Estate planning strategies in Atlanta, GA
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Navigational Wealth Planning
● OpenNavigational Wealth Planning is a premier financial institution located at 1827 Powers Ferry Road in Atlanta, Georgia. Our team of experienced financial advisors is dedicated to helping clients navigate the complexities of wealth management and financial planning. We offer a wide range of services including investment management, retirement planning, estate planning, and more. At Navigational Wealth Planning, we are committed to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.
1827 Powers Ferry Rd, Atlanta, GA 30339, United States -
Financial Advisors | Atlanta, Georgia
● OpenFinancial Advisors in Atlanta, Georgia is a premier finance institution located at 3630 Peachtree Road Northeast. Our team of expert advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and solutions. Whether you are looking to plan for retirement, invest in the stock market, or secure a loan, our experienced professionals are here to guide you every step of the way. Trust Financial Advisors in Atlanta, Georgia to provide you with the knowledge and expertise needed to navigate the complex world of finance with confidence and success.
3630 Peachtree Rd NE, Atlanta, GA 30326, United States -
Consolidated Planning
● OpenConsolidated 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
● OpenCreative 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 -
Magellan Planning Group, Inc.
● OpenMagellan 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 -
Marathon Financial Strategies
● OpenMarathon Financial Strategies is a leading finance institution located at 200 Ashford Center North in Atlanta, Georgia, United States. Specializing in providing comprehensive financial strategies and advisory services, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized service and tailored solutions, Marathon Financial Strategies is committed to guiding individuals and businesses towards financial success and prosperity. Contact us today to learn more about how we can help you navigate the complexities of the financial world and make informed decisions for a secure financial future.
200 Ashford Center N, Atlanta, GA 30338, United States -
Conscientious Wealth Planning
● OpenConscientious Wealth Planning is a premier finance institution located at 1954 Airport Road in Atlanta, Georgia, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through thoughtful and strategic wealth planning. We offer personalized investment strategies, retirement planning, estate planning, and more to ensure our clients' long-term financial success. At Conscientious Wealth Planning, we prioritize transparency, integrity, and client satisfaction in all our financial services. Trust us to guide you towards a secure and prosperous financial future.
1954 Airport Rd, Atlanta, GA 30341, United States -
Reagan Financial Planning
● OpenReagan Financial Planning, located at 170 Bostwick Road in Oxford, Georgia, is a finance institution founded and managed by Mark S. Reagan, a Registered Investment Advisor Representative. Specializing in fee-only financial planning, consulting, and education for individuals, families, and small businesses, Reagan Financial Planning aims to help clients build, protect, and sustain financial independence. Mark's passion for personal finances and dedication to helping others achieve their financial goals sets the firm apart. Serving clients in Gwinnett, Henry, Morgan, Newton, Rockdale, Walton, and other surrounding areas in east Metro Atlanta, Reagan Financial Planning provides comprehensive financial services to anyone serious about securing their financial future.
170 Bostwick Rd, Oxford, GA 30054, United States -
The Elevation Law Firm, LLC
● ClosedThe Elevation Law Firm, LLC is a reputable legal institution located at 1100 Peachtree Street Northeast in Atlanta, Georgia, United States. With a team of experienced attorneys dedicated to providing top-notch legal services, The Elevation Law Firm specializes in various practice areas including civil litigation, corporate law, employment law, and estate planning. Clients can expect personalized attention, strategic legal advice, and effective representation to help them navigate through their legal challenges. Whether you are an individual or a business in need of legal assistance, The Elevation Law Firm is committed to helping you achieve the best possible outcome.
