Business succession planning in Georgia

Pathfinder Group is a finance institution located at 1641 South Ponce De Leon Avenue Northeast in Atlanta, Georgia, United States. With a strong focus on guiding clients towards financial success and security, Pathfinder Group offers a range of services including investment management, retirement planning, and wealth management. Our team of experienced financial advisors are dedicated to helping individuals and businesses navigate the complex world of finance and achieve their financial goals. Visit Pathfinder Group today to start on the path to a brighter financial future.

Stan Lowenstein, a financial advisor at Ameriprise Financial Services, LLC, located at 11175 Cicero Drive in Alpharetta, Georgia, offers personalized financial planning services to help clients achieve their goals. As a recipient of the Ameriprise Client Experience Award, Stan is dedicated to providing top-notch service to his clients. With a focus on building trust and confidence, Ameriprise Financial is recognized as one of the Most Trusted Wealth Managers by Investor's Business Daily. Stan Lowenstein is a registered investment adviser and member of FINRA and SIPC, offering investment products and services to residents in select states. Schedule a complimentary initial consultation to discuss your financial future and learn more about how Ameriprise can help you reach your goals. Please note that investment products involve risks and are not guaranteed by any financial institution. Contact Stan Lowenstein today to start your journey towards financial success.

Winchester Financial is a reputable finance institution located at 3675 Crestwood Parkway Northwest in Duluth, Georgia, United States. We specialize in providing a wide range of financial services to individuals and businesses, including loans, investments, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Winchester Financial can help you achieve financial success.

Boardwalk Capital Management is a premier finance institution located at 1275 East Rock Springs Road Northeast in Atlanta, Georgia, United States. With a focus on providing expert financial management services, Boardwalk Capital Management offers personalized investment strategies tailored to meet the unique needs and goals of each client. Their team of experienced professionals is dedicated to helping individuals and businesses achieve financial success through sound investment strategies and comprehensive wealth management services. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Boardwalk Capital Management is committed to providing you with the expertise and guidance you need to achieve your financial goals.

Merrill Lynch Financial Advisor Jennifer Quattropani Scott, located at 10000 Avalon Boulevard in Alpharetta, Georgia, is dedicated to helping high net-worth clients, families, and successful business owners achieve their most meaningful goals. The team at Banks & Associates understands that each client's needs are unique, and they prioritize putting you at the center of a process designed to help you achieve your life priorities. They work closely with you to develop a flexible plan that can adapt to the inevitable changes that occur in life. The institution believes in a financial approach that helps clients pursue their goals. They start by discussing your aspirations and encouraging you to ask questions about issues that matter most to you. Whether you're planning for future health care expenses, college education, business transactions, or passing on wealth to future generations, they aim to develop a plan that manages, grows, and preserves your wealth while considering its long-term impact. With access to investment insights from Merrill and banking solutions from Bank of America, the team collaborates with you to create a tailored approach to address your financial needs.

Jacob Woodall - Regions Financial Advisor is a finance institution located at 1900 Scenic Highway North in Snellville, Georgia, United States. Jacob Woodall, a Financial Advisor with Regions Investment Solutions, is dedicated to providing solutions for your immediate needs while also helping you develop a comprehensive strategy to achieve your long-term financial goals. With a focus on understanding your short and long-term objectives, Jacob Woodall aims to create a personalized plan to help you reach financial success with ease. Regions Wealth Management, a business unit of Regions Bank, offers trust and investment management services, while Regions Investment Management, Inc. provides investment advisory services. This institution is committed to providing educational and general marketing information, and is not providing impartial investment advice or acting in a fiduciary capacity.

Michael Perez, a Private Wealth Advisor at Ameriprise Financial Services, LLC, located in Atlanta, Georgia, offers a range of financial services to meet the needs of individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Michael Perez is equipped to provide expert advice on asset management, investment strategies, estate planning, retirement planning, and more. Whether you are looking to plan for your financial future, navigate the complexities of divorce, or maximize the value of your business in a merger or acquisition, Michael Perez has the expertise to guide you through the process. Contact Michael Perez today to discuss your financial goals and develop a personalized plan for success.

Tim Koenning - WealthWave is a leading finance institution located at 6475 East Johns Crossing in Johns Creek, Georgia, United States. Our team of financial experts is dedicated to helping individuals and businesses achieve financial success through personalized wealth management strategies. Whether you are looking to invest, plan for retirement, or protect your assets, we are here to provide you with expert guidance and support every step of the way. Trust Tim Koenning - WealthWave to help you secure your financial future.

