TOP 30 Investment banking firms in Atlanta, Georgia
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Gorinshteyn Global, LLC ~ Law Firm
● ClosedGorinshteyn Global, LLC is a prestigious law firm located in Atlanta, Georgia. Specializing in finance and legal services, our team of experienced lawyers is dedicated to providing top-notch representation and counsel to our clients. From corporate law to financial planning, we offer a wide range of services tailored to meet the unique needs of each individual or business. Conveniently located at 270 Carpenter Drive Northeast, Gorinshteyn Global, LLC is committed to delivering exceptional legal solutions with integrity and professionalism.
270 Carpenter Dr NE #530, Atlanta, GA 30328, United States -
The Craig Black Law Firm, LLC
● ClosedThe Craig Black Law Firm, LLC is a reputable finance and legal institution located in Atlanta, Georgia. With a focus on providing expert legal services in various areas of finance law, including banking, securities, and corporate finance, our experienced team is dedicated to helping clients navigate complex legal issues with precision and efficiency. Our office at 100 Hartsfield Center Parkway is conveniently located for clients in the Atlanta area seeking personalized legal representation. Trust The Craig Black Law Firm, LLC to handle your financial legal matters with professionalism and expertise.
100 Hartsfield Center Pkwy #500, Atlanta, GA 30354, United States -
The Kent Law Firm
● ClosedThe Kent Law Firm is a reputable finance and legal institution located at 3355 Lenox Road Northeast in Atlanta, Georgia, United States. With a team of experienced lawyers specializing in various areas of finance law, including banking, securities, and corporate finance, The Kent Law Firm offers expert legal representation and counsel to clients in need of financial legal services. Whether you are a business owner, investor, or individual seeking legal advice on financial matters, The Kent Law Firm is dedicated to providing top-notch legal assistance tailored to your specific needs. Contact us today to schedule a consultation and learn more about how we can help you navigate the complexities of finance law.
3355 Lenox Rd NE #600, Atlanta, GA 30326, United States -
Bessemer Trust Private Wealth Management Atlanta GA
● ClosedBessemer Trust Private Wealth Management in Atlanta, Georgia is a trusted finance institution that has been serving individuals and families of substantial wealth for over 115 years. Located at 3455 Peachtree Road Northeast, our private and independent firm offers comprehensive investment management, wealth planning, and family office services to help you achieve peace of mind for generations to come. Our dedicated team at Bessemer Trust prioritizes building strong relationships with our clients, focusing on understanding both your financial and personal goals. We strive to make your priorities our own, ensuring that your best interests drive everything we do for you. Recognized as a top wealth management firm, we provide highly personalized advice and service that our clients can depend on.
3455 Peachtree Rd NE Suite 850, Atlanta, GA 30326, United States -
Cresset Family Office | Atlanta
● ClosedCresset Family Office in Atlanta, formerly known as Berman Capital Advisors, is a prestigious finance institution located at 3445 Peachtree Road Northeast in Atlanta, Georgia. Recognized by Barron's for their exceptional services, Cresset offers a unique experience in wealth management for individuals, families, and institutional clients. Founded by Eric Becker, Cresset aims to provide the same level of resources and opportunities typically reserved for multi-billion-dollar families, but at a more accessible cost. With a focus on flexibility and independence, Cresset Family Office is dedicated to reinventing the way clients engage with their wealth. As a part of the Cresset Capital Management family, Cresset Asset Management, LLC and Cresset Partners, LLC are registered investment advisors offering a range of services in investment advisory, family office management, and more. Visit Cresset Family Office in Atlanta to discover a new approach to wealth management.
3445 Peachtree Rd NE Suite 1400, Atlanta, GA 30326, United States -
KEB HANA NY Financial Corporation, Atlanta Office
● ClosedKEB HANA NY Financial Corporation's Atlanta office is a leading finance institution located at 3483 Satellite Boulevard in Duluth, Georgia. As a part of the global KEB HANA Bank Group, we offer a wide range of financial services to individuals and businesses in the United States. Our experienced team of professionals is dedicated to providing personalized solutions to help our clients achieve their financial goals. Visit us at our Atlanta office to learn more about our services and how we can assist you with your financial needs.
