Estates with special needs in Georgia

Forge Consulting, LLC is a finance institution located at 3350 Riverwood Parkway in Atlanta, Georgia, United States. Specializing in financial consulting services, Forge Consulting, LLC offers expert advice and guidance to individuals and businesses looking to optimize their financial strategies. With a team of experienced professionals, Forge Consulting, LLC is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, investing in the stock market, or seeking advice on estate planning, Forge Consulting, LLC is committed to providing personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you forge a path to financial success.

Ken Whitley - Raymond James is a finance institution located at 2839 Paces Ferry Road Southeast in Atlanta, Georgia, United States. We specialize in providing customized services for discerning clients, offering a team approach to financial planning with a broad scope of experience. Our priority is understanding each client's unique circumstances to create a distinctive plan that serves as a roadmap for their financial journey. WealthView Partners, a division of Ken Whitley - Raymond James, focuses on wealth management consulting for affluent investors, designing, implementing, and monitoring personalized plans to enhance, preserve, and transfer family wealth. With a limited number of clients, we are able to deliver exceptional service and meet complex financial needs. Our team of professionals from various financial disciplines offers a wide range of services to help clients with all their financial planning and wealth management needs.

LKMG Financial Services is a leading institution located at 303 Perimeter Center North in Dunwoody, Georgia, United States. Specializing in accounting, finance, and insurance services, our team of experts is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a strong focus on customer satisfaction and personalized service, LKMG Financial Services is committed to helping our clients achieve their financial goals and secure their financial futures. Contact us today to learn more about how we can assist you with your financial needs.

128 Financial is a reputable institution located in Atlanta, Georgia, specializing in CPA services, taxes, and bookkeeping. Our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping services, we have you covered. Visit us at 3225 Cumberland Boulevard Southeast to experience our exceptional accounting and finance services.

Modera Wealth Management is a team of experienced financial advisors and planners based in Atlanta, Georgia. Located at 5555 Glenridge Connector, Modera offers personalized financial services to help clients achieve their goals and secure their financial future. With a focus on building long-term relationships and providing customized solutions, Modera is dedicated to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, investing for the future, or managing your wealth, Modera Wealth Management is committed to providing expert guidance and support every step of the way.

CLF Financial Services, Inc. is a finance institution located at 1311 English Street Northwest, Atlanta, Georgia, United States. We specialize in helping high net worth individuals and retirees manage all aspects of their financial lives. Our planning-based discussions focus on your financial needs, objectives, time horizons, and risk tolerance. We also provide advice to small businesses on business continuation and retirement services. Our specialties include Financial Planning for Individuals and Businesses, Retirement Planning, Personal Finance, Portfolio Theory, Marketing, and Advertising. Securities are offered through Grove Point Investments, LLC, member FINRA/SIPC, and Investment Advisory Services are offered through Grove Point Advisors, LLC. CLF Financial Services, Inc. is not affiliated with Grove Point Financial, LLC or its subsidiaries. Our Financial Professionals are registered or licensed to conduct business in specific states and jurisdictions. Visit our website for interesting videos and more information.

Turner Wealth Advisory, LLC is a finance institution located at 4396 Earney Road in Woodstock, Georgia, United States. With a focus on individualized legal solutions, effective tax planning, and compliance, the firm offers fee-only, fiduciary financial advice to help clients achieve their personal goals. The Turner Firms, a family of professional service firms in the Hickory Flat community of Woodstock, have been providing expert, personal service for over 30 years. Specializing in accounting, estate planning, tax, and wealth management strategies, the Turner Firms aim to propel clients and their businesses towards greater success. Turner & Anderson P.C. offers services in business and corporate law, estate planning, and tax law with attorneys who have achieved Martindale-Hubbell’s AV rating. Turner & Associates is a full-service CPA firm focusing on accounting and tax needs for individuals and small businesses. Turner Wealth Advisory is an independent, fee-only wealth management firm dedicated to providing personalized and unbiased retirement and wealth management solutions. Comprised of fiduciary wealth advisors, the firm is committed to working in the best interest of their clients.

