Personalized estate planning in Georgia
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Edward Jones - Financial Advisor: Brett Cohee, CEPA®|ABFP™|AAMS™|CRPC™|CRPS™
● ClosedEdward Jones - Financial Advisor: Brett Cohee, CEPA®|ABFP™|AAMS™|CRPC™|CRPS™ is a reputable financial institution located at 152 Orvin Lance Drive in Blue Ridge, Georgia, United States. With a team of experienced professionals, they offer comprehensive financial planning services to help clients achieve their financial goals and secure their future. Specializing in Certified Exit Planning Advisor (CEPA), Accredited Behavioral Financial Professional (ABFP), Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Chartered Retirement Plans Specialist (CRPS), they provide personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edward Jones - Financial Advisor: Brett Cohee is dedicated to helping you make informed financial decisions for a secure financial future.
152 Orvin Lance Dr Suite D, Blue Ridge, GA 30513, United States -
CapSouth Wealth Management
● OpenCapSouth Wealth Management is a leading financial institution located at 211 Cleveland Street in Blairsville, Georgia, United States. As a premier wealth management firm, we specialize in providing personalized financial solutions to help our clients achieve their financial goals. Our team of experienced professionals offers a wide range of services including investment management, retirement planning, estate planning, and more. With a commitment to excellence and a focus on client satisfaction, CapSouth Wealth Management is dedicated to helping individuals and families secure their financial future.
211 Cleveland St b, Blairsville, GA 30512, United States -
Day and Ennis, LLC
● OpenDay and Ennis, LLC is a finance institution located at 226 Gainesville Highway, Blairsville, Georgia, United States. Our powerful partnership with Mercer Advisors enhances the client experience and provides a wide range of tools and services to help you reach your financial goals. Since 1998, we have been helping individuals and business owners create carefully designed financial plans to achieve financial security and peace of mind. At Day and Ennis, we operate on a fee-only basis, meaning you pay no commissions on sales of securities or insurance. As fiduciary financial advisors, we always prioritize our clients' financial interests above our own, providing unbiased financial advice. Our team of partners, all CPA's or CFP's, are members of the National Association of Personal Financial Advisors, sharing the belief that a comfortable retirement begins with sound financial advice.
226 Gainesville Hwy, Blairsville, GA 30512, United States -
Appalachian Wealth Management
● ClosedAppalachian Wealth Management is a finance institution located at 341 Gainesville Highway in Blairsville, Georgia. Our team of experienced financial experts is dedicated to helping our clients achieve their financial goals and secure their wealth for the future. We offer a range of services including investment management, retirement planning, estate planning, and more. Trust Appalachian Wealth Management to provide you with personalized financial solutions tailored to your individual needs.
341 Gainesville Hwy Suite D, Blairsville, GA 30512, United States -
Carrington Financial Services
● OpenCarrington Financial Services is an insurance agency located at 43 Carrington Farm Road in Mineral Bluff, Georgia, United States. Specializing in "Stress Free Retirement" with lifetime annuities incomes, the institution offers a program that guarantees income throughout retirement. Millions of people have already taken advantage of this program, which provides protection from market risk and a guaranteed lifetime income for future generations. The firm, led by experienced professionals Pat and Tom, is committed to ethics and integrity. Both fully licensed and credentialed, they provide unbiased recommendations and impartial guidance to clients throughout the southeast. With over 20 years of financial experience, they offer solutions that allow individuals to protect their hard-earned money without settling for low interest rates or stock market volatility.
43 Carriington Farm Road, Mineral Bluff, GA 30559, United States -
WealthPlan Financial Group, Melissa Ekeberg
● ClosedWealthPlan Financial Group, Melissa Ekeberg is a finance institution located at 736 Pat Haralson Drive in Blairsville, Georgia, United States. Led by financial expert Melissa Ekeberg, the institution provides a wide range of financial services to help individuals and businesses achieve their wealth management goals. From retirement planning to investment strategies, WealthPlan Financial Group offers personalized solutions tailored to each client's unique needs. With a commitment to excellence and a focus on building long-term relationships, Melissa Ekeberg and her team strive to provide top-notch financial guidance and support to help clients secure their financial future.