312 South, 3483 Satellite Blvd, Duluth, GA 30096, United States -
Carson Hulett Management LLC
● ClosedCarson Hulett Management LLC is a finance institution located at 1441 Woodmont Lane Northwest in Atlanta, Georgia, United States. Specializing in financial management services, Carson Hulett Management LLC offers expert advice and solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized financial strategies tailored to each client's unique needs. Trust Carson Hulett Management LLC to help you navigate the complexities of finance and secure a prosperous future.
1441 Woodmont Ln NW #813, Atlanta, GA 30318, United States -
Ing Capital Corporation LLC
● OpenING Capital Corporation LLC is a finance institution located at 200 Galleria Parkway in Atlanta, Georgia, United States. With a strong presence in the financial industry, they offer a wide range of services including investment banking, asset management, and financial advisory. Their team of experts is dedicated to providing tailored solutions to meet the unique needs of their clients. Whether you are looking to grow your wealth, secure financing for a project, or make strategic investments, ING Capital Corporation LLC is the trusted partner you can rely on.
200 Galleria Pkwy # 950, Atlanta, GA 30339, United States -
BLK Money LLC
● ClosedBLK Money LLC is a financial institution located at 3455 Peachtree Road Northeast in Atlanta, Georgia, United States. Specializing in money management and financial services, BLK Money LLC offers a wide range of financial products and solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, BLK Money LLC is dedicated to providing top-notch customer service and personalized financial advice. Whether you're looking to invest, save, or manage your money more effectively, BLK Money LLC is here to help you every step of the way.
3455 Peachtree Rd NE 5th Floor, Atlanta, GA 30326, United States -
Financial Industry Consulting Associates
● ClosedFinancial Industry Consulting Associates is a leading finance institution located at 3330 Cumberland Boulevard Southeast in Atlanta, Georgia, United States. Our team of expert consultants provides comprehensive financial advisory services to businesses in the financial industry. With a deep understanding of the complexities of the finance sector, we offer tailored solutions to help our clients navigate challenges and achieve their goals. Whether you are looking for strategic guidance, risk management expertise, or operational support, our experienced professionals are here to help. Contact us today to learn more about how Financial Industry Consulting Associates can support your financial success.
3330 Cumberland Blvd SE # 500, Atlanta, GA 30339, United States -
Mercer Advisors Wealth Management
● ClosedMercer Advisors Wealth Management, located at 5555 Glenridge Connector in Atlanta, Georgia, is a finance institution that offers a different approach to wealth management. The firm believes in helping clients not only build wealth but also enjoy the fruits of their labor. With a team of experts in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more, Mercer Advisors aims to oversee and connect all aspects of clients' financial lives. One of the talented wealth advisors at Mercer Advisors in Atlanta is Cathy C. Miller, who has a passion for helping individuals navigate complex financial transitions. With years of experience and multiple accolades, including being featured on the Forbes list of America's Top Women Wealth Advisors, Cathy is dedicated to providing personalized and comprehensive financial guidance to her clients.
5555 Glenridge Con Suite 825, Atlanta, GA 30342, United States -
Merrill Lynch Financial Advisor Jack Hill
● ClosedMerrill Lynch Financial Advisor Jack Hill, located at 300 Galleria Parkway Southeast in Atlanta, Georgia, offers personalized financial advice and guidance to help individuals and families develop a tailored financial strategy. Jack's expertise includes investments, retirement planning, credit solutions, and regular saving, all customized to fit the client's goals, risk tolerance, and liquidity needs. With a background in Economics and a passion for helping clients achieve their financial goals, Jack is dedicated to providing comprehensive wealth management services. Through Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Jack helps clients build and document personalized plans centered on their aspirations and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, Jack works with clients to develop strategies to address their financial needs and achieve their goals. Whether planning for retirement, saving for a home, or funding a child's education, Jack believes in creating a financial approach that is built around the client's life priorities and tailored to their individual needs. As a Merrill Lynch Wealth Management Advisor, Jack is committed to helping clients navigate the complexities of their financial lives and providing them with personalized investment strategies and comprehensive financial solutions. With a focus on building lasting relationships and understanding what matters most to each client, Jack works to help individuals and families pursue their financial goals and stay on track, regardless of market fluctuations. Trust in Merrill Lynch Financial Advisor Jack Hill to guide you towards a secure financial future.
300 Galleria Pkwy SE, Atlanta, GA 30339, United States -
Prairie Capital Advisors, Inc.
