TOP 30 Best Financial legacy planning in Georgia

Melan Financial is a leading finance institution located at 1720 Old Spring House Lane in Dunwoody, Georgia, United States. With a strong reputation for excellence and expertise in financial services, Melan Financial offers a wide range of solutions to meet the unique needs of individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Melan Financial is dedicated to helping you achieve your financial goals. Trust in Melan Financial for reliable and professional financial services that are tailored to your specific needs.

Together Planning Atlanta is a finance institution located at 599 West Crossville Road in Roswell, Georgia. Our team of experienced financial advisors are dedicated to helping individuals and families create comprehensive financial plans to achieve their goals and secure their financial future. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are here to provide personalized guidance and support every step of the way. Contact us today to schedule a consultation and start planning for tomorrow, together.

Legacy Planning Advisors, LLC. is a finance institution located at 5400 Laurel Springs Parkway in Suwanee, Georgia, United States. Specializing in legacy planning and wealth management, our team of experienced advisors is dedicated to helping clients protect and grow their assets for future generations. With a focus on personalized service and comprehensive financial planning, we strive to create tailored solutions that meet the unique needs and goals of each individual client. Trust Legacy Planning Advisors, LLC. to be your partner in securing a prosperous future for you and your loved ones.

Wilson Financial and Sons LLC is a reputable finance institution located at 5636 Whitesville Road in Columbus, Georgia, United States. With a strong emphasis on providing personalized financial solutions, our team of experts at Wilson Financial and Sons LLC are dedicated to helping our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, our experienced professionals are here to provide you with the guidance and support you need. Trust Wilson Financial and Sons LLC to help you secure your financial future.

CWPIM - The Conscientious Wealth Planning and Investment Management is a leading finance institution located at 8000 Avalon Boulevard in Alpharetta, Georgia, United States. Our team of dedicated financial experts are committed to providing personalized wealth planning and investment management services to help our clients achieve their financial goals. With a focus on ethics and integrity, we strive to create long-term financial success for our clients by offering tailored solutions and expert advice. Trust CWPIM to guide you towards a secure financial future.

Beau Henderson- Financial Planner is a comprehensive wealth management firm located at 151 Jesse Jewell Parkway, Gainesville, Georgia, United States. Our team believes in integrating both financial and non-financial aspects of your life to create a successful retirement strategy. We understand that retirement means different things to different people- whether it's traveling, writing a book, starting a business, or spending more time with family. Our goal is to help you achieve your vision of a rich life in retirement.

ARTAAD Financial Private Wealth Management is a premier finance institution located at 128 Tommy Stalnaker Drive in Warner Robins, Georgia, United States. Specializing in private wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a personalized approach and a commitment to excellence, we provide a range of services including investment management, retirement planning, estate planning, and more. Trust ARTAAD Financial Private Wealth Management to guide you towards financial success and peace of mind.

Bolder 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.

TNB Financial Services, located at 320 North Broad Street in Thomasville, Georgia, offers a range of finance services including investment management, trust services, retirement plans, and estate executorship. By providing a full complement of services, TNB Financial Services helps clients create and implement comprehensive financial plans. With a focus on personalized attention, the institution ensures that clients are involved in every step of the process. Serving various locations including Thomasville, Tallahassee, Clinton, and Albany, TNB Financial Services takes pride in being local and agile, and truly caring about the financial well-being of their clients.

Morgan Stanley Financial Advisors, located at 2421 Westgate Drive in Albany, Georgia, United States, is a leading finance institution that prides itself on leading with exceptional ideas. With keen insight on today's most critical issues, Morgan Stanley offers unparalleled opportunities for those ready to innovate and make an impact every day. The institution is committed to inclusion and provides a supportive environment for individuals to develop and reach their full potential. Thank you for your interest in Morgan Stanley Ideas.

Frank Passmore, Certified Financial Fiduciary is a trusted finance institution located at 1819 Buford Highway Northeast in Buford, Georgia, United States. As a Certified Financial Fiduciary, Frank Passmore provides expert financial advice and services with a focus on putting the best interests of clients first. Whether you are looking for retirement planning, investment strategies, or estate planning, Frank Passmore and his team are dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help secure your financial future.

First Command Financial Advisor - James Morris is a finance institution located at 1015 Tyrone Road in Tyrone, Georgia, United States. This institution offers financial services and advice to clients looking to secure their financial future. With a commitment to helping clients achieve their financial goals, First Command Financial Advisor - James Morris provides personalized and tailored solutions to meet the unique needs of each individual. The institution operates with integrity and transparency, as evidenced by the testimonial provided by a satisfied client who shared their positive experience voluntarily. While this testimonial may not be representative of all clients' experiences, it serves as a testament to the quality of service provided by First Command Financial Advisor - James Morris. Visit them today to start planning for a secure financial future.

