Independent financial advisory services in Georgia

Integrated Financial Group is a finance institution located at 200 Ashford Center North, Dunwoody, Georgia, United States. At the intersection of collaboration and culture, independence thrives with Integrated Financial Group. This institution is a consortium of independent financial planners dedicated to helping each other succeed. Members can focus on growth by offloading key operations to the institution and connecting with other financial planners to broaden their knowledge, all without sacrificing independence. The distinctive culture of IFG fosters advisor engagement, collaboration, and growth. Members can attend in-person events, mastermind groups, and gain support from other consortium members. IFG offers different affiliation models to cater to the needs of financial planners, including Corporate RIA, RIA-only affiliation, and Hybrid RIA models. Members can expect industry mentors, expert support teams, compliance experts, and a seamless transition into retirement. IFG has one of the lowest attrition rates in the industry, with advisors staying and prospering. Interested individuals can check if they qualify to become a member of Integrated Financial Group today. Securities are offered through LPL Financial, with advisory services provided by LPL Financial or IFG Advisory, LLC. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of specific states.

Edward Jones - Financial Advisor: Paul A Fernandez is a reputable finance institution located at 7768 Cumming Highway in Canton, Georgia, United States. With a focus on providing personalized financial solutions, Paul A Fernandez offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Paul A Fernandez is dedicated to helping you make informed decisions and secure your financial future.

Edward Jones - Financial Advisor: Shallan G Farmer is a reputable finance institution located at 7742 Hampton Place in Loganville, Georgia, United States. As a trusted financial advisor, Shallan G Farmer provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, Edward Jones is committed to helping individuals and families navigate the complexities of investing and financial management. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones - Financial Advisor: Shallan G Farmer is dedicated to helping you make informed decisions and secure your financial future.

Edward Jones - Financial Advisor: Chris Hoover, CFP® is a reputable financial institution located at 15 Lake Street in Savannah, Georgia, United States. As a Certified Financial Planner, Chris Hoover provides expert financial advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored investment strategies, Edward Jones is committed to helping individuals and families build and protect their wealth for the future. Whether you are planning for retirement, saving for education, or investing for the long term, Chris Hoover and the team at Edward Jones are dedicated to providing top-notch financial services to meet your needs.

Lighthouse Financial Group, located at 140 Johnny Mercer Boulevard in Savannah, Georgia, is a finance institution that specializes in designing retirement income strategies to help clients achieve greater financial confidence in any market. Led by owner and founder, Wendy J. Wallace, who is a financial advisor, the institution offers custom strategies tailored to each individual's unique retirement goals. By scheduling a meeting with Lighthouse Financial Group, clients can discover what their ideal retirement looks like and receive a personalized plan to help them reach their financial objectives. The institution also offers a 6-page instant download highlighting key financial challenges that can impact income plans in retirement. Lighthouse Financial Group is not affiliated with Nitrogen Wealth Inc. or AE Wealth Management, LLC, but offers investment advisory products and services through AEWM. The institution also offers insurance products through Lighthouse Financial Group, LLC. With a focus on providing steady and reliable income streams, Lighthouse Financial Group aims to help clients navigate the complexities of investing and retirement planning.

Advisory Services Ltd is a leading finance institution located at 1818 Independence Square in Atlanta, Georgia, United States. Our team of experienced financial advisors provides personalized and comprehensive financial guidance to help clients achieve their goals. Whether you are looking to invest for the future, plan for retirement, or manage your assets, Advisory Services Ltd is here to assist you every step of the way. With a focus on strategic planning and risk management, we are dedicated to helping clients make informed decisions and secure their financial future. Contact us today to schedule a consultation and see how Advisory Services Ltd can help you reach your financial goals.

Padgett Business Services is a reputable accounting and finance institution located at 1868 Independence Square in Dunwoody, Georgia, United States. With a strong focus on providing top-notch financial services to businesses of all sizes, Padgett Business Services offers expert advice and assistance in areas such as tax preparation, payroll management, bookkeeping, and financial planning. Their dedicated team of professionals is committed to helping clients achieve their financial goals and navigate the complexities of the financial world with ease. Trust Padgett Business Services to handle all of your accounting and finance needs with precision and professionalism.

