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TOP 30 Independent financial advisor in Kennesaw, GA
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Ross Accounting & Financial Services, Inc.
Ross Accounting & Financial Services, Inc. is a comprehensive tax preparation and financial services firm located at 3745 Cherokee Street Northwest in Kennesaw, Georgia. Led by registered representative Richard Ross, the institution offers a unique combination of tax and investment planning services to ensure the highest level of service at an affordable price. Through affiliations with HD Vest Investment ServicesSM and HD Vest Advisory ServicesSM, clients can benefit from expert financial guidance. Whether you're looking to track your IRS refund status or stay informed about the latest tax law changes, Ross Accounting & Financial Services, Inc. has you covered. With licenses in multiple states, including Georgia, Alabama, and Florida, Richard Ross is equipped to assist clients with their financial needs. Remember, it's never too soon or too late to start building for your future. Please note that Ross Accounting & Financial Services, Inc. is not a registered broker/dealer or independent investment advisory firm. Visit our website to learn more about our services and the background of our investment professional.
GracePoint Insurance Advisors
GracePoint Insurance Advisors is an insurance agency located at 1015 Laurel Lake Drive, Ball Ground, Georgia, United States. Our mission is to provide authentic financial insight and insurance solutions that set you up for success. As a Dave Ramsey approved agency, we are dedicated to empowering and inspiring individuals and businesses to make positive impacts on their family, friends, community, and world. Our services go beyond just buying insurance - we are a family and a community on a mission to help you protect what matters most. We offer personal and business insurance solutions, including trucking insurance and adventure and entertainment insurance. Our independent insurance agency stands out by providing comprehensive coverage options to protect your assets in case of accidents or damages. From bodily injury liability to property damage coverage, we have you covered.
Parrish Capital LLC
Parrish Capital LLC is a finance institution located at 1619 Collins Road Northwest, Kennesaw, Georgia in the United States. Founded in 2014 by Theodore “Teddy” L. Parrish, CFA, the firm is dedicated to helping clients secure their financial future through personalized wealth management services. With over 20 years of experience in the industry, Parrish Capital focuses on understanding each client's unique financial goals and crafting tailored strategies to help them achieve success. As an independent, fee-only firm, Parrish Capital prioritizes the interests of its clients and does not receive compensation from third-party products or sales commissions. The firm's investment approach emphasizes diversification, long-term growth, and high-quality companies with strong financial strength and earnings growth. Through thorough financial planning and high-quality investment management, Parrish Capital helps clients navigate market cycles and achieve their financial objectives. With a commitment to transparency, clarity, and client-focused service, Parrish Capital is dedicated to preserving and growing the assets entrusted to their care.
GracePoint Insurance
GracePoint Insurance is a reputable insurance agency located at 319 Honeysuckle Terrace, Woodstock, Georgia, United States. Our team at GracePoint Insurance Advisors is dedicated to providing personalized insurance solutions for both individuals and businesses. As a Dave Ramsey approved agency, we strive to offer authentic financial insight and insurance options that set our clients up for success. More than just an insurance provider, GracePoint Insurance Advisors is a family and a community on a mission to empower and inspire positive impacts on families, friends, communities, and the world. Our agency, led by Daniel Tillberry, offers a range of personal and business insurance solutions, as well as employee benefits to help protect what matters most to you.
Freedom Wealth Partners
Freedom Wealth Partners is an independent advisory firm located at 1690 Stone Village Lane Northwest in Kennesaw, Georgia. Specializing in finance and insurance, we are dedicated to serving our clients with integrity, leadership, and passion. Our goal is to establish a long-term relationship with our clients and their families, providing guidance to help them understand and achieve their financial goals. Whether you are just starting to accumulate wealth or have significant assets to manage, our experienced team at Freedom Wealth Partners has the tools to meet your needs. We offer services ranging from investments to retirement planning to insurance, helping you navigate the complexities of personal finance with confidence.
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