Estate plan attorney in Georgia

Edward Jones - Financial Advisor: Jeff Drennan, ChFC®|ABFP™|AAMS™ is a reputable finance institution located at 650 Henderson Drive in Cartersville, Georgia, United States. Jeff Drennan, a Certified Financial Planner, Accredited Behavioral Financial Professional, and Accredited Asset Management Specialist, leads the team of experienced professionals dedicated to providing personalized financial advice and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jeff Drennan, ChFC®|ABFP™|AAMS™ offers a wide range of services including retirement planning, wealth management, and estate planning. Visit their office today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Lucas Vaz is a reputable finance institution located at 2859 Paces Ferry Road Southeast in Atlanta, Georgia, United States. As a trusted financial advisor, Lucas Vaz provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Lucas Vaz is committed to providing top-notch financial guidance and support to individuals and families in the Atlanta area. Whether you are planning for retirement, saving for college, or investing for the future, Lucas Vaz and his team are dedicated to helping you make informed decisions and secure your financial future.

Edward Jones - Financial Advisor: Christian Salhuana, CFP® is a highly reputable finance institution located at 2440 Sandy Plains Road in Marietta, Georgia, United States. As a Certified Financial Planner, Christian Salhuana offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones is a trusted partner for individuals and families looking to secure their financial future.

Edward Jones - Financial Advisor, Michael S Hebdon, CFP®|AAMS™, located at 550 Kennesaw Avenue Northwest in Marietta, Georgia, is a reputable finance institution dedicated to providing personalized financial planning services to its clients. With a focus on long-term investment strategies and wealth management, Michael S Hebdon, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert guidance and advice to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or building your investment portfolio, Edward Jones is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Jayden Snyder - Thrivent is a finance institution located at 850 Kennesaw Avenue, Marietta, Georgia, United States. Licensing is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice and recommend consulting with an attorney or tax professional. Thrivent provides financial advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning with Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent.

Derrick Rivera - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 825 Juniper Street Northeast, Atlanta, Georgia, United States, offers a wide range of financial services and expertise. Derrick Rivera holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, providing clients with the highest level of knowledge and professionalism in the finance industry. Derrick Rivera is dedicated to helping individuals and businesses achieve their financial goals and secure their futures."

Marc Gendell, a Financial Advisor at Ameriprise Financial Services, LLC, located in Atlanta, Georgia, is dedicated to helping clients achieve their financial goals. As a recipient of the Ameriprise Ultimate Digital Excellence Award in 2023, Marc Gendell offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement planning, education funding, major purchases, and more, Marc Gendell works closely with clients to document their goals, track progress, and adjust strategies as life evolves. Clients can easily access their investments and accounts from any device, securely track their progress, and collaborate with Marc Gendell to plan for the future.

Shannon Hill - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3525 Piedmont Road Northeast, Atlanta, Georgia, United States. Shannon Hill holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate expertise in asset management, estate planning, investment fiduciary practices, portfolio management, and behavioral financial advising. Shannon Hill also specializes in areas such as domestic partnership advising, philanthropy, divorce financial analysis, and exit planning. Additionally, Shannon Hill is trained to provide financial advice to military personnel and veterans. With a commitment to professionalism and ethical standards, Shannon Hill is dedicated to helping clients achieve their financial goals through comprehensive planning and strategic investment strategies.

Freedom Financial Solutions is a trusted finance institution located at 3085 Wendgate Drive in Marietta, Georgia, United States. We specialize in providing personalized financial solutions to help our clients achieve their goals and secure their financial future. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complex world of finance with ease and confidence. Whether you're looking for assistance with budgeting, investing, or planning for retirement, Freedom Financial Solutions is here to help you every step of the way. Contact us today to learn more about how we can help you achieve financial freedom.

Randy Driver - RBC Wealth Management Financial Advisor is a leading financial institution located at 3550 Lenox Road Northeast in Atlanta, Georgia, United States. As a trusted financial advisor, Randy Driver and his team provide expert guidance and personalized financial solutions to help clients achieve their financial goals. With a focus on wealth management, investment planning, and retirement strategies, Randy Driver - RBC Wealth Management Financial Advisor is committed to delivering exceptional service and results for their clients. Contact them today to start planning for a secure financial future.