Kristopher Harkless - Regions Financial Advisor is located at 1650 Cumberland Parkway Southeast, Smyrna, Georgia, United States. As a Financial Advisor for Regions Investment Solutions, Kristopher Harkless is dedicated to helping clients with their immediate financial needs as well as creating a long-term strategy to achieve their financial goals. Regions Wealth Management, a business unit of Regions Bank, offers trust and investment management services, with investment advisory services provided by Regions Investment Management, Inc. This institution aims to provide personalized financial solutions to help clients reach their desired financial success. Please note that the Appointment Scheduler is provided by Engageware Modal, and privacy policies may differ. Contact Kristopher Harkless - Regions Financial Advisor for more information.

Blane Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 1501 Johnson Ferry Road in Marietta, Georgia, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. We offer initial consultations to discuss your financial goals, although we cannot guarantee future results. Our website contains important disclosures and regulations that users agree to follow. We are a member of FINRA and SIPC, and we value referrals to help others achieve their financial objectives. Contact us today to schedule a meeting and learn more about how we can assist you.

Scott Waller - Regions Financial Advisor is located at 300 South Peachtree Parkway, Peachtree City, Georgia, United States. As a Financial Advisor for Regions Investment Solutions, Scott Waller focuses on providing solutions for immediate needs as well as developing a comprehensive strategy to meet long-term financial goals. With a personalized approach, Scott aims to make your journey towards financial success as easy as possible. Regions Wealth Management, a business unit of Regions Bank, offers trust and investment management services, with investment advisory services provided through Regions Investment Management, Inc. As a Registered Investment Adviser and wholly owned subsidiary of Regions Bank, RIM's services may be utilized by Regions Wealth Management for its clients.

Edward Jones - Financial Advisor: Brad Kluesner, CFP®|CEPA® is a reputable financial institution located at 40 Technology Parkway South in Peachtree Corners, Georgia, United States. Specializing in finance, Brad Kluesner, a Certified Financial Planner and Certified Exit Planning Advisor, provides expert financial advice and guidance to clients looking to secure their financial future. With a focus on personalized service and tailored financial solutions, Edward Jones is committed to helping individuals and families achieve their financial goals. Visit the office today to learn more about their comprehensive financial planning services.

Located in Atlanta, Georgia, Integrated Financial Group - Kevin Garrett is a finance institution that thrives on collaboration and independence. As a member of this consortium of independent financial planners, you can offload key operations of your practice and connect with peers to broaden your knowledge, all while maintaining your independence. Founded in 2003, IFG fosters a unique culture of advisor engagement and growth through platforms like The Brain Trust, annual retreats, and MasterMind Groups. Whether you choose the Corporate RIA, RIA-only, or Hybrid RIA model, IFG offers support every step of the way to help you achieve your goals and navigate industry regulations. With one of the lowest attrition rates in the industry, IFG is dedicated to helping you succeed and prosper. Join today to experience the benefits of being a part of this thriving community of financial planners.

John Nemeth - Regions Financial Advisor is located at 4850 Atlanta Highway in Alpharetta, Georgia, United States. As a Financial Advisor for Regions Investment Solutions, John Nemeth is dedicated to helping clients develop comprehensive strategies to meet their long-term financial goals. With a focus on personalized solutions and understanding both short and long-term objectives, John aims to make the journey towards financial success as easy as possible for clients. Regions Wealth Management, a business unit of Regions Bank, offers trust and investment management services, with investment advisory services provided by Regions Investment Management, Inc. (RIM). RIM is a Registered Investment Adviser and a wholly owned subsidiary of Regions Bank. Please note that the information provided is for educational and general marketing purposes only and should not be considered as specific investment advice.

Edward Jones - Financial Advisor: Drew Hale is a trusted and experienced finance institution located at 10197 Dearing Street Southeast in Covington, Georgia, United States. As a dedicated financial advisor, Drew Hale provides personalized investment and wealth management 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: Drew Hale is committed to helping individuals and families navigate the complexities of the financial world and plan for a secure financial future. Contact them today to schedule a consultation and start planning for your financial success.

