TOP 30 Senior financial planning in Atlanta, Georgia

43 results found

Family First Life Atlanta is an insurance agency located at 1455 Lincoln Avenue Southeast in Atlanta, Georgia, United States. We specialize in Mortgage Protection, Final Expense, Indexed Universal Life, and Fixed Indexed Annuities. Our team of independent contractor insurance agents partners with top carriers in the industry to provide the best coverage for your needs. At Family First Life Atlanta, we understand the importance of life insurance and its impact on families. Our agents are dedicated to putting your family first, providing you with the resources for growth and success. We offer a wide range of insurance products, from fixed rate indexed annuities to IUL insurance, partnering with top-rated carriers across the country.

Medicare Atlanta is a reputable health insurance agency located at 12461 Veterans Memorial Highway in Douglasville, Georgia. We specialize in providing quality healthcare coverage for individuals and families in the Atlanta area. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of Medicare and find the best insurance options to meet their needs. With a commitment to excellent customer service and personalized care, Medicare Atlanta is your trusted partner in healthcare coverage. Contact us today to learn more about how we can assist you with your insurance needs.

Stephen Patch, Bankers Life Agent and Bankers Life Securities Financial Representative is located in Atlanta, Georgia, United States. Our institution offers a wide range of insurance options from leading companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our agents are dedicated to helping you find the right coverage, including Medicare Advantage plans that offer comprehensive benefits and low premiums. With the rising costs of health care, planning for long-term care is essential. Our team is here to guide you through the process and help you make informed decisions for your future. Contact us today to start planning for your financial security.

Darshankumar "Jackie" Patel is a Bankers Life Agent and Bankers Life Securities Financial Representative located at 2849 Paces Ferry Road Southeast in Atlanta, Georgia. As a financial advisor, Darshankumar Patel offers a wide range of insurance options from companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One of the key services provided by Darshankumar Patel is helping individuals compare Medicare Advantage plans to find the right coverage. Medicare Advantage is an all-in-one alternative to Original Medicare Parts A and B, offering similar coverage with the option of prescription drug coverage. Some Medicare Advantage plans even have premiums as low as $0 per month and include an annual maximum out of pocket limit.

AmeriLife of Atlanta, LLC, located at 8300 Dunwoody Place in Atlanta, Georgia, is a finance, health, and insurance agency dedicated to providing affordable insurance and retirement solutions to help individuals live longer, healthier lives. Since the early 1970s, AmeriLife agents have been working closely with clients to understand their needs and fears, offering a wide range of quality annuity, life, and health insurance products from over 70 carrier partners. With nearly 60 offices across the United States and a commitment to helping people live happier and healthier lives, AmeriLife is continuously growing and expanding into new markets. If you are interested in a career with AmeriLife, consider joining their team.

Atlanta Health Advisors is a leading health and insurance agency located in Norcross, Georgia. Our dedicated team of advisors is committed to providing personalized and comprehensive health insurance solutions to meet the unique needs of our clients. Whether you are looking for individual, family, or group health insurance coverage, our experts are here to help you navigate the complex world of healthcare. With our convenient location at 3295 River Exchange Drive, you can trust Atlanta Health Advisors to be your trusted partner in achieving optimal health and financial security. Contact us today to schedule a consultation and let us help you find the perfect insurance plan for you and your loved ones.

Better Choices For Seniors is an insurance agency located at 4561 Olde Perimeter Way in Atlanta, Georgia. We specialize in providing insurance options tailored specifically for seniors, ensuring they have the coverage they need to protect their health and financial security. Our team of experienced agents are dedicated to helping seniors make informed decisions about their insurance plans, guiding them towards better choices that suit their individual needs and preferences. Contact us today to learn more about how we can help you find the right insurance coverage for your senior years.

ORS Financial Group is an insurance agency located at 5036 Snapfinger Woods Drive in Decatur, Georgia, United States. At ORS Financial Group, you can get free access to their ORS-U program, which provides on-demand training and resources on final expense, Medicare, marketing, and agency building. Additionally, they have a program that distributes meals to over 1,000 seniors in Metro Atlanta and surrounding areas every week. If you are interested in a career as a Life & Health Insurance Agent, ORS Financial Group offers exciting opportunities to build a successful business. Click the link to learn more and start your fulfilling career today.

Javan Lavell Caswell: Primerica - Financial Services is a reputable finance and insurance agency located at 3800 North Camp Creek Parkway Southwest in Atlanta, Georgia, United States. With a strong commitment to helping individuals and families achieve financial security and success, they offer a wide range of services including financial planning, investments, retirement planning, and insurance solutions. The experienced team at Javan Lavell Caswell: Primerica is dedicated to providing personalized and comprehensive financial guidance to their clients, helping them to make informed decisions and reach their financial goals. Contact them today to learn more about how they can help you secure your financial future.

