TOP 10 Strategic planning in Atlanta, Georgia
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Intrepid
Intrepid is a health and insurance agency located at 400 Interstate North Parkway in Atlanta, Georgia, United States. They specialize in making benefit programs relatable for employees by implementing creative strategies and proactive communication that align with company culture. Intrepid helps businesses mitigate healthcare costs through strategic planning and stay in compliance with regulatory obligations. They engage employees to understand and utilize their benefits effectively, and structure programs that support company identity. Clients praise Intrepid for their personalized attention, expertise, responsiveness, and proactive approach to benefits administration. With a focus on simplifying employee benefits, Intrepid has been a trusted partner for businesses since 2014. Their team is known for their expertise in the benefits landscape, staying up to date on trends and regulations to provide strategic insights and cost-saving opportunities for clients. Collaborating with Intrepid is like having your own HR department, ready to support you at all times.
Acquisitions
Acquisitions is a premier furniture store, general contractor, and home goods store located at 660 Miami Circle Northeast in Atlanta, Georgia. With a wide selection of high-quality furniture, home decor, and renovation services, Acquisitions is your one-stop shop for all your home improvement needs. Whether you're looking to update your living room with a new sofa, remodel your kitchen with custom cabinets, or simply add some stylish accessories to your space, Acquisitions has everything you need to create the home of your dreams. Visit us today and let our knowledgeable staff help you bring your vision to life.
The Advisory Firm, LLC
The Advisory Firm, LLC is a finance institution located at 12600 Deerfield Parkway in Alpharetta, Georgia, United States. Specializing in fee-only fiduciary financial planning, investment management, and tax strategies, we focus on building personalized financial architectures to help clients reach their goals without the pressure of product selling. Our team actively manages ETF portfolios tailored to today's markets and offers retirement planning services to ensure a comfortable future. With a focus on risk management and long-term trends, we provide tactical portfolio management that is responsive to change. Our MyVizer account aggregation app allows clients to track their progress in building wealth and manage their financial life more effectively. Contact us at (678) 566-3711 for more information on how we can help you achieve your financial goals. Please note that investing involves risk and there are no guarantees regarding returns. The Advisory Firm, LLC is a Certified Financial Planner Board of Standards Inc. recognized practice serving clients in metro Atlanta and North Georgia.
Small Business Services
Small Business Services is a professional accounting and finance institution located at 834 Inman Village Parkway Northeast in Atlanta, Georgia, United States. Our team of experts is dedicated to providing tailored financial solutions to small businesses to help them thrive and grow. Whether you need assistance with bookkeeping, tax preparation, payroll services, or financial planning, we are here to support you every step of the way. With our personalized approach and attention to detail, you can trust Small Business Services to take care of all your financial needs. Contact us today to schedule a consultation and see how we can help your business succeed.
Advisory Services Network
Advisory Services Network (ASNTM) is a finance institution located in Atlanta, Georgia, United States. Founded on the principle of helping small to mid-sized advisors achieve successful independence, ASNTM offers a premier platform with best-in-class service at a competitive price. Transitioning to ASNTM's all-inclusive platform provides access to top technologies and services, relieving operational and administrative burdens so advisors can focus on serving clients and growing their practice. With access to institutional pricing and strong partner relationships, ASNTM offers cost-effective solutions to support business growth. The institution prioritizes independence and portability for advisors, clients, data, and brand. In addition to comprehensive services and technologies, ASNTM provides ongoing support, service, and training to help businesses thrive. Contact ASNTM at 6600 Peachtree Dunwoody Rd., Embassy Row 600, Suite 575 Atlanta, GA 30328, phone: (877) 352-0449, fax: (770) 352-0038.
Trillium Partners - Wealth Management - UBS Financial Services Inc.
Trillium Partners, a branch of UBS Financial Services Inc., is a leading wealth management institution located in Atlanta, Georgia. Our team of experienced financial advisors provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we strive to provide the highest level of service and expertise in the industry. Visit us at 3560 Lenox Road Northeast to learn more about how we can help you secure your financial future.