736 Pat Haralson Dr Memorial Dr, Blairsville, GA 30512, United States -
Zack Napier - Financial Advisor, Ameriprise Financial Services, LLC
● OpenZack Napier - Financial Advisor, Ameriprise Financial Services, LLC, located at 5855 Sandy Springs Circle, Sandy Springs, Georgia, United States, is a reputable institution specializing in finance. Zack Napier holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers services tailored to individuals' needs, applying investment concepts to real-world situations. With a focus on ethical practices and comprehensive knowledge of fiduciary practices, Zack Napier provides expert advice on asset management, allocation, investment performance, and risk management. Additionally, he offers specialized services for seniors, those planning for retirement, and individuals going through life transitions such as divorce. With a commitment to ongoing education and training, Zack Napier ensures that clients receive the highest level of financial planning expertise.
5855 Sandy Springs Cir STE 100, Sandy Springs, GA 30328, United States -
Bill Reilly - Raymond James
● OpenBill Reilly - Raymond James is a renowned finance institution located at 301 Macy Drive in Roswell, Georgia, United States. With a commitment to providing top-notch financial services and expert advice, this institution is dedicated to helping clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management services, the experienced professionals at Bill Reilly - Raymond James are here to assist you every step of the way. Trustworthy, reliable, and client-focused, this institution is a trusted partner for all your financial needs.
301 Macy Dr, Roswell, GA 30076, United States -
William Grubbs - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedWilliam Grubbs - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 8300 Dunwoody Place in Atlanta, Georgia, United States. William Grubbs 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®. These certifications demonstrate William Grubbs' expertise in various aspects of wealth management, financial planning, and estate planning. Additionally, William Grubbs is a Certified Military Financial Advisor® (CFMA®) and is trained to serve veterans, active duty, Reserve, National Guard, and their families. With a commitment to ethical practices and continuous education, William Grubbs is dedicated to providing comprehensive and personalized financial advice to clients.
8300 Dunwoody Pl Ste 120, Atlanta, GA 30350, United States -
Todd Weiland - RBC Wealth Management Financial Advisor
● ClosedTodd Weiland - RBC Wealth Management Financial Advisor is a leading financial institution located in Atlanta, Georgia. As a trusted advisor, Todd Weiland offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Todd Weiland provides expert guidance on investment strategies, retirement planning, and estate planning. Located at 3550 Lenox Road Northeast, Todd Weiland - RBC Wealth Management Financial Advisor is committed to providing exceptional service and tailored solutions to meet the unique needs of each client.
3550 Lenox Rd NE Suite 1950, Atlanta, GA 30326, United States -
Keli Hazel & Associates - Capitol Financial Solutions
● ClosedKeli Hazel & Associates - Capitol Financial Solutions is a reputable finance and insurance agency located at 196 John Frank Ward Boulevard in McDonough, Georgia, United States. With a team of experienced professionals, they offer a wide range of financial services including investment planning, retirement planning, and insurance solutions. Their personalized approach ensures that each client receives tailored advice to help them achieve their financial goals. Whether you are looking to secure your future or protect your assets, Keli Hazel & Associates is dedicated to providing top-notch service and expertise.
Ward Blvd, 196 John Frank Ward Blvd, McDonough, GA 30253, United States -
J & R Financial Group
● ClosedJ & R Financial Group is a leading finance institution located at 342 Highway 441 in Clayton, Georgia, United States. With a strong reputation for providing expert financial services, J & R Financial Group offers a wide range of solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, the experienced team at J & R Financial Group is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and committed to excellence, J & R Financial Group is your go-to destination for all your financial needs.
342 Hwy 441, Clayton, GA 30525, United States -
Integrated Financial Group Wealth Management
● ClosedIntegrated Financial Group Wealth Management is a leading finance institution located at 195 North Main Street in the charming town of Hiawassee, Georgia, United States. With a team of experienced financial advisors, we specialize in providing comprehensive wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, our dedicated team is here to provide personalized solutions tailored to your unique needs. Trust Integrated Financial Group Wealth Management to guide you towards a secure financial future.
195 N Main St Suite A, Hiawassee, GA 30546, United States -
Anderson Advisors Financial
● ClosedAnderson 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.
1352 Main St, Young Harris, GA 30582, United States -
Executive Money Managers
● ClosedExecutive Money Managers, located at 236 North Cherokee Road in Social Circle, Georgia, is a trusted institution specializing in accounting and finance services. Our team works closely with individuals, companies, trusts, and charities to help them achieve their financial goals. What sets us apart is that we do not charge brokerage fees or receive any income from third-party companies or individuals. At Executive Money Managers, we offer investment supervisory services for openly traded issues on the NYSE, NASDAQ, foreign stocks registered as ADRs, and short maturity bonds. Our fee structure is based on a percentage of assets under management, with rates of 1% annually for the first $250,000 and 1/2% annually for amounts over $250,000, billed quarterly.
