Estate planning advisor in Dunwoody, GA
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William Grubbs - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedWilliam Grubbs - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 8300 Dunwoody Place in Atlanta, Georgia, United States. William Grubbs holds several 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®, Chartered Financial Analyst®, CFP®, 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 William Grubbs' expertise in various aspects of wealth management, financial planning, and estate planning. Additionally, William Grubbs is a Certified Military Financial Advisor® (CFMA®) and is trained to serve veterans, active duty, Reserve, National Guard, and their families. With a commitment to ethical practices and continuous education, William Grubbs is dedicated to providing comprehensive and personalized financial advice to clients.
8300 Dunwoody Pl Ste 120, Atlanta, GA 30350, United States -
FairShare Advisors
● ClosedFairShare Advisors is a financial institution located at 1050 Crown Pointe Parkway in Dunwoody, Georgia, United States. Specializing in accounting and finance, we offer a range of services to help take the stress out of running your business. Our team of experts works with you and your attorney to identify, analyze, and present evidence, as well as perform valuations that accurately reflect the value of your company. We are dedicated to optimizing your taxes to save you time and money. At FairShare Advisors, we believe in building authentic, personal relationships with our clients to go beyond just transactions. We provide specialized financial analysis for those going through the divorce process, as well as help individuals in the sports and entertainment industry maximize their wealth and reduce taxes. Our accredited/certified appraisers bring in-depth knowledge and expertise to accurately assess the fair market value of businesses.
1050 Crown Pointe Pkwy Suite 500, Dunwoody, GA 30338, United States -
Magellan Planning Group, Inc.
● ClosedMagellan Planning Group, Inc. is a finance and legal institution located at 4170 Ashford Dunwoody Road in Atlanta, Georgia. Our team of experienced professionals specializes in financial planning and legal services to help individuals and businesses navigate complex financial matters. Whether you need assistance with investment strategies, estate planning, or tax issues, our experts are dedicated to providing personalized solutions to meet your needs. Trust Magellan Planning Group, Inc. to guide you towards a secure financial future.
4170 Ashford Dunwoody Rd # 480, Atlanta, GA 30319, United States -
Arthur Farr - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedArthur Farr - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4151 Ashford Dunwoody Road, Atlanta, Georgia, United States, is a finance institution specializing in providing personalized wealth management services. Arthur Farr holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. With a focus on ethical practices and continuous education, Arthur Farr is dedicated to helping individuals achieve their financial goals. Whether you are a retiree, small business owner, or high net worth client, Arthur Farr has the knowledge and skills to guide you through complex financial decisions. Partnering with a Certified Financial Planner™ like Arthur Farr ensures that you receive comprehensive and tailored financial advice to secure your financial future. Contact Arthur Farr - Private Wealth Advisor, Ameriprise Financial Services, LLC today to start planning for a successful financial future.
4151 Ashford Dunwoody Rd Ste 225, Atlanta, GA 30319, United States -
Larry Minogue - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLarry Minogue, a Financial Advisor at Ameriprise Financial Services, LLC, located at 4151 Ashford Dunwoody Road in Atlanta, Georgia, provides a range of financial services to clients. Larry holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. Additionally, Larry is a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER™, ensuring that he meets high standards of knowledge and ethics in the financial industry. With a focus on providing tailored financial advice to individuals, retirees, small business owners, and high net worth clients, Larry Minogue is dedicated to helping clients achieve their financial goals.
4151 Ashford Dunwoody Rd Ste 225, Atlanta, GA 30319, United States -
AFM CPAs and Advisors, LLC
● ClosedAFM CPAs and Advisors, LLC is a reputable accounting and finance institution located in Independence Square, Dunwoody, Georgia, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, audit and assurance, and business consulting. Whether you are an individual or a business owner, AFM CPAs and Advisors, LLC is dedicated to helping you achieve your financial goals and maximize your success. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.
1864-D, Independence Square, Dunwoody, GA 30338, United States -
Advisory Services Network
● ClosedAdvisory Services Network (ASNTM) is a finance institution located in Atlanta, Georgia, United States. Founded on the principle of helping small to mid-sized advisors achieve successful independence, ASNTM offers a premier platform with best-in-class service at a competitive price. Transitioning to ASNTM's all-inclusive platform provides access to top technologies and services, relieving operational and administrative burdens so advisors can focus on serving clients and growing their practice. With access to institutional pricing and strong partner relationships, ASNTM offers cost-effective solutions to support business growth. The institution prioritizes independence and portability for advisors, clients, data, and brand. In addition to comprehensive services and technologies, ASNTM provides ongoing support, service, and training to help businesses thrive. Contact ASNTM at 6600 Peachtree Dunwoody Rd., Embassy Row 600, Suite 575 Atlanta, GA 30328, phone: (877) 352-0449, fax: (770) 352-0038.
6600 Peachtree Dunwoody Road, Embassy Row 600, Suite 575, Atlanta, GA 30328, United States -
Mike Kennedy - Ameriprise Financial Services, LLC
● OpenMike Kennedy - Ameriprise Financial Services, LLC is a finance institution located at 8300 Dunwoody Place, Atlanta, Georgia, United States. The institution offers a range of certifications and designations to its professionals, including 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, 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 designations cover a variety of financial planning areas such as asset management, estate planning, retirement planning, and more. The professionals at Mike Kennedy - Ameriprise Financial Services, LLC are dedicated to providing expert financial advice and assistance to their clients, including veterans and military personnel.
8300 Dunwoody Pl Ste 120, Atlanta, GA 30350, United States -
LGM | Lindsey, Greenway & McIntire, LLC
● ClosedLGM | Lindsey, Greenway & McIntire, LLC is a trusted accounting and finance institution located at 10925 Crabapple Road in Roswell, Georgia, United States. With additional locations in Cumming and Dunwoody, our team of highly skilled professionals is dedicated to providing exceptional service and personalized solutions to help clients achieve their financial goals. We offer a comprehensive range of services for businesses and individuals, including bookkeeping, financial analysis, tax planning, and compliance. Our personalized approach ensures that each client receives tailored solutions to meet their unique accounting and tax needs.
10925 Crabapple Rd, Roswell, GA 30075, United States
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