Marguerite Pressley Davis LLC
Marguerite Pressley Davis LLC is a finance institution located at 303 Perimeter Center North in Atlanta, Georgia, United States. With statistics showing that 60% of small businesses are either losing money or just breaking even, the institution is dedicated to helping small businesses build generational wealth and achieve financial success. Marguerite Pressley Davis LLC offers expert financial guidance and support to help small businesses thrive, especially in the early stages when finances may not be a strong suit. Services provided include strategic finance leadership, business, accounting, and financial operational guidance, resources, and tools to improve and maintain financial health. Clients praise Marguerite for her ability to simplify complex financial matters and provide invaluable support. By working with Marguerite Pressley Davis LLC, small business owners can make more informed financial decisions, ultimately positioning themselves for long-term success. If you're ready to take your business to new financial heights and turn your dreams into reality, Marguerite Pressley Davis LLC is here to help.
Advisory Services Ltd
Advisory Services Ltd is a leading finance institution located at 1818 Independence Square in Atlanta, Georgia, United States. Our team of experienced financial advisors provides personalized and comprehensive financial guidance to help clients achieve their goals. Whether you are looking to invest for the future, plan for retirement, or manage your assets, Advisory Services Ltd is here to assist you every step of the way. With a focus on strategic planning and risk management, we are dedicated to helping clients make informed decisions and secure their financial future. Contact us today to schedule a consultation and see how Advisory Services Ltd can help you reach your financial goals.
Globalt Inc
Globalt Inc is a leading finance institution located at 3280 Peachtree Road in Atlanta, Georgia, United States. With a strong reputation for providing innovative financial solutions to clients worldwide, Globalt Inc offers a wide range of services including investment management, wealth planning, and risk management. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Visit us today to learn more about how Globalt Inc can help you navigate the complexities of the financial world.
Clifford Wang - RBC Wealth Management Financial Advisor
Clifford Wang - RBC Wealth Management Financial Advisor is a reputable financial institution located at 3550 Lenox Road Northeast in Atlanta, Georgia, United States. As a trusted financial advisor, Clifford Wang offers personalized wealth management services to help clients achieve their financial goals. With a focus on financial planning, investment strategies, and risk management, Clifford Wang provides expert advice and guidance to individuals and businesses looking to build and protect their wealth. Contact Clifford Wang - RBC Wealth Management Financial Advisor today to start securing your financial future.
William Grubbs - Private Wealth Advisor, Ameriprise Financial Services, LLC
William 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.
Avere Wealth Management
Avere 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.
Financial Care Providers
Financial 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.
LA Tax Solutions
LA Tax Solutions is a renowned accounting and finance institution located at 400 Galleria Parkway in Atlanta, Georgia. With a team of experienced professionals, we offer a wide range of tax solutions and financial services to individuals and businesses. Our services include tax preparation, planning, and consulting to help our clients navigate the complex world of taxes and finances. Whether you need assistance with personal taxes or business financial management, our experts are here to provide you with the guidance and support you need. Visit us at LA Tax Solutions for all your accounting and finance needs.
AG
AG is a renowned restaurant located at 181 Peachtree Street Northeast in Atlanta, Georgia. Known for its exquisite cuisine and charming ambiance, AG offers a delightful dining experience for food enthusiasts. The restaurant prides itself on using fresh, locally sourced ingredients to create mouthwatering dishes that satisfy even the most discerning palates. Whether you're looking for a romantic dinner for two or a casual meal with friends, AG is the perfect destination for a memorable dining experience in the heart of Atlanta.