Family First Life Atlanta is a reputable insurance agency located at 1455 Lincoln Parkway East in Dunwoody, Georgia. As a branch of the larger Family First Life organization, we are committed to putting the needs of families first by providing them with comprehensive and affordable insurance options. Our team of experienced agents is dedicated to helping clients find the best coverage to protect their loved ones and assets. Whether you are in need of life, health, or retirement insurance, Family First Life Atlanta is here to help you secure your financial future. Visit us today to learn more about our services and how we can assist you in finding the right insurance solutions for your family.

Kenneth Smart, Bankers Life Agent and Bankers Life Securities Financial Representative in Atlanta, Georgia, offers a comprehensive range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Financial Advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Kenneth Smart can help you navigate the complexities of Medicare Advantage plans to ensure you have the right coverage for your needs. With Medicare Advantage, you can enjoy similar coverage to Original Medicare Parts A and B, along with the option for prescription drug coverage. Plans also include an annual maximum out-of-pocket limit, and some plans even offer $0 monthly premiums. With the rising costs of healthcare and the increasing need for long-term care, it's crucial to start planning for the future. Contact Kenneth Smart today to begin discussing your next steps towards financial security and peace of mind.

Merrill Lynch Financial Advisor Randall Roman, located at 3455 Peachtree Road Northeast in Atlanta, Georgia, is a Senior Financial Advisor with the Global Corporate and Institutional Advisory Services team. With over twenty years of experience in the industry, Randall focuses on providing strategies and recommendations to help high-net-worth individuals and their families achieve their short- and long-term goals, including retirement and estate planning services. Originally from Puerto Rico, Randall now resides in the Atlanta area with his wife and three children. He is passionate about baseball and coaches a youth travel baseball team in the area. At Merrill Lynch Wealth Management, Randall believes in building personalized financial plans centered around your goals and priorities. He starts every relationship with a conversation to understand what matters most to you, whether it's transferring wealth to the next generation, pursuing your passions, or planning for future expenses. By utilizing the Investment Personality Assessment and staying updated on changes in your life and goals, Randall works with you to develop a customized financial approach to help you achieve your objectives.

Merrill Lynch Financial Advisor Emily Fletcher, located at 3455 Peachtree Road Northeast in Atlanta, Georgia, is a trusted institution in the finance industry. Emily Fletcher, a Senior Financial Advisor with over 30 years of experience, is dedicated to providing exemplary client service and helping individuals build personalized wealth management strategies. As part of the Merrill Lynch Wealth Management team, Emily and her colleagues offer a comprehensive approach to managing wealth, tailored to each client's unique needs and goals. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, they aim to understand clients on a deeper level and provide customized financial advice and guidance. With a focus on building strong client relationships based on trust and personalized service, Emily and her team strive to help clients achieve their financial goals and navigate the complexities of the financial markets. By staying connected with clients and regularly reviewing their financial approach, they ensure that the strategies remain aligned with their evolving needs and priorities. As a Merrill Lynch Wealth Management Advisor, Emily Fletcher puts clients first, offering personalized investment strategies and access to comprehensive financial solutions to help them live their best financial life. With certifications such as Chartered Retirement Planning Counselor™ and Certified Financial Planner™, Emily is equipped to guide clients through the various financial challenges and opportunities they may encounter. Whether clients are planning for retirement, saving for a home, or funding a child's education, Emily and her team are committed to helping clients achieve their goals and secure their financial future.

Merrill Lynch Financial Advisor Erik M Bjerke is located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. As a senior partner in Merrill’s Global Corporate & Institutional Advisory Services (GCIAS), Erik oversees assets and liabilities of more than $100 billion for 100 public companies and their executives, directors, employees, and retirees. He is committed to delivering high-touch, personalized service to clients throughout the United States and beyond. Erik is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified Investment Management Analyst® (CIMA®) designation. With a focus on integrated, multi-variable strategies, Erik utilizes the resources of Merrill and Bank of America for dynamic decision making in volatile financial markets. He is dedicated to helping clients achieve their financial goals and provides personalized plans centered on their aspirations. Erik is actively involved in the community and has helped found two start-up operating charities. As a Merrill Lynch Wealth Management Advisor, Erik prioritizes understanding his clients' needs and goals to create customized investment approaches. With access to Merrill's investment insights and Bank of America's banking solutions, he helps clients manage, grow, and preserve their wealth while addressing fluctuations in the market and changes in their lives. Erik is registered to do business in multiple states and is committed to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor James R Kaufman is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. This institution offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. James R Kaufman, Senior Financial AdvisorManaging Director, has been in the financial services industry since 1998 and can assist you in building a wealth management strategy tailored to your individual needs. With a comprehensive approach to managing wealth, James focuses on listening to your needs and helping you make informed decisions to develop your strategy. The mission of James R Kaufman is to understand what matters most to you and design a personalized plan to help you and your family pursue financial goals while managing investment risk. By focusing on potential solutions to turn your goals into reality, James works with you to develop an approach that addresses your financial needs using the investment insights of Merrill and banking solutions from Bank of America. Every relationship begins with a conversation to identify and prioritize your goals, whether it's transferring wealth, customizing your financial approach, or providing advice to help you stay informed.

