Estate planning advisor in Georgia
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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.
3175 Satellite Blvd Suite 110, Duluth, GA 30096, United States -
Stanhouse Financial Planning & Management LLC
● ClosedStanhouse Financial Planning & Management LLC is a finance institution located at 3235 Satellite Boulevard in Duluth, Georgia, United States. Our team of experienced financial advisors offers comprehensive financial planning and management services to help individuals and businesses achieve their financial goals. Whether you need assistance with retirement planning, investment management, or estate planning, our dedicated team is here to provide personalized guidance and support. Trust Stanhouse Financial Planning & Management LLC to help secure your financial future.
3235 Satellite Blvd, Duluth, GA 30096, United States -
Oxford Retirement Advisors
● ClosedOxford Retirement Advisors is a finance institution located at 1455 Lincoln Parkway East in Atlanta, Georgia, United States. We believe that smart investing doesn't have to be complicated, and we always prioritize the best interests of our clients. As entrepreneurs ourselves, we work with fellow entrepreneurs to help them achieve their financial goals. Our approach is rooted in integrity, and we strive to be a trusted resource for our clients. We offer services such as income strategies, financial planning, wealth management, and estate planning to help individuals create retirement strategies tailored to their needs and objectives.
1455 Lincoln Pkwy E 3rd Floor, Atlanta, GA 30346, United States -
AXA Advisors, Howard M. Burke
● ClosedAXA Advisors, Howard M. Burke is a reputable financial and legal institution located at 5955 Parkway North Boulevard in Cumming, Georgia, United States. Specializing in providing expert financial advice and legal services, the institution is dedicated to helping clients navigate complex financial matters and legal issues. With a team of experienced professionals, AXA Advisors, Howard M. Burke offers personalized solutions to help clients achieve their financial goals and protect their assets. Whether you need assistance with financial planning, investment management, estate planning, or legal representation, the institution is committed to providing top-notch service and guidance.
5955 Pkwy N Blvd Suite D, Cumming, GA 30040, United States -
Consolidated Planning
● ClosedConsolidated Planning is a reputable finance and insurance agency located at 3565 Piedmont Road Northeast in Atlanta, Georgia. With a team of experienced professionals, they offer a wide range of financial planning and insurance services to help individuals and businesses achieve their financial goals. Whether you are looking to invest for the future, protect your assets, or plan for retirement, Consolidated Planning is dedicated to providing personalized solutions tailored to your specific needs. Visit their office in Atlanta today to start planning for a secure financial future.
3565 Piedmont Rd NE Bldg 4, Atlanta, GA 30305, United States -
Creative Planning
● ClosedCreative Planning is a top-ranked finance institution located at 11175 Cicero Drive in Alpharetta, Georgia, United States. As the No. 1 Independent Advisory Firm, we offer comprehensive and customized wealth management services to clients around the world, as well as in the local Atlanta Area. Our team of wealth managers is dedicated to helping you achieve your financial goals and providing you with a richer way to wealth. By entrusting us with your personal information, you can rest assured that it will be kept confidential and not shared with any third party. Contact us today to schedule a free, no-obligation consultation with one of our team members within one business day. Let Creative Planning provide you with the financial peace of mind you deserve.
11175 Cicero Dr #510, Alpharetta, GA 30022, United States -
Louie Burrus - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLouie Burrus - Financial Advisor at Ameriprise Financial Services, LLC, located at 3 Bradley Park Court, Columbus, Georgia, United States, offers a wide range of financial services to meet the needs of individuals and businesses. Louie Burrus holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Louie Burrus provides personalized financial advice to help clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Louie Burrus is dedicated to providing professional and reliable financial guidance. Contact Louie Burrus - Financial Advisor at Ameriprise Financial Services, LLC today to learn more about how they can help you secure your financial future.
