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Gary Neigeborn - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedGary Neigeborn, a Financial Advisor at Ameriprise Financial Services, LLC, located at 3353 Peachtree Road Northeast in Atlanta, Georgia, is dedicated to helping clients achieve their financial goals. As the 2023 Recipient of the Ameriprise Client Experience Award, Gary Neigeborn offers complimentary initial consultations to individuals seeking guidance on their financial future. With a background in finance and qualifications available on FINRA's BrokerCheck website, clients can trust in Gary Neigeborn's expertise in investment products and services. Whether you are a current Ameriprise client or looking to take the next step towards financial security, Gary Neigeborn is available to discuss what is most important to you. With a focus on providing personalized financial planning concepts, Gary Neigeborn helps clients navigate the complexities of the market to make informed decisions. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC, ensure that clients receive the highest level of protection and service.
3353 Peachtree Rd NE Ste 920, Atlanta, GA 30326, United States -
Thu Saunders - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedThu Saunders is a financial advisor at Ameriprise Financial Services, LLC, located at 3475 Lenox Road Northeast in Atlanta, Georgia. Thu Saunders, along with Iron Oaks Wealth Advisors, was the 2023 Recipient of the Ameriprise Client Experience Award. With a background and qualifications available on FINRA's BrokerCheck website, Thu Saunders offers personalized financial advice to help clients prepare for their financial goals, whether it's saving for college, planning for retirement, or making smart investments. As a client of Ameriprise Financial Services, LLC, you can feel more confident, connected, and in control of your financial life. Thu Saunders can provide insights on the stock market and help you navigate the current bull market rally. If you're not already a client, you can schedule a complimentary initial consultation to discuss your financial future.
3475 Lenox Rd NE #600, Atlanta, GA 30326, United States -
Brandon Bailey - COUNTRY Financial Representative
● ClosedBrandon Bailey - COUNTRY Financial Representative is a trusted finance and insurance agency located at 488 Georgia 314 in Fayetteville, Georgia, United States. As a representative of COUNTRY Financial, Brandon Bailey offers a wide range of financial services and insurance products to help individuals and families protect their assets and plan for their future. With a commitment to personalized service and expert advice, Brandon Bailey is dedicated to helping clients achieve their financial goals and secure their financial well-being. Contact Brandon Bailey - COUNTRY Financial Representative today to learn more about the services offered and how they can help you plan for a secure financial future.
488 GA-314, Fayetteville, GA 30214, United States -
McMullin, Stone & Associates
● ClosedMcMullin, Stone & Associates is a reputable finance and insurance agency located at 101 Devant Street in Fayetteville, Georgia, United States. With a strong track record of providing top-notch financial services and insurance solutions, our team of experts is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, McMullin, Stone & Associates is here to provide personalized and professional services to meet your needs. Contact us today to schedule a consultation and see how we can help you secure your financial future.
101 Devant St STE 903, Fayetteville, GA 30214, United States -
Lisa Hartel - Thrivent
● ClosedLisa Hartel - Thrivent is a finance institution located at 683 Goza Road, Fayetteville, Georgia, United States. Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client’s financial situation. Clients can further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent, not available in all states. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC, and a subsidiary of Thrivent. Licensed agents/producers of Thrivent and registered representatives of Thrivent Investment Management, Inc. provide insurance products, securities, and investment advisory services. Only credentialed financial advisors are qualified to provide investment advisory services. For more information about their financial advisors, visit Thrivent.com or FINRA’s Broker Check. Visit Thrivent’s website for additional information on professional designations and the requirements to earn them.
683 Goza Rd, Fayetteville, GA 30215, United States -
Derek Peterson - Thrivent
● ClosedDerek Peterson - Thrivent is a finance institution located at 3901 Roswell Road, Marietta, Georgia, United States. They are licensed in multiple states including AK, AL, FL, GA, IN, KY, MN, MO, NC, NV, OH, SC, TX, VA, and WA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for further planning engagement through Dedicated Planning Services for a fee. They do not provide legal, accounting, or tax advice, and recommend consulting with an attorney or tax professional. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Only credentialed financial advisors provide investment advisory services. Visit their website or FINRA's Broker Check for more information on their financial advisors and professional designations.
