Financial strategies for business owners in Georgia
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Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 100 Brampton Avenue in Statesboro, Georgia, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide personalized wealth planning advice and guidance, including retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. With a commitment to client service and satisfaction, the financial advisors at Merrill Lynch Wealth Management work closely with clients to understand their goals and create customized financial strategies. The branch also actively participates in volunteerism and charitable outreach to support local communities.
100 Brampton Ave Suite 2j, Statesboro, GA 30458, United States -
Brian Campbell
● OpenBrian Campbell is a finance institution located at 450 North Belair Road, Evans, Georgia, United States. As a part of First Citizens Investor Services, Inc., Brian Campbell prides itself on strength, stability, and consistency. They offer customized advice, tailored strategies, and personal attention to help clients create and execute comprehensive financial plans to achieve their goals. Whether you are a business owner looking to integrate your personal financial plan with your long-term strategic plan, or an individual looking to establish security for yourself and your family, Brian Campbell can help. They also assist clients in evaluating asset protection options, understanding estate planning strategies, and coordinating with tax and legal professionals. Visit FINRA BrokerCheck to learn more about Brian Campbell and their team of investment professionals.
450 N Belair Rd, Evans, GA 30809, United States -
Joe Kitchens,CPA
● OpenJoe Kitchens, CPA is a reputable accounting and finance institution located at 327 Monroe Street in Clarkesville, Georgia, United States. With years of experience in the industry, Joe Kitchens offers a wide range of services including tax preparation, auditing, financial planning, and more. The institution is known for its professionalism, attention to detail, and dedication to helping clients achieve their financial goals. Whether you are an individual or a business owner, Joe Kitchens, CPA is committed to providing top-notch financial services tailored to your specific needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.
327 Monroe St D, Clarkesville, GA 30523, United States -
The Gervin Frazier Law Firm, LLC
● OpenThe Gervin Frazier Law Firm, LLC, located in Atlanta, Georgia, is dedicated to helping small and medium-sized businesses protect their trademarks, copyrights, and contracts before any issues arise. With a focus on preventing financial ruin due to intellectual property disputes, Attorney Frazier provides high-level representation at a fraction of the cost of larger firms. Tailored advice and strategies are offered to each client, with predictable, flat-fee pricing for most matters. By working with The Gervin Frazier Law Firm, LLC, business owners can have peace of mind knowing their brand and business are legally protected. Join their email list for free trademark tips for small business owners.
3715 Northside Pkwy NW Building 100 - Suite 500, Atlanta, GA 30327, United States -
H&R Block
● OpenH&R Block is a trusted accounting and finance institution located at 1604 East Forsyth Street in Americus, Georgia, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complexities of the financial world and achieve your financial goals. Visit us today to experience our personalized and reliable services.
1604 E Forsyth St Ste B, Americus, GA 31709, United States -
World Finance
● OpenWorld Finance is a leading financial institution located at 263 Market Place Boulevard in Cartersville, Georgia. As a trusted provider of financial services, World Finance offers a wide range of solutions to meet the needs of individuals and businesses. Whether you are looking for personal loans, installment loans, or tax preparation services, our experienced team is dedicated to helping you achieve your financial goals. Visit us today to learn more about how World Finance can assist you with all of your financial needs.
263 Market Pl Blvd, Cartersville, GA 30121, United States -
Legacy Finance Co.
● OpenLegacy Finance Co. is a finance institution located at 1500 Browns Bridge Road in Gainesville, Georgia, United States. We offer flexible and affordable payment options that fit your budget, making it easier for you to manage your finances. With many convenient locations in Alabama, Georgia, South Carolina, and Tennessee, finding a branch near you is easy. Whether you need a little extra help to tackle springtime expenses or a larger loan amount, Legacy Finance Co. has you covered. Apply today and let us help you with your financial needs.
1500 Browns Bridge Rd #114, Gainesville, GA 30501, United States -
The Brand New You Bookkeepers & Tax Advisors, Inc.