Anderson Advisors Financial is an independent financial services firm located at 1352 Main Street, Young Harris, Georgia. Our mission is to help individuals and families pursue their ideal retirements with integrity and transparency. We assess your financial situation and provide recommendations tailored to fit within your financial strategy. By scheduling a meeting with us, you can discover what your ideal retirement looks like and receive a custom strategy designed to help you achieve your unique goals. Our team utilizes a variety of investment and insurance products to create retirement strategies that meet your needs and objectives. We offer informational webinars on retirement income strategies and wealth management to help you make informed decisions about your financial future. Please note that neither the firm nor its agents provide tax or legal advice, and individuals should consult with a qualified professional before making any purchasing decisions.

Woodward Tom, MY Financial Services is a trusted finance institution located at 430 West Bankhead Highway in Villa Rica, Georgia, United States. With years of experience in the industry, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or general financial advice, the knowledgeable team at Woodward Tom, MY Financial Services is dedicated to providing personalized solutions tailored to your specific needs. Visit them today to secure your financial future.

Marsh Financial Services, LLC is a finance institution located at 3540 Wheeler Road in Augusta, Georgia, United States. Our team of skilled professionals is dedicated to helping you understand and pursue your financial goals. Through our website, we provide valuable information on insurance, investing, retirement planning, estate planning, and wealth preservation. As Avantax affiliated advisors, we are registered to conduct business with residents of specific states and offer a range of investment and insurance services. Securities are offered through Avantax Investment ServicesSM, while investment advisory services are provided through Avantax Advisory ServicesSM. Our affiliated insurance agency also offers insurance services.

Kenya Tyson: Primerica - Financial Services is a finance and insurance agency located at 1003 Virginia Avenue in Hapeville, Georgia, United States. With a focus on helping clients achieve financial security and independence, Kenya Tyson and her team at Primerica offer a range of services including financial planning, investment strategies, retirement planning, and insurance products. With a commitment to providing personalized and comprehensive financial solutions, Kenya Tyson: Primerica - Financial Services is dedicated to helping clients reach their financial goals and secure their financial future.

Sheppard Financial Solutions Associates LLC is a reputable finance institution located at 4403 Holly Avenue in Columbus, Georgia, United States. With a team of experienced financial experts, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with investment planning, retirement planning, tax preparation, or any other financial matter, Sheppard Financial Solutions Associates LLC is dedicated to providing personalized and professional assistance to meet your needs. Trust them to help you navigate the complex world of finance and secure your financial future.

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.

Vita Financial is a finance and insurance agency located in Atlanta, Georgia. At Vita Financial, we understand that navigating the financial landscape can be overwhelming. That's why we are here to empower you to take control of your financial future and live the life you've always dreamed of. Our experienced leadership board has over half a century of industry experience, ensuring that you receive expert guidance and personalized attention. As a family-owned business, we value the trust our clients place in us and strive to build strong, trust-based relationships with each individual. Our team of planners and consultants brings a diverse range of experiences and expertise to the table, allowing us to meet a wide range of financial needs. Whether you are looking to secure your financial future, protect your loved ones, or pursue your passions, Vita Financial is here to help you every step of the way.

Curtis Campbell: Primerica - Financial Services is a reputable finance and insurance agency located at 3800 Camp Creek Parkway in Atlanta, Georgia, United States. With a strong commitment to helping individuals and families achieve their financial goals, this institution offers a wide range of services including financial planning, investment strategies, retirement planning, and insurance solutions. The experienced team at Curtis Campbell: Primerica is dedicated to providing personalized guidance and support to clients, ensuring they make informed decisions and secure their financial future. Whether you are looking to build wealth, protect your assets, or plan for retirement, Curtis Campbell: Primerica is your trusted partner in achieving financial success.

Sheron Delleton Barlow: Primerica - Financial Services is a reputable finance and insurance agency located at 235 West Roosevelt Avenue in Albany, Georgia, United States. With a focus on providing comprehensive financial services to individuals and families, this institution offers expert guidance on investments, retirement planning, insurance policies, and more. Led by Sheron Delleton Barlow, a trusted financial advisor, clients can expect personalized solutions tailored to their unique financial goals and needs. Whether you are looking to secure your future or protect your assets, Sheron Delleton Barlow: Primerica - Financial Services is dedicated to helping you achieve financial success.

