TOP 30 Best Financial legacy planning in Marietta, Georgia

First Command Financial Advisor - Steve Cyr is a finance institution located at 1640 Powers Ferry Road in Marietta, Georgia, United States. This institution provides financial services to clients on a strictly voluntary basis, with no direct or indirect compensation given for testimonials. The experiences shared by clients may vary and are not a guarantee of future success.

Edward Jones - Financial Advisor: Bret Bond is a reputable finance institution located at 3417 Canton Road in Marietta, Georgia, United States. As a trusted financial advisor, Bret Bond provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and offering tailored solutions, Edward Jones - Financial Advisor: Bret Bond is dedicated to providing top-notch financial guidance and support to individuals and families in the Marietta area.

Edward Jones - Financial Advisor: Michael E McCracken is a reputable finance institution located at 376 Powder Springs Street in Marietta, Georgia, United States. Michael E McCracken is a trusted financial advisor who provides personalized investment and wealth management services to clients. With a focus on building long-term relationships and helping clients achieve their financial goals, Edward Jones is committed to providing top-notch financial guidance and expertise. Whether you are planning for retirement, saving for education, or managing your investments, Michael E McCracken and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

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.

Edward Jones - Financial Advisor: John McColl is a trusted financial institution located at 2876 Johnson Ferry Road in Marietta, Georgia. With a focus on personalized service and tailored financial solutions, John McColl and his team are dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones is committed to providing expert advice and guidance every step of the way. Visit us today to start building a secure financial future.

Edward Jones - Financial Advisor: Britt Jones, CRPC™ is a reputable finance institution located at 1503 Johnson Ferry Road in Marietta, Georgia, United States. As a Certified Retirement Planning Counselor, Britt Jones offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized strategies and long-term planning, clients can trust Edward Jones to provide reliable and professional guidance for their financial future.

Edward Jones - Financial Advisor: Chad Graham is a trusted finance institution located at 31 Atlanta Street Southeast in Marietta, Georgia, United States. As a dedicated financial advisor, Chad Graham 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, Edward Jones - Financial Advisor: Chad Graham is committed to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.

Summit Legacy Insurance is an insurance agency located at 180 Cherokee Street Northeast in Marietta, Georgia. Our focus goes beyond just financial planning; we understand the importance of preserving your values, ambitions, and the legacy you've worked hard to build. We specialize in estate and succession planning, offering life, long-term care, and disability insurance options. Our clients appreciate our simplified and electronic application process, which allows for coverage to be initiated within a couple of days for healthy applicants. We emphasize the importance of carefully designating primary and contingent beneficiaries on life insurance policies to safeguard the transition of assets.

Inheritance Financial Life of Cobb County is a reputable insurance agency located at 3284 Rangers Gate in Marietta, Georgia, United States. Our dedicated team of professionals is committed to helping individuals and families secure their financial future through comprehensive insurance solutions. With a focus on personalized service and tailored options, we strive to provide peace of mind and protection for our clients. Contact us today to learn more about how we can help you plan for the unexpected and ensure a secure financial life for you and your loved ones.

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.

Garrett Hurst is a financial advisor at Ameriprise Financial Services, LLC located at 367 Atlanta Street Southeast, Marietta, Georgia, United States. Garrett Hurst 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®. These certifications demonstrate Garrett Hurst's expertise in various areas of finance including asset management, retirement planning, estate planning, investment analysis, and more. Garrett Hurst is dedicated to providing comprehensive and specialized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Contact Garrett Hurst for personalized financial guidance and support.

Sarah Walker is a Financial Advisor at Ameriprise Financial Services, LLC located at 367 Atlanta Street Southeast in Marietta, Georgia. With a focus on helping clients achieve their financial goals, Sarah offers personalized advice and guidance tailored to each individual's needs. By reviewing her background, credentials, and experience, clients can feel confident in their decision to work with her. To get started, simply fill out the "Request consultation" form on the website to connect with Sarah and schedule a complimentary initial consultation. Whether you are planning for retirement, saving for college, or looking to grow your investments, Sarah Walker is here to help you navigate the world of finance and secure your financial future.

