Investment advisory firms in Kennesaw, Georgia

CFO Navigator is a leading accounting and finance institution located at 732 Kennesaw Avenue Northwest in Marietta, Georgia, United States. Our team of experienced professionals provides expert guidance and support in navigating the complex world of finance and accounting. Whether you are a business owner looking to optimize your financial strategy or an individual seeking personalized financial advice, CFO Navigator is here to help. Contact us today to learn more about our services and how we can help you achieve your financial goals.

Strategic Planning Services, LLC is a finance institution located at 125 Townpark Drive in Kennesaw, Georgia, United States. We specialize in providing strategic planning services to help individuals and businesses achieve their financial goals. Our team of experienced professionals offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Strategic Planning Services, LLC is here to help guide you towards a successful financial future. Contact us today to schedule a consultation.

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.

Merrill Edge is a finance institution located at 2781 Cobb Parkway Northwest, Kennesaw, Georgia, United States. They offer online investing, trading, brokerage, and advice services. With Merrill Guided Investing, you can get started with $0 in program fees for the first 6 months. They provide a range of brokerage, investment advisory, and financial planning services. Investing in securities comes with risks, and there is always the potential to lose money. Returns are based on the prior-day closing NAV or market price, and include fees and applicable loads. Merrill Edge also offers banking products through Bank of America, N.A. and affiliated banks, as well as insurance services through Merrill Lynch Life Agency Inc. Additional information can be found in their Client Relationship Summary and Form CRS.

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.

James Kellogg - Raymond James is a leading finance institution located at 550 Kennesaw Avenue in Marietta, Georgia. With a strong presence in the United States, this institution offers a wide range of financial services and expertise to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management solutions, the team at James Kellogg - Raymond James is dedicated to providing personalized and comprehensive financial strategies. With a commitment to excellence and client satisfaction, this institution is a trusted partner for all your financial needs.

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.

CPAdvantage is a leading institution specializing in accounting and finance located at Cobb Place Boulevard Northwest in Kennesaw, Georgia, United States. Our team of expert professionals is dedicated to providing top-notch financial services and solutions to help individuals and businesses achieve their financial goals. With a strong focus on customer satisfaction and integrity, CPAdvantage is committed to delivering excellence in all aspects of accounting and finance. Whether you need assistance with tax preparation, financial planning, or investment strategies, our experienced team is here to help you navigate the complex world of finance with ease. Contact us today to learn more about how CPAdvantage can help you secure a prosperous financial future.