxury, and commercial markets. In 2023, LoKation facilitated over $5 billion in transactions, showcasing its expertise and commitment to excellence. The institution also takes pride in its philanthropy initiatives through LoKation Cares, supporting the communities it serves.

Humana Health Insurance Authorized Agent is a health insurance agency located at 11675 Century Drive, Alpharetta, Georgia, United States. They offer customized individual/family, group, and Medicare plans nationwide. Their team includes a Certified Financial Planner and a Certified Public Accountant who provide free advice and quotes to ensure clients receive the best rates and benefits for their money. Please note that this website is operated by USA Health Plans, inc and is not the Health Insurance Marketplace website. The institution complies with all federal laws to protect the privacy and security of personally identifiable information. For a comprehensive view of Qualified Health Plan options in your state, visit the Health Insurance Marketplace website at HealthCare.gov.

AHG Insurance Professionals is a leading health insurance agency located at 1100 Cambridge Square in Alpharetta, Georgia, United States. Our team of experienced professionals is dedicated to helping individuals and families find the best insurance coverage to meet their healthcare needs. Whether you are looking for individual health insurance, Medicare supplements, or group health plans, we have the expertise to guide you through the process and find a plan that fits your budget and lifestyle. Contact us today to learn more about our services and how we can help you protect your health and financial well-being.

The Pangea Agency is a leading finance and insurance agency located at 13010 Morris Road in Alpharetta, Georgia, United States. Our team of experienced professionals is dedicated to providing comprehensive financial solutions and personalized insurance options to meet the unique needs of our clients. With a commitment to excellence and customer satisfaction, The Pangea Agency is your trusted partner in securing your financial future. Contact us today to learn more about our services and how we can help you achieve your financial goals.

OneDigital Health and Benefits is a leading insurance agency located at 11675 Great Oaks Way in Alpharetta, Georgia, United States. Specializing in health and benefits coverage, OneDigital is dedicated to helping individuals and businesses navigate the complex world of insurance to find the best coverage options tailored to their specific needs. With a team of experienced professionals, OneDigital is committed to providing top-notch customer service and expert guidance to ensure clients have peace of mind when it comes to their health and benefits.

Work Chubb is a renowned institution located at 11575 Great Oaks Way in Alpharetta, Georgia, United States. As a leading provider of insurance and risk management solutions, Work Chubb offers a wide range of services to help businesses and individuals protect their assets and mitigate potential risks. With a team of experienced professionals and a commitment to excellence, Work Chubb is dedicated to providing top-notch service and innovative solutions that meet the unique needs of each client. Whether you are looking for commercial insurance, personal insurance, or risk management services, Work Chubb has the expertise and resources to help you achieve your goals.

Maxum Specialty Insurance Group is a leading insurance agency located at 3655 North Point Parkway in Alpharetta, Georgia, United States. Specializing in providing tailored insurance solutions for businesses and individuals, Maxum offers a wide range of coverage options to meet the unique needs of their clients. With a team of experienced professionals and a commitment to exceptional customer service, Maxum Specialty Insurance Group is dedicated to helping clients protect what matters most.

B/D Consulting Associates, Inc. is a renowned institution located at 166 Triple Crown Court, Alpharetta, Georgia, United States. Specializing in providing services to broker/dealers within the financial services industry, BDCA is committed to helping clients achieve compliance with regulatory rules and regulations. With a team of skilled professional consultants, BDCA offers personalized solutions tailored to each client's specific needs and budget, including FINOP services. Whether you are starting a new broker dealer or looking to enhance an existing one, BDCA has the expertise to support your goals and drive long-term growth and success. Founded in 2001 by Brian Megenity, a seasoned professional in the securities industry, BDCA values strong client relationships and strives to deliver the highest level of service and expertise available. Contact BDCA today to learn more about how they can help your broker dealer thrive.