3 Bradley Park Ct ste e, Columbus, GA 31904, United States -
Merrill Lynch Financial Advisor Wayne Reid
● ClosedMerrill Lynch Financial Advisor Wayne Reid is a prominent finance institution located at 3455 Peachtree Road Northeast in Atlanta, Georgia, United States. With a strong reputation for providing expert financial advice and services, Wayne Reid and his team are dedicated to helping clients achieve their financial goals. From investment planning to retirement strategies, Merrill Lynch Financial Advisor Wayne Reid offers a wide range of services tailored to meet the unique needs of each individual client. Trustworthy, experienced, and committed to excellence, Merrill Lynch Financial Advisor Wayne Reid is a go-to destination for all your financial needs.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
Merrill Lynch Financial Advisor Randall Roman
● ClosedMerrill Lynch Financial Advisor Randall Roman, located at 3455 Peachtree Road Northeast in Atlanta, Georgia, is a Senior Financial Advisor with the Global Corporate and Institutional Advisory Services team. With over twenty years of experience in the industry, Randall focuses on providing strategies and recommendations to help high-net-worth individuals and their families achieve their short- and long-term goals, including retirement and estate planning services. Originally from Puerto Rico, Randall now resides in the Atlanta area with his wife and three children. He is passionate about baseball and coaches a youth travel baseball team in the area. At Merrill Lynch Wealth Management, Randall believes in building personalized financial plans centered around your goals and priorities. He starts every relationship with a conversation to understand what matters most to you, whether it's transferring wealth to the next generation, pursuing your passions, or planning for future expenses. By utilizing the Investment Personality Assessment and staying updated on changes in your life and goals, Randall works with you to develop a customized financial approach to help you achieve your objectives.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
Bolder Investment Group: Todd Tolbert Financial Planning
● ClosedBolder Investment Group: Todd Tolbert Financial Planning, located at 1701 Bass Road in Macon, Georgia, is a full-service finance institution specializing in retirement planning and estate conservation. Think B.I.G. with Bolder Investment Group, where you can find a wealth of resources such as articles, calculators, and research reports to assist you in your financial journey. Securities are offered through Concourse Financial Group Securities, Inc. (CFGS), while advisory services are provided through Concourse Financial Group Advisors. Todd Tolbert, with licenses in multiple states, is dedicated to helping clients navigate their financial goals. Visit our website for more information and to watch informative videos.
1701 Bass Rd suite 200-1, Macon, GA 31210, United States -
Merrill Lynch Financial Advisor Michael M Heard
● ClosedMerrill Lynch Financial Advisor Michael M Heard, located at 3920 Arkwright Road in Macon, Georgia, provides comprehensive wealth management services to individuals, families, businesses, and non-profits. With over two decades of experience in the financial industry, Michael holds the prestigious CFP® certification and works closely with a team of specialists to develop and implement personalized strategies to help clients achieve their financial goals. Michael's approach to wealth management focuses on growing, preserving, and distributing wealth through services such as retirement planning, investment management, estate planning, tax minimization strategies, and insurance coordination. He believes in building strong relationships with clients based on trust and understanding their unique needs and priorities.
3920 Arkwright Rd Suite 300, Macon, GA 31210, United States -
Mercer Advisors Wealth Management
● ClosedMercer Advisors Wealth Management is a finance institution located in Macon, Georgia, United States. At Mercer Advisors, we believe in helping you transition from being a wealth-builder to a wealth-enjoyer. We offer a comprehensive range of services including financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. Our team of talented wealth advisors in Macon are dedicated to helping you connect all the financial dots in your life. Whether you're preparing for retirement, managing your investments, or planning for the future, our advisors are here to guide you every step of the way. Contact us today to schedule a consultation and start building a brighter financial future with Mercer Advisors Wealth Management.
125 Plantation Centre Dr S Bldg. 400, Macon, GA 31210, United States -
Merrill Lynch Financial Advisor Harold D McSwain, Jr.
● ClosedMerrill Lynch Financial Advisor Harold D McSwain, Jr. is a finance institution located at 3920 Arkwright Road, Macon, Georgia, United States. Hal has over 30 years of experience in the financial services industry and specializes in wealth management. He focuses on developing personalized portfolio strategies, income management, retirement advice, and estate planning services for retired and near-retired clients, entrepreneurs, professionals, and high-net-worth individuals. Hal is a Certified Financial Planner (CFP®) and holds the Certified Investment Management Analyst® designation. He is dedicated to building strong client relationships based on trust and personalized service. Hal is actively involved in the community and serves on the Rotary Club of Downtown Macon. With access to global resources from Merrill, Hal and his team work to help clients achieve their financial goals and address their evolving needs.
3920 Arkwright Rd Suite 300, Macon, GA 31210, United States -
Peachtree Planning Corporation
● ClosedPeachtree Planning Corporation is a well-established financial institution located at 3643 Vineville Avenue in Macon, Georgia, United States. Specializing in finance, insurance, and legal services, Peachtree Planning Corporation offers comprehensive financial planning solutions to individuals and businesses. With a team of experienced professionals, they provide personalized advice and guidance to help clients achieve their financial goals and secure their future. Whether you need assistance with investments, insurance, or legal matters, Peachtree Planning Corporation is dedicated to providing top-notch service and expertise.
3643 Vineville Ave, Macon, GA 31204, United States -
Moore Colson CPAs and Advisors
● ClosedMoore Colson CPAs and Advisors is a renowned accounting and finance institution located at 600 Galleria Parkway Southeast in Atlanta, Georgia, United States. Partner Christopher D. Fagan recently discussed the foundational work needed when selling a business in an Expert Insights interview. The institution values giving back to the community that contributes to its success. With a focus on putting people first, Moore Colson offers fast-track growth opportunities and a unique culture for its award-winning team. As one of the largest accounting and advisory firms in the U.S., Moore Colson is the preferred business advisor for companies seeking financial and strategic guidance. Since 1981, both family-owned businesses and Fortune 500 corporations have trusted the firm with their accounting and consulting needs. Unlike most firms, Moore Colson operates on a true partnership model, ensuring every client has access to a team of experts. Based in Atlanta, Moore Colson is nationally recognized and has the experience and personal touch to shape the future and foster growth for companies.