1100 Peachtree St NE #950, Atlanta, GA 30309, United States -
Pekor & Associates LLC
● OpenPekor & Associates LLC is a reputable law firm located at 3565 Piedmont Road Northeast in Atlanta, Georgia. With a team of experienced attorneys, we provide top-notch legal services to clients in various practice areas including business law, real estate law, estate planning, and more. Our firm is dedicated to providing personalized attention and high-quality representation to each and every client. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
3565 Piedmont Rd NE #460, Atlanta, GA 30305, United States -
The Advisory Firm, LLC
● OpenThe Advisory Firm, LLC is a finance institution located at 12600 Deerfield Parkway in Alpharetta, Georgia, United States. Specializing in fee-only fiduciary financial planning, investment management, and tax strategies, we focus on building personalized financial architectures to help clients reach their goals without the pressure of product selling. Our team actively manages ETF portfolios tailored to today's markets and offers retirement planning services to ensure a comfortable future. With a focus on risk management and long-term trends, we provide tactical portfolio management that is responsive to change. Our MyVizer account aggregation app allows clients to track their progress in building wealth and manage their financial life more effectively. Contact us at (678) 566-3711 for more information on how we can help you achieve your financial goals. Please note that investing involves risk and there are no guarantees regarding returns. The Advisory Firm, LLC is a Certified Financial Planner Board of Standards Inc. recognized practice serving clients in metro Atlanta and North Georgia.
12600 Deerfield Pkwy Suite 100, Alpharetta, GA 30004, United States -
SCORE
● OpenSCORE is a finance institution located at 1425 Market Boulevard in Roswell, Georgia, United States. Our mentors are highly successful business professionals and entrepreneurs, ready to help you achieve your small business goals. Whether you're looking for resources, workshops, or a business mentor, SCORE North Metro Atlanta has you covered. Join us in celebrating our amazing volunteers this month and consider giving back by becoming a SCORE mentor yourself. Learn more about how you can make a difference in the small business community.
1425 Market Blvd #530, Roswell, GA 30076, United States -
Advisory Services Network
● OpenAdvisory 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 -
Trillium Partners - Wealth Management - UBS Financial Services Inc.
● OpenTrillium Partners, a branch of UBS Financial Services Inc., is a leading wealth management institution located in Atlanta, Georgia. Our team of experienced financial advisors provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we strive to provide the highest level of service and expertise in the industry. Visit us at 3560 Lenox Road Northeast to learn more about how we can help you secure your financial future.
3560 Lenox Rd NE 28th Floor, Atlanta, GA 30326, United States -
William Grubbs - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenWilliam 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 -
Todd Weiland - RBC Wealth Management Financial Advisor
● OpenTodd Weiland - RBC Wealth Management Financial Advisor is a leading financial institution located in Atlanta, Georgia. As a trusted advisor, Todd Weiland offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Todd Weiland provides expert guidance on investment strategies, retirement planning, and estate planning. Located at 3550 Lenox Road Northeast, Todd Weiland - RBC Wealth Management Financial Advisor is committed to providing exceptional service and tailored solutions to meet the unique needs of each client.
3550 Lenox Rd NE Suite 1950, Atlanta, GA 30326, United States -
Avere Wealth Management
● OpenAvere Wealth Management is an independent Registered Investment Advisory (RIA) firm located in Atlanta, Georgia. We specialize in providing personalized and actionable financial advice for corporate executives and entrepreneurs looking to build, maximize, and transfer generational wealth. Our team serves clients nationally, utilizing technology to make financial expertise more accessible. During your busiest years in corporate America or while scaling your own business, Avere Wealth Management can alleviate your financial concerns so you can focus on your personal and career goals. We act as your Personal CFO, managing all aspects of your financial life and working towards your financial freedom together.
3372 Peachtree Rd NE Suite 115, Atlanta, GA 30326, United States -
StayOrganized, LLC
● OpenStayOrganized, LLC is a reputable accounting and finance firm located at 761 Morosgo Drive Northeast in Atlanta, Georgia. Since 2002, we have been providing top-notch bookkeeping services to small and medium-sized businesses across the United States. Specializing in using QuickBooks software, we help organizations maintain accurate financial records and track their transactions effectively. Our client base is diverse and includes industries such as E-commerce, retail, real estate, non-profit, legal, restaurant, entertainment, and various service professionals. By utilizing the latest technology, we assist our clients in growing their businesses and achieving financial success.
761 Morosgo Dr NE Unit107, Atlanta, GA 30324, United States -
The Financial Group
● OpenThe Financial Group is a leading financial institution located at 260 West Peachtree Street Northwest in Atlanta, Georgia. With a commitment to providing top-notch financial services to individuals and businesses, we offer a wide range of products including savings accounts, investment opportunities, loans, and insurance options. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. Visit us today to learn more about how The Financial Group can help you manage and grow your finances.
