Business owner financial guidance in Duluth, Georgia

Green Financial Resources, led by Roger S. Green, MSFS, CFP®, is a finance institution located in Duluth, Georgia. Since 1987, Roger and his team have been assisting individuals and small business owners with their financial planning, investment, and retirement income decisions. With over 35 years of experience, Roger, along with his sons Andrew Green, CFP® and Michael Green, CWS®, provide expert guidance in all financial and investment planning needs. The institution offers no cost, no obligation consultations without asset minimums, focusing on customer service, education, and a unique philosophy of helping everyone who seeks financial assistance. The primary focus of Green Financial Resources is on long-term growth and retirement income, with a special emphasis on Roger's asset harvesting plan for strategic withdrawals during retirement. The institution is well-equipped to provide guidance on various financial matters and ensures financial confidence throughout longer retirement periods. Securities and advisory services are offered through Cetera Advisors LLC, with the team at Green Financial Resources being Registered Representatives and Investment Adviser Representatives.

Located at 6340 Sugarloaf Parkway in Duluth, Georgia, Viraj A. Patel, CPA - Panache Financial Solutions LLC is a trusted institution specializing in accounting and finance. Our Core 5C Model combines tax and accounting services with a touch of panache, ensuring that your worries are met with expert solutions. As a seasoned CPA with over 15 years of experience, Viraj Patel offers a wealth of knowledge in financial accounting, tax, and audit. His expertise in both domestic and international taxation makes him a valuable resource for clients with diverse financial considerations. Beyond his professional achievements, Viraj is dedicated to community involvement, building connections with small business owners and professionals alike. At Panache Financial Solutions LLC, we offer a range of services including small business bookkeeping, payroll solutions, tax preparation, and more. Let us handle the financial complexities while you focus on growing your business and achieving success. Partner with us to ensure your financial success becomes our top priority.

Merrill Lynch Financial Advisor Michael Cromer is located at 2170 Satellite Boulevard in Duluth, Georgia. As a Senior Vice President and Wealth Management Advisor, Mike Cromer brings over two decades of experience to provide clients with personalized attention, strategies, and guidance to help them achieve their financial goals. Whether clients are executives, professionals, business owners, or retirees, Mike takes the time to deeply understand their situations in order to support their ambitions effectively. With a passion for helping clients make important financial decisions, Mike emphasizes building strong relationships based on trust and understanding. He works closely with clients to address goals such as retirement planning, tax-sensitive portfolio design, education funding, real estate purchases, business transfers, and wealth transfer strategies. Mike's commitment to his clients' well-being is evident in his decision-making, responsiveness, and reliability, making him a trusted member of their inner circle.

JH & Associates is a Korean-American accounting firm located in Duluth, Georgia. Our team of experienced accountants specializes in providing comprehensive financial services to individuals and businesses in the Atlanta area. Whether you need help with tax preparation, bookkeeping, or financial planning, our dedicated team is here to assist you every step of the way. Visit us at 3700 Crestwood Parkway Northwest to learn more about how we can help you achieve your financial goals.

H&R Block is a trusted accounting and finance institution located at 6603 Sugarloaf Parkway in Duluth, Georgia, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert assistance to help you achieve your financial goals.

MLN Accounting & Tax Service, CPA is a highly recommended institution located at 2180 Satellite Boulevard, Duluth, Georgia, United States. Specializing in accounting and finance, this institution is known for providing top-notch tax preparation services that ease the stress of filing taxes. With a knowledgeable and direct owner, Maima, clients can trust that their concerns will be listened to and their questions answered with expertise. Clients have praised Maima for her exceptional services, recommending her to family members and returning year after year for her expert advice. Whether you have a small business or need assistance with your personal taxes, MLN Accounting & Tax Service, CPA is the place to call. With over six years of experience and a reputation for honesty and trustworthiness, this institution is the best choice for all your accounting needs.

ESY Bookkeeping Tax Solutions is a professional accounting and finance institution located at 3750 Venture Drive in Duluth, Georgia, United States. With a team of experienced professionals, they offer a wide range of services including bookkeeping, tax preparation, payroll services, and financial consulting. Whether you are a small business owner or an individual in need of financial assistance, ESY Bookkeeping Tax Solutions is dedicated to providing personalized solutions to help you achieve your financial goals. Contact them today to learn more about how they can help you manage your finances effectively.

Jingsong, P.C. is a reputable accounting and finance institution located at 3500 Duluth Park Lane Northwest in Duluth, Georgia, United States. With a team of experienced professionals, Jingsong, P.C. offers a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Whether you are an individual or a business owner, you can trust Jingsong, P.C. to provide expert financial guidance and assistance to help you achieve your financial goals.

McMullan CPA's, located at 2170 Satellite Boulevard in Duluth, Georgia, is a reputable accounting and finance institution that has been serving individuals and businesses in the greater Atlanta area for over 25 years. The firm offers a wide range of services, including business planning, formation, loan application assistance, tax audit support, payroll management, and tax return preparation. The experienced accountants at McMullan understand the complexities of small business accounting and are dedicated to helping clients navigate through financial challenges. By delegating financial affairs to the professionals at McMullan, business owners can free up valuable time to focus on other aspects of their business. The firm also provides valuable insights and financial analysis to help businesses grow and succeed.

