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TOP 30 Estate planning consultation in Dunwoody, GA
17 results found
A convenient service for searching for businesses, places and services
Magellan Planning Group, Inc.
Magellan 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.
Advisory Services Network
Advisory 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.
William Grubbs - Private Wealth Advisor, Ameriprise Financial Services, LLC
William 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.
FairShare Advisors
FairShare 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.
Law Office of Cherie E. Cookorinis, P.C.
The Law Office of Cherie E. Cookorinis, P.C. is a reputable legal institution located in Sandy Springs, Georgia. Specializing in various areas of law, including family law, estate planning, and personal injury, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. With a commitment to excellence and a strong track record of successful cases, we strive to advocate for our clients' best interests and deliver favorable outcomes. Visit us at 8300 Dunwoody Place to schedule a consultation and see how we can assist you with your legal needs.
Thomas Law Firm
Thomas Law Firm is a reputable legal institution located at 5901 Peachtree Dunwoody Road in Sandy Springs, Georgia. Specializing in various areas of law, our experienced team of lawyers is dedicated to providing top-notch legal services to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, Thomas Law Firm is here to help. Our commitment to excellence and client satisfaction sets us apart as a trusted legal resource in the United States. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Lubin Law PC
Lubin Law PC is a reputable law firm based in Atlanta, Georgia, specializing in various legal services. Located at 8325 Dunwoody Place, their team of experienced lawyers is dedicated to providing top-notch legal representation for their clients. Whether you are in need of assistance with personal injury claims, business law matters, or estate planning, Lubin Law PC is committed to guiding you through the legal process with professionalism and expertise. Contact them today to schedule a consultation and see how they can help you with your legal needs.
Krinsky Legal
Krinsky Legal is a reputable law firm located at 1441 Dunwoody Village Parkway in Dunwoody, Georgia. Our team of experienced attorneys is dedicated to providing top-notch legal services to our clients in the United States. Specializing in a wide range of practice areas, including family law, estate planning, real estate, and business law, Krinsky Legal is committed to delivering personalized and effective legal solutions to meet our clients' needs. With a strong track record of success and a client-centered approach, you can trust Krinsky Legal to handle your legal matters with professionalism and expertise. Contact us today to schedule a consultation and see how we can help you.
Marci R Rosenberg PC
Marci R Rosenberg PC is a reputable law firm located in Dunwoody, Georgia. Specializing in various legal areas, the firm is dedicated to providing top-notch legal services to clients in need. With a focus on integrity, professionalism, and personalized attention, Marci R Rosenberg PC strives to achieve the best possible outcomes for their clients. Whether you are facing a legal dispute, need assistance with estate planning, or require representation in a personal injury case, the experienced team at Marci R Rosenberg PC is here to help. Contact them today at 1340 Center Drive to schedule a consultation.
The CP Law Group, LLC
The CP Law Group, LLC is a reputable law firm located at 5901 Peachtree Dunwoody Road in Atlanta, Georgia. With a team of experienced attorneys, they offer a wide range of legal services to individuals and businesses in the United States. Known for their dedication to providing personalized and effective legal solutions, The CP Law Group, LLC is committed to achieving the best possible outcomes for their clients. Whether you need assistance with litigation, real estate transactions, estate planning, or any other legal matter, you can trust The CP Law Group, LLC to provide expert guidance and representation. Contact them today to schedule a consultation.
Georgia C. Griffin, JD
Georgia C. Griffin, JD is a health institution located at 1978 Mount Vernon Road in Dunwoody, Georgia, United States. Led by experienced attorney Georgia C. Griffin, this institution specializes in providing legal services related to health issues. With a strong focus on advocating for the rights of patients and healthcare providers, Georgia C. Griffin, JD offers expert guidance and representation in a variety of health-related legal matters. Whether you are facing a medical malpractice case, need assistance with healthcare regulations, or require help with healthcare contracts, Georgia C. Griffin, JD is dedicated to providing top-notch legal support to help you navigate the complex healthcare system.
Argent Trust Company
Argent Trust Company, located at 1425 Dunwoody Village Parkway in Dunwoody, Georgia, is a leading independent client asset services firm specializing in trust administration, estate planning, investment management, and other fiduciary services. As the flagship subsidiary of Argent Financial Group, Argent Trust has been helping individuals, families, businesses, and institutions safeguard their wealth and ensure their legacy for over 30 years. Operating under a Tennessee-domiciled trust charter, clients benefit from Tennessee's advantageous trust laws, making it a friendly state for trusts due to favorable tax laws and asset protection legislation. With a focus on professional trust management, wealth management, investment management, employee stock ownership plans, retirement plan administration, and more, Argent Trust serves clients across its corporate footprint with various office locations throughout the United States. The institution offers a range of services including governmental services, philanthropic services, and funeral and cemetery trust services. With a team of experienced professionals and a commitment to personalized service, Argent Trust Company is dedicated to helping clients achieve their financial goals and secure their future. Contact an Argent professional today by completing the form on their website to begin a discussion about your financial needs.
Mike Kennedy - Ameriprise Financial Services, LLC
Mike 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.
Arthur Farr - Private Wealth Advisor, Ameriprise Financial Services, LLC
Arthur 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.
Larry Minogue - Financial Advisor, Ameriprise Financial Services, LLC
Larry 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.
LGM | Lindsey, Greenway & McIntire, LLC
LGM | 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.
AFM CPAs and Advisors, LLC
AFM 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.
List of businesses, places and services in Georgia
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