Brandon Akers is a reputable finance institution located at 11260 Donnington Drive in Johns Creek, Georgia, United States. With a strong focus on providing top-notch financial services, Brandon Akers is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investment planning, retirement savings, or wealth management, the experienced professionals at Brandon Akers are here to provide expert guidance and support. Trust Brandon Akers to help you navigate the complex world of finance with confidence and success.

Jake Burnette - Financial Advisor at Ameriprise Financial Services, LLC, located at 329 Oak Street in Gainesville, Georgia, offers personalized financial planning services to help clients reach their retirement goals. By providing investment recommendations tailored to individual goals and risk tolerance, Jake helps clients track their progress and make adjustments as needed. Clients can easily access their accounts and monitor their progress online, while also scheduling complimentary initial consultations to discuss their financial needs. With a focus on building a confident financial future, Jake Burnette aims to help clients achieve their long-term financial goals. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Jake Burnette is registered to conduct securities business in select states. Contact Jake Burnette today to start planning for your financial future.

ZR Hopkins Incorporated, located at 1883 McDonough Road in Hampton, Georgia, is a trusted institution specializing in accounting, finance, food, and restaurant services. Led by the experienced and hospitable Mrs. Zoindia Kennedy, who brings a touch of Southern charm to all her clients, ZR Hopkins offers personalized tax and financial planning solutions. Mrs. Kennedy, a former Senior Tax advisor partner with JK Edwards & Company, is dedicated to building long-term relationships with her clients and ensuring their financial success. With a focus on excellent customer service and the latest technology, ZR Hopkins provides a wide range of services to meet the needs of individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or insurance, ZR Hopkins is here to help. Appointments and walk-ins are welcome at our convenient Hampton location. Visit us today and let us help you build a solid and diverse financial future.

Wells Fargo Advisors is a financial institution located at 1815 Rockbridge Road Southwest in Stone Mountain, Georgia, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors is dedicated to providing personalized and comprehensive financial advice to individuals, families, and businesses. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Wells Fargo Advisors can help you navigate the complexities of the financial markets and make informed decisions. Trust Wells Fargo Advisors to be your partner in financial success.

Height Financial is a leading finance institution located at 1688 Legrand Circle in Lawrenceville, Georgia. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the United States. From investment planning to wealth management, we offer a wide range of services tailored to meet the unique needs of our clients. Trust Height Financial to help you reach new heights of financial success.

Merrill Lynch Financial Advisor Mitzie Yvonne Wilson is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. Mitzie Wilson believes in doing what’s right personally and professionally, striving to discover opportunities and overcome obstacles while always aiming for what’s next. As an advisor, Mitzie helps individuals and families build, manage, preserve, and transfer their wealth to achieve their goals. Mitzie takes pride in listening to clients' needs, educating them about money matters, easing the fear of investing, and helping navigate life’s challenges. With a focus on accumulation and decumulation, Mitzie leverages critical thinking skills to help clients reach and thrive throughout retirement. Committed to treating clients' wealth as her own, Mitzie builds meaningful connections, providing personalized service and attention. Born and raised in Pittsburgh, Mitzie actively supports causes such as financial literacy and youth success. Merrill Personal Wealth Analysis™ helps Mitzie create personalized plans centered on clients' goals. Supported by the global resources of Merrill, Mitzie's team is dedicated to building strong client relationships based on trust and service. By understanding clients' priorities, Mitzie provides a customized plan rooted in the unique complexities of their lives. Every relationship begins with a conversation, prioritizing clients' goals and providing advice and guidance to help them stay informed. Merrill Lynch Wealth Management Advisors help clients navigate their financial future, addressing changing goals and life circumstances. Mitzie Wilson is registered to do business in multiple states and offers personalized investment strategies and comprehensive financial solutions through Merrill and Bank of America. Invest with Mitzie Wilson for a personalized wealth management approach focused on your needs and goals.

Lynne Kytle - Morgan Stanley is a finance institution located at 2160 Satellite Boulevard in Duluth, Georgia, United States. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a team of experienced professionals led by Lynne Kytle, clients can expect personalized advice and tailored solutions to meet their unique financial needs. Whether it's investment planning, wealth management, or retirement strategies, Lynne Kytle - Morgan Stanley is dedicated to providing top-notch financial services with a focus on client satisfaction and success.

TransGlobal 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.

