Personalized wealth advice in Atlanta, GA
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Homrich Berg
● ClosedHomrich Berg is a finance institution located at 3740 Executive Center Drive in Augusta, Georgia, United States. Since 1989, Homrich Berg has been dedicated to helping families protect, grow, and manage their wealth. As a fiduciary, comprehensive, and personal wealth management firm, Homrich Berg delivers services with the HB Difference, ensuring that clients' best interests are always the top priority. The majority of client service professionals at Homrich Berg hold or are seeking the CFP® and/or CFA designations, providing clients with real knowledge and expertise. The firm's investment experts carefully analyze private alternative investments to target improved long-term performance in combination with traditional investments.
3740 Executive Center Dr, Augusta, GA 30907, United States -
Solutions Group of Georgia
● ClosedSolutions Group of Georgia is a leading finance institution located at 1050 Crown Pointe Parkway in Atlanta, Georgia. With a strong focus on providing innovative financial solutions, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, Solutions Group of Georgia is committed to delivering personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you secure a prosperous financial future.
1050 Crown Pointe Pkwy Suite 500, Atlanta, GA 30338, United States -
Candotti Law Firm, LLC
● ClosedCandotti Law Firm, LLC is a legal institution located in Atlanta, Georgia, United States. We specialize in designing specific legal strategies for each client. Pia Candotti, with over 11 years of experience as an international lawyer, has practiced as a Notary in Argentina and as a Lawyer in the USA. In Argentina, she advised clients on the importance of proper succession planning in a legal system with forced heirs. After moving to the USA in 2012, Pia worked in top law firms in Atlanta, advising international clients and companies on Immigration Law. We offer legal solutions for the international community, future planning, and succession issues. In the United States, succession planning is essential for every individual and business, regardless of their wealth. It is part of your legacy. The death of a family member with assets in the USA can trigger a legal process filled with questions, confusion, and stress. If you are a US citizen or permanent resident, you can petition for your close relatives to immigrate to the USA. Contact us for expert legal advice and assistance.
3715 Northside Pkwy NW Building 100, Suite 500, Atlanta, GA 30327, United States -
Paramount Paralegal Service
● ClosedParamount Paralegal Service, located at 1011 Peek Street Northwest in Conyers, Georgia, is a top-notch institution offering full-time virtual paralegal support without the full-time expenses. Led by Georgia's premier paralegal, Lakia Mack, who holds a BS in Psychology from Georgia State University and an AS in Paralegal Studies from Florida Metropolitan University, the institution is dedicated to providing exceptional legal support to attorneys in need. With over two decades of experience in the legal support field, Lakia has successfully helped personal injury attorneys acquire over $100,000,000 in attorneys' fees. Her company, Paramount Paralegal Service, is built on integrity, professionalism, and extensive experience, making it one of the most trusted paralegal services in the state of Georgia.
1011 Peek St NW, Conyers, GA 30012, United States -
Kershaw White LLC
● OpenKershaw White LLC is a prestigious financial institution located at 5881 Glenridge Drive in Atlanta, Georgia, United States. Specializing in wealth management and investment services, Kershaw White LLC is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. With a team of experienced professionals, Kershaw White LLC prides itself on providing top-notch service and innovative solutions to meet the diverse needs of their clients. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Kershaw White LLC is committed to helping you succeed.
5881 Glenridge Dr #100, Atlanta, GA 30328, United States -
Joseph Kellogg: Primerica - Financial Services
● OpenJoseph Kellogg: Primerica - Financial Services is a reputable finance and insurance agency located in Atlanta, Georgia. With a focus on providing comprehensive financial solutions to individuals and families, Joseph Kellogg and his team at Primerica are dedicated to helping clients achieve their financial goals. Whether it's retirement planning, investment strategies, or insurance coverage, they offer personalized services to meet the unique needs of each client. Visit their office at 3800 North Camp Creek Parkway Southwest to learn more about how they can help secure your financial future.