3901 Roswell Rd # 200, Marietta, GA 30062, United States -
Ron Caruso - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenRon Caruso - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 5855 Sandy Springs Circle in Sandy Springs, Georgia, offers a wide range of financial services and expertise. Ron Caruso holds various certifications, including 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 Ron Caruso's commitment to providing high-quality financial advice and services to individuals, retirees, small business owners, high net worth clients, and more. Whether you need help with asset management, estate planning, retirement planning, investment strategies, or insurance products, Ron Caruso has the expertise to assist you. Contact Ron Caruso - Private Wealth Advisor, Ameriprise Financial Services, LLC, for all your financial planning needs.
5855 Sandy Springs Cir STE 100, Sandy Springs, GA 30328, United States -
Edward Jones - Financial Advisor: Ellie Ciraldo
● ClosedEdward Jones - Financial Advisor: Ellie Ciraldo is a reputable finance institution located at 540 West Crossville Road in Roswell, Georgia, United States. As a dedicated financial advisor, Ellie Ciraldo provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Ellie Ciraldo offers expert advice on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Edward Jones - Financial Advisor: Ellie Ciraldo is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
540 W Crossville Rd Suite 202, Roswell, GA 30075, United States -
Genworth Financial
● OpenGenworth Financial is a leading finance institution located in Roswell, Georgia, United States. With a strong focus on providing insurance and financial solutions, Genworth Financial offers a wide range of products and services to help individuals and businesses achieve their financial goals. Whether you are looking for insurance coverage, retirement planning, or investment opportunities, Genworth Financial has the expertise and resources to help you make informed decisions and secure your financial future. Trust in Genworth Financial to provide you with the guidance and support you need to navigate the complexities of the finance industry.
Roswell, GA 30075, United States -
Robbin Duren - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedRobbin Duren is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 825 Juniper St NE, Atlanta, Georgia, United States. Robbin holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate Robbin's expertise in asset management, financial planning, estate planning, retirement planning, and investment strategies. As a Certified Financial Planner™, Robbin upholds the highest standards of excellence in personal financial planning. With a focus on providing biblically wise financial advice, Robbin is dedicated to helping clients achieve their financial goals. Additionally, Robbin is trained in areas such as long-term care planning, insurance, investments, and estate planning to provide comprehensive financial solutions for clients. Whether you are a retiree, small business owner, veteran, or individual with special needs, Robbin Duren is equipped to guide you through the complexities of financial planning with professionalism and expertise.
825 Juniper St NE, Atlanta, GA 30308, United States -
Casey Herndon - COUNTRY Financial Representative
● OpenCasey Herndon - COUNTRY Financial Representative is a trusted finance and insurance agency located at 11205 Alpharetta Highway in Roswell, Georgia, United States. With a focus on providing personalized financial solutions and insurance services, Casey Herndon and his team are dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Casey Herndon - COUNTRY Financial Representative is committed to providing expert guidance and exceptional customer service. Contact them today to schedule a consultation and start securing your financial future.
11205 Alpharetta Hwy UNIT J1, Roswell, GA 30076, United States -
Meredith Moore, CEO, Founder - Artisan Financial Strategies, LLC
● OpenArtisan Financial Strategies, LLC, founded and led by CEO Meredith Moore, is a finance institution located at 1125 Cambridge Square in Alpharetta, Georgia, United States. Specializing in providing objective and collaborative financial consulting services, Artisan Financial Strategies understands the importance of a consolidated financial plan amidst the numerous tasks on your to-do list. With deep technical knowledge, commitment, and a personalized approach, Meredith Moore and Adam Tolliver, agents licensed with New York Life Insurance Company and other independent insurance companies, offer comprehensive financial planning and oversight to professionals in Atlanta. Additionally, as Registered Representatives offering securities products and services through NYLIFE Securities LLC, Meredith Moore is also registered as an investment adviser representative under Eagle Strategies LLC, providing advisory services in several states including Georgia, Florida, and New York. It is important to note that neither Artisan Financial Strategies LLC nor its affiliates provide tax, legal, or accounting advice, and individuals are encouraged to consult their own professionals in these areas. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies, committed to serving the financial needs of individuals in specific states. For further information, individuals can check the background of the investment professional associated with Artisan Financial Strategies.