● OpenPrairie Capital Advisors, Inc. is a prominent financial advisory firm located in Atlanta, Georgia. Specializing in creating and executing ownership transition strategies for middle-market companies across the United States, Prairie Capital Advisors has a proven track record of successfully advising numerous companies in achieving their strategic goals and shareholder objectives. With the recent addition of James McQueen as Managing Director, Prairie Capital Advisors continues to expand its investment banking group, further solidifying its position as a top-tier financial institution. Stay informed with Prairie's latest insights and updates, including the recently released Construction ESOP Survey Results offering valuable insights into the industry's future trends. Trust Prairie Capital Advisors for expert financial guidance and tailored solutions for your business needs.
3715 Northside Pkwy NW, Atlanta, GA 30327, United States -
Merrill Lynch Financial Advisor Lei Shan
● ClosedMerrill Lynch Financial Advisor Lei Shan is a respected finance institution located at 3455 Peachtree Road Northeast in Atlanta, Georgia, United States. With over twenty years of experience working with prestigious financial firms such as Goldman Sachs and Credit Suisse, Lei Shan specializes in providing personalized financial advice to wealthy families and institutions. Lei holds an MBA from Duke University and a Master of Science in Molecular Biology from Vanderbilt University. She has been recognized in publications such as Atlanta Journal Constitution and Women's World for her expertise in the field. Lei is actively involved in volunteer work, supporting organizations such as Habitat for Humanity and the Atlanta Day Shelter for Women and Children. Fluent in Chinese, Lei is dedicated to helping clients achieve their financial goals through customized and holistic planning. As a Merrill Lynch Wealth Management Advisor, Lei focuses on building personalized investment strategies tailored to each client's unique needs and aspirations. With access to the resources of Bank of America, Lei works closely with clients to help them navigate the complexities of the financial markets and plan for the future. Whether you are saving for retirement, funding a child's education, or preparing to pass on your wealth to future generations, Lei Shan is committed to helping you achieve your financial goals. Contact Merrill Lynch Financial Advisor Lei Shan today to start planning for a secure financial future.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
David Saxe - Raymond James
● OpenDavid Saxe - Raymond James is a finance institution located at 1100 Abernathy Road Northeast in Atlanta, Georgia, United States. With a focus on providing personalized financial services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to assist you every step of the way. Trust in David Saxe - Raymond James for expert financial guidance and support.
1100 Abernathy Rd NE #1850, Atlanta, GA 30328, United States -
The Wellspring Group LLC
● ClosedThe Wellspring Group LLC, located at 2200 Century Parkway Northeast in Atlanta, Georgia, is a finance institution dedicated to providing customized wealth strategies for successful families and business owners. With a mission to give your wealth the respect and attention it deserves, the professionals at Wellspring Wealth have been serving clients for over three decades. They believe in contributing to the communities they live in and offer a variety of concierge services to their clients. Their advisors combine years of experience and fresh viewpoints to create custom strategies, and the WealthVision platform integrates all aspects of financial planning and wealth management. Securities are offered through LPL Financial, while investment advice is offered through Wellspring Wealth Management LLC. The firm values proactive, courteous service and believes that the greatest compliment a client can give is to recommend their services to others. With a focus on helping clients live the life they have imagined, Wellspring Wealth is committed to providing the best possible financial solutions.
2200 Century Pkwy NE, Atlanta, GA 30345, United States -
River Capital
● ClosedRiver Capital is a leading finance institution located in Atlanta, Georgia, United States. With a strong presence in the financial industry, River Capital offers a wide range of financial services including investment management, wealth management, and corporate finance solutions. Our team of expert financial advisors and analysts are dedicated to providing personalized and strategic financial guidance to help clients achieve their financial goals. Whether you are an individual looking to grow your wealth or a business in need of financial assistance, River Capital is here to help you navigate the complex world of finance with confidence and ease.