236 N Cherokee Rd A, Social Circle, GA 30025, United States -
Edward Jones - Financial Advisor: Channing D Hamby
● OpenEdward Jones - Financial Advisor: Channing D Hamby is a trusted financial institution located at 4295 Old Highway 76 in Blue Ridge, Georgia. As a dedicated finance professional, Channing D Hamby provides personalized financial planning services to help clients achieve their long-term goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Channing D Hamby can provide expert guidance and support. With a focus on building strong relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: Channing D Hamby is committed to helping clients secure their financial future.
4295 Old Hwy 76 Suite D, Blue Ridge, GA 30513, United States -
Edward Jones - Financial Advisor: Ryan Franklin
● OpenEdward Jones - Financial Advisor: Ryan Franklin is a finance institution located at 3798 East 1st Street in Blue Ridge, Georgia, United States. Ryan Franklin is a trusted financial advisor who provides personalized investment advice and financial planning 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: Ryan Franklin is dedicated to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.
3798 E 1st St Suite A, Blue Ridge, GA 30513, United States -
Edward Jones - Financial Advisor: Oleg Malyshev, CFP®|ChFC®|CRPC™
● ClosedEdward Jones - Financial Advisor: Oleg Malyshev, CFP®|ChFC®|CRPC™ is a reputable financial institution located at 178 Bracketts Way in Blairsville, Georgia, United States. Oleg Malyshev, a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Retirement Planning Counselor (CRPC™), leads a team of dedicated professionals who provide personalized financial planning and investment services to clients. With a focus on building long-term relationships and helping individuals achieve their financial goals, Edward Jones is committed to providing top-notch financial advice and guidance. Whether you are planning for retirement, saving for college, or investing for the future, Oleg Malyshev and his team at Edward Jones are here to help you make informed decisions and secure your financial future.
178 Bracketts Way UNIT 2, Blairsville, GA 30512, United States -
Edward Jones - Financial Advisor: John Q Pirie
● ClosedEdward Jones - Financial Advisor: John Q Pirie is a trusted financial institution located at 45 Hometown Way in Blairsville, Georgia, United States. Specializing in finance, our experienced advisor John Q Pirie is dedicated to helping clients achieve their financial goals and secure their future. Whether you are planning for retirement, saving for college, or investing for the long term, our team is here to provide personalized guidance and expert advice. Visit us today to learn more about how we can help you build a solid financial foundation.
45 Hometown Way Suite B, Blairsville, GA 30512, United States -
Kris Pahl - Thrivent
● ClosedKris Pahl - Thrivent is a finance institution located at 64 Bracketts Way, Blairsville, Georgia, United States. With licenses in multiple states including AL, CO, DE, FL, GA, IN, LA, MI, NC, OH, OK, SC, TN, and TX, we are dedicated to helping individuals and families achieve their financial goals. Our team, with over 35 years of experience, takes a teaching and coaching approach to financial planning. We work with you to identify your priorities, assess your resources, and create a personalized roadmap to help you succeed.
64 Bracketts Way #9, Blairsville, GA 30512, United States -
Elijah Eatherly - Thrivent
● ClosedElijah Eatherly - Thrivent is a financial institution located at 64 Bracketts Way in Blairsville, Georgia, United States. Our dedicated team of financial advisors is committed to empowering individuals and families to achieve their financial goals. We prioritize a client-centric approach, providing personalized guidance and comprehensive financial strategies tailored to each client's unique aspirations. We serve residents in Georgia, Tennessee, North Carolina, Florida, Indiana, Washington D.C., and Nebraska. Licensing information is available through your State Insurance Department's website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice.
64 Bracketts Way #9, Blairsville, GA 30512, United States -
All Accounting & Financial
● ClosedAll Accounting & Financial is a reputable institution located at 3950 Cobb Parkway Northwest in Acworth, Georgia. Specializing in accounting and finance, our team of experts provides a wide range of services to help individuals and businesses manage their financial needs effectively. Whether you need assistance with tax preparation, bookkeeping, financial planning, or investment advice, our dedicated professionals are here to help. With a commitment to excellence and personalized service, All Accounting & Financial is your trusted partner in achieving financial success.