3800 N Camp Creek Pkwy SW BLDG 1800 STE 110, Atlanta, GA 30331, United States -
Chris Richardson - State Farm Insurance Agent
● ClosedChris Richardson - State Farm Insurance Agent is a reputable insurance agency located at 2020 Avalon Parkway, McDonough, Georgia, United States. Situated in the Avalon Business District on the 2nd floor of the Atlanta Bible College Building, Chris Richardson's State Farm has been recognized for its exceptional customer satisfaction and achievements in the insurance industry. With a focus on continuous improvement, the team at this agency looks forward to providing you with the service you and your loved ones deserve in 2024. Chris Richardson and his team specialize in helping customers protect their assets and recover from unexpected events. Whether you need Home, Auto, or Life Insurance, they are dedicated to customizing insurance plans to meet your specific needs and budget. With a wealth of experience in the industry, they have assisted clients through various life stages, from renting apartments to owning homes, sending children to college, retiring, and dealing with the loss of loved ones.
2020 Avalon Pkwy STE 215, McDonough, GA 30253, United States -
Equidem
● ClosedEquidem is a prestigious finance institution located at 2974 Lookout Place Northeast in Atlanta, Georgia, United States. With a strong reputation for excellence and expertise in the financial industry, Equidem offers a wide range of financial services to individuals and businesses. Their team of experienced professionals are dedicated to providing personalized solutions and top-notch customer service to help clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or financial planning, Equidem is committed to helping you succeed. Visit their office in Atlanta today to learn more about how they can help you secure your financial future.
2974 Lookout Pl NE #150, Atlanta, GA 30305, United States -
Flipside Capital
● ClosedFlipside Capital is a premier finance institution located at 1170 Peachtree Street Northeast in Atlanta, Georgia, United States. Specializing in providing innovative financial solutions, Flipside Capital offers a wide range of services including investment management, wealth planning, and strategic financial consulting. With a team of experienced professionals, Flipside Capital is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest in the future, Flipside Capital is committed to providing personalized and comprehensive financial solutions tailored to your individual needs. Contact us today to learn more about how Flipside Capital can help you achieve financial success.
1170 Peachtree St NE #1200, Atlanta, GA 30309, United States -
NRS Capital
● ClosedNRS Capital is a reputable financial institution located at 2061 Hatteras Way in Atlanta, Georgia, United States. Specializing in providing a wide range of financial services, NRS Capital offers expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, NRS Capital is dedicated to delivering exceptional service and building long-lasting relationships with clients. Whether you are looking for investment opportunities, financial planning, or wealth management services, NRS Capital is committed to helping you secure a prosperous financial future.
2061 Hatteras Wy, Atlanta, GA 30318, United States -
Diversified Financial Management Group
● OpenDiversified Financial Management Group is a leading finance institution located at 1050 White Street Southwest in Atlanta, Georgia, United States. Our team of experts provides a wide range of financial services to meet the diverse needs of our clients. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, our experienced professionals are here to help. With a commitment to excellence and personalized service, Diversified Financial Management Group is dedicated to helping you achieve your financial goals.
1050 White St SW, Atlanta, GA 30310, United States -
CTSR Group LLC
● ClosedCTSR Group LLC is a finance institution located at 6065 Roswell Road in Atlanta, Georgia. We specialize in providing a wide range of financial services to individuals and businesses in the United States. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals through personalized solutions and expert advice. Whether you need assistance with investments, retirement planning, or wealth management, CTSR Group LLC is here to help you navigate the complexities of the financial world. Contact us today to learn more about how we can assist you in reaching your financial objectives.
Northside Tower, 6065 Roswell Rd Suite 526, Atlanta, GA 30328, United States -
Level 7 Salon
● ClosedLevel 7 Salon, located at 1544 Piedmont Avenue Northeast in Atlanta, Georgia, is a top-notch beauty salon offering hair care and health services. The owner and stylists at Level 7 Salon have a wealth of knowledge and experience to ensure that every client feels like a million bucks. Unlike other hair salons in Atlanta, Level 7 takes a leisurely approach, paying attention to clients, remembering their names, and never double-booking appointments. With extensive training, a love for people, and a lot of laughter, the team at Level 7 Salon creates a unique and personalized hair care experience for each client. Clients rave about the talented stylists at Level 7 Salon, particularly Rudi, who has been providing exceptional hair services for over 20 years. The salon has a clean, fun, and vibrant atmosphere, with a friendly team that makes every visit a happy experience from start to finish. Whether you're looking for a master stylist for color, cut, or style advice, Level 7 Salon has you covered. Clients praise Rudi for her excellent color suggestions, ability to listen, and efficient client management in a comfortable and unpretentious setting.