Simpson's Accounting Services is a trusted financial institution located at 1308 Hogansville Road in LaGrange, Georgia, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. From tax preparation and bookkeeping to financial planning and consulting, Simpson's Accounting Services is committed to helping our clients achieve their financial goals with precision and expertise. Visit us today to experience the difference our personalized approach can make in your financial success.

Housley Enterprises is a cutting-edge business located at 3665 Burnette Park Drive in Suwanee, Georgia. With a focus on innovation and excellence, Housley Enterprises offers a wide range of services to meet the needs of their clients. From consulting to project management, Housley Enterprises is dedicated to providing top-notch solutions for businesses of all sizes. Their experienced team of professionals is committed to delivering results and exceeding expectations. Visit Housley Enterprises today and see how they can help take your business to the next level.

Edward Jones - Financial Advisor Trae Sims, CFP®, ChFC®, CPWA®, located at 1301 South Greer Street in Cordele, Georgia, is a reputable finance institution dedicated to providing personalized financial planning services to individuals and businesses. With a team of highly qualified professionals, including Certified Financial Planners, Chartered Financial Consultants, and Certified Private Wealth Advisors, Edward Jones offers comprehensive wealth management solutions tailored to meet the unique needs and goals of each client. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, Trae Sims and his team are committed to helping you achieve financial success and security. Contact them today to schedule a consultation and take the first step towards securing your financial future.

Layson, Treadwell & Spires CPAs, located at 5233 Riverside Drive in Macon, Georgia, is a reputable accounting and finance institution. Formerly known as Layson, CPA, the firm has recently acquired Treadwell & Spires from Greensboro, Georgia, expanding their team and services. With a focus on building strong relationships with clients, Layson, Treadwell & Spires CPAs offers comprehensive accounting services at both their Macon and Lake Oconee locations. The team at Layson, Treadwell & Spires CPAs is dedicated to providing high-quality accounting services to small business owners. They specialize in creating smooth payroll processes, ensuring IRS compliance, and offering tax strategies to optimize returns. By choosing a CPA for accounting services, small business owners can focus on running their business smoothly while leaving the financial aspects to professionals.

Brainstorm Marketing LLC is a one-stop destination for all of your marketing and print needs, located at 911 1st Street Southeast in Moultrie, Georgia. As the leading digital marketing, design, and SEO agency in Moultrie, we specialize in helping businesses reach their full potential in the current digital landscape. Our team at Brainstorm Marketing takes your vision and goals for your business and formulates successful strategies through web design, SEO, social media management, digital ad creation, and more. We understand that each company is unique, which is why we create personalized plans based on your specific needs.

Graphic Pros is a clothing store located at 2095 War Hill Park Road in Dawsonville, Georgia, United States. For the past 10 years, we have been helping businesses create their brand presence and achieve their goals. Our process is designed to empower your brand and provide you with the marketing tools needed for success. Our services include high quality products at affordable rates, with a focus on on-time delivery and customer satisfaction. If something doesn't go as planned, we offer a money back guarantee to ensure your peace of mind.

Green Landscape Supply is a trusted general contractor and store located at 5000 South Peachtree Street in Peachtree Corners, Georgia. We pride ourselves on providing the best landscape materials delivered right to your door. Our quality products and exceptional customer service have made us a top choice for residents and businesses in Buford, Norcross, and the surrounding areas. Whether you need topsoil, sod, gravel, mulch, or other landscaping materials, Green Landscape Supply has you covered. We offer competitive pricing, convenient delivery, and friendly customer service to ensure your landscaping project is a success. Our knowledgeable staff can help you choose the best products for your residential or commercial project.

Merrill Lynch Financial Advisor Robert E. Heightchew III is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. Bob has been in the financial services industry since 2016, bringing a unique background in strategic and operational planning from his time as an Infantry Officer in the military. He holds the CERTIFIED FINANCIAL PLANNER certification and is a graduate of the United States Military Academy at West Point. Bob focuses on helping families design and implement successful strategies to achieve their financial objectives. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, with a team of talented individuals committed to building strong client relationships based on trust and personalized service. Bob believes in understanding each client's individual goals and priorities to create a personalized financial plan that helps manage investment risk and achieve long-term success. The institution follows the Merrill tradition of community involvement and offers comprehensive financial solutions through the global resources of Merrill and Bank of America. Bob works with clients to address their financial needs, whether it's planning for retirement, saving for a home, funding education, or passing wealth to future generations. The institution also provides investment insights, tools to track financial changes, and regular reviews to help clients stay on track towards their goals. Bob's approach is built around understanding each client's personality and priorities, offering advice tailored to their unique situation. As a Merrill Lynch Wealth Management Advisor, Bob helps clients navigate financial complexities and build customized investment approaches to pursue their goals. The institution is registered to do business in several states and holds certifications such as CFP® and CRPC™. Investing involves risk, and clients are encouraged to consult legal and tax advisors before making financial decisions.