3950 Cobb Pkwy NW Suite 301, Acworth, GA 30101, United States -
FairShare Advisors
● ClosedFairShare Advisors is a financial institution located at 1050 Crown Pointe Parkway in Dunwoody, Georgia, United States. Specializing in accounting and finance, we offer a range of services to help take the stress out of running your business. Our team of experts works with you and your attorney to identify, analyze, and present evidence, as well as perform valuations that accurately reflect the value of your company. We are dedicated to optimizing your taxes to save you time and money. At FairShare Advisors, we believe in building authentic, personal relationships with our clients to go beyond just transactions. We provide specialized financial analysis for those going through the divorce process, as well as help individuals in the sports and entertainment industry maximize their wealth and reduce taxes. Our accredited/certified appraisers bring in-depth knowledge and expertise to accurately assess the fair market value of businesses.
1050 Crown Pointe Pkwy Suite 500, Dunwoody, GA 30338, United States -
Power Wealth Management
● ClosedPower Wealth Management is a premier finance institution located at 302 Bombay Lane in Roswell, Georgia, United States. With a team of experienced financial advisors and wealth managers, we specialize in helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our dedicated team is here to provide personalized solutions tailored to your specific needs. Trust Power Wealth Management to guide you towards financial success and peace of mind.
302 Bombay Ln, Roswell, GA 30076, United States -
The May Group - Morgan Stanley
● OpenThe May Group - Morgan Stanley is a finance institution located at 2400 Lakeview Parkway in Alpharetta, Georgia, United States. As part of the prestigious Morgan Stanley family, The May Group offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, they provide expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The May Group - Morgan Stanley is dedicated to helping you succeed.
2400 Lakeview Pkwy Suite 300, Alpharetta, GA 30009, United States -
Avere Wealth Management
● ClosedAvere Wealth Management is an independent Registered Investment Advisory (RIA) firm located in Atlanta, Georgia. We specialize in providing personalized and actionable financial advice for corporate executives and entrepreneurs looking to build, maximize, and transfer generational wealth. Our team serves clients nationally, utilizing technology to make financial expertise more accessible. During your busiest years in corporate America or while scaling your own business, Avere Wealth Management can alleviate your financial concerns so you can focus on your personal and career goals. We act as your Personal CFO, managing all aspects of your financial life and working towards your financial freedom together.
3372 Peachtree Rd NE Suite 115, Atlanta, GA 30326, United States -
Financial Care Providers
● ClosedFinancial Care Providers is a leading finance institution located at 5097 Peachtree Road in Atlanta, Georgia, United States. We specialize in providing personalized financial services to individuals and businesses, helping them navigate the complexities of managing their finances. Our team of experienced professionals is dedicated to offering expert advice and customized solutions to meet the unique needs of each client. Whether you are looking to invest, save for the future, or plan for retirement, Financial Care Providers is here to help you achieve your financial goals. Trust us to provide the care and expertise you need to secure your financial future.
5097 Peachtree Rd Unit i, Atlanta, GA 30341, United States -
Intensive Financial Service lnc.CPA
● ClosedIntensive Financial Service Inc. CPA is a reputable accounting and finance institution located at 1505 Harlequin Way in Stockbridge, Georgia, United States. Our team of certified public accountants (CPAs) provides a wide range of financial services to individuals and businesses, including tax preparation, auditing, financial planning, and consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and navigate the complexities of the financial world. Contact us today to learn more about how we can assist you with your accounting and financial needs.
1505 Harlequin Wy, Stockbridge, GA 30281, United States -
Woodward Tom, MY Financial Services
● ClosedWoodward 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.
430 W Bankhead Hwy, Villa Rica, GA 30180, United States -
Watson Carol S
● OpenWatson Carol S is a health institution located at 973 Enota Avenue Northeast in Gainesville, Georgia, United States. This facility offers a range of health services to patients in the area. With a focus on providing quality care and personalized treatment plans, Watson Carol S is dedicated to improving the overall health and well-being of their patients. The experienced staff at this institution is committed to providing compassionate and effective care to help patients achieve optimal health outcomes. Visit Watson Carol S for all your health needs in Gainesville.
973 Enota Ave NE, Gainesville, GA 30501, United States
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