David Sanders is a Financial Advisor at Ameriprise Financial Services, LLC located at 3475 Lenox Road Northeast in Atlanta, Georgia, United States. David holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, indicating his expertise in asset management, domestic partnership advising, estate planning, fiduciary practices, portfolio management, and behavioral financial advising. He is also trained in philanthropic advising, annuities, senior issues, divorce financial analysis, estate planning, exit planning, and more. David is committed to providing comprehensive and specialized financial planning services to individuals and families, with a focus on ethical practices and professional excellence.

Merrill Lynch Financial Advisor Paul W. Covington is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. Paul W. Covington, CRPC, has been in the financial services industry since 2012 and serves as a Senior Financial Advisor, helping clients manage their wealth to meet their individual needs. He takes a comprehensive approach to wealth management, starting with understanding each client's goals and needs. Paul specializes in assisting clients with concentrated stock positions, retirement planning, inheritance, and other important financial transitions. He also provides access to Bank of America Private Bank for trust and estate planning services, as well as Bank of America for credit and lending needs. Paul values community involvement and volunteers with organizations in the community. Merrill Personal Wealth Analysis™ is used to create personalized financial plans centered on clients' goals. The institution focuses on building relationships based on understanding clients' changing priorities and goals over time. By listening to clients and asking thoughtful questions, Paul helps design and implement personalized plans to help clients pursue their financial goals while managing investment risk. The institution offers investment insights, tips, and strategies to help clients achieve their financial goals. Paul Covington is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor™ (CRPC™) certification. Investing involves risk, and clients are advised to consult legal and tax advisors before making financial decisions. Merrill Lynch Financial Advisor Paul W. Covington is dedicated to helping clients navigate the complexities of their financial lives and build customized investment approaches to meet their needs and goals.

Richard Saunders - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3475 Lenox Road Northeast, Atlanta, Georgia, United States. Richard Saunders holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and fiduciary practices. He is also trained in behavioral financial advising, philanthropy, annuities, senior planning, divorce financial analysis, and exit planning. Richard Saunders is dedicated to providing comprehensive financial planning services to individuals and families, focusing on their unique needs and goals.

Merrill Lynch Financial Advisor Ashley C Gardner, located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States, is a finance institution that specializes in managing wealth through personalized strategies tailored to individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Ashley Gardner and her team are committed to building strong client relationships based on trust and personalized service. They offer services such as Merrill Personal Wealth Analysis™ to create personalized plans centered on clients' goals and priorities, as well as the Investment Personality Assessment to customize financial approaches based on individual investor preferences. With a focus on understanding clients' life changes and financial needs, they provide ongoing support and guidance to help clients stay on track to achieve their goals.

StayOrganized, LLC is a reputable accounting and finance firm located at 761 Morosgo Drive Northeast in Atlanta, Georgia. Since 2002, we have been providing top-notch bookkeeping services to small and medium-sized businesses across the United States. Specializing in using QuickBooks software, we help organizations maintain accurate financial records and track their transactions effectively. Our client base is diverse and includes industries such as E-commerce, retail, real estate, non-profit, legal, restaurant, entertainment, and various service professionals. By utilizing the latest technology, we assist our clients in growing their businesses and achieving financial success.

Georgia Estate & Elder Law, LLC is a reputable law firm specializing in estate planning and elder law services. Located at 2900 Chamblee Tucker Road in Atlanta, Georgia, their team of experienced lawyers is dedicated to helping individuals and families navigate the complexities of estate planning, probate, Medicaid planning, and other legal matters related to aging and incapacity. With a focus on providing personalized and compassionate legal guidance, Georgia Estate & Elder Law, LLC is committed to helping clients protect their assets and ensure their wishes are carried out. Contact them today for expert legal advice and assistance.