Blue Trust is a leading financial advisory firm located in Atlanta, Georgia. Our team of experienced and knowledgeable financial advisors is dedicated to helping individuals and businesses achieve their financial goals. We offer a wide range of services, including investment management, retirement planning, estate planning, and more. At Blue Trust, we prioritize building long-term relationships with our clients based on trust, transparency, and personalized service. Visit us at 1600 Riveredge Parkway to learn how we can help you secure your financial future.

Jupiter Consulting offers expert financial and tax services to individuals and businesses in Morrow, Georgia. Located at 7183 Jonesboro Road, our team of experienced accountants and financial advisors are dedicated to helping clients navigate the complexities of tax laws and financial planning. Whether you need assistance with tax preparation, bookkeeping, investment strategies, or any other financial matter, Jupiter Consulting is here to provide personalized and professional guidance. Trust us to help you achieve your financial goals and secure a stable financial future.

DKC Financial Inc. is a one-stop shop for all your small business needs, located at 3330 Cumberland Boulevard Southeast in Atlanta, Georgia, United States. Whether you are just starting out or looking to take your business to the next level, we provide the tools and expertise to help you succeed. Our team works closely with you to develop a customized business plan that will guide your launch and attract potential investors and lenders. We also offer business funding solutions to help you establish your business credit and access capital for various needs such as real estate, equipment, working capital, and more.

F5 Financial is a fee-only financial advisory firm located in McDonough, Georgia, offering services to clients in the Atlanta area. Led by Certified Financial Planner, Josh Duncan, F5 Financial provides holistic financial planning and wealth management services. As an approved advisor with Dimensional Fund Advisors, F5 Financial has specialized knowledge of Georgia state laws related to taxes, investing, and wealth management. The firm's F5 Process focuses on creating tailored strategies to help clients achieve financial freedom and significance in their lives. Clients can expect weekly sources of inspiration, including Monday Morning Motivation and Friday Five, to help them stay motivated and focused on their goals. Join the F5 Financial community and experience personalized financial planning services that prioritize your goals and vision.

Green Financial Resources, led by Roger S. Green, MSFS, CFP®, is a finance institution located in Duluth, Georgia. Since 1987, Roger and his team have been assisting individuals and small business owners with their financial planning, investment, and retirement income decisions. With over 35 years of experience, Roger, along with his sons Andrew Green, CFP® and Michael Green, CWS®, provide expert guidance in all financial and investment planning needs. The institution offers no cost, no obligation consultations without asset minimums, focusing on customer service, education, and a unique philosophy of helping everyone who seeks financial assistance. The primary focus of Green Financial Resources is on long-term growth and retirement income, with a special emphasis on Roger's asset harvesting plan for strategic withdrawals during retirement. The institution is well-equipped to provide guidance on various financial matters and ensures financial confidence throughout longer retirement periods. Securities and advisory services are offered through Cetera Advisors LLC, with the team at Green Financial Resources being Registered Representatives and Investment Adviser Representatives.

Bolder Investment Group: Todd Tolbert Financial Planning, located at 1701 Bass Road in Macon, Georgia, is a full-service finance institution specializing in retirement planning and estate conservation. Think B.I.G. with Bolder Investment Group, where you can find a wealth of resources such as articles, calculators, and research reports to assist you in your financial journey. Securities are offered through Concourse Financial Group Securities, Inc. (CFGS), while advisory services are provided through Concourse Financial Group Advisors. Todd Tolbert, with licenses in multiple states, is dedicated to helping clients navigate their financial goals. Visit our website for more information and to watch informative videos.

CSC Financial Services is a reputable finance institution located at 485 Lake Mirror Road in Atlanta, Georgia, United States. Specializing in a wide range of financial services, including investment management, financial planning, and wealth management, CSC Financial Services is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, clients can trust CSC Financial Services to provide expert guidance and support in navigating the complexities of the financial world.