Lisa Hartel - Thrivent is a finance institution located at 683 Goza Road, Fayetteville, Georgia, United States. Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client’s financial situation. Clients can further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent, not available in all states. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC, and a subsidiary of Thrivent. Licensed agents/producers of Thrivent and registered representatives of Thrivent Investment Management, Inc. provide insurance products, securities, and investment advisory services. Only credentialed financial advisors are qualified to provide investment advisory services. For more information about their financial advisors, visit Thrivent.com or FINRA’s Broker Check. Visit Thrivent’s website for additional information on professional designations and the requirements to earn them.

Derek Peterson - Thrivent is a finance institution located at 3901 Roswell Road, Marietta, Georgia, United States. They are licensed in multiple states including AK, AL, FL, GA, IN, KY, MN, MO, NC, NV, OH, SC, TX, VA, and WA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for further planning engagement through Dedicated Planning Services for a fee. They do not provide legal, accounting, or tax advice, and recommend consulting with an attorney or tax professional. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Only credentialed financial advisors provide investment advisory services. Visit their website or FINRA's Broker Check for more information on their financial advisors and professional designations.

Allegiance Financial Group is a leading finance institution located at 219 Roswell Street in Alpharetta, Georgia, United States. With a strong commitment to providing top-notch financial services, Allegiance Financial Group offers a wide range of solutions to meet the diverse needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, their team of experienced professionals is dedicated to helping you achieve your financial goals. Trust Allegiance Financial Group to provide you with the expertise and guidance you need to secure your financial future.

Annie Deluca - Thrivent is a finance institution located at 1125 Sanctuary Parkway in Alpharetta, Georgia, United States. This institution is licensed in multiple states including AL, CA, FL, GA, IL, IN, MD, MI, NC, NJ, OH, PA, SC, TN, TX, UT, VA, and WI. Licensing information can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients are encouraged to consult with their attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to engage further with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Aaron Dunn - Thrivent is a finance institution located at 1125 Sanctuary Parkway in Alpharetta, Georgia, United States. Licensing for this institution is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Edward Jones - Financial Advisor: Dee Anglyn III is a reputable finance institution located at 110 South Harkness Street in Jackson, Georgia, United States. With a focus on personalized financial planning and investment strategies, Dee Anglyn III and his team provide expert advice and guidance to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your child's education, or grow your wealth, Edward Jones is dedicated to providing top-notch financial services tailored to your individual needs. Visit their office today to start on the path towards a secure financial future.

David A. Saltzman, CFP, CIMA, CRPC - UBS Financial Services Inc. is a leading finance institution located at 12600 Deerfield Parkway in Alpharetta, Georgia, United States. With a team of highly qualified professionals, including Certified Financial Planners (CFP), Certified Investment Management Analysts (CIMA), and Chartered Retirement Planning Counselors (CRPC), we provide comprehensive financial services to help clients achieve their financial goals. Our expertise in investment management, retirement planning, and wealth management sets us apart in the industry, ensuring that our clients receive personalized and strategic financial guidance. Visit us today to learn more about how we can help you secure your financial future.

Edward Jones - Financial Advisor: DaVaul Carter is a reputable financial institution located at 3353 Peachtree Road Northeast in Atlanta, Georgia. As a trusted advisor, DaVaul Carter provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: DaVaul Carter is dedicated to helping individuals and families secure their financial future. Contact them today to schedule a consultation and start planning for a more secure tomorrow.

Lipscomb Matthew is a reputable finance institution located at 900 Ashwood Parkway in Atlanta, Georgia, United States. Specializing in a wide range of financial services, Lipscomb Matthew offers expert advice and solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Lipscomb Matthew is dedicated to providing top-notch financial services to its clients.

Matthew London is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 125 Plantation Centre Drive South in Macon, Georgia, United States. Matthew holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, 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 demonstrate Matthew's expertise in asset management, estate planning, retirement planning, investment strategies, and more. If you are looking for a financial advisor who is committed to providing comprehensive and personalized financial solutions, Matthew London is the advisor for you.

Piedmont Capital Management is a finance institution located at 2050 Bowman Park in Macon, Georgia, United States. Our team is dedicated to helping you protect and grow your hard-earned financial future. We offer securities, investment advisory, and financial planning services through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Please note that the Piedmont Group does not provide legal or tax advice, so we recommend consulting your own personal attorney, legal, or tax consultant for advice on specific legal and tax matters. Visit us at our Atlanta location at 1050 Crown Pointe Parkway Suite 1800, Atlanta, GA 30338.