Publix Pharmacy at Howell Mill Village is a trusted healthcare provider located at 2020 Howell Mill Road Northwest in Atlanta, Georgia. As a full-service pharmacy within the Publix store, we offer a wide range of prescription medications, over-the-counter remedies, and health products to meet your medical needs. Our friendly and knowledgeable staff are dedicated to providing personalized care and guidance to help you manage your health and wellness. Visit us today for all your pharmaceutical needs in a convenient and welcoming environment.

Tyler Hood - State Farm Insurance Agent is located at 3621 Vinings Slope Southeast, Atlanta, Georgia, United States. This insurance agency is situated in Downtown Vinings in the Vinings Main Retail/Office/Condo community, right before Vinings Jubilee. Tyler Hood and his licensed team have over a decade of experience in the insurance industry, offering a range of services including auto, home, renters, life, and health insurance, as well as auto refinancing, checking and savings accounts. They also assist business owners with their insurance needs and have a notary public on-site. The team is available 24-7 by phone and offers free quotes. You can also visit their office to meet their office mascot, Louie the basset hound. Tyler Hood and his team are committed to providing top-notch customer service and building lasting relationships with clients. They are dedicated to helping individuals manage risks, recover from unexpected events, and achieve their dreams. Visit Tyler Hood - State Farm Insurance Agent for all your insurance and financial service needs.

Pinnacle Credit Union is a trusted financial institution located at 1342 Glenwood Avenue Southeast in Atlanta, Georgia. We offer a range of financial services including ATM access for convenient banking. Our team is dedicated to helping our members achieve their financial goals and providing excellent customer service. Join us today and experience the pinnacle of financial services.

Harbor Mortgage Services, Inc is a finance institution located at 2450 Atlanta Highway in Cumming, Georgia, United States. They can be reached at (470) 253-8288 or via email at [email protected]. Harbor Mortgage Services is committed to providing accessible services to individuals with disabilities. They have made significant investments to ensure their website is user-friendly and accessible to all. By clicking on the accessibility menu icon, users can enable features designed to enhance accessibility. While Harbor Mortgage Services continues to improve their website and services, some content may not yet meet the strictest accessibility standards. They believe in providing equal access to all individuals, regardless of disability.

Colonial Life - Insurance is an insurance agency located at 4401 Northside Parkway Northwest, Atlanta, Georgia, United States. They offer a variety of insurance products underwritten by Colonial Life & Accident Insurance Company in Columbia, SC. While they strive to provide comprehensive coverage, the insurance products and provisions may vary by state. It is important to note that the insurance has exclusions and limitations that may impact the benefits payable. For more information on coverage details and costs, individuals are encouraged to contact their Colonial Life benefits counselor or the company directly.

Life Advisers is a premier insurance agency located at 1700 Northside Drive Northwest in Atlanta, Georgia, United States. Our team of skilled advisers are dedicated to helping individuals and families navigate the complexities of life insurance, providing personalized guidance and tailored solutions to meet their unique needs and goals. Whether you are looking to protect your loved ones, secure your financial future, or plan for retirement, Life Advisers is here to provide expert advice and support every step of the way. Trust us to be your partner in safeguarding what matters most.

Jinno Germain, Bankers Life Agent is an insurance agency located at 2849 Paces Ferry Road Southeast in Atlanta, Georgia. Specializing in providing life insurance and financial planning services, our team of dedicated professionals is committed to helping clients protect their loved ones and secure their financial futures. With a focus on personalized service and tailored solutions, Jinno Germain, Bankers Life Agent strives to build long-lasting relationships with each client to ensure their needs are met and goals are achieved. Contact us today to learn more about how we can help you plan for tomorrow.

Keyenna Williams, Bankers Life Agent is an insurance agency located at 2849 Paces Ferry Road Southeast in Atlanta, Georgia. As a dedicated agent for Bankers Life, Keyenna Williams provides personalized insurance solutions to help individuals and families protect their financial futures. With a focus on integrity and exceptional customer service, Keyenna Williams is committed to helping clients navigate the complexities of insurance and find the coverage that best suits their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Keyenna Williams is here to help you secure your financial well-being. Contact Keyenna Williams, Bankers Life Agent today to schedule a consultation and start planning for a more secure future.

Trushal Patel, Bankers Life Agent is an insurance agency located at 2849 Paces Ferry Road Southeast in Atlanta, Georgia. As a trusted Bankers Life agent, Trushal Patel offers a range of insurance products and services to help clients protect their financial future. With a focus on personalized service and tailored solutions, Trushal Patel is dedicated to helping individuals and families navigate the complexities of insurance planning. Contact Trushal Patel, Bankers Life Agent today to learn more about how they can help you secure peace of mind for the years ahead.