Atlanta, GA 30327, United States -
Merrill Lynch Financial Advisor Richie Pinnock
● ClosedMerrill Lynch Financial Advisor Richie Pinnock is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. Richie Pinnock can assist in creating a flexible strategy tailored to your specific goals, utilizing the investment insights of Merrill and the banking solutions of Bank of America. By participating in the local community, Richie Pinnock values giving back and volunteering with organizations. The Merrill Personal Wealth Analysis™ helps in developing a personalized plan centered around your aspirations. As a Merrill Lynch Wealth Management advisor, Richie Pinnock focuses on what matters most to you, whether it's family, goals, or priorities. By engaging in conversations, Richie Pinnock aims to understand your financial needs and provide personalized wealth management strategies. The Investment Personality Assessment helps in customizing your financial approach to align with your investing preferences. By regularly reviewing and updating your financial plan, Richie Pinnock ensures that it evolves with your changing life circumstances and goals. Let Richie Pinnock help you achieve your financial goals and navigate the complexities of the market with a personalized approach designed just for you.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
Joshua Curran - Raymond James
● OpenJoshua Curran - Raymond James is a reputable finance institution located in Atlanta, Georgia, United States. With a strong focus on providing personalized financial services, they offer a wide range of investment options and financial planning services to help clients achieve their financial goals. The team at Joshua Curran - Raymond James is dedicated to providing expert advice and guidance to help clients navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or save for the future, Joshua Curran - Raymond James is committed to helping you secure your financial future.
1100 Abernathy Road NE Building 500 - Suite 1850, Atlanta, GA 30328, United States -
Benedetti, Gucer & Associates
● ClosedBenedetti, Gucer & Associates is a finance institution located at 7000 Peachtree Dunwoody Road in Atlanta, Georgia, United States. Despite not being old money ourselves, we pride ourselves on helping clients protect and grow their wealth through hard work and dedication. Our firm is known for its rock-solid integrity and exceptional service, making us a trusted choice for both old and new money clients. Trust Benedetti, Gucer & Associates to manage and grow the results of your lifetime's labors.
#6-100, 7000 Peachtree Dunwoody Rd, Atlanta, GA 30328, United States -
Alpha Capital Management
● ClosedAlpha Capital Management is a renowned finance institution located at 3630 Peachtree Road Northeast in Atlanta, Georgia, United States. With a team of experienced financial experts, Alpha Capital Management offers a wide range of investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Alpha Capital Management is dedicated to providing personalized solutions tailored to your specific needs. Trust in Alpha Capital Management for expert financial advice and unparalleled service.
3630 Peachtree Rd NE #1075, Atlanta, GA 30326, United States -
LongView Wealth Management
● ClosedLongView Wealth Management is a premier finance institution located at 5605 Glenridge Drive in Atlanta, Georgia, United States. We specialize in providing comprehensive wealth management services to help our clients achieve their financial goals and secure their financial future. Our team of experienced advisors offers personalized investment strategies, retirement planning, estate planning, and more to help clients navigate the complexities of the financial world with confidence. Trust LongView Wealth Management to provide expert guidance and support every step of the way.
5605 Glenridge Dr Suite 300, Atlanta, GA 30342, United States -
Envision
● OpenEnvision is a reputable finance institution located at 3800 North Camp Creek Parkway Southwest in Atlanta, Georgia, United States. With a strong commitment to providing top-notch financial services, Envision offers a wide range of financial products and solutions to meet the needs of its clients. Whether you are looking for investment opportunities, retirement planning, or wealth management services, Envision has a team of experienced professionals ready to assist you in achieving your financial goals. Visit us today and let us help you envision a brighter financial future.
3800 N Camp Creek Pkwy SW, Atlanta, GA 30331, United States -
UBS Private Wealth Management
● OpenUBS Private Wealth Management is a leading finance institution located at 3280 Peachtree Street Northeast in Atlanta, Georgia, United States. With a focus on providing personalized wealth management services, UBS caters to high-net-worth individuals and families seeking comprehensive financial planning and investment solutions. Their team of experienced advisors offers tailored strategies to help clients achieve their financial goals and secure their financial future. Trust UBS Private Wealth Management to provide expert guidance and support in managing your wealth effectively.
3280 Peachtree St NE 21st floor, Atlanta, GA 30305, United States -
Daniel Crews - RBC Wealth Management Financial Advisor
● ClosedDaniel Crews - RBC Wealth Management Financial Advisor is a renowned financial institution located in Atlanta, Georgia. As a trusted advisor, Daniel Crews offers personalized financial planning and investment strategies to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment solutions, Daniel Crews provides expert guidance and support to individuals and families seeking to secure their financial future. Located at 3550 Lenox Road Northeast, Atlanta, Georgia, this institution is dedicated to providing top-notch financial services and helping clients navigate the complexities of the financial world.