● OpenThe Brand New You Bookkeepers & Tax Advisors, Inc. is a trusted institution located at 352 University Avenue Southwest, Atlanta, Georgia, United States. Specializing in accounting and finance, our team boasts over twenty-five years of financial management experience and over ten years of expertise in financial planning, budgeting, bookkeeping, tax strategy, and tax preparation. We are dedicated to managing the financial needs of small businesses, providing essential resources to help business owners create, develop, and grow successful ventures. With our commitment to creating positive dialogue and equipping our clients with the necessary tools for success, The Brand New You is your go-to partner for building solid and sustainable businesses. Contact us at 404-618-2724 or info@tbnytaxes.com.
352 University Ave SW, Atlanta, GA 30310, United States -
Tech BOSS Lady, LLC
● OpenTech BOSS Lady, LLC, located at 140 Hunters Lane in Fayetteville, Georgia, is a finance institution founded by Monique "MoJo" Windley. This institution serves as an information station and motivation for self-taught entrepreneurs, with a focus on tech training, financial education, and women's empowerment. The site offers tech training and technology consulting services, financial education products, and a business owner success system. Additionally, it houses a Women's Resource Center and MoJoMama Birthing Services, a doula and mom and baby services company. Monique Windley's book, "FREE is a Four-Letter Word – 7 Steps to Attaining Financial Freedom... For Free," is part of the institution's Four-Letter Word series, which explores both the positive and negative aspects of life situations through four-letter words. Windley's mission is to help individuals create wealth and achieve financial freedom through free marketing strategies and online business tools. Tech BOSS Lady, LLC is dedicated to empowering women and providing resources for their success.
140 Hunters Ln Suite A, Fayetteville, GA 30215, United States -
New York Life
● OpenNew York Life, located at 55 Perry Street in Newnan, Georgia, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide support for everyday tasks, income replacement in case of illness or injury, and professionally managed investments with potential market gains. With a focus on helping individuals and families plan for their financial future, New York Life offers expertise and guidance to create investment strategies and estate plans. They also provide insurance options for employees, executives, and business owners to help small businesses thrive. Their diverse range of products and solutions can adapt to changing needs and help grow financial security.
55 Perry St, Newnan, GA 30263, United States -
New York Life Insurance Company
● OpenNew York Life Insurance Company, located at 5909 Peachtree Dunwoody Road, Atlanta, Georgia, United States, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide support for everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance for creating investment strategies and estate plans. With over 12,000 agents nationwide, New York Life offers best-in-class products and solutions that adapt to your changing needs, helping you grow your financial security and peace of mind. They have been in the business of doing good since 1845, upholding values of diversity, responsibility, and service. As the largest mutual insurer in the U.S., they operate for the benefit of policy owners, paying out dividends and maintaining the highest financial strength ratings.
5909 Peachtree Dunwoody Rd 11th floor, Atlanta, GA 30328, United States -
New York Life Underwriting Center
● OpenThe New York Life Underwriting Center in Duluth, Georgia, is a leading insurance agency offering permanent policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and the ability to invest policy cash value in the market. Their services include helping to pay for everyday assistance, replacing lost income due to sickness or injury, professionally managed investments with market potential, and bundled investments with low fees. They also provide guidance on creating investment strategies, estate planning, and insurance options for employees, executives, and business owners. With a diverse and welcoming workplace, New York Life aims to help individuals and families protect their financial futures and thrive. They have a network of over 12,000 agents nationwide who are dedicated to addressing unique needs and providing tailored solutions. With a commitment to diversity, responsibility, and service, New York Life has been in the business of doing good since 1845, offering best-in-class products and solutions to help customers grow their financial security. Through charitable giving, community engagement, and responsible investing, New York Life strives to make the world a better place for all.
2170 Satellite Blvd Ste 300, Duluth, GA 30097, United States -
Adams Management Services Corporation
● OpenAdams Management Services Corporation, located at 336 Broad Street in Rome, Georgia, is an independent consulting and program management firm specializing in capital project planning and delivery. Established in 1986, Adams has a proven track record of completing over 900 programs, 38 million square feet, and approximately $28 billion in capital projects. With a focus on providing high-quality services, Adams operates as an extension of your team to ensure the most qualified resources are utilized, strategies are employed efficiently, and your vision is realized. Specializing in healthcare facility design, construction, and capital budget management, the Adams Program Management team helps propel your projects forward while allowing your team to focus on day-to-day tasks. Their Transition Planning services ensure a smooth relocation into new facilities, while their Medical Equipment Planning goes beyond just fitting new equipment by collaborating with the design team and owners to achieve project goals.