1544 Piedmont Ave NE #131, Atlanta, GA 30324, United States -
Cheryl Farmer - Mutual of Omaha
● ClosedCheryl Farmer - Mutual of Omaha is an insurance agency located at 301 Perimeter Center North in Atlanta, Georgia, United States. Cheryl Farmer is dedicated to providing her clients with expert guidance and reliable service to help them develop, implement, and maintain comprehensive business and individual insurance strategies. As a licensed insurance agent and investment professional with Mutual of Omaha Insurance Company, Cheryl works diligently to ensure her clients receive the best possible coverage and financial advice. Customers can trust Cheryl Farmer to help them protect their assets and plan for a secure future.
301 Perimeter Center N Ste 250, Atlanta, GA 30346, United States -
Primerica Financial Services/PFS Investments/Primerica Mortgage Branch Office
● ClosedPrimerica Financial Services/PFS Investments/Primerica Mortgage Branch Office is a leading finance and insurance agency located at 2302 Parklake Drive Northeast in Atlanta, Georgia, United States. With a commitment to helping individuals and families achieve financial security and independence, this branch office offers a wide range of financial products and services, including investments, insurance, and mortgages. Their team of knowledgeable and experienced professionals are dedicated to providing personalized solutions to meet the unique needs of each client. Whether you are looking to build wealth, protect your assets, or secure a home loan, Primerica Financial Services/PFS Investments/Primerica Mortgage Branch Office is here to help you reach your financial goals.
2302 Parklake Dr NE Suite 615, Atlanta, GA 30345, United States -
Northwestern Mutual
● ClosedNorthwestern Mutual is a trusted finance and insurance agency located at 2859 Paces Ferry Road Southeast in Atlanta, Georgia. With a reputation for providing comprehensive financial planning and insurance services, Northwestern Mutual is dedicated to helping clients achieve their long-term financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Northwestern Mutual offers personalized solutions to meet your needs. With a commitment to excellence and a team of experienced professionals, Northwestern Mutual is a reliable choice for all your financial and insurance needs.
2859 Paces Ferry Rd SE Ste 1200, Atlanta, GA 30339, United States -
Transamerica Agency Network
● ClosedTransamerica Agency Network is an insurance agency located at 3625 Cumberland Boulevard Southeast in Atlanta, Georgia. With a commitment to helping individuals and businesses protect their financial futures, the agency offers a wide range of insurance products and services. Whether you're looking for life insurance, retirement planning, or investment solutions, Transamerica Agency Network has knowledgeable agents ready to assist you. Trust in their expertise and experience to find the right coverage for your needs.
3625 Cumberland Blvd SE Ste 130, Atlanta, GA 30339, United States -
Joseph Edwards, Bankers Life Agent
● ClosedJoseph Edwards, Bankers Life Agent is an insurance agency located at 2849 Paces Ferry Road Southeast in Atlanta, Georgia. As a trusted representative of Bankers Life, Joseph Edwards provides a wide range of insurance products and services to meet the needs of individuals and families in the Atlanta area. With a commitment to customer service and personalized attention, Joseph Edwards helps clients navigate the complexities of insurance planning to ensure they have the coverage they need for a secure financial future. Contact Joseph Edwards, Bankers Life Agent today to learn more about their insurance offerings and how they can help protect what matters most to you.
2849 Paces Ferry Rd SE # 360, Atlanta, GA 30339, United States -
Patricia Riley, Bankers Life Agent
● ClosedPatricia Riley, Bankers Life Agent is an insurance agency located at 2849 Paces Ferry Road Southeast in Atlanta, Georgia. As a representative of Bankers Life, Patricia Riley offers a wide range of insurance products and services to help individuals and families protect their financial future. With a focus on personalized service and expert advice, Patricia Riley is dedicated to helping clients find the right insurance solutions for their unique needs. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other financial products, Patricia Riley can help you navigate the complexities of insurance and make informed decisions for your future. Contact Patricia Riley, Bankers Life Agent today to learn more about how they can help you secure your financial well-being.