600 Galleria Pkwy SE #600, Atlanta, GA 30339, United States -
Kilpatrick Advisors, Inc.
● ClosedKilpatrick Advisors, Inc. is a reputable finance institution located at 2300 Lakeview Parkway in Alpharetta, Georgia, United States. With a team of experienced financial experts, Kilpatrick Advisors offers a wide range of financial services including investment management, retirement planning, estate planning, and wealth management. Clients can trust Kilpatrick Advisors to provide personalized financial solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Kilpatrick Advisors is dedicated to helping you achieve financial success.
2300 Lakeview Pkwy, Alpharetta, GA 30009, 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 -
Merrill Lynch Financial Advisor John W Sullivan
● ClosedMerrill Lynch Financial Advisor John W. Sullivan is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. John Sullivan, CFP® Vice President and Wealth Management Advisor, has been in the financial advisory field since 1995 and joined Merrill Lynch Wealth Management in 2008. He specializes in developing tailored strategies based on clients' risk tolerance, time horizon, liquidity needs, and overall investment goals. John works with high-net-worth individuals, their families, and businesses to help them achieve their short- and long-term financial objectives. John's wealth management approach is consultative, objective, and focused on excellence. He takes the time to listen to clients' financial situations, preferences, and goals, and offers recommendations for asset allocations designed to align with each client's income and growth expectations. He covers a wide range of opportunities, including investments, retirement planning, estate planning services, and philanthropy.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
Edward Jones - Financial Advisor: Ty M Willeford, AAMS™
● ClosedEdward Jones - Financial Advisor: Ty M Willeford, AAMS™ is a reputable financial institution located at 503 North Main Street in LaFayette, Georgia, United States. As a dedicated financial advisor, Ty M Willeford, AAMS™ offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, Edward Jones is committed to helping individuals and families secure their financial futures. Whether you are planning for retirement, saving for education, or investing for the future, Ty M Willeford, AAMS™ and the team at Edward Jones are here to provide expert guidance and support every step of the way.
503 N Main St, LaFayette, GA 30728, United States -
Edward Jones - Financial Advisor: Paras Sharma, CEPA®|AAMS™
● ClosedEdward Jones - Financial Advisor: Paras Sharma, CEPA®|AAMS™ is a trusted financial institution located at 4213 Cloud Springs Road in Ringgold, Georgia. Specializing in providing expert financial advice and services, Paras Sharma is a Certified Exit Planning Advisor (CEPA) and Accredited Asset Management Specialist (AAMS). With a focus on helping individuals and businesses achieve their financial goals, Edward Jones offers personalized strategies tailored to each client's unique needs. Whether you are planning for retirement, investing for the future, or need assistance with estate planning, Paras Sharma and his team are dedicated to helping you secure a stable financial future. Visit their office today to start planning for tomorrow.
4213 Cloud Springs Rd, Ringgold, GA 30736, United States -
Jamie Doss - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJamie Doss is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1 South Broad Street Southwest in Rome, Georgia, United States. Jamie holds multiple certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, and more. With expertise in asset management, estate planning, retirement planning, and investment strategies, Jamie is dedicated to providing comprehensive financial guidance to individuals and small business owners. Whether you are planning for retirement, managing investments, or navigating complex financial decisions, Jamie Doss is committed to helping you achieve your financial goals.
1 S Broad St SW, Rome, GA 30161, United States -
Edward Jones - Financial Advisor: Mary A Cantrell
● ClosedEdward Jones - Financial Advisor: Mary A Cantrell is a reputable financial institution located at 95 Whitfield Drive in Jasper, Georgia, United States. As a trusted financial advisor, Mary A Cantrell offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Mary A Cantrell provides expert advice on investments, retirement planning, insurance, and estate planning. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Mary A Cantrell is dedicated to helping you navigate the complexities of the financial world with confidence.
95 Whitfield Dr Ste B, Jasper, GA 30143, United States -
Deborah R Thomas - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedDeborah R Thomas - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 418 Pirkle Ferry Road, Cumming, Georgia, is a finance institution offering a wide range of services to meet the diverse needs of individuals seeking wealth management solutions. Deborah R Thomas holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in areas like asset management, estate planning, investment strategies, and retirement planning. With a focus on ethical practices and continuous education, Deborah R Thomas is dedicated to providing personalized financial advice tailored to each client's unique goals and circumstances. Whether you are a retiree, small business owner, or high net worth individual, Deborah R Thomas can help you navigate the complexities of financial planning and investment management with confidence and expertise.