One Wealth Consulting Services - UBS Financial Services Inc. is a leading financial institution located in Atlanta, Georgia. Our team of experienced professionals specializes in providing tailored wealth management solutions to help clients achieve their financial goals. From investment planning to retirement strategies, we offer a wide range of services to meet the unique needs of each individual. With a commitment to excellence and integrity, we strive to deliver exceptional results and build long-lasting relationships with our clients. Visit us at 3560 Lenox Road Northeast to learn more about how we can help you secure your financial future.

Austin Oman is a Financial Advisor at Ameriprise Financial Services, LLC located at 999 Peachtree Street Northeast, Atlanta, Georgia, United States. Specializing in finance, Austin Oman 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®, 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®. Austin Oman is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on asset management, investment strategies, estate planning, and risk management, Austin Oman is committed to helping clients achieve their financial goals.

Foreclosure International Group is a leading finance and real estate agency located at 3900 Crown Road Southeast in Atlanta, Georgia, United States. Specializing in foreclosure properties, the institution offers expert guidance and services for buyers and sellers looking to navigate the complex world of distressed real estate transactions. With a team of experienced professionals, Foreclosure International Group provides personalized solutions to help clients achieve their real estate goals. Whether you are looking to invest in a foreclosure property or need assistance with selling one, Foreclosure International Group is your trusted partner in the Atlanta real estate market.

Clear Financial Advising Inc is a trusted institution located at 6905 Bell Court in Rex, Georgia, United States. We specialize in providing expert accounting and finance services to help individuals and businesses achieve their financial goals. Our team of experienced advisors offers personalized guidance and strategic planning to ensure our clients make informed decisions and secure their financial future. Whether you need assistance with tax planning, investment management, or retirement planning, Clear Financial Advising Inc is here to help. Contact us today to schedule a consultation and take the first step towards financial clarity and success.

Owenby Jones Wealth Management in Marietta, Georgia is a reputable financial institution that specializes in providing expert wealth management services. Located at 3855 Shallowford Road, this institution offers personalized financial planning and investment strategies to help clients achieve their financial goals. With a team of experienced professionals, including lawyers, Owenby Jones Wealth Management is dedicated to helping individuals and businesses navigate the complexities of financial planning and investment management. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Owenby Jones Wealth Management is committed to providing top-notch service and tailored solutions to meet your financial needs.

Elliott & Associates Wealth Advisors is a premier financial institution located at 1225 Johnson Ferry Road in Marietta, Georgia, United States. Our team of experienced advisors specializes in providing personalized wealth management solutions tailored to each client's unique financial goals and needs. With a focus on building long-term relationships based on trust and integrity, we are dedicated to helping our clients achieve financial success and security. Contact us today to schedule a consultation and start planning for a brighter financial future.

Located in Marietta, Georgia, Warnick & Cain is a partnership of CERTIFIED FINANCIAL PLANNER™ professionals who provide unbiased financial advice to clients. With a focus on personalized investment strategies, the team at Warnick & Cain aims to help individuals achieve financial freedom and live the way they want. Nancy Warnick, with 22 years of experience, specializes in working with small businesses, individuals, and multi-generational families. She also enjoys assisting women going through life transitions such as divorce or widowhood. Nancy's goal is to provide clients with the confidence they need to make sound financial decisions.

NRV Financial Services is a reputable institution located at 10 Glenlake Parkway Northeast in Atlanta, Georgia, United States. Specializing in accounting and finance, NRV Financial Services offers a wide range of financial solutions to individuals and businesses. With a team of experienced professionals, the institution provides expert advice and services to help clients achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or investment management, NRV Financial Services is dedicated to providing top-notch service and support.

Araya Mesfin, CFP - UBS Financial Services Inc. is a finance institution located at 1200 Abernathy Road Northeast in Atlanta, Georgia, United States. Specializing in financial planning and wealth management, our team of professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial world. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Araya Mesfin, CFP - UBS Financial Services Inc. is here to help you every step of the way.