1125 Cambridge Square C, Alpharetta, GA 30009, United States -
Clements Financial Services
● ClosedClements Financial Services is a leading finance institution located at 4243 Dunwoody Club Drive in Atlanta, Georgia, United States. We offer a wide range of financial services including investment management, retirement planning, insurance, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.
4243 Dunwoody Club Dr #101, Atlanta, GA 30350, United States -
Randy MacNeill - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRandy MacNeill is a financial advisor at Ameriprise Financial Services, LLC located at 1200 Abernathy Road Northeast in Atlanta, Georgia. Originally from Niceville, Florida, Randy, along with his wife and two children, now reside in the suburbs of Atlanta where they also serve as foster parents. Randy enjoys tennis, fishing, and volunteering in youth sports in his free time. At Ameriprise, Randy offers complimentary initial consultations to individuals looking to take control of their financial future. While the consultation provides an overview of financial planning concepts, written analysis and recommendations are not included. Investment products are not insured by the FDIC, NCUA, or any federal agency and involve risks such as loss of principal and fluctuation in value.
1200 Abernathy Rd NE Ste 1750, Atlanta, GA 30328, United States -
Magnolia Financial Group
● ClosedMagnolia Financial Group is a reputable finance and insurance agency located at 38 Sloan Street in Roswell, Georgia, United States. With a strong commitment to providing top-notch financial services and comprehensive insurance solutions, Magnolia Financial Group is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Our experienced team of professionals offers personalized guidance and tailored strategies to meet the unique needs of each client. Trust Magnolia Financial Group to provide expert advice and reliable support for all your financial and insurance needs.
38 Sloan St, Roswell, GA 30075, United States -
LCORE Wealth Management
● ClosedLCORE Wealth Management is a premier finance and insurance agency located at 9040 Roswell Road in Sandy Springs, Georgia. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. With a focus on wealth management, retirement planning, and insurance solutions, LCORE Wealth Management provides personalized services tailored to each client's unique needs. Trust us to help you navigate the complexities of the financial world and make informed decisions for a secure and prosperous future.
9040 Roswell Rd #350, Sandy Springs, GA 30350, United States -
Christopher Reynolds - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedChristopher Reynolds is a Financial Advisor at Ameriprise Financial Services, LLC, located at 3790 Holcomb Bridge Road, Peachtree Corners, Georgia, United States. He holds various certifications including 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 his expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Christopher Reynolds is dedicated to providing comprehensive financial planning services to individuals and small business owners, tailored to their specific needs and goals.
3790 Holcomb Bridge Rd STE 202, Peachtree Corners, GA 30092, United States -
Arthur Farr - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedArthur Farr - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4151 Ashford Dunwoody Road, Atlanta, Georgia, United States, is a finance institution specializing in providing personalized wealth management services. Arthur Farr holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. With a focus on ethical practices and continuous education, Arthur Farr is dedicated to helping individuals achieve their financial goals. Whether you are a retiree, small business owner, or high net worth client, Arthur Farr has the knowledge and skills to guide you through complex financial decisions. Partnering with a Certified Financial Planner™ like Arthur Farr ensures that you receive comprehensive and tailored financial advice to secure your financial future. Contact Arthur Farr - Private Wealth Advisor, Ameriprise Financial Services, LLC today to start planning for a successful financial future.
4151 Ashford Dunwoody Rd Ste 225, Atlanta, GA 30319, United States -
Andrew Matthieson, Ashford Advisors
● ClosedAndrew Matthieson, Ashford Advisors is a leading finance institution located at 900 Ashwood Parkway in Atlanta, Georgia, United States. With a strong commitment to providing personalized financial solutions for individuals and businesses, our team of experienced advisors offers comprehensive services including investment planning, retirement planning, estate planning, and insurance strategies. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and learn how we can help you navigate the complexities of the financial world.