418 Pirkle Ferry Rd STE 113, Cumming, GA 30040, United States -
Lineal Wealth Advisors - Ameriprise Financial Services, LLC
● ClosedLineal Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 418 Pirkle Ferry Road in Cumming, Georgia, United States. As a recipient of the Ameriprise Client Experience Award, we prioritize your individual goals and provide personalized investment recommendations based on your risk tolerance. We regularly review and analyze your progress, updating your approach as needed to help you achieve your financial goals. You can easily access your investments and track your progress towards your goals from any device securely. Schedule a complimentary initial consultation to learn more about how we can assist you. Our team is dedicated to providing a great experience for our clients and we are honored to have received this recognition. Please refer to FINRA's BrokerCheck website for additional information about our qualifications. Let's meet to discuss what's most important to you and help you achieve your financial goals.
418 Pirkle Ferry Rd STE 113, Cumming, GA 30040, United States -
Edward Jones - Financial Advisor: Fred O'Neal, AAMS™
● ClosedEdward Jones - Financial Advisor: Fred O'Neal, AAMS™ is a reputable finance institution located at 410 College Street in Carrollton, Georgia, United States. As a trusted financial advisor, Fred O'Neal, AAMS™ offers personalized financial planning services to help individuals and families achieve their long-term financial goals. With a focus on wealth management and investment strategies, clients can rely on Fred O'Neal to provide expert advice and guidance to secure their financial future. Visit Edward Jones - Financial Advisor: Fred O'Neal, AAMS™ today to start planning for a brighter tomorrow.
410 College St, Carrollton, GA 30117, United States -
Edward Jones - Financial Advisor: Jeff Drennan, ChFC®|ABFP™|AAMS™
● ClosedEdward 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.
650 Henderson Dr #440, Cartersville, GA 30120, United States -
Patti Puckett - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedPatti Puckett - Financial Advisor, Ameriprise Financial Services, LLC, located at 3133 Golf Ridge Boulevard, Douglasville, Georgia, United States, offers a wide range of financial services to individuals and businesses. Patti Puckett holds the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and other prestigious certifications, demonstrating her expertise in asset management, estate planning, retirement planning, and more. With a focus on ethical practices and continuing education, Patti Puckett is dedicated to providing clients with comprehensive financial advice tailored to their specific needs. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Patti Puckett can help guide you towards a secure financial future. Contact Patti Puckett - Financial Advisor, Ameriprise Financial Services, LLC today to schedule a consultation and start planning for your financial goals.
3133 Golf Ridge Blvd Ste 201, Douglasville, GA 30135, United States -
Edward Jones - Financial Advisor: Joshua R Tenery, CFP®|CEPA®|AAMS™
● ClosedEdward Jones - Financial Advisor: Joshua R Tenery, CFP®|CEPA®|AAMS™ is a reputable financial institution located at 2655 Dallas Highway in Marietta, Georgia, United States. Specializing in providing comprehensive financial planning services, Joshua R Tenery is a Certified Financial Planner, Certified Exit Planning Advisor, and Accredited Asset Management Specialist. With a focus on personalized wealth management strategies, clients can expect tailored solutions to help them achieve their financial goals. Whether you are planning for retirement, managing investments, or preparing for business succession, Edward Jones - Financial Advisor: Joshua R Tenery, CFP®|CEPA®|AAMS™ is dedicated to providing top-notch financial advice and guidance.
2655 Dallas Hwy Ste 410, Marietta, GA 30064, United States -
Guy Moore - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedGuy Moore, a Financial Advisor at Ameriprise Financial Services, LLC, located at 3133 Golf Ridge Boulevard in Douglasville, Georgia, offers a wide range of financial services to meet the needs of individuals and businesses. Guy Moore holds several prestigious 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 Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Guy Moore's expertise and commitment to providing top-notch financial advice and services to his clients. Whether you are planning for retirement, managing assets, or navigating complex financial situations, Guy Moore is dedicated to helping you achieve your financial goals.
3133 Golf Ridge Blvd Ste 201, Douglasville, GA 30135, United States -
Evelyn Dinkins - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedEvelyn Dinkins is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1275 Shiloh Road Northwest in Kennesaw, Georgia, United States. She holds multiple 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, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Evelyn specializes in providing comprehensive financial planning services to individuals and businesses, focusing on asset management, retirement planning, estate planning, and investment strategies. With a strong commitment to ethical practices and continuous education, Evelyn ensures her clients receive expert advice tailored to their specific financial needs. Contact Evelyn Dinkins at Ameriprise Financial Services, LLC for personalized wealth management solutions.
1275 Shiloh Rd NW Ste 2320, Kennesaw, GA 30144, United States
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