The Legacy Group of Atlanta - Morgan Stanley is a leading financial institution located at 5 Concourse Parkway in Atlanta, Georgia, United States. Specializing in wealth management, investment advisory services, and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we provide personalized solutions tailored to each client's unique needs. Contact us today to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor Eric Matthews is a trusted institution located at 300 Galleria Parkway Southeast, Atlanta, Georgia, United States. Specializing in finance, Eric Matthews is dedicated to managing your wealth by understanding your financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Eric can create a personalized wealth management strategy tailored to your needs. By participating in the community and volunteering, Eric upholds the Merrill tradition of serving the community. Through the Merrill Personal Wealth Analysis™, Eric can help build and document a personalized financial plan centered on your goals. By getting to know you and your family, Eric can provide advice and guidance to help you pursue your financial aspirations, whether it's planning for retirement, saving for a home, or funding a child's education. With a focus on understanding your investment preferences through the Investment Personality Assessment, Eric can customize a financial approach to help you achieve what matters most to you. With a commitment to helping you reach your goals, Eric will work with you to develop a financial strategy that addresses your needs and adapts to changes in your life and the market. By providing ongoing support and guidance, Eric aims to help you stay on track to achieve your financial objectives. Contact Eric Matthews at Merrill Lynch Wealth Management to start designing a personalized plan to pursue your financial goals.

Tripp Mullen, CFP is a finance institution located at 1640 Powers Ferry Road in Marietta, Georgia, United States. Specializing in financial planning and investment management, Tripp Mullen, CFP offers personalized services to help clients achieve their financial goals. With a Certified Financial Planner on staff, clients can trust in the expertise and professionalism of the institution. Whether you are looking to plan for retirement, save for a major purchase, or invest for the future, Tripp Mullen, CFP can provide the guidance and support you need.

The Alder Financial Group, located at 300 Galleria Parkway in Atlanta, Georgia, is a finance institution specializing in retirement planning. With 25 years of experience, our team of advisors is dedicated to guiding individuals towards financial independence. We understand the emotional and stressful nature of retirement planning, and view it as a journey with a starting point and ultimate destination. Just as you rely on a GPS to navigate unfamiliar areas, let Alder Financial be your partner in navigating your journey to retirement. Our personalized approach sets us apart from traditional financial advisors, as we prioritize building trust and always acting in the best interest of our clients. Our boutique setting allows us to provide one-on-one guidance tailored to your unique needs. Whether you are just starting to plan for retirement or are in the midst of it, we are here to help you stay on top of important financial matters that can impact your future.

Linea Private Wealth Management is a finance institution located in Atlanta, Georgia, United States. Specializing in overseeing family wealth management needs, Linea offers personalized and evolving advice to help clients navigate their financial journey. The team at Linea excels at coordinating opportunities for a successful multi-generational plan, using the Linea Roadmap® process to consult and collaborate on strategies designed to protect assets, simplify finances, and foster family harmony. With a focus on lineage and linear progression, Linea aims to empower clients to travel the roads of opportunity that will benefit them and their loved ones most. Securities are offered through LPL Financial, with advisory services provided by IFG Advisory, LLC. Linea Private Wealth Management, Integrated Financial Group, and IFG Advisory, LLC are separate entities from LPL Financial. Residents of select states can discuss and transact securities business with the registered representatives associated with Linea Private Wealth Management.

Moore & Associates Wealth Management has now rebranded as Artisan Financial Strategies, located at 1125 Cambridge Square in Alpharetta, Georgia, United States. Specializing in finance, the institution is committed to providing professional advisors with objective and collaborative financial consulting services. With a focus on creating comprehensive financial plans tailored to individual needs, Artisan Financial Strategies is trusted by many Atlanta professionals for their expertise and commitment. Agents Meredith Moore and Adam Tolliver are licensed to sell insurance through New York Life Insurance Company and offer securities products and services through NYLIFE Securities LLC. Additionally, Meredith Moore is registered as an investment adviser representative under Eagle Strategies LLC, providing advisory services in multiple states. It is important to note that neither Artisan Financial Strategies LLC, Eagle Strategies LLC, nor NYLIFE Securities LLC offer tax, legal, or accounting advice. Residents of Georgia, Florida, New York, and South Carolina can benefit from the financial planning and oversight services offered by Artisan Financial Strategies.

Freedom Financial Services, LLC is a finance institution located at 3245 Peachtree Parkway in Suwanee, Georgia, United States. We specialize in providing a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions to meet the unique needs of our clients. Whether you are looking for assistance with investments, retirement planning, or insurance, Freedom Financial Services, LLC is here to help you navigate the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.