First Command Financial Advisor - Latorya Brown-Bailey is a reputable finance institution located at 1640 Powers Ferry Road in Marietta, Georgia, United States. As a financial advisor, Latorya Brown-Bailey provides personalized financial planning services to help clients achieve their financial goals. This institution is committed to providing exceptional service and guidance to clients, as evidenced by the voluntary testimonials from satisfied clients. First Command Financial Advisor - Latorya Brown-Bailey operates with transparency and integrity, ensuring that clients receive unbiased advice and support in managing their finances. Please note that testimonials provided by clients are voluntary and not indicative of future performance or success for all clients.

Merrill Lynch Financial Advisor Rick Baker, located at 3455 Peachtree Road Northeast in Atlanta, Georgia, is a finance institution that offers personalized investment strategies and comprehensive financial solutions. The team at Baker and Associates is a diverse group of professionals with a global perspective, dedicated to understanding each client's unique financial goals and priorities. With access to the resources of one of the largest global investment firms in the world, they provide tailored investment plans to help clients pursue their financial objectives while managing risk. Recognized for their exemplary client service, the advisors at Merrill Lynch have received accolades such as the Forbes "Best-in-State Wealth Advisors" award. Through the Merrill Personal Wealth Analysis™ program, clients can receive a personalized financial plan centered on their goals and aspirations. Whether planning for retirement, buying a home, or funding education, the team at Merrill Lynch is committed to helping clients achieve their financial goals. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Rick Baker offers a one-on-one relationship to guide clients through the complexities of the financial market and life changes.

Josh Krohne is a Financial Advisor at Ameriprise Financial Services, LLC located at 3475 Lenox Road Northeast, Atlanta, Georgia, United States. He 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®. With expertise in various areas of financial planning, Josh Krohne is committed to providing comprehensive and personalized financial advice to his clients.

Paul Lang - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1401 Macy Dr, Roswell, Georgia, United States. Paul Lang 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, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. The institution provides comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. Paul Lang is dedicated to upholding the highest standards of ethics and expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products.

Merrill Lynch Financial Advisor Howard L Joe is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and the District of Columbia, clients are guided towards achieving their desired financial goals. The institution offers a wide range of brokerage, investment advisory, and other financial services. It is important to note that investing involves risks, and the potential for losing money is present when investing in securities. Merrill Lynch does not provide legal, tax, or accounting advice, so clients are encouraged to consult with their own advisors before making financial decisions. Additionally, insurance and annuity products are offered through Merrill Lynch Life Agency Inc., and trust and fiduciary services are provided by Bank of America Private Bank. Banking products are provided by Bank of America, N.A. and affiliated banks. The institution strives to provide clients with information about products and services that may be of interest. It is important to note that leaving the Bank of America website may result in being redirected to FINRA's BrokerCheck website, which is subject to separate terms and privacy policies. "Bank of America Merrill Lynch" is the global marketing name for the banking and global markets businesses of Bank of America Corporation. Securities, strategic advisory, and investment banking activities are conducted by investment banking affiliates of Bank of America Corporation. Clients are advised to carefully review all terms and conditions before engaging with Merrill Lynch Financial Advisor Howard L Joe.

Charles Pinigis is a trusted financial advisor at Ameriprise Financial Services, LLC located at 2180 Satellite Boulevard in Duluth, Georgia. With a strong background in finance, Charles is dedicated to helping his clients achieve their financial goals and secure their future. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Charles can provide personalized financial advice and guidance tailored to your unique needs. Contact Charles Pinigis today to schedule a consultation and take the first step towards a more secure financial future.

Cornerstone Financial Team is a finance and insurance agency located at 4485 Tench Road, Suwanee, Georgia, United States. Led by Dr. John and his dedicated team, they provide advanced financial services and guidance to their clients. With an Advisory Tiered Fee Schedule, clients may receive a discount on their annual financial planning fee if they choose to use Cornerstone for investment management. Testimonials from clients highlight the caring and honest nature of the team, as well as their expertise in explaining complex financial concepts in an easy-to-understand manner. The team at Cornerstone is described as efficient, reliable, and personable, treating clients like family. With over 26 years of experience, they have built a reputation for providing sound financial advice and staying up to date with the latest information. Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor. Clients can trust that their finances are in good hands with the professional team at Cornerstone Financial.

Ben Joel - RBC Wealth Management Financial Advisor is a leading finance institution located at 3550 Lenox Road Northeast in Atlanta, Georgia. As a trusted financial advisor, Ben Joel provides expert guidance and personalized strategies to help clients achieve their financial goals. With a focus on wealth management, investment planning, and retirement solutions, Ben Joel and his team are dedicated to providing top-notch financial services to individuals and businesses in the Atlanta area. Trust Ben Joel - RBC Wealth Management Financial Advisor to help you secure your financial future.

