Financial portfolio in Atlanta, GA
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Navigational Wealth Planning
● ClosedNavigational 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 -
Avere Wealth Management
● ClosedAvere 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 -
U.S. Trust
● ClosedU.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
● ClosedHomrich 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 -
ARG Realty & Property Management LLC
● ClosedARG Realty & Property Management LLC is a leading finance and real estate agency located in the heart of Atlanta, Georgia. With a focus on providing top-notch property management services and real estate investment opportunities, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to buy, sell, or rent a property, ARG Realty & Property Management LLC is here to assist you every step of the way. Visit us at 691 John Wesley Dobbs Avenue Northeast to learn more about how we can help you with all of your real estate needs.
691 John Wesley Dobbs Ave NE suite c, Atlanta, GA 30312, United States -
Paul Muigai
● OpenPaul Muigai is a reputable dentist institution located at 5495 Old National Highway in Atlanta, Georgia, United States. With a focus on providing top-notch dental care and promoting overall health and wellness, Paul Muigai offers a wide range of services to meet the needs of patients of all ages. From routine cleanings and check-ups to more advanced procedures, the skilled team at Paul Muigai is dedicated to helping patients achieve and maintain a healthy smile. With a commitment to excellence and a warm, welcoming atmosphere, Paul Muigai is the go-to destination for dental care in the Atlanta area.
5495 Old National Hwy, Atlanta, GA 30349, United States -
Barron Associates Agency
● ClosedBarron Associates Agency is a trusted insurance agency located in Atlanta, Georgia. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have you covered. With our convenient location on Campbellton Road Southwest, we are proud to serve the community of Atlanta and beyond. Contact us today to learn more about how we can help protect what matters most to you.
2200 Campbellton Rd SW G, Atlanta, GA 30311, United States -
Flipside Capital
● ClosedFlipside Capital is a premier finance institution located at 1170 Peachtree Street Northeast in Atlanta, Georgia, United States. Specializing in providing innovative financial solutions, Flipside Capital offers a wide range of services including investment management, wealth planning, and strategic financial consulting. With a team of experienced professionals, Flipside Capital is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest in the future, Flipside Capital is committed to providing personalized and comprehensive financial solutions tailored to your individual needs. Contact us today to learn more about how Flipside Capital can help you achieve financial success.
1170 Peachtree St NE #1200, Atlanta, GA 30309, United States -
Groundfloor
● ClosedGroundfloor is a finance institution located in Atlanta, Georgia, United States. Situated at 600 Peachtree Street Northeast, Groundfloor offers innovative investment opportunities in real estate loans. With a focus on transparency and accessibility, Groundfloor provides individuals with the chance to invest in real estate projects and earn returns on their investments. Whether you are a seasoned investor or new to the world of finance, Groundfloor offers a unique platform to diversify your portfolio and grow your wealth. Visit us today to learn more about how you can get involved in the exciting world of real estate investing with Groundfloor.
600 Peachtree St NE Ste. 810, Atlanta, GA 30308, United States -
KRAM CAPITAL GROUP - COMMERCIAL LENDING
● ClosedKRAM Capital Group - Commercial Lending is a nationwide independent commercial mortgage brokerage located at 3379 Peachtree Road, Atlanta, Georgia. Specializing in SBA, private, and small balance loans, we offer financing for all types of real estate needs. Whether you're an experienced investor or just starting out, we can help you secure multi-family loans, short-term financing, residential project funding, and short-term rental financing. With loan amounts ranging from $200,000 to $3 million, we provide fast and reliable closings to help you achieve your investment goals. Our experienced team works with clients every step of the way, from applying to closing, to ensure a seamless process. With a robust lender network and countless loan programs available nationwide, we are dedicated to helping you grow your portfolio and your business. As an independent commercial mortgage brokerage, we offer the personalized service of a boutique firm with the national reach of a larger brokerage.
3379 Peachtree Rd Suite 555, Atlanta, GA 30326, United States -
GoKapital, Inc.