336 Broad St, Rome, GA 30161, United States -
Felton and Peel Wealth Management
● OpenFelton & Peel Wealth Management is a finance institution located at 800 Battery Avenue Southeast in Atlanta, Georgia, United States. Our team of dedicated CERTIFIED FINANCIAL PLANNER™ professionals offer comprehensive financial planning based on fiduciary standards. We believe in providing accessible financial planning to a diverse client base, regardless of assets. Our client base includes millennials, baby boomers, small business owners, educators, executives, families, non-profit organizations, and more. We prioritize building personalized financial plans tailored to individual needs, using innovative technology and strategies. As fiduciaries, we are legally bound to act in the best interest of our clients. Our services include Cash Flow Management, Wealth Management, Tax Review and Planning, Charitable Planning, Insurance Review and Analysis, and Estate Planning. We strive to create a transparent and authentic approach to financial planning, putting our clients' best interests first. Visit us at Felton & Peel Wealth Management for a new and responsive path towards your financial empowerment.
Two Ballpark Center, 800 Battery Ave SE UNIT 15/100, Atlanta, GA 30339, United States -
Signature Wealth Management Group
● ClosedSignature Wealth Management Group, located at 3625 Cumberland Boulevard Southeast in Atlanta, Georgia, is a finance institution that brings a personal touch to each financial relationship. With over 25 years of experience, we specialize in providing retirement planning and guidance to employees and executives in various industries, including utilities, veterans, pilots, healthcare professionals, and business owners. Our approach to financial planning is centered around building a strong relationship with our clients and understanding their aspirations. We offer Signature Investment Management Strategies tailored to match your investment attitudes and goals. Before engaging in any investment relationship, we thoroughly explain how our services work, the associated risks, and costs involved.
3625 Cumberland Blvd SE Suite 1485, Atlanta, GA 30339, United States -
Wellspring Associates
● OpenWellspring Associates is a finance institution located at 2200 Century Parkway Northeast in Atlanta, Georgia, United States. Specializing in helping successful families and business owners integrate all aspects of wealth, Wellspring Associates offers comprehensive planning audits to uncover gaps in current plans and provide integrated wealth transfer, business succession, and philanthropic plans. With a focus on clarity for complex issues, Wellspring Associates serves families of significant wealth across the United States through their Wealth Integration Solution. As an affiliate of Hightower Securities, LLC, Wellspring Associates is dedicated to helping clients achieve their financial goals and maintain family harmony.
2200 Century Pkwy NE #750, Atlanta, GA 30345, United States -
The Wellspring Group LLC
● OpenThe Wellspring Group LLC, located at 2200 Century Parkway Northeast in Atlanta, Georgia, is a finance institution dedicated to providing customized wealth strategies for successful families and business owners. With a mission to give your wealth the respect and attention it deserves, the professionals at Wellspring Wealth have been serving clients for over three decades. They believe in contributing to the communities they live in and offer a variety of concierge services to their clients. Their advisors combine years of experience and fresh viewpoints to create custom strategies, and the WealthVision platform integrates all aspects of financial planning and wealth management. Securities are offered through LPL Financial, while investment advice is offered through Wellspring Wealth Management LLC. The firm values proactive, courteous service and believes that the greatest compliment a client can give is to recommend their services to others. With a focus on helping clients live the life they have imagined, Wellspring Wealth is committed to providing the best possible financial solutions.
2200 Century Pkwy NE, Atlanta, GA 30345, United States -
CKH Group
● OpenCKH Group is a leading accounting and finance institution located in Atlanta, Georgia, United States. We pride ourselves on providing the greatest value through the best experience for individuals, businesses, global corporations, and government organizations. Our CPA-led firm is dedicated to revolutionizing the financial services space by delivering exceptional quality and value in assurance, tax, accounting, advisory, and outsourcing services. At CKH Group, we reject the status quo of overpriced financial services with underwhelming results. Our innovative business model offers global reach with a local touch, providing white-glove service wherever and whenever our clients need it. We understand the importance of reliable financial information for making informed decisions, which is why our audit and assurance solutions enhance transparency and trust among stakeholders.