Advance Income Tax
Advance Income Tax is a reputable accounting and finance institution located at 7130 Buford Highway Northeast in Atlanta, Georgia, United States. With a team of experienced professionals, we specialize in providing expert tax preparation and planning services to individuals and businesses. Our goal is to help our clients maximize their tax savings and minimize their liabilities through careful analysis and strategic financial advice. Whether you need assistance with filing your annual tax returns or require guidance on complex financial matters, Advance Income Tax is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Auxano LTD
Auxano LTD is a leading accounting and finance institution located at 4571 Best Road in Atlanta, Georgia. With a team of experienced professionals, we provide top-notch financial services to individuals and businesses alike. Our commitment to excellence and dedication to our clients sets us apart from the rest. Whether you need help with tax preparation, financial planning, or investment strategies, Auxano LTD is here to help you reach your financial goals. Contact us today to learn more about how we can assist you in achieving financial success.
Merrill Lynch Financial Advisor Jose J. Hernandez III
Merrill Lynch Financial Advisor Jose J. Hernandez III is a leading finance institution located at 3455 Peachtree Road Northeast in Atlanta, Georgia, United States. With a strong focus on providing expert financial advice and personalized investment strategies, Jose J. Hernandez III and his team offer a wide range of services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, Merrill Lynch Financial Advisor Jose J. Hernandez III is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
CIMA - Norcross
CIMA - Norcross is a health institution located at 5161 Brook Hollow Parkway, Norcross, Georgia, United States. Specializing in prenatal care and offering free pregnancy tests in Atlanta, CIMA provides top-quality care for both mothers and babies. The institution prides itself on providing comprehensive and specialized care for pregnant women, ensuring their health and the well-being of their baby. All mothers give birth at the prestigious Northside Hospital, known as the best hospital for deliveries in the United States. CIMA offers a range of prenatal services based on treating pregnant women with respect, compassion, and empathy, providing them with comprehensive medical and emotional support. The institution strives to understand and respond to the individual needs of pregnant women, offering compassionate support tailored to their well-being and comfort. Additionally, CIMA provides family planning services, ultrasound services, and testing and treatment for sexually transmitted diseases. The institution accepts most medical insurance in Georgia and offers special packages and promotions for prenatal care in Atlanta. With a commitment to diversity and providing quality care to all women, regardless of income, insurance, citizenship, ethnicity, nationality, or immigration status, CIMA is dedicated to supporting families during the special moments of pregnancy and parenthood. Make an appointment at CIMA - Norcross today to receive comprehensive care for your future baby.
Homrich Berg
Homrich 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.
Solutions Group of Georgia
Solutions 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.
The Home Depot Backyard
The Home Depot Backyard is an 11-acre greenspace located at 1 Backyard Way in Atlanta, Georgia. This award-winning institution offers a variety of programming for the local community and visitors, including arts and culture events, health and wellness classes, and opportunities for inspired learning. The space also provides parking and tailgating options for Atlanta Falcons and Atlanta United fans. Visitors can enjoy a range of activities, from fitness classes to festivals and workshops. The institution is committed to creating a welcoming and enriching environment for all who visit. Strategic partnerships help The Home Depot Backyard continuously evolve and offer innovative experiences.
Legacy Executive Services Inc.
Legacy Executive Services Inc. is a premier institution located at 285 West Wieuca Road Northeast in Atlanta, Georgia. Our team of experienced professionals provides top-notch executive services to help businesses thrive and succeed. From strategic planning to leadership development, we offer a range of services tailored to meet the unique needs of each client. With a commitment to excellence and a track record of success, Legacy Executive Services Inc. is the go-to institution for companies looking to elevate their performance and achieve their goals. Contact us today to learn more about how we can help your business reach its full potential.
Berry & Associates
Berry & Associates is a finance and lawyer institution located at 519 Broad Street, Rome, Georgia, United States. Specializing in providing Chapter 7 and Chapter 13 help in Atlanta and throughout the state, Berry & Associates has over 30 years of experience helping individuals and families find the fresh start they need and deserve. With a team of 11 experienced bankruptcy lawyers, they are well-equipped to handle every step of the bankruptcy process, from filing to plan confirmation to discharge. Their goal is to help clients protect their assets and ensure a bright financial future. Testimonials from satisfied clients praise the attorneys and staff at Berry & Associates for their professionalism and support during difficult times. With additional locations in Jonesboro and Gainesville, Georgia, Berry & Associates is ready to assist clients in need of financial guidance and legal expertise.