● ClosedGoKapital, Inc. is a finance institution located at 3343 Peachtree Road Northeast, Atlanta, Georgia, United States. We provide financing in all 50 states regardless of credit score, with a minimum monthly revenue requirement of $30,000. Our services include private lender financing for residential investment and commercial properties, working capital from $20,000 to $50,000,000, and real estate investment loans for growing your portfolio. We work with various types of commercial properties such as offices, warehouses, retail, restaurants, and multi-family units. Our rental investment property loans offer great rates and long terms for investors, with no personal income verification or tax returns required. We also offer fast working capital for businesses, including options for women, Latino, and veteran-owned companies. Our funding programs include lines of credit, merchant cash advances, equipment leasing, unsecured business loans, real estate investment loans, invoice factoring, and commercial mortgages. With minimum loan amounts of $100,000 and rates starting at 6%, our private hard money loans can close quickly with minimal documentation. Whether you are a start-up, existing business, or real estate investor, GoKapital has the right loan program for you. Contact us today to learn more about our alternative working capital solutions.
3343 Peachtree Rd NE Ste. 180139, Atlanta, GA 30326, United States -
Paces Ferry Wealth Advisors
● ClosedPaces Ferry Wealth Advisors, located in Atlanta, Georgia, is a team of experienced financial advisors dedicated to helping clients plan for retirement and secure their finances. As Certified Financial Advisors, we prioritize our clients' goals and work towards achieving financial freedom for them. Our fiduciary duty ensures transparency, full disclosure, and open communication with our clients throughout every phase of their financial journey. With our combined expertise and personalized approach, we assist clients in identifying and reaching their financial goals. Sign up today to stay updated on the latest financial insights and tips to shape your financial future. Please note that Paces Ferry Wealth Advisors is a registered investment advisor with the SEC, and we recommend consulting with a qualified financial adviser before implementing any strategies.
2849 Paces Ferry Rd SE #660, Atlanta, GA 30339, United States -
Raymond James & Associates
● OpenRaymond James & Associates is a reputable finance institution located at 3625 Cumberland Boulevard Southeast in Atlanta, Georgia, United States. With a focus on providing comprehensive financial services, Raymond James & Associates offers a range of investment options, wealth management solutions, and personalized financial planning services to help clients achieve their financial goals. With a team of experienced financial advisors and a commitment to client satisfaction, Raymond James & Associates is a trusted partner for individuals and businesses looking to secure their financial future.
3625 Cumberland Blvd SE #150, Atlanta, GA 30339, United States -
Flock Specialty Finance
● ClosedFlock Specialty Finance is a finance institution located in Atlanta, Georgia, United States, at 400 Galleria Parkway Southeast. Led by Chairman & CEO Michael Flock, the institution is dedicated to saving companies from collapse and providing valuable business insights through its Capital Club Radio podcast. Flock is a member of both the International ACA and the RMA, ensuring ethical standards and expertise in the credit and collection industry. With a deep knowledge of analytics and a focus on partnership with clients, Flock offers a joint venture structure that maximizes returns for both parties. Through fast evaluation of portfolios and a flexible funding approach, Flock helps clients succeed in the competitive market. The Flock Advantage includes personalized service, monthly cash flow, high returns, and strict controls to ensure portfolio performance. By leveraging Flock's expertise, clients can significantly increase their returns on investment in the specialty finance world.
400 Galleria Pkwy SE #1720, Atlanta, GA 30339, United States -
Narwhal Capital Management
● ClosedNarwhal Capital Management is a finance institution located in Marietta, Georgia, United States. For over 25 years, we have been providing custom investment portfolios and transparent financial advice to multi-generational families and up-and-comers in the Atlanta area and beyond. We believe in transparency through education, keeping our clients informed about their financial health every step of the way. Our services include individualized portfolios, in-house research, and disciplined allocations.
531 Roselane St NW #420, Marietta, GA 30060, United States -
Capital Investment Advisors
● ClosedCapital Investment Advisors is a finance institution located at 10 Glenlake Parkway Northeast in Atlanta, Georgia, United States. Our advisors specialize in Income Investing and work with the mission to help families retire sooner and happier than they ever thought possible. Schedule your complimentary portfolio income review today to start planning for a secure and fulfilling retirement. Since 1996, our fee-only wealth management firm has been dedicated to simplifying the complexities of finance and providing customized plans for each unique family. With offices in Tampa, Denver, Phoenix, and throughout the United States, our team is committed to helping clients find happiness in retirement.