260 W Peachtree St NW #2200, Atlanta, GA 30303, United States -
U.S. Trust
● OpenU.S. Trust, located at 3414 Peachtree Road in Atlanta, Georgia, is a prestigious institution offering a range of financial services including banking, wealth management, and philanthropic planning. As a division of Bank of America Private Bank, U.S. Trust provides personalized plans tailored to individual needs, backed by the expertise of world-class professionals. With access to resources and insights from one of the world's most powerful financial institutions, clients can navigate market trends and make informed decisions to secure their financial future. Whether it's estate planning, charitable giving, or investment strategies, U.S. Trust offers customized solutions to help clients achieve their goals and leave a lasting legacy. Through trust and wealth strategies, advisory services, and specialized offerings like Art Services, U.S. Trust empowers clients to unlock their full potential and make their vision a reality. With a focus on personalized service and a commitment to keeping clients informed and prepared for what's next, U.S. Trust is dedicated to helping individuals and families navigate the complexities of wealth management and achieve their financial aspirations.
3414 Peachtree Rd, Atlanta, GA 30326, United States -
Homrich Berg
● OpenHomrich Berg is a finance institution located at 3740 Executive Center Drive in Augusta, Georgia, United States. Since 1989, Homrich Berg has been dedicated to helping families protect, grow, and manage their wealth. As a fiduciary, comprehensive, and personal wealth management firm, Homrich Berg delivers services with the HB Difference, ensuring that clients' best interests are always the top priority. The majority of client service professionals at Homrich Berg hold or are seeking the CFP® and/or CFA designations, providing clients with real knowledge and expertise. The firm's investment experts carefully analyze private alternative investments to target improved long-term performance in combination with traditional investments.
3740 Executive Center Dr, Augusta, GA 30907, United States -
Candotti Law Firm, LLC
● OpenCandotti Law Firm, LLC is a legal institution located in Atlanta, Georgia, United States. We specialize in designing specific legal strategies for each client. Pia Candotti, with over 11 years of experience as an international lawyer, has practiced as a Notary in Argentina and as a Lawyer in the USA. In Argentina, she advised clients on the importance of proper succession planning in a legal system with forced heirs. After moving to the USA in 2012, Pia worked in top law firms in Atlanta, advising international clients and companies on Immigration Law. We offer legal solutions for the international community, future planning, and succession issues. In the United States, succession planning is essential for every individual and business, regardless of their wealth. It is part of your legacy. The death of a family member with assets in the USA can trigger a legal process filled with questions, confusion, and stress. If you are a US citizen or permanent resident, you can petition for your close relatives to immigrate to the USA. Contact us for expert legal advice and assistance.
3715 Northside Pkwy NW Building 100, Suite 500, Atlanta, GA 30327, United States -
The Felicetti Law Firm
● OpenThe Felicetti Law Firm, located at 3295 River Exchange Drive in Norcross, Georgia, is a team of experienced car accident lawyers serving clients in Atlanta and beyond. Specializing in challenging large insurance companies, they ensure clients' rights are protected under Georgia law. From minor fender benders to major freeway accidents, they offer comprehensive damages recovery and expert negotiation with insurance companies. With a personalized approach, their Atlanta car accident lawyers listen to each client's story, assess their case details, and craft a strategy tailored to their goals. With a commitment to achieving the best possible outcome, The Felicetti Law Firm stands by their clients as dedicated legal allies. Please note that prior results do not guarantee a similar outcome, and contacting the firm does not create an attorney-client relationship. The choice of a lawyer is an important decision that should not be based solely on advertisements. Visit their website for more information or schedule an appointment at one of their locations in Coral Gables, Orlando, or Atlanta.