3550 Lenox Rd NE Suite 1950, Atlanta, GA 30326, United States -
Merrill Edge
● OpenMerrill Edge is a finance institution located at 3057 Akers Mill Road Southeast in Atlanta, 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 wide range of brokerage, investment advisory, and financial planning services. It's important to note that investing in securities involves risks, and there is always the potential of losing money. 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.
3057 Akers Mill Rd SE, Atlanta, GA 30339, United States -
Majic International Financial Services Group
● ClosedMajic International Financial Services Group is a renowned finance institution located in the heart of Atlanta, Georgia. With a prime location at 1700 Water Place Southeast, our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you need assistance with investments, wealth management, or financial planning, Majic International Financial Services Group has the expertise and resources to help you achieve your financial goals. Trust us to guide you towards a secure and prosperous financial future.
1700 Water Pl SE #300, Atlanta, GA 30339, United States -
UBS Financial Services Inc.
● OpenUBS Financial Services Inc. is a leading finance institution located at 1200 Abernathy Road Northeast in Atlanta, Georgia, United States. With a strong reputation for excellence in the financial industry, UBS offers a wide range of services including wealth management, investment banking, asset management, and more. Their team of experienced professionals provide personalized financial solutions to help clients achieve their financial goals. Trustworthy and reliable, UBS Financial Services Inc. is committed to delivering top-notch service and expertise to their clients.
600 Northpark Town Center, 1200 Abernathy Rd NE Suite 1850, Atlanta, GA 30328, United States -
Merrill Lynch Financial Advisor ChukwuEmeka Onyia (Emeka)
● ClosedMerrill Lynch Financial Advisor ChukwuEmeka Onyia (Emeka) is a finance institution located at 3455 Peachtree Road, Atlanta, Georgia, United States. With 11 years of experience in the financial services industry, ChukwuEmeka focuses on serving individuals, corporate executives, and business owners by offering a comprehensive approach to managing wealth. He creates customized wealth management plans that can adapt to clients' changing needs and market conditions. He provides access to investment insights from Merrill and banking solutions from Bank of America to address various aspects of clients' financial lives. ChukwuEmeka is dedicated to delivering excellent service and helping clients pursue their financial goals. He received his bachelor's degree from East Carolina University and a Master's in Finance from Purdue University. ChukwuEmeka believes in participating in the communities he serves and volunteers with local organizations. As a Merrill Lynch Wealth Management Advisor, he focuses on understanding clients' goals and priorities to create personalized financial plans. By utilizing the Investment Personality Assessment, ChukwuEmeka can tailor financial approaches to align with clients' preferences and help them achieve their objectives. He regularly reviews clients' goals and financial approaches to ensure they stay on track. ChukwuEmeka's mission is to help clients pursue their financial goals by providing personalized solutions and guidance. With access to Merrill's investment insights and Bank of America's banking solutions, he works with clients to develop strategies tailored to their financial needs. ChukwuEmeka is registered to do business in multiple states and understands the importance of managing risk in investment decisions. He encourages clients to consult with legal and tax advisors before making financial decisions. Merrill Lynch Financial Advisor ChukwuEmeka Onyia (Emeka) is dedicated to helping clients navigate the complexities of their financial lives and achieve their goals through personalized investment strategies and comprehensive financial solutions.
3455 Peachtree Rd, Atlanta, GA 30326, United States -
Merrill Lynch Financial Advisor Scott Dozier
● ClosedMerrill Lynch Financial Advisor Scott Dozier is a prestigious finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. With a focus on exemplary client service, the institution has been recognized by Forbes for their outstanding wealth management teams and advisors. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. The advisors at Merrill Lynch Wealth Management prioritize understanding their clients' goals and priorities, helping them design and implement personalized plans to pursue financial goals while managing investment risk. With access to investment insights from Merrill and banking solutions from Bank of America, clients can develop an approach tailored to their financial needs. The institution offers tools such as the Investment Personality Assessment and Merrill Personal Wealth Analysis™ to help clients refine their investing preferences and build personalized financial plans. The dedicated advisors at Merrill Lynch Wealth Management are there to guide clients through life's changes and help them stay on track to achieve their goals.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States
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