10 Glenlake Pkwy NE, Atlanta, GA 30328, United States -
Montag Wealth Management
● ClosedMontag Wealth Management, located at 200 Galleria Parkway in Atlanta, Georgia, is a premier finance institution dedicated to understanding and meeting the individual needs of each client. With a focus on asset protection, income generation, and portfolio growth, Montag crafts customized investment strategies to help clients achieve their financial goals. Their experienced portfolio managers work closely with clients to preserve and grow their wealth for the future. With a commitment to long-term relationships, Montag aims to guide clients through their evolving financial needs and aspirations. Whether it's personal wealth management or organizational investments, Montag is dedicated to providing sound financial advice and stewardship. With over 40 years of experience, Montag Wealth Management is a trusted partner in helping individuals and families achieve their investment objectives.
200 Galleria Pkwy Suite 1450, Atlanta, GA 30339, United States -
Linea Private Wealth Management
● ClosedLinea 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.
300 Galleria Pkwy SE Suite 630, Atlanta, GA 30339, United States -
The Premier Group - Morgan Stanley
● OpenThe Premier Group at Morgan Stanley is a renowned financial institution located at 3280 Peachtree Road Northeast in Atlanta, Georgia, United States. With a strong reputation for excellence in the finance industry, The Premier Group offers a wide range of financial services to individuals, businesses, and institutions. Their team of experienced professionals provides expert guidance and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, wealth management services, or retirement planning, The Premier Group at Morgan Stanley is committed to delivering exceptional results and unparalleled customer service.
3280 Peachtree Rd NE Ste 1600, Atlanta, GA 30305, United States -
Elwood & Goetz Wealth Advisory Group
● ClosedElwood & Goetz Wealth Advisory Group is a top-tier finance institution located in Atlanta, Georgia, United States. Our team of independent and fee-only financial advisors is dedicated to providing comprehensive financial advice and personalized service to help you protect, grow, and enjoy your wealth. We are committed to acting in your best interest 100% of the time, as we believe in the importance of our fiduciary duty. With offices in Atlanta, Athens, Charleston, and Naples, Elwood & Goetz is known for being one of the most highly educated, experienced, and trusted wealth management firms in the country. Our team of financial advisors holds prestigious credentials in the profession and continually strives to learn for the benefit of our clients.
490 Brasfield Square SE, Atlanta, GA 30316, United States -
CapitalCrest Advisor Network, LLC
● OpenCapitalCrest Advisor Network, LLC is a prestigious finance institution located in Atlanta, Georgia, United States. With a prime location at 3621 Vinings Slope Southeast, this institution offers top-tier financial advisory services to individuals and businesses alike. Their team of experienced professionals provides expert guidance and strategic financial planning to help clients reach their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, CapitalCrest Advisor Network, LLC is dedicated to providing personalized solutions tailored to your specific needs. Trust in their expertise to secure your financial future.
3621 Vinings Slope SE, Atlanta, GA 30339, United States -
Cetera Investors
● ClosedCetera Investors is a finance institution located at 2300 Windy Ridge Parkway Southeast in Atlanta, Georgia, United States. With 43 fully staffed branch offices, Cetera Investors offers financial advisors the opportunity to have a strong local presence while maintaining ownership of their book and independence. The institution provides resources and best practices to help advisors identify areas with growth potential and attract new clients. They offer support in planning succession, marketing, advertising, and staying connected with clients. Cetera Investors also provides access to qualified client leads, asset allocation guidance, and ready-made portfolios.
2300 Windy Ridge Pkwy SE Suite 150-S, Atlanta, GA 30339, United States -
Fisher Investments
● ClosedFisher Investments is a leading finance institution located at 1050 Crown Pointe Parkway in Atlanta, Georgia, United States. With a focus on client-focused service, our experienced team works with you to create a tailored investment portfolio to help you achieve your financial goals. As one of the nation's largest investment advisers for small and mid-sized businesses, we provide valuable insights on market topics and issues. Our diverse group of institutional clients includes pension funds, governments, foundations, and endowments. Visit our local office in Atlanta for personalized wealth management services. Please note that investing in securities involves risks, and past performance is not indicative of future returns. Gain valuable resources and articles on popular investment topics to navigate the market landscape.
1050 Crown Pointe Pkwy Suite 340, Atlanta, GA 30338, United States -
Domain Capital Advisors
● OpenDomain Capital Advisors, located in Atlanta, Georgia, is a finance institution that specializes in providing customized and scalable strategies to align with specific investment objectives. With a focus on discovering opportunities for risk-adjusted returns with low volatility and correlation to other asset classes, our investments include media and entertainment portfolios aimed at delivering cash-on-cash returns. Our goal is to generate yields that meet the needs of each investor, including public and private pension plans, corporations, foundations, endowments, and high-net-worth individuals. We offer comprehensive investment services across various sectors such as Real Estate, Natural Resources, Media, Entertainment & Technology, and Credit & Special Situations. Through partnership and a commitment to delivering strategic and responsive solutions, we help our clients achieve their long-term financial goals with diversified funds management.
