Business owner in Duluth, Georgia
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Hana Insurance Agency
● ClosedHana Insurance Agency is a trusted insurance provider located at 3327 Duluth Highway in Duluth, Georgia, United States. Our agency offers a wide range of insurance products to meet the needs of individuals and businesses alike. With a commitment to exceptional customer service and personalized attention, we strive to provide our clients with the peace of mind that comes from knowing they are protected. Contact us today to learn more about our insurance offerings and how we can help you safeguard what matters most.
3327 Duluth Hwy 120 Suite 204, Duluth, GA 30096, United StatesAdvertisements -
New York Life Underwriting Center
● ClosedThe 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.
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Elite Insurance Consulting Group
● OpenElite Insurance Consulting Group is a leading insurance agency located at 2550 Pleasant Hill Road in Duluth, Georgia, United States. We specialize in providing expert insurance advice and customized solutions to meet the unique needs of our clients. Our team of experienced insurance professionals is dedicated to helping individuals and businesses navigate the complex world of insurance, ensuring they have the coverage they need at competitive rates. Whether you are looking for auto, home, life, or business insurance, Elite Insurance Consulting Group is committed to providing top-notch service and peace of mind. Contact us today to learn more about how we can help protect what matters most to you.
2550 Pleasant Hill Rd Ste 436, Duluth, GA 30096, United States -
Preferred Aviation Underwriters
● ClosedPreferred Aviation Underwriters is an insurance agency located at 3321 North Berkeley Lake Road Northwest, Duluth, Georgia, United States. With over 15 years of experience, we are the preferred choice for leaders in the aviation insurance industry. We offer full underwriting authority and policy issuance capabilities to ensure that airports, hangars, and other aviation-related properties are adequately covered in case of accidents or emergencies. Our insurance policies protect property, vehicles, fuel farms, Fixed Based Operators, and personnel, providing first and third party coverage for our clients. We strive to provide quality products and secure services to an elite business group by utilizing superior markets, industry knowledge, and flexible risk transfer options within the insurance industry. Contact us now to request a quote and give your clients the protection and peace of mind they deserve.
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Wealth Horizon
● ClosedWealth 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.
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Holman Financial Solutions, LLC
● ClosedHolman Financial Solutions, LLC is a leading accounting, finance, and insurance agency located at 6340 Sugarloaf Parkway in Duluth, Georgia, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to meet the unique needs of our clients. Whether you are looking for help with tax planning, retirement savings, or insurance coverage, we are here to help you navigate the complexities of the financial world. Contact us today to learn more about how we can assist you in achieving your financial goals.
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Green Financial Resources: Roger S. Green, MSFS, CFP
● ClosedGreen 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.
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C.W. O'Conner Inc. Wealth Management Advisors
● ClosedC.W. O'Conner Inc. Wealth Management Advisors is a finance institution located at 3175 Satellite Boulevard in Duluth, Georgia, United States. We specialize in providing personalized financial solutions for privately held business owners, corporate executives, and individuals. Our team has a diverse background in multiple industries, allowing us to offer valuable insights and comprehensive wealth management services. From business entity structure to investment planning, retirement plans to estate management, we are dedicated to helping our clients achieve their financial goals. Trust us with your investment management, wealth management, and business advisory needs. Visit us at our office in Duluth or contact us at (insert phone number) to learn more about how we can help you.
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PCT Professional Services | Peoples Tax
● OpenPCT Professional Services | Peoples Tax is an accounting and finance institution located at 4826 Steve Reynolds Boulevard in Norcross, Georgia, United States. They offer a wide range of professional services to help individuals and businesses with their tax and financial needs. You can contact them at (208) 779-0647 or email support@pctservices.pro. They are now accepting office visits at their Duluth location at 400 Satellite Blvd, Suite number provided at appointment confirmation. Trust PCT Professional Services for all your tax and financial needs.
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Evans Wealth Management
● ClosedEvans 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.
6340 Sugarloaf Pkwy Suite 200, Duluth, GA 30097, United StatesAdvertisements -
WMBO CPA Group
● ClosedWMBO 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.
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Harshman CPA
● ClosedHarshman 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.
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All American Tax and Credit Adviser
● ClosedAll American Tax and Credit Adviser, located at 2180 Satellite Boulevard in Duluth, Georgia, is a top-notch institution specializing in accounting and finance services. With a team of skilled professionals, AATCA is dedicated to maximizing your tax deductions and credits, ensuring you receive the best possible financial outcome. Their owner, Jonquala, is known for her person-centered and professional approach, always striving to put a smile on her clients' faces. Clients rave about the excellent service and quick responses they receive from AATCA, with many noting significant improvements in their credit scores and tax savings. Whether you need help with tax preparation, credit advising, or financial organization, All American Tax and Credit Adviser is the place to go for reliable and professional service. Contact them today to take the path to a better financial future.