WMBO CPA Group is a leading accounting and finance institution located at 2905 Premiere Parkway in Duluth, Georgia, United States. With a team of experienced CPAs and financial experts, we provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Our commitment to excellence and personalized service sets us apart from the competition, making us the top choice for individuals and businesses in need of reliable financial guidance. Trust WMBO CPA Group to help you achieve your financial goals and secure a prosperous future.

Lynda I. Galler, MBA, EA, ATA, ATP is a reputable institution specializing in accounting and finance services. Located at 3780 Old Norcross Road in Duluth, Georgia, United States, the institution is led by a team of highly qualified professionals with expertise in tax preparation, financial planning, and business consulting. With a strong emphasis on customer satisfaction and personalized service, Lynda I. Galler, MBA, EA, ATA, ATP is dedicated to helping individuals and businesses achieve their financial goals.

HRP Hitesh CPA PC is a highly reputable accounting and finance institution located at 3505 Duluth Park Lane Northwest in Duluth, Georgia. With a team of experienced Certified Public Accountants, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their dedication to providing personalized and professional services sets them apart from other firms in the industry. Whether you are an individual or a business owner, HRP Hitesh CPA PC is committed to helping you achieve your financial goals.

The New York Life Underwriting Center in Duluth, Georgia, is a leading insurance agency offering permanent policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and the ability to invest policy cash value in the market. Their services include helping to pay for everyday assistance, replacing lost income due to sickness or injury, professionally managed investments with market potential, and bundled investments with low fees. They also provide guidance on creating investment strategies, estate planning, and insurance options for employees, executives, and business owners. With a diverse and welcoming workplace, New York Life aims to help individuals and families protect their financial futures and thrive. They have a network of over 12,000 agents nationwide who are dedicated to addressing unique needs and providing tailored solutions. With a commitment to diversity, responsibility, and service, New York Life has been in the business of doing good since 1845, offering best-in-class products and solutions to help customers grow their financial security. Through charitable giving, community engagement, and responsible investing, New York Life strives to make the world a better place for all.

Wealth Horizon is a finance institution located in Duluth, Georgia, United States. Our team is dedicated to helping you create a comprehensive financial plan that aligns with your life goals. When you visit our office, you'll feel like you're walking into our living room - we want to get to know you personally and understand your unique needs. With experienced and visionary guidance, we are passionate about helping you achieve financial confidence. Contact us to schedule a meeting and see if we are the right fit for you. Our office can be reached at (770) 840-8440 or via email at lynn@wealthhorizoninc.com, dan@wealthhorizoninc.com, and jerrí@wealthhorizoninc.com.

Evans Wealth Management is a finance institution located at 6340 Sugarloaf Parkway in Duluth, Georgia, United States. Our firm specializes in providing wealth management guidance customized to meet your unique needs. Whether you are an individual, family, or business owner, we understand the importance of securing your financial future and building a legacy. We cater to busy individuals and families who value personal and financial freedom, and who aspire to make a positive impact on their communities. Our team is dedicated to helping you prepare for life after retirement, so you can focus on what truly matters to you.

Harshman CPA is a reputable accounting and finance institution located in Duluth, Georgia. Specializing in business financing, budgeting, and cash flow planning, the firm is comprised of dedicated professionals who provide timely and tailored business and tax advice to help businesses achieve success. By addressing present challenges and identifying future opportunities, Harshman CPA works closely with clients to ensure their financial goals are met. Whether you are a small startup or a large corporation, Harshman CPA is committed to helping you thrive in today's competitive market.

Merrill Lynch Wealth Management, located at 2170 Satellite Boulevard in Duluth, Georgia, is a prestigious finance institution offering a wide range of services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the institution provides personalized wealth planning strategies tailored to each client's unique goals and needs. Services include retirement income planning, guidance on investments, estate planning, and more. The branch is dedicated to giving back to the community through volunteerism and charitable outreach. Clients of Merrill Lynch have access to industry-skilled advisors, advanced wealth planning tools, and the resources of a leading global financial services firm. Whether you are looking to achieve personal or professional financial goals, Merrill Lynch Wealth Management is committed to helping you navigate the complexities of the market and plan for the future. With a focus on client satisfaction and ongoing professional development, Merrill Lynch is a trusted partner in helping clients achieve their financial objectives.

Accounting Partners, Inc. is a reputable accounting and finance institution located at 3883 Rogers Bridge Road in Duluth, Georgia, United States. With a team of experienced professionals, they offer a wide range of accounting services including tax preparation, bookkeeping, financial planning, and more. Their commitment to excellence and personalized approach sets them apart from other accounting firms. Whether you are a small business owner or an individual looking for financial guidance, Accounting Partners, Inc. is dedicated to helping you achieve your financial goals.