3295 River Exchange Dr suite 125 p, Norcross, GA 30092, United States -
Law Office of Attorney David Cheng
● OpenThe Law Office of Attorney David Cheng is a reputable legal institution located in the heart of Atlanta, Georgia. Specializing in various areas of law, including criminal defense, personal injury, and family law, Attorney David Cheng and his team are dedicated to providing high-quality legal representation to their clients. With a track record of success and a commitment to excellence, the Law Office of Attorney David Cheng is a trusted resource for individuals in need of legal assistance in the Atlanta area. Contact them today at 260 Peachtree Street Northwest to schedule a consultation.
260 Peachtree St NW Suite 2200, Atlanta, GA 30303, United States -
Northside Law Center, LLC
● OpenNorthside Law Center, LLC is a premier law firm located in Atlanta, Georgia. Our experienced team of attorneys specialize in a wide range of legal services including family law, estate planning, business law, and real estate law. We are dedicated to providing personalized and professional representation to our clients. Conveniently located on Peachtree Road Northeast, our office is easily accessible for clients throughout the Atlanta area. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Northside Law Center, LLC is here to help. Contact us today to schedule a consultation.
3340 Peachtree Rd NE Suite 2570, Atlanta, GA 30326, United States -
Skalski Law Firm, LLC
● OpenSkalski Law Firm, LLC, located in Atlanta, Georgia, provides strategic consulting and tax and legal services for businesses and individuals. Clients receive expert support with personal attention, as our team is candid, creative, thorough, and pragmatic in our approach. Our unique perspective comes from decades of experience in business, law, and tax, allowing us to offer effective strategies for start-ups, family companies, and corporations. With a dual background in law and accounting, we can assist with contracts, transactions, and defense in both legal and tax matters. Whether planning for the future, managing real estate, or navigating not-for-profit entities, we offer tailored advice and services to help clients achieve their goals. Trust Skalski Law Firm, LLC to make a difference in your legal and tax needs.
1867 Independence Square #103, Atlanta, GA 30338, United States -
Cheryl Farmer - Mutual of Omaha
● OpenCheryl Farmer - Mutual of Omaha is an insurance agency located at 301 Perimeter Center North in Atlanta, Georgia, United States. Cheryl Farmer is dedicated to providing her clients with expert guidance and reliable service to help them develop, implement, and maintain comprehensive business and individual insurance strategies. As a licensed insurance agent and investment professional with Mutual of Omaha Insurance Company, Cheryl works diligently to ensure her clients receive the best possible coverage and financial advice. Customers can trust Cheryl Farmer to help them protect their assets and plan for a secure future.
301 Perimeter Center N Ste 250, Atlanta, GA 30346, United States -
New York Life Insurance Company
● OpenNew York Life Insurance Company, located at 5909 Peachtree Dunwoody Road, Atlanta, Georgia, United States, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide support for everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance for creating investment strategies and estate plans. With over 12,000 agents nationwide, New York Life offers best-in-class products and solutions that adapt to your changing needs, helping you grow your financial security and peace of mind. They have been in the business of doing good since 1845, upholding values of diversity, responsibility, and service. As the largest mutual insurer in the U.S., they operate for the benefit of policy owners, paying out dividends and maintaining the highest financial strength ratings.
5909 Peachtree Dunwoody Rd 11th floor, Atlanta, GA 30328, United States -
Nease Lagana Eden & Culley Inc
● OpenNease Lagana Eden & Culley Inc is an insurance agency located at 2000 Riveredge Parkway in Atlanta, Georgia. With a team of experienced professionals, we specialize in providing comprehensive insurance solutions for individuals and businesses. Our services include auto, home, life, and commercial insurance, tailored to meet the unique needs of our clients. Trust Nease Lagana Eden & Culley Inc for reliable coverage and exceptional customer service.
2000 Riveredge Pkwy # 700, Atlanta, GA 30328, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a trusted finance and insurance agency located at 2859 Paces Ferry Road Southeast in Atlanta, Georgia. With a reputation for providing comprehensive financial planning and insurance services, Northwestern Mutual is dedicated to helping clients achieve their long-term financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Northwestern Mutual offers personalized solutions to meet your needs. With a commitment to excellence and a team of experienced professionals, Northwestern Mutual is a reliable choice for all your financial and insurance needs.
2859 Paces Ferry Rd SE Ste 1200, Atlanta, GA 30339, United States
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