2849 Paces Ferry Rd SE # 360, Atlanta, GA 30339, United States -
Henry Ogletree, Bankers Life Agent
● ClosedHenry Ogletree, Bankers Life Agent is an insurance agency located at 2849 Paces Ferry Road Southeast, Atlanta, Georgia, United States. Our team of dedicated professionals, including Oluwaseun Adekoya, Andrew Ashibuogwu, Latonya Baker, and many others, are committed to providing personalized insurance solutions to meet the needs of our clients in Atlanta and beyond. Whether you are looking for life insurance, retirement planning, or investment advice, our experienced agents and financial advisors, such as Timothy Darnell and Michael Shoemaker, are here to help. Contact us today to learn more about how we can assist you in securing your financial future.
2849 Paces Ferry Rd SE # 360, Atlanta, GA 30339, United States -
Complete Financial and Tax Services
● ClosedComplete Financial and Tax Services is a reputable accounting and finance institution located at 3004 Washington Road in Atlanta, Georgia, United States. With a team of experienced professionals, we offer a wide range of financial and tax services to individuals and businesses. Our services include tax preparation, financial planning, bookkeeping, payroll services, and more. We are committed to providing our clients with accurate and reliable financial solutions to help them achieve their financial goals. Contact us today to learn more about how we can assist you with your financial needs.
3004 Washington Rd Suite A, Atlanta, GA 30344, United States -
Simon Financial Company
● OpenSimon Financial Company is a finance institution located at 2480 Robinson Road Northeast in Marietta, Georgia, United States. Founded by Donald J. Simon in 1983, the company specializes in helping business owners increase cash flow, profits, and the overall value of their company using unique and proven methods. With over 330 business owners as clients, Simon Financial Company serves a diverse mix of individuals, companies ranging from blue collar to high tech, and professional groups. Donald Simon, the founder, holds a Certificate in Leadership from Harvard University/EDX®, and is a Certified Financial Planner (CFP) with the College for Financial Planning in Denver, CO. Additionally, he is a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) with The American College in King of Prussia, Pennsylvania. With a B.A. in Business Administration from Oglethorpe University in Atlanta, Georgia, Donald is also the author of the book "The Zen of Personal Finance."
2480 Robinson Rd NE, Marietta, GA 30068, United States -
Anchor Financial Partners
● ClosedAnchor Financial Partners is a leading finance institution located at 2859 Paces Ferry Road Southeast in Atlanta, Georgia. With a strong reputation for providing expert financial advice and services, Anchor Financial Partners is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, the team at Anchor Financial Partners is committed to providing personalized solutions tailored to your specific needs. Trustworthy, reliable, and experienced, Anchor Financial Partners is your go-to partner for all your financial needs in the United States.
2859 Paces Ferry Rd SE Ste 1200, Atlanta, GA 30339, United States -
Jeffrey Cox - Raymond James
● OpenJeffrey Cox - Raymond James is a reputable finance institution located at 3333 Riverwood Parkway in Atlanta, Georgia, United States. With a focus on providing personalized financial services, the team at Jeffrey Cox - Raymond James offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Jeffrey Cox - Raymond James is dedicated to providing top-notch service and support. Visit their office today to learn more about their comprehensive financial solutions.
3333 Riverwood Pkwy Fl 5, Atlanta, GA 30339, United States -
Sherrill & Hutchins Financial
● ClosedSherrill & Hutchins Financial is a renowned finance institution located at 4401 Northside Parkway Northwest in Atlanta, Georgia. With a reputation for excellence in financial services, Sherrill & Hutchins offers a wide range of solutions to meet the diverse needs of their clients. Whether you are looking for investment advice, wealth management, or financial planning, their team of experienced professionals is dedicated to helping you achieve your financial goals. Trust Sherrill & Hutchins Financial to provide expert guidance and personalized strategies to secure your financial future.
4401 Northside Pkwy NW, Atlanta, GA 30327, United States -
Raymond James & Associates
● OpenRaymond James & Associates is a reputable finance institution located at 3625 Cumberland Boulevard Southeast in Atlanta, Georgia, United States. With a focus on providing comprehensive financial services, Raymond James & Associates offers a range of investment options, wealth management solutions, and personalized financial planning services to help clients achieve their financial goals. With a team of experienced financial advisors and a commitment to client satisfaction, Raymond James & Associates is a trusted partner for individuals and businesses looking to secure their financial future.