Arrington & Phillips, LLP
Arrington & Phillips, LLP is a prestigious law firm located in Atlanta, Georgia. With a strong reputation for providing top-notch legal services, the firm specializes in various areas of law including personal injury, criminal defense, family law, and estate planning. The experienced team of lawyers at Arrington & Phillips, LLP are dedicated to providing their clients with expert guidance and representation. Whether you are facing a legal issue or in need of legal advice, you can trust Arrington & Phillips, LLP to provide you with the highest level of service and support. Contact them at 2200 Fairburn Road Southwest, Atlanta for all your legal needs.
Oberman Law Firm
Oberman Law Firm is a reputable legal institution located at 327 Dahlonega Street in Cumming, Georgia, United States. Our firm is dedicated to providing exceptional legal services and upholding the highest standards of professionalism and integrity. At Oberman Law Firm, we prioritize client value, stakeholder value, risk management, and governance. Our team is committed to continuous improvement, responsible business practices, and innovation in action. We are an integrated law firm that utilizes cutting-edge legal technology to better serve our clients.
Williams Teusink
Williams Teusink is a prestigious institution located at 312 Sycamore Street in Decatur, Georgia, dedicated to providing top-notch legal services in the areas of real estate law, business law, and government affairs. Their team of experienced lawyers is committed to advocating fiercely for their clients, which include individuals, governments, nonprofits, entrepreneurial companies, and international corporations. Specializing in litigation and complex transactions, Williams Teusink is a trusted name in the legal community of Metropolitan Atlanta and the State of Georgia. The firm's real estate law practice covers a wide range of services, including real estate transactions, litigation, construction law, land use and zoning, and commercial real estate closings. Their business law services include business litigation, contract negotiation, business planning, and entity formation. Additionally, their government affairs group helps clients navigate local and state governments at various levels.
Johnston & Owen, LLC
Johnston & Owen, LLC is a premier law firm located at 18 Atlanta Street in McDonough, Georgia. With a team of experienced and dedicated lawyers, we provide top-notch legal services to our clients in the United States. Specializing in various areas of law, including personal injury, family law, and criminal defense, we are committed to delivering exceptional representation and achieving the best possible outcomes for our clients. Contact us today for expert legal advice and representation.
Watson Spence LLP
Watson Spence LLP is a renowned institution located at 320 West Residence Avenue in Albany, Georgia, United States. Specializing in accounting, finance, and legal services, Watson Spence has been dedicated to serving and protecting clients for over 75 years on a national, regional, and local level. The firm prides itself on offering a wide range of specialized legal services with the highest quality representation at reasonable rates. The attorneys and staff at Watson Spence are committed to providing services with competence and integrity, ensuring professional, personal, and economic satisfaction for themselves and their families. Recent accomplishments include Chuck Wainright being appointed Chief Risk Officer at Phoebe Putney Health System, Watson Spence Attorney serving as a volunteer legal mentor for SCA Legal Eagles, and partners Sheppard and Hatcher winning a trial victory over the Equal Employment Opportunity Commission. Additionally, Watson Spence has donated $25,000 to the Phoebe Cancer Center. With offices in Albany and Atlanta, Watson Spence LLP is dedicated to excellence in legal services.
STERN Law
STERN Law is a trusted institution located in Atlanta, Georgia, specializing in CrImmigration law. Our experienced attorneys understand the complexities of criminal defense and immigration law, providing comprehensive representation for non-U.S. citizens facing legal challenges. Our clients are three times less likely to be deported, thanks to our expertise in navigating the intersection of criminal and immigration law. If you are a non-U.S. citizen dealing with criminal charges, it is crucial to consult with a qualified attorney before making any decisions that could impact your immigration status. Our team at STERN Law is dedicated to helping you achieve the best possible outcome for your unique situation.
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