First Command Financial Advisor - Nathaniel Williams is a finance institution located at 1640 Powers Ferry Road, Marietta, Georgia, United States. This institution is dedicated to providing personalized financial advice and services to its clients. The testimonial provided by a client of First Command Financial Services, Inc. highlights the voluntary and unbiased nature of their experience with the institution. First Command does not offer any compensation to clients for testimonials and ensures transparency in potential conflicts of interest. While individual experiences may vary, First Command Financial Advisor - Nathaniel Williams strives to help clients achieve financial success and security.

First Command Financial Advisor - Craig Ames is a finance institution located at 1640 Powers Ferry Road, Marietta, Georgia, United States. As a financial advisor, Craig Ames helps clients with their financial planning and investment needs. The institution is committed to providing personalized and comprehensive financial services to help clients achieve their financial goals. The institution operates under First Command Financial Services, Inc. and its affiliated entities. The institution values client feedback and testimonials, which are provided on a voluntary basis. First Command does not provide direct or indirect compensation to clients for testimonials and strives to maintain transparency and integrity in its services. Clients can trust First Command Financial Advisor - Craig Ames for expert financial advice and assistance in managing their finances effectively.

Duren and Associates - Ameriprise Financial Services, LLC is a finance institution located at 1165 Northchase Parkway Southeast in Marietta, Georgia, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and offer personalized financial planning services. While we cannot guarantee future financial results, we are committed to helping you achieve your financial goals. Please visit our website for important disclosures and regulations. We value referrals and look forward to assisting your friends and family members with their financial needs. Contact us today to schedule an initial consultation to discuss what's most important to you.

Cherney Law Firm, LLC is a reputable finance and law firm located at 1744 Roswell Road in Marietta, Georgia. Specializing in a wide range of legal services, including financial law, estate planning, and business law, our experienced team of lawyers is dedicated to providing top-notch legal representation to our clients. With a commitment to excellence and personalized attention, Cherney Law Firm, LLC is here to help navigate the complexities of the legal system and ensure the best possible outcomes for our clients. Contact us today to schedule a consultation.

Welcome to the Helen Onwuzulike State Farm Insurance Agency located in Smyrna, Georgia! Our agency is conveniently situated across from the Legacy Golf Course, near the Windy Hill Community Center, Avonlea Square Apartments, and Cayce Foods. We offer a wide range of insurance services including car, home, renters, life, and business insurance to meet all your needs. Our dedicated team is committed to providing exceptional customer service and helping you choose the right insurance and financial products. Whether you are in Cobb, Cherokee, Fulton, Forsyth, Douglas, DeKalb, Bartow, Fayette, Rockdale, Paulding, or Gwinnett counties, we are here to assist you. Our office serves the towns of Smyrna, Marietta, Kennesaw, Austell, Mableton, Alpharetta, Cumming, Canton, Johns Creek, Roswell, Milton, Sandy Springs, and Atlanta. Stop by our office in Cobb County and let us help you with all your insurance needs. We look forward to serving you!

AnnuityUSA is a reputable finance institution located at 218 Roswell Street Northeast in Marietta, Georgia. Specializing in annuity services, our team of experts is dedicated to helping clients make informed decisions about their financial future. With a commitment to transparency and personalized service, AnnuityUSA is a trusted partner for individuals looking to secure their retirement savings. Contact us today to learn more about our services and how we can help you achieve your financial goals.

Nicholas Wealth Management is a finance institution located at 218 Roswell Street Northeast in Marietta, Georgia, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, we are here to provide expert guidance and support every step of the way. Trust Nicholas Wealth Management to help you secure a prosperous financial future.

MasterPlan Retirement Consultants is a leading finance institution located at 410 Villa Rica Way Southwest in Marietta, Georgia. Specializing in retirement planning and financial consulting, our team of expert advisors is dedicated to helping individuals and families achieve their long-term financial goals. With personalized strategies and tailored solutions, we provide comprehensive guidance to ensure a secure and comfortable retirement. Contact us today to start planning for your future with MasterPlan Retirement Consultants.

