High net worth financial advisor in Kennesaw, Georgia

Angela M De Lion - Financial Advisor, Ameriprise Financial Services, LLC, located at 1275 Shiloh Road Northwest, Kennesaw, Georgia, United States, offers a wide range of financial services. Angela De Lion 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 Angela's expertise in asset management, investment strategies, estate planning, retirement planning, and more. Whether you are a retiree, small business owner, high net worth individual, or have specific financial needs, Angela De Lion can provide personalized financial advice and solutions tailored to your unique situation. Contact Angela M De Lion - Financial Advisor, Ameriprise Financial Services, LLC for comprehensive and professional financial guidance.

Audrey Croft is a financial advisor at Ameriprise Financial Services, LLC, located at 1275 Shiloh Road Northwest in Kennesaw, Georgia, United States. Audrey holds multiple certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, 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 Audrey's expertise in various financial areas, such as asset management, retirement planning, estate planning, and investment strategies. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Audrey Croft can provide personalized financial advice tailored to your needs.

Trajan Wealth is a reputable finance institution located at 125 Townpark Drive in Kennesaw, Georgia, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships and providing top-notch customer service, Trajan Wealth is committed to helping clients navigate the complex world of finance with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.

One Atlanta Tax Solutions is an accounting and finance institution located at 1275 Shiloh Road Northwest, Kennesaw, Georgia, United States. They specialize in providing expert tax advice, strategic planning, and tax mitigation services for high-net-worth individuals and high-income earners. With a team of qualified professionals, they offer sophisticated tax strategies such as the OATS Leveraged Ownership Strategy, Charitable Limited Liability Company, Deferred Sales Trust, and more. These strategies are designed to help clients preserve their wealth, minimize tax burdens, and navigate the complexities of tax laws. Schedule a meeting with one of their tax professionals to start your tax savings journey today.