1230 Peachtree St NE #3600, Atlanta, GA 30309, United States -
One Source Advisory Services LLC
● ClosedOne Source Advisory Services LLC is a leading finance institution located at 260 Peachtree Street in Atlanta, Georgia, United States. Our team of experienced financial advisors provides comprehensive financial planning and investment management services to help individuals and businesses achieve their financial goals. With a focus on personalized solutions and exceptional customer service, we are dedicated to helping our clients build and protect their wealth for the long term. Contact us today to learn more about how we can help you secure your financial future.
260 Peachtree St #2200, Atlanta, GA 30303, United States -
Synergy Capital Management
● ClosedLocated in the vibrant city of Atlanta, Georgia, Synergy Capital Management, LLC is a finance institution providing top-notch investment management, financial planning, and consulting services. Situated at 1788 Hickory Road, our dedicated team offers personalized guidance for retirement planning, investment portfolios, education funding, tax reduction strategies, insurance, estate planning, and setting up retirement plans for businesses. With the current high rates of inflation, our experts are here to help you navigate through the various options available. Carl Macko, a renowned expert, relies on actively managed funds from boutique asset managers to build international stocks portfolios. Trust Synergy Capital Management for all your financial needs and let us help you achieve your goals.
1788 Hickory Rd, Atlanta, GA 30341, United States -
Sard Wealth Management Group
● OpenSard Wealth Management Group is a leading finance institution located at 5607 Glenridge Drive in Atlanta, Georgia. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or growing your investment portfolio, we are here to provide expert guidance and support every step of the way. Trust Sard Wealth Management Group to help you secure your financial future.
5607 Glenridge Dr #275, Atlanta, GA 30342, United States -
Scott Allen - Morgan Stanley
● OpenScott Allen - Morgan Stanley is a renowned finance institution located at 5 Concourse Parkway in Atlanta, Georgia, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to its clients. Whether you are looking for assistance with retirement planning, portfolio management, or estate planning, the team at Scott Allen - Morgan Stanley is dedicated to helping you achieve your financial goals. With a focus on personalized service and expert advice, this institution is a trusted partner for individuals and businesses seeking to secure their financial future.
5 Concourse Pkwy Ste 2000, Atlanta, GA 30328, United States -
THREE SISTERS SERVICES INC
● ClosedThree Sisters Services Inc. is a finance institution located at 2024 Beaver Ruin Road, Norcross, Georgia, United States. With 15 years of experience, we specialize in advising clients on the purchase and sale of real estate properties and offer MPV Accounting Services. We guide our clients through the process of buying and selling residential and commercial properties, and handle their accounting needs so they can focus on growing their business. Our financial services are provided with high standards of excellence to ensure the growth and sustainability of our clients' companies in the market. We are experts in preparing personal and corporate taxes, and can assist with setting up a company tailored to individual needs. Additionally, we offer a portfolio of Life, Auto, Home, and Business insurance. Three Sisters Services Inc. is run by three professional sisters who combine their knowledge and experience to provide a one-stop-shop for all services. We have merged Vivienda en Atlanta, with 15 years of experience in real estate, and MPV Accounting Services, offering accounting and financial consulting. Designed by Pa que sepáis and Developed by DeerHosting.
2024 Beaver Ruin Rd, Norcross, GA 30071, United States -
Live Oak Wealth Management
● ClosedLive Oak Wealth Management, located at 10892 Crabapple Road in Roswell, Georgia, is a finance institution dedicated to providing unbiased and independent financial advice to individuals near Atlanta. Whether you are a corporate employee or a self-employed business owner, we are here to help you plan for a secure retirement and navigate the complexities of Social Security benefits. Our team at Live Oak Wealth Management works closely with our clients to create personalized financial roadmaps that address their individual goals and concerns. Through our active investment management approach and solid planning foundation, we aim to help generate predictable income and prepare you for life's expected and unexpected circumstances.
10892 Crabapple Rd # 100, Roswell, GA 30075, United States
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