Charles Schwab is a finance institution located at 2845 Old Milton Parkway in Alpharetta, Georgia, United States. As a leading provider of investment services, Charles Schwab offers a wide range of financial products and services to help individuals and businesses achieve their financial goals. With a commitment to transparency, innovation, and customer service, Charles Schwab is dedicated to helping clients navigate the complexities of the financial markets and make informed investment decisions. Whether you are looking to save for retirement, build wealth, or plan for the future, Charles Schwab has the expertise and resources to help you succeed.

Lyons Wealth Management, LLC is a finance institution located at 12600 Deerfield Parkway in Alpharetta, Georgia, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on investment management, retirement planning, and estate planning, Lyons Wealth Management provides comprehensive financial solutions tailored to each individual's unique needs. Contact us today to learn how we can help you secure your financial future.

ounded 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.

Merrill Edge is a finance institution located at 5195 Windward Parkway, Alpharetta, Georgia, United States. They offer online investing, trading, brokerage, and advice services. With Merrill Guided Investing, clients can enjoy no program fees for the first 6 months. It is important to note that investing in securities carries risks and there is always the potential of losing money. Merrill also provides a broad range of brokerage, investment advisory, and other financial services. Banking products are offered through Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and a subsidiary of BofA Corp. Additional information can be found in their Client Relationship Summary.

Pinkerton Financial Resources, LLC is a reputable finance and insurance agency located at 3548 Old Milton Parkway in Alpharetta, Georgia, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Pinkerton Financial Resources, LLC offers a wide range of services including investment planning, retirement planning, insurance policies, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth or protect your assets, Pinkerton Financial Resources, LLC is committed to providing expert guidance and exceptional customer service.

Morgan Summers - Raymond James is a premier financial institution located at 2400 Lakeview Parkway in Alpharetta, Georgia, United States. Specializing in a wide range of financial services, our experienced team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, we are here to provide personalized solutions tailored to your specific needs. Trust Morgan Summers - Raymond James to provide expert guidance and superior customer service for all your financial needs.

Steven Domenico - Morgan Stanley is a renowned finance institution located at 2400 Lakeview Parkway in Alpharetta, Georgia, United States. With a strong reputation for providing top-notch financial services, Steven Domenico - Morgan Stanley offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Whether you are looking for retirement planning, portfolio management, or investment advice, the experienced team at Steven Domenico - Morgan Stanley is dedicated to providing personalized and professional service to meet your needs. Contact them today to start your journey towards financial success.

Wells Fargo Advisors is a leading financial institution located at 2520 Northwinds Parkway in Alpharetta, Georgia, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced financial advisors, they provide personalized advice and guidance to help clients make informed decisions about their money. Whether you are planning for retirement, saving for college, or investing for the future, Wells Fargo Advisors is dedicated to helping you navigate the complexities of the financial world with confidence.

Merrill Edge is a finance institution located at 244 South Main Street in Alpharetta, Georgia, United States. As a leading provider of investment and wealth management services, Merrill Edge offers a wide range of financial products and services to help clients achieve their financial goals. With a team of experienced financial advisors and cutting-edge technology, Merrill Edge is dedicated to providing personalized solutions and expert guidance to help clients navigate the complexities of the financial markets. Whether you're looking to invest for retirement, save for a major purchase, or plan for the future, Merrill Edge is committed to helping you make informed decisions and achieve financial success.

Steve Malone - Morgan Stanley is a reputable finance institution located at 2400 Lakeview Parkway in Alpharetta, Georgia. As a branch of the renowned Morgan Stanley brand, we offer a wide range of financial services to help our clients achieve their goals and secure their financial future. Our team of experienced professionals is dedicated to providing personalized advice and tailored solutions to meet the unique needs of each client. Whether you are looking to invest, plan for retirement, or manage your wealth, Steve Malone - Morgan Stanley is here to help you every step of the way. Visit us today to learn more about how we can assist you in reaching your financial goals.