Blue Grotto Capital, LLC is a finance institution located at 2000 Riveredge Parkway in Atlanta, Georgia, United States. With a focus on providing expert financial services and investment opportunities, Blue Grotto Capital, LLC is committed to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for the future, or secure funding for your business, the experienced team at Blue Grotto Capital, LLC is dedicated to providing personalized solutions tailored to your individual needs. Contact us today to learn more about how we can help you navigate the complex world of finance and achieve financial success.

Corporate Financial Options is a trusted institution located at 1640 Powers Ferry Road in Marietta, Georgia, United States. Specializing in accounting and finance, we offer a range of services to help business owners manage their financial needs. Whether you are looking for monthly or quarterly bookkeeping services, or full charge accounting and financial management, we have the expertise to handle it all. Our team understands the importance of helping you achieve success and believes that proper measurement leads to effective management.

Merrill Lynch Financial Advisor Alexx Kenyatta Franklin is located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. Alexx follows a disciplined process to understand you, your family, and your financial situation. Holding the Chartered Retirement Planning Counselor designation, Alexx is passionate about delivering excellent service. The institution offers personalized financial plans through Merrill Personal Wealth Analysis™, supported by a team of experienced professionals. The institution participates in community service and offers exclusive events with industry experts. The goal is to help clients manage, grow, and preserve their wealth, tailored to their individual goals and priorities. With access to investment insights and banking solutions from Merrill and Bank of America, Alexx works with clients to develop a financial approach designed to address their needs. By understanding clients' goals and priorities, Alexx helps create a customized investment strategy to help them achieve financial success. The institution is committed to helping clients navigate changes in their lives and the financial markets to stay on track towards their goals. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors are dedicated to helping clients build a customized investment approach to pursue their goals. Alexx Franklin is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor™ designation.

FSC Securities Corporation, located at 2300 Windy Ridge Parkway Southeast in Atlanta, Georgia, is a leading provider of wealth management solutions. As part of the Osaic network, they offer a diverse community of professionals dedicated to transformative financial planning, rather than simply transactional services. With the power of their scale, FSC Securities Corporation provides clients with more support, resources, and time to focus on their financial goals. They work closely with individuals to enhance profitability and achieve personalized business objectives, understanding that success looks different for everyone.

ill Lynch Financial Advisor John B Mobley, located at 3455 Peachtree Road Northeast, Atlanta, Georgia, offers a comprehensive and caring approach to wealth management. With over 100 years of combined experience, the team at Fletcher Rigdon Mobley & Associates is dedicated to preserving clients' wealth and providing trusted guidance through market uncertainties. They serve a diverse array of high-net-worth individuals, business owners, retirees, and more, building long-term family relationships based on personalized financial planning. The team at Merrill Lynch understands that financial success is achieved through personalized investment strategies that align with your goals and values. By getting to know you and your unique financial situation, they can create a customized plan to help you pursue what matters most to you. With tools to track changes in your life and goals, they aim to help you stay on track and adapt your financial approach as needed.

Merrill Lynch Financial Advisor David C Timms is a trusted finance institution located at 3455 Peachtree Road Northeast in Atlanta, Georgia, United States. With a mission to help clients develop long-term wealth management plans that cater to their needs and goals, David and his team offer a comprehensive range of services including wealth forecasting, retirement income planning, tax minimization strategies, portfolio management, trust and estate planning, mortgage and personal financing solutions, business financing, succession planning, and insurance needs. David, a graduate of Furman University, has 25 years of experience and holds the Certified Private Wealth Advisor® and Chartered Retirement Planning Counselor designations. With access to the global resources of Merrill Lynch and Bank of America, David and his team are dedicated to building strong client relationships based on trust and personalized service. By listening to clients' aspirations and priorities, they develop personalized financial approaches designed to help clients pursue their goals and manage investment risk. With a focus on ongoing communication and adjustments to reflect changes in clients' lives and goals, Merrill Lynch Financial Advisor David C Timms is committed to helping clients achieve financial success.