Jennifer Smalley - Thrivent is a finance institution located at 4343 Shallowford Road, Marietta, Georgia, United States. Financial Advisors Jeremy Cox and Matthew Beatty founded Fairway Financial Group in January 2023, focusing on a values-based approach to financial planning. Their team is dedicated to creating personalized financial plans that align with clients' dreams and goals. Operating hours are Monday-Thursday from 9 a.m. to 4 p.m. and Friday from 9 a.m. to 2 p.m. Thrivent, the parent company of Fairway Financial Group, believes in using money as a tool to achieve a higher purpose. They offer a range of financial services including advice, investments, insurance, banking, and generosity programs. Membership with Thrivent provides clients with access to resources for giving back and living a more meaningful life. With a strong financial foundation and over 100 years of experience, Thrivent is committed to helping clients build their futures and make a positive impact in their communities.

Welcome to Wingfield Funeral Home, a compassionate and dedicated funeral service provider located in the heart of Cedartown, Georgia. Situated at 206 Marietta Street, our family-owned business is committed to offering respectful and personalized care to families during their most difficult times. At Wingfield Funeral Home, we understand the importance of honoring the life and legacy of your loved ones. Our experienced and caring staff is here to guide you through every step of the process, offering a range of services tailored to meet your specific needs and traditions. From traditional funerals and memorial services to cremations and pre-planning options, we are dedicated to ensuring that each service is a meaningful reflection of the individual being remembered.

Julianna Burrall, Attorney at Law, located at 3535 Roswell Road in Marietta, Georgia, is a highly experienced estate planning and tax attorney with over 25 years of legal expertise. Specializing in customized tax and estate planning, probate administration, elder law, and family business succession planning, Julianna provides personalized and professional services to her clients. Whether you need assistance with estate planning, probate administration, guardianships, or tax matters, Julianna Burrall and her team at JB Tax Law, LLC are dedicated to providing the highest standard of professional service and client satisfaction. Contact them today for all your legal needs in the Metro Atlanta area.

James Kellogg - Raymond James is a leading finance institution located at 550 Kennesaw Avenue in Marietta, Georgia. With a strong presence in the United States, this institution offers a wide range of financial services and expertise to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management solutions, the team at James Kellogg - Raymond James is dedicated to providing personalized and comprehensive financial strategies. With a commitment to excellence and client satisfaction, this institution is a trusted partner for all your financial needs.

Alliance Wealth Advisors is a premier financial institution located at 1337 Canton Road in Marietta, Georgia, United States. As a leading finance firm, we specialize in providing expert wealth management and investment advisory services to our clients. Our experienced team of advisors is dedicated to helping individuals, families, and businesses achieve their financial goals through personalized strategies and comprehensive financial planning. At Alliance Wealth Advisors, we are committed to providing top-notch service and guidance to help our clients build and protect their wealth for the long term. Contact us today to learn more about how we can help you secure a brighter financial future.

Omni Wealth Advisors, LLC is a leading financial institution located at 123 Church Street in Marietta, Georgia, United States. Our team of experienced advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we provide comprehensive financial solutions tailored to your individual needs. Trust Omni Wealth Advisors, LLC to guide you towards a secure and prosperous financial future.

CW Wealth Management, LLC is a finance institution located at 3225 Shallowford Road in Marietta, Georgia, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. We offer a range of services including investment planning, retirement planning, estate planning, and more. Trust CW Wealth Management, LLC to provide expert guidance and support as you navigate the complexities of wealth management.

Argent Trust Company, located at 4932 Lakeland Drive, Marietta, Georgia, is a leading independent client asset services firm offering trust administration, estate planning, investment management, and other fiduciary services. Operating under a Tennessee-domiciled trust charter, clients benefit from Tennessee's advantageous trust laws. With over 30 years of experience, Argent Trust Company is known for its professional trust management, wealth management, investment management, employee stock ownership plans, retirement plan administration, and more. With multiple locations across the United States, including Atlanta, Dallas, Nashville, and New Orleans, Argent Trust Company provides personalized financial services to individuals, families, businesses, and institutions. Contact an Argent professional today to begin a discussion about safeguarding your legacy and wealth.

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.

Boyer Ramey Wealth Management is a premier financial institution located at 123 Church Street in Marietta, Georgia, United States. Our team of experienced professionals provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your assets, Boyer Ramey Wealth Management is dedicated to providing expert guidance and tailored solutions. Contact us today to schedule a consultation and take the first step towards securing your financial future.