900 Ashwood Pkwy #400, Atlanta, GA 30338, United States -
Nettworth Financial Group
● OpenNettworth Financial Group is a leading finance institution located at 2450 Atlanta Highway in Cumming, Georgia, United States. With a strong focus on helping individuals and businesses achieve their financial goals, Nettworth Financial Group offers a wide range of services including investment management, retirement planning, insurance solutions, and wealth management. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial strategies to meet the unique needs of each client. Visit us today to learn how Nettworth Financial Group can help you secure a brighter financial future.
2450 Atlanta Hwy, Cumming, GA 30040, United States -
Jeanine Martin: Primerica - Financial Services
● OpenJeanine Martin: Primerica - Financial Services is a reputable finance and insurance agency located at 925 Sanders Road in Cumming, Georgia, United States. With a focus on providing top-notch financial services to individuals and families, Jeanine Martin and her team are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, insurance options, or retirement planning, Jeanine Martin: Primerica - Financial Services is committed to providing personalized and comprehensive solutions to meet your specific needs. Contact them today to start building a solid financial foundation for tomorrow.
925 Sanders Rd SUITE 23, Cumming, GA 30041, United States -
Allstate Personal Financial Representative: Gregory Banks
● ClosedAllstate Personal Financial Representative Gregory Banks is a trusted finance and insurance agency located at 5627 North Henry Boulevard in Stockbridge, Georgia, United States. With years of experience in the industry, Gregory Banks provides personalized financial services to help individuals and families achieve their financial goals. Whether you need assistance with insurance policies, retirement planning, or investment strategies, Gregory Banks is dedicated to providing expert guidance and support every step of the way. Contact Allstate Personal Financial Representative Gregory Banks today to start securing your financial future.
5627 N Henry Blvd # 627, Stockbridge, GA 30281, United States -
Katherine Gross - Thrivent
● ClosedKatherine Gross - Thrivent is a finance institution located at 4343 Shallowford Road, Marietta, Georgia, United States. Licensed in multiple states including AL, AZ, FL, GA, IN, KY, LA, MO, NC, OH, PA, TX, this institution is dedicated to helping individuals pursue their lifelong dreams while supporting causes they care about. With nearly 5 decades of combined financial guidance experience, the team at Katherine Gross - Thrivent is committed to putting the interests of their clients first and preparing them for a more secure financial future. As a member-owned fraternal benefit society, Thrivent operates without stockholders, ensuring that decisions are made with the best interests of its members in mind. The institution believes in viewing money as a tool to help individuals lead a life rich in meaning and gratitude. Thrivent offers comprehensive financial advice and guidance through its Financial Planning Framework, with the option for further planning engagement through Dedicated Planning Services for a fee.
4343 Shallowford Rd Suite 420, Marietta, GA 30062, United States -
Jennifer Smalley - Thrivent
● ClosedJennifer Smalley - Thrivent is a finance institution located at 4343 Shallowford Road, Marietta, Georgia, United States. Financial Advisors Jeremy Cox and Matthew Beatty founded Fairway Financial Group in January 2023, focusing on a values-based approach to financial planning. Their team is dedicated to creating personalized financial plans that align with clients' dreams and goals. Operating hours are Monday-Thursday from 9 a.m. to 4 p.m. and Friday from 9 a.m. to 2 p.m. Thrivent, the parent company of Fairway Financial Group, believes in using money as a tool to achieve a higher purpose. They offer a range of financial services including advice, investments, insurance, banking, and generosity programs. Membership with Thrivent provides clients with access to resources for giving back and living a more meaningful life. With a strong financial foundation and over 100 years of experience, Thrivent is committed to helping clients build their futures and make a positive impact in their communities.