AdvisorySouth is a leading finance institution located at 2878 Johnson Ferry Road in Marietta, Georgia, United States. We specialize in providing expert financial advice and services to individuals, businesses, and organizations in the region. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, retirement planning, or wealth management, AdvisorySouth is here to help. Contact us today to schedule a consultation and see how we can help you reach your financial goals.

Johnson Financial Group Inc. is a finance institution located at 5222 Huntingford Terrace, Marietta, Georgia, United States. They offer a range of financial services including credit cards, mortgage assistance, wealth management, and business financing. Their experienced advisors work closely with clients to help them achieve their financial goals. Whether you need help with personal finances or business planning, Johnson Financial Group is there to provide smart suggestions and inspirational ideas. They offer online access for clients, as well as digital banking solutions for convenient money management. The institution also specializes in retirement planning, estate planning, and risk management. Johnson Financial Group is committed to understanding your priorities and creating a customized plan to meet your financial needs. With a focus on community involvement and client satisfaction, they strive to be a workplace of choice for dedicated associates. If you are looking for a career in the financial services industry, consider joining the team at Johnson Financial Group Inc. Their products and services are offered through Johnson Bank and Johnson Wealth Inc., providing a comprehensive approach to financial planning.

Restoration Tax Services is a leading accounting and finance institution located at 1010 Huntcliff Northeast in Sandy Springs, Georgia, United States. With a team of experienced professionals, they specialize in providing expert tax services to individuals and businesses, helping them navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, planning, or resolution, Restoration Tax Services is dedicated to helping you achieve financial success and peace of mind. Trust them to handle all of your tax needs with precision and professionalism.

CAPTRUST is a finance institution located at 345 Corporate Center Court in Stockbridge, Georgia, United States. Our Stockbridge-based office specializes in providing financial services for individuals, endowments, and foundations. Our office is open Monday through Thursday from 8:00 am to 5:00 pm and on Fridays from 8:00 am to 4:00 pm. Our team of financial advisors is ready to assist with wealth planning, portfolio management, family governance, philanthropic strategies, and more. We provide best practices, market insights, and financial planning strategies to ensure that every client receives the information they need to make informed decisions.

Pettway Financial Services LLC is a comprehensive financial institution located in Jonesboro, Georgia. Our team of experienced professionals specializes in accounting, finance, and legal services to meet the diverse needs of our clients. Whether you require assistance with tax preparation, financial planning, or legal consultation, we are dedicated to providing personalized and expert guidance to help you achieve your financial goals. Visit us at 1073 Georgia 138, Jonesboro, Georgia to learn more about how we can support your financial success.

L & S Financial Services is a trusted finance institution located at 6517 Chupp Road in Lithonia, Georgia, United States. We specialize in providing a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you need assistance with budgeting, investing, retirement planning, or any other financial matter, L & S Financial Services is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Merrill Lynch Financial Advisor Lei Shan is a respected finance institution located at 3455 Peachtree Road Northeast in Atlanta, Georgia, United States. With over twenty years of experience working with prestigious financial firms such as Goldman Sachs and Credit Suisse, Lei Shan specializes in providing personalized financial advice to wealthy families and institutions. Lei holds an MBA from Duke University and a Master of Science in Molecular Biology from Vanderbilt University. She has been recognized in publications such as Atlanta Journal Constitution and Women's World for her expertise in the field. Lei is actively involved in volunteer work, supporting organizations such as Habitat for Humanity and the Atlanta Day Shelter for Women and Children. Fluent in Chinese, Lei is dedicated to helping clients achieve their financial goals through customized and holistic planning. As a Merrill Lynch Wealth Management Advisor, Lei focuses on building personalized investment strategies tailored to each client's unique needs and aspirations. With access to the resources of Bank of America, Lei works closely with clients to help them navigate the complexities of the financial markets and plan for the future. Whether you are saving for retirement, funding a child's education, or preparing to pass on your wealth to future generations, Lei Shan is committed to helping you achieve your financial goals. Contact Merrill Lynch Financial Advisor Lei Shan today to start planning for a secure financial future.