2180 Satellite Blvd Suite 400, Duluth, GA 30097, United StatesAdvertisements -
MLN Accounting & Tax Service, CPA
● ClosedMLN 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.
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Viraj A. Patel, CPA - Panache Financial Solutions LLC
● ClosedLocated 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.
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Merrill Lynch Wealth Management
● ClosedMerrill 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.
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Numerica Accounting CPA
● ClosedNumerica Accounting CPA, located at 6470 East Johns Crossing in Duluth, Georgia, offers a wide range of accounting and finance services. From tax preparation and reduction to tax resolution and accounting, our team is here to assist you with your financial needs. We provide individualized tax preparation services, staying up to date with the latest tax laws and life events that may impact your taxes. As a tax accounting firm, we adhere to strict ethical standards to ensure the highest level of professionalism. Don't let the stress of tax season overwhelm you. With American taxpayers overpaying by billions each year, it's important to trust a reliable, local expert like Numerica Accounting CPA. Let us handle your financial needs so you can focus on growing your business and achieving your goals. Whether you're a small business owner or an individual taxpayer, we are here to help you navigate the complex world of finance. Contact us today to learn more about how we can empower you to reach your financial goals.
6470 E Johns Crossing Suite 160, Duluth, GA 30097, United States -
McMullan CPA's
● ClosedMcMullan 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.
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Accounting Partners, Inc.
● ClosedAccounting 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.
3883 Rogers Bridge Rd STE 501, Duluth, GA 30097, United StatesAdvertisements -
Merrill Lynch Financial Advisor Michael Cromer
● ClosedMerrill 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.
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Renea Eldridge - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRenea Eldridge - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2180 Satellite Boulevard, Duluth, Georgia, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, 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 cover various areas of financial planning, asset management, estate planning, retirement planning, and more. The institution is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, and high net worth clients.
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Andrew Perlman - Morgan Stanley
● OpenAndrew Perlman - Morgan Stanley is a reputable finance institution located at 2160 Satellite Boulevard in Duluth, Georgia, United States. With a focus on providing comprehensive financial services, the institution offers personalized investment strategies and wealth management solutions to help clients achieve their financial goals. The team at Andrew Perlman - Morgan Stanley is dedicated to delivering top-notch service and expertise to individuals, families, and businesses seeking to grow and protect their assets. Whether you are planning for retirement, saving for education, or looking to build a diversified investment portfolio, Andrew Perlman - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
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Ana Flores-Cisneros: Primerica - Financial Services
● OpenAna Flores-Cisneros: Primerica - Financial Services is a finance and insurance agency located at 3355 Breckinridge Boulevard in Duluth, Georgia, United States. With a focus on providing comprehensive financial services to individuals and families, Ana Flores-Cisneros and her team at Primerica are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, insurance coverage, or retirement planning, Ana Flores-Cisneros: Primerica - Financial Services is committed to providing personalized solutions tailored to your specific needs. Contact them today to start building a strong financial foundation for tomorrow.
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Wilson Lewis
● OpenWilson Lewis is a reputable accounting and finance institution located at 6650 Sugarloaf Parkway in Duluth, Georgia, United States. With a team of experienced professionals, Wilson Lewis offers a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Wilson Lewis to provide expert advice and personalized solutions to help them achieve their financial goals. Whether you are an individual or a business owner, Wilson Lewis is dedicated to providing top-notch financial services tailored to your specific needs.
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H&R Block
● ClosedH&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.
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Georgia Satellite Tax & Accounting LLC
● OpenGeorgia Satellite Tax & Accounting LLC is a reputable accounting and finance institution located at 2905 Premiere Parkway in Duluth, Georgia, United States. With a team of experienced professionals, they offer a wide range of tax and accounting services to individuals and businesses. Their expertise and personalized approach make them a trusted partner for all financial needs. Whether you need help with tax preparation, bookkeeping, or financial planning, Georgia Satellite Tax & Accounting LLC is dedicated to providing top-notch service to help you achieve your financial goals.
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Lynda I. Galler, MBA, EA, ATA, ATP
● OpenLynda 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.
3780 Old Norcross Rd #103, Duluth, GA 30096, United States -
HRP Hitesh CPA PC
● ClosedHRP 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.
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Pro Tax Service-LS Finance & Acct
● OpenPro Tax Service-LS Finance & Acct is an accounting and finance institution located at 3675 Crestwood Parkway Northwest, Duluth, Georgia, United States. Our team of experts can handle your tax filing for you, saving you time and hassle. We stay up-to-date on all tax preparation guidelines and rules to ensure accurate and efficient filing. For business owners, proper tax filing is essential. Our tax professionals specialize in filing various business tax returns, including for Corporations, Partnerships, Sole-Proprietor, Single/Multi-Member, and Returns. Let us take care of the numbers so you can focus on what you love - running your business.
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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.
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