5 Concourse Pkwy #2850, Atlanta, GA 30328, United States -
Live Oak Wealth Management
● OpenLive 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 -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 2170 Satellite Boulevard in Duluth, Georgia, is a prestigious finance institution offering a wide range of services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the institution provides personalized wealth planning strategies tailored to each client's unique goals and needs. Services include retirement income planning, guidance on investments, estate planning, and more. The branch is dedicated to giving back to the community through volunteerism and charitable outreach. Clients of Merrill Lynch have access to industry-skilled advisors, advanced wealth planning tools, and the resources of a leading global financial services firm. Whether you are looking to achieve personal or professional financial goals, Merrill Lynch Wealth Management is committed to helping you navigate the complexities of the market and plan for the future. With a focus on client satisfaction and ongoing professional development, Merrill Lynch is a trusted partner in helping clients achieve their financial objectives.
2170 Satellite Blvd Suite 400, Duluth, GA 30097, United States -
Atticus Asset Management
● OpenAtticus Asset Management is a finance institution located at 1175 Peachtree Street Northeast in Atlanta, Georgia, United States. With additional offices in Colorado, Florida, and North Carolina, Atticus Wealth Management is a fee-only private client and institutional wealth management firm serving clients nationwide. Our team of investment managers and financial planners is dedicated to providing an exceptional investment experience tailored to each client's needs. Whether you're a high-net-worth individual, business owner, or trustee, Atticus Wealth Management offers customized, comprehensive wealth management services. We utilize modern technology and a team of experienced professionals to analyze investment opportunities, address concerns, and achieve financial objectives. Our client-focused approach includes a concierge service to build lasting relationships. As a registered investment advisor, Atticus Wealth Management offers a wide range of investment capabilities and market data access 24/7. Our Active Investor Services provide competitive interest rates on cash balances and advanced order routing systems for stocks and options. We also offer bond trading services with access to a team of institutional fixed-income traders. For clients interested in philanthropy, we assist in creating tax-efficient strategies to support charities and nonprofits. We work with attorneys, accountants, and other professionals to reduce estate and income taxes while providing charitable support.
1175 Peachtree St NE F10, Atlanta, GA 30361, United States -
Right Choice Accounting Solutions
● ClosedRight Choice Accounting Solutions is a professional institution located at 2245 Wisteria Drive Southwest in Snellville, Georgia. Specializing in accounting and finance, we cater to professional service-based businesses, providing day-to-day accounting services with a focus on tax planning. Our goal is to give you a comprehensive view of your financials, empowering you to make informed decisions to grow your business. With a licensed CPA on staff, we offer a range of services including tax preparation, financial reporting, payroll management, and budgeting. Our team is dedicated to ensuring your tax strategy is solid and keeping you informed on potential tax savings year-round. Whether you need help filing current or past tax returns, or are looking for a one-time consultation on tax planning, we've got you covered.
2245 Wisteria Dr SW Suite 200, Snellville, GA 30078, United States -
Mars Capital Management LLC
● OpenMars Capital Management LLC, located at 3580 Massee Lane in Columbus, Georgia, is a finance institution dedicated to helping families and individuals grow their wealth and achieve financial freedom. With a focus on navigating the ups and downs of the market, the institution believes in proper beliefs, objectives, and actions to create successful outcomes for clients. Their investment program offers robust risk management tools to protect capital from significant declines, focusing on maximizing reward while managing downside risk. The firm's strategy includes gauging market health, determining appropriate capital exposure, and managing risk for individual positions and overall portfolio. Clients include physicians, professionals, business owners, and executives, with a limited client family to provide personalized services. Mars Capital Management LLC strives to help clients maintain a steady focus on their financial well-being.
3580 Massee Ln #100, Columbus, GA 31909, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management is a finance institution located at 300 Galleria Parkway Southeast in Atlanta, Georgia, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We offer financial strategies based on years of combined knowledge and experience, going beyond wealth planning advice to assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. Our advisors are committed to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives. We also prioritize volunteerism and charitable outreach to support the communities in which we live and work. As a Merrill client, you have access to industry-skilled advisors supported by Merrill's investing insights, wealth planning platform, and technological resources. Our advisors are dedicated to helping clients pursue financial goals and prepare for future challenges, providing individually customized investment approaches and wealth management advice. We offer continuing professional training, mentoring, and technology for new and experienced advisors, with a focus on enhancing client relationships and building business.