3625 Cumberland Blvd SE #150, Atlanta, GA 30339, United States -
Merrill Lynch Financial Advisor Douglas Peterson
● ClosedMerrill Lynch Financial Advisor Douglas Peterson, located at 300 Galleria Parkway Southeast, Atlanta, Georgia, United States, is a finance institution dedicated to helping clients manage their wealth through personalized wealth management strategies. With a deep understanding of each client's financial picture, Douglas Peterson creates flexible strategies tailored to individual goals and market conditions. As a part of the Merrill Lynch Wealth Management team, Douglas Peterson offers access to investment insights and banking solutions from Bank of America. By participating in the community and volunteering with local organizations, Douglas Peterson embodies the Merrill tradition of serving the community. Through the Merrill Personal Wealth Analysis™, clients can build a personalized plan focused on their goals and aspirations. By engaging in conversations with clients about their priorities and life changes, Douglas Peterson helps clients pursue their financial goals and make informed investment decisions. With tools to track changes in clients' lives and goals, Douglas Peterson ensures that their financial approach evolves with their needs. By offering personalized financial plans and focusing on solutions that turn goals into reality, Douglas Peterson helps clients achieve financial success. Through regular check-ins and adjustments to financial approaches, Douglas Peterson helps clients stay on track towards their goals. As a Merrill Lynch Wealth Management Advisor, Douglas Peterson provides customized investment strategies and comprehensive financial solutions to address clients' needs and goals. By putting clients first and offering personalized advice, Douglas Peterson helps clients navigate the complexities of their financial lives. With a commitment to understanding each client's unique situation and priorities, Douglas Peterson designs financial approaches that reflect individual needs and circumstances. By staying informed on the latest investment insights and strategies, clients can live their best financial life with the guidance of Douglas Peterson. As a Certified Financial Planner, Douglas Peterson is registered to do business in multiple states and adheres to the highest standards of professional excellence. Investing involves risk, and past performance does not guarantee future results. Clients should consult with legal and tax advisors before making financial decisions. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. This material is not a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. With a focus on personalized service and tailored financial solutions, Douglas Peterson and the Merrill Lynch team are dedicated to helping clients achieve their financial goals.
300 Galleria Pkwy SE, Atlanta, GA 30339, United States -
Fiduciary Vest LLC
● ClosedFiduciary Vest LLC is a finance institution located at 600 Galleria Parkway in Atlanta, Georgia, United States. Specializing in fiduciary services, the company offers expert financial advice and management to help clients achieve their investment goals. With a team of experienced professionals, Fiduciary Vest LLC is dedicated to providing personalized solutions and guidance to individuals and businesses seeking to grow and protect their wealth.
600 Galleria Pkwy, Atlanta, GA 30339, United States -
Persium Group
● ClosedPersium Group, located in Atlanta, Georgia, is a finance institution specializing in Strategic Wealth Advisory services. Our team of wealth advisors focuses on guiding business owners, retirement plan committees, and individual investors towards achieving their financial goals and long-term financial freedom. We understand the unique needs of business owners and offer personalized wealth management services through our Owner to Investor (O2I) framework. As you prepare to exit your business, we help you transition into being an investor to advance your post-exit financial goals. With three specialized teams - Persium Advisors, NAVIX, and CoVerity - we provide comprehensive financial solutions tailored to your specific needs. Founded in 2004 and registered with the SEC in 2010, Persium Group operates in a product neutral, fee-only investment environment to ensure unbiased advice and support for our clients. Contact us at 678.322.3000 or visit us at 2100 Riveredge Parkway, Suite 1230, Atlanta, GA 30328 to learn more about how we can help you achieve financial success.
2100 Riveredge Pkwy # 1200, Atlanta, GA 30328, United States -
The Dodd Consulting Team - UBS Financial Services Inc.
● OpenThe Dodd Consulting Team at UBS Financial Services Inc. is a renowned finance institution located in Atlanta, Georgia. With a prime location at 3560 Lenox Road Northeast, the team offers expert financial advice and services to individuals and businesses alike. Specializing in wealth management, investment strategies, and financial planning, the Dodd Consulting Team is dedicated to helping clients achieve their financial goals. With a reputation for excellence and a commitment to personalized service, they are a trusted partner in navigating the complexities of the financial world. Visit them today to see how they can help you secure your financial future.
3560 Lenox Rd NE 28th Floor, Atlanta, GA 30326, United States
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