Mary Richardson - Thrivent is a finance institution located at 1125 Sanctuary Parkway, Suite 510 in Alpharetta, Georgia, United States. Licensing information can be found through the State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for a fee. Thrivent Financial for Lutherans provides insurance products, with securities and investment advisory services offered through Thrivent Investment Management Inc. Financial advisors are credentialed to provide investment advisory services, and more information can be found on Thrivent's website or FINRA's Broker Check. Visit thrivent.com for details on professional designations and requirements. Please consult with your attorney or tax professional for legal, accounting, or tax advice.

Hill Wealth Management is a boutique finance institution located at 2300 Lakeview Parkway in Alpharetta, Georgia, United States. Led by Andrew Hill, who was honored on Forbes' 2022 Best-In-State Wealth Advisors List, we offer a boutique wealth management experience with Wall Street sophistication. Our family wealth management practice provides comprehensive financial consultation, sophisticated investment management solutions, and concierge services. We serve as trusted advisors, creating personalized strategies to help preserve your legacy and pursue your financial goals. Upholding high standards of quality, integrity, and transparency, we believe in tailoring portfolios and investment solutions to your unique circumstances, family values, needs, lifestyle, and vision for the future.

John R Powell - Morgan Stanley is a finance institution located at 7402 Hodgson Memorial Drive in Savannah, Georgia, United States. Specializing in wealth management, investment banking, and financial advisory services, the team at John R Powell - Morgan Stanley is dedicated to helping clients achieve their financial goals. With a focus on personalized service and expert advice, they strive to provide innovative solutions and strategies to help clients navigate the complexities of the financial world. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, John R Powell - Morgan Stanley is committed to providing you with the guidance and support you need to succeed.

The Ultimate Tax Experience, located in Atlanta, Georgia, is a reputable institution specializing in accounting and finance services. Led by owner Erica Heyward, an Enrolled Agent with extensive experience in tax preparation and planning, the institution prides itself on providing top-notch services to individual taxpayers and business owners alike. Whether you are a beginner in the world of taxes or a seasoned business owner, The Ultimate Tax Experience offers personalized assistance to help you navigate the complex world of taxes and financial planning. With a team of degreed professionals dedicated to providing honest, reliable, and accurate work, clients can trust that their financial needs are in good hands. From tax preparation to audit representation, The Ultimate Tax Experience is committed to helping clients achieve their financial goals and navigate the ever-changing tax landscape.

Morris Legal and Tax is a reputable institution located at 2801 Buford Highway Northeast, Atlanta, Georgia, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch assistance to individuals and businesses in need of expert advice and support. Whether you require assistance with tax preparation, financial planning, or legal representation, Morris Legal and Tax is here to help you navigate the complexities of the financial and legal world with ease and confidence. Trust us to provide you with the guidance and expertise you need to achieve your financial and legal goals.

DMG Tax Relief is a leading institution located in Alpharetta, Georgia, specializing in accounting, finance, and legal services. Our team of experienced professionals is dedicated to providing expert tax relief solutions to individuals and businesses. Whether you are facing tax issues, audits, or need assistance with financial planning, our knowledgeable staff is here to help. Visit us at 5755 North Point Parkway to learn more about how DMG Tax Relief can assist you with your tax and financial needs.

JC Tax And Accounting is a full-service institution located at 1629 Sweetgum Hill in Decatur, Georgia, United States. Specializing in accounting, finance, and legal services, we are dedicated to providing our clients with the best possible outcomes when it comes to their taxes and financial planning. Our team at JC Tax And Accounting is committed to helping you achieve your financial goals. Whether you need assistance with tax preparation, estate planning, or financial consulting, we have the expertise and resources to guide you every step of the way. With years of experience in the industry, we have a proven track record of maximizing returns for our clients and ensuring that they receive the best possible outcome.

Wilensky & Co PC, located at 325 Hammond Drive in Atlanta, Georgia, has been a trusted partner for over 40 years in the fields of accounting and finance. Our dedicated team works closely with each client to understand their unique financial needs and goals. We offer a personalized boutique experience, providing services such as tax assistance, business advisory, generational planning, charitable giving, assurance services, and IRS representation. Whether you are starting a business, planning for retirement, or navigating estate planning, Wilensky & Co is here to support you every step of the way. Contact us at 404-252-4996 to learn more about how we can help you achieve long-term financial success.

Peachtree CPAs is a reputable accounting and finance institution located in Atlanta, Georgia. Our team of experienced Certified Public Accountants (CPAs) provides a wide range of financial services to individuals and businesses in the area. From tax preparation and planning to auditing and consulting, we are dedicated to helping our clients achieve their financial goals. Visit us at 29 Lenox Pointe Northeast to learn more about how Peachtree CPAs can assist you with your accounting and finance needs.