300 Galleria Pkwy SE, Atlanta, GA 30339, United States -
Layson, Treadwell & Spires CPAs
● ClosedLayson, Treadwell & Spires CPAs, located at 5233 Riverside Drive in Macon, Georgia, is a reputable accounting and finance institution. Formerly known as Layson, CPA, the firm has recently acquired Treadwell & Spires from Greensboro, Georgia, expanding their team and services. With a focus on building strong relationships with clients, Layson, Treadwell & Spires CPAs offers comprehensive accounting services at both their Macon and Lake Oconee locations. The team at Layson, Treadwell & Spires CPAs is dedicated to providing high-quality accounting services to small business owners. They specialize in creating smooth payroll processes, ensuring IRS compliance, and offering tax strategies to optimize returns. By choosing a CPA for accounting services, small business owners can focus on running their business smoothly while leaving the financial aspects to professionals.
5233 Riverside Dr Suite C, Macon, GA 31210, United States -
Bank of America Private Client Advisor Barrett N Cornelius
● OpenBank of America Private Client Advisor Barrett N Cornelius is a prestigious finance institution located at 3455 Peachtree Road Northeast in Atlanta, Georgia, United States. Barrett Cornelius, a Vice President and Private Client Advisor, works closely with accomplished clients, including successful business owners, corporate executives, and families in the Atlanta area. With a focus on building long-term relationships, Barrett and his team of specialists offer a range of financial services such as investment management, tax strategies, estate planning, and more. With a personalized approach and access to the resources of Bank of America, the institution helps clients achieve their financial goals and navigate the complexities of wealth management. By listening to clients' needs and goals, the team creates tailored strategies to secure their financial future. Whether it's preserving wealth, planning for growth, or building a philanthropic legacy, Bank of America Private Bank is dedicated to making clients' goals a top priority. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
Scott Bishop - Raymond James
● OpenScott Bishop - Raymond James is a finance institution located at 3625 Cumberland Boulevard Southeast in Atlanta, Georgia, United States. With over 25 years of experience, we specialize in providing personalized financial advice to help individuals grow and preserve their nest egg. Our team has expertise in retirement planning, serving employees and executives in various industries. We also cater to veterans, pilots, healthcare professionals, and business owners. Our approach goes beyond just investing money – it's about building a relationship with your financial advisor and sharing your goals and aspirations. We offer Signature Investment Management Strategies tailored to match your investment attitudes and goals. Before starting an investment relationship, we ensure you fully understand how it works, the risks involved, and the costs of our services.
3625 Cumberland Blvd SE, Atlanta, GA 30339, United States -
Tax Masters 101 Trenton
● OpenTax Masters 101 Trenton is a reputable accounting and finance institution located at 12463 North Main Street in Trenton, Georgia, United States. Our team of experts can provide you with accounting, payroll, and bookkeeping support, allowing you to focus on other aspects of your business. We specialize in handling complex tax issues and are dedicated to assisting our clients with audits from the IRS. Our Tax Masters stay up-to-date on tax laws to ensure we are prepared for any situation that may arise.
12463 N Main St B, Trenton, GA 30752, United States -
Q Tax Services
● OpenQ Tax Services is a reputable accounting and finance institution located at 4823 Baker Plantation Drive in Acworth, Georgia, United States. With a team of experienced professionals, Q Tax Services offers a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a business owner, Q Tax Services is dedicated to providing personalized and efficient financial solutions to meet your needs. Trust Q Tax Services for all your accounting and finance needs.
4823 Baker Plantation Dr, Acworth, GA 30101, United States -
Navin Shah PC
● OpenNavin Shah PC is a reputable accounting and finance institution located at 703 Deerwood Drive in Stockbridge, Georgia, United States. With a team of experienced professionals, Navin Shah PC offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business owner, Navin Shah PC is dedicated to providing top-notch financial solutions to meet your needs.
703 Deerwood Dr, Stockbridge, GA 30281, United States
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