4343 Shallowford Rd Suite 420, Marietta, GA 30062, United States -
Gregory Sinatra - Thrivent
● ClosedGregory Sinatra - Thrivent is a finance institution located at 4343 Shallowford Road, Marietta, Georgia, United States. Gregory Sinatra is the Financial Advisor of The Avonlea Financial Group of Thrivent, licensed in multiple states including AL, FL, GA, IL, IN, LA, MO, OH, OR, PA, and TX. Avonlea Financial Group specializes in integrating biblical principles with financial planning, catering to clients who seek to align their financial strategies with their values and beliefs. With over five decades of experience, the group emphasizes stewardship and responsible financial management in accordance with biblical teachings. Clients interested in faith-based financial guidance can benefit from the group's focus on preparing for a generous future and making a positive impact on their community. Thrivent and its professionals do not provide legal, accounting, or tax advice, but offer services through their Financial Planning Framework and Dedicated Planning Services. Insurance products are issued by Thrivent, while securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit Thrivent.com for more information on their services and professional designations.
4343 Shallowford Rd Suite 420, Marietta, GA 30062, United States -
Richard MacKelfresh - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedRichard MacKelfresh is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 5855 Sandy Springs Circle in Sandy Springs, Georgia, United States. Richard holds several certifications including 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®, CFP®, 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®. Richard specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. His expertise covers asset management, investment strategies, estate planning, retirement planning, risk management, and insurance products. He is committed to upholding the highest ethical standards and continuously improving his knowledge and skills to better serve his clients. Contact Richard MacKelfresh for expert financial advice tailored to your specific needs and goals.
5855 Sandy Springs Cir STE 100, Sandy Springs, GA 30328, United States -
Tim Miller - COUNTRY Financial Representative
● ClosedTim Miller - COUNTRY Financial Representative is a trusted finance and insurance agency located at 4343 Shallowford Road in Marietta, Georgia. With a commitment to providing personalized and professional service, Tim Miller helps clients protect their financial well-being and plan for the future. Whether you are seeking insurance coverage for your home, auto, or life, or need assistance with retirement planning or investment strategies, Tim Miller is dedicated to helping you achieve your financial goals. Contact Tim Miller - COUNTRY Financial Representative today to schedule a consultation and take the first step towards securing your financial future.
4343 Shallowford Rd Ste 440, Marietta, GA 30062, United States -
Zach Levy: Primerica - Financial Services
● OpenZach Levy: Primerica - Financial Services is a reputable finance and insurance agency located at 3480 Preston Ridge Road in Alpharetta, Georgia, United States. With a strong focus on providing top-notch financial services to individuals and families, Zach Levy and his team offer a wide range of products and solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Zach Levy: Primerica - Financial Services is dedicated to providing personalized and professional assistance to meet your needs. Trust in their expertise and commitment to helping you secure a stable financial future.
3480 Preston Ridge Rd, Alpharetta, GA 30005, United States -
Rachel Wilder, Financial Advisor - Wilder Wealth Strategies, Llc
● OpenRachel Wilder, Financial Advisor at Wilder Wealth Strategies, LLC, is located at 3655 Brookside Parkway in Alpharetta, Georgia. Rachel is an agent licensed to sell insurance through New York Life Insurance Company and offers securities products and services through NYLIFE Securities LLC. She is also registered as an investment adviser representative with Eagle Strategies LLC, offering advisory services in the state of Georgia. Rachel is dedicated to helping individuals gain insight into their financial goals and progress. To determine if she can be of assistance, you can enter some basic details about your current financial situation through the provided link. Please note that insurance business may only be conducted within the state of Georgia.
3655 Brookside Pkwy Ste 400, Alpharetta, GA 30022, United States -
Jesse Alsobrook - COUNTRY Financial Representative
● OpenJesse Alsobrook - COUNTRY Financial Representative is a trusted finance and insurance agency located at 5040 Snapfinger Woods Drive in Decatur, Georgia, United States. With a focus on providing personalized financial solutions and insurance options to meet the unique needs of each client, Jesse Alsobrook is dedicated to helping individuals and families achieve their financial goals and protect what matters most to them. Whether you are looking for retirement planning, investment advice, or insurance coverage, Jesse Alsobrook is committed to providing expert guidance and exceptional service. Visit their office today to learn more about how they can help you secure your financial future.
5040 Snapfinger Woods Dr Ste 111, Decatur, GA 30035, United States
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