Conscientious 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.

Matthew London is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 125 Plantation Centre Drive South in Macon, Georgia, United States. Matthew holds various certifications such as 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®. These certifications demonstrate Matthew's expertise in asset management, estate planning, retirement planning, investment strategies, and more. If you are looking for a financial advisor who is committed to providing comprehensive and personalized financial solutions, Matthew London is the advisor for you.

Southern Financial Services is a reputable finance institution located at 307 Main Street South in Tifton, Georgia, United States. We are dedicated to providing top-notch financial services to our clients, including personalized financial planning, investment management, and retirement planning. Our team of experienced professionals is committed to helping individuals and businesses achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you with your financial needs.

Merrill Lynch Financial Advisor Douglas C. Justice is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. Merrill is proud of its advisors who have been recognized by financial industry publications and Bank of America Corporation. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They offer a range of services to help clients achieve their financial goals, from retirement planning to wealth transfer. The advisors at Merrill Lynch focus on understanding each client's unique needs and priorities to create a customized financial approach. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop strategies to address their financial needs. The goal is to help clients pursue their goals and manage investment risk effectively. The institution offers personalized plans, investment strategies, and comprehensive financial solutions to help clients live their best financial life. The team at Merrill Lynch is committed to helping clients achieve their goals and stay on track, regardless of market fluctuations. With a focus on understanding clients personally, they offer tailored advice and guidance to address changes in the market and in clients' lives. Merrill Lynch Financial Advisor Douglas C. Justice is dedicated to helping clients navigate the complexities of their financial lives and build a secure financial future.

Price Financial Services is a reputable institution located at 1785 East Park Place Boulevard in Stone Mountain, Georgia, United States. Specializing in accounting and finance, Price Financial Services offers a wide range of professional services to help individuals and businesses manage their financial needs effectively. With a team of experienced professionals, clients can trust Price Financial Services to provide expert advice and assistance in navigating the complexities of financial planning, tax preparation, and investment strategies. Whether you are looking to optimize your financial portfolio or simply need help with bookkeeping, Price Financial Services is dedicated to helping you achieve your financial goals.

New ERA Financial Solutions LLC is a leading institution located at 850 Progress Center Avenue in Lawrenceville, Georgia, United States. Specializing in accounting, finance, health, and insurance services, 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 tax preparation, financial planning, health insurance coverage, or risk management, we are here to help you navigate the complexities of the financial world. Trust New ERA Financial Solutions LLC to help you achieve your financial goals and secure your future.

Welcome to Maria Rios Agency – Your Trusted Country Financial Agent in Carrollton, GA Located at 110 Dixie Street, Carrollton, Georgia, Maria Rios Agency is dedicated to protecting what matters most to you. Whether it’s your car, home, business, or farm, we offer comprehensive insurance solutions tailored to your unique needs. Since 1925, COUNTRY Financial has been a trusted name in insurance, and as your local agent, Maria Rios is here to provide you with personalized service and expert advice.

Welcome to Dustin Booth - COUNTRY Financial Agent, your trusted partner for comprehensive insurance and financial services in Vidalia, Georgia. Located at 404 Church Street, our agency has been serving the community with dedication and integrity since 1925. We specialize in providing personalized insurance solutions to protect your car, home, business, and more, ensuring you have the coverage you need when it matters most. At Dustin Booth - COUNTRY Financial Agent, we understand that life is full of milestones and uncertainties. Whether you're planning your child's education, dreaming of an early retirement, or securing your forever home, we offer a wealth of educational tools and resources to help you achieve your goals. Our commitment is to be there for you, offering support and guidance every step of the way.

Welcome to Jon Wheeler - COUNTRY Financial Representative, your trusted partner in Baxley, Georgia, for all your financial and insurance needs. Located at 118 #5 Azalea Road, our office is dedicated to helping you protect what matters most and plan for a secure financial future. Since 1925, COUNTRY Financial has been a reliable name in the insurance industry, offering comprehensive protection for your car, home, business, and more. Whether you're looking for auto insurance, home insurance, life insurance, or farm insurance, Jon Wheeler is here to guide you in selecting the right coverage tailored to your needs. We understand that insurance is about peace of mind, and our 24/7 claims support ensures that help is always just a call away.

Welcome to Michael White - COUNTRY Financial Representative, your trusted partner in financial planning and insurance solutions located at 9811 South Main Street, Nahunta, Georgia. Since 1925, COUNTRY Financial has been a leading provider of insurance and financial services, and we are proud to continue this legacy in Nahunta. At Michael White - COUNTRY Financial, we understand that life is full of uncertainties, and having the right insurance and financial plan can make all the difference. Whether you're looking to protect your car, home, business, or farm, we offer comprehensive insurance options tailored to your needs. Our goal is to ensure that you and your loved ones are safeguarded against the unexpected.