Tax certification in Atlanta, GA
33 results found
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Institute For Professionals in Taxation
● OpenThe Institute For Professionals in Taxation is a leading educational institution located at 1100 Abernathy Road Northeast in Atlanta, Georgia, United States. The institute offers specialized training and certification programs for tax professionals, equipping them with the knowledge and skills needed to excel in the field of taxation. With a focus on continuing education and professional development, the Institute For Professionals in Taxation is dedicated to advancing the expertise of tax professionals and promoting excellence in the industry.
1100 Abernathy Rd NE Suite 750, Atlanta, GA 30328, United States -
Tax Academy 101
● OpenTax Academy 101 is a leading institution located in Atlanta, Georgia, United States. Specializing in accounting and finance education, Tax Academy 101 offers comprehensive courses and workshops to help individuals enhance their knowledge and skills in tax preparation, financial analysis, and accounting principles. Our experienced instructors provide hands-on training and real-world scenarios to prepare students for successful careers in the financial industry. Join Tax Academy 101 and take your accounting and finance skills to the next level!
1827 Powers Ferry Road Bldg 1, #200, Atlanta, GA 30339, United States -
Merrill Lynch Financial Advisor Sandra P. Edwards
● OpenMerrill Lynch Financial Advisor Sandra P. Edwards is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. Sandra and her team offer a comprehensive approach to managing wealth, starting with listening to your needs and understanding your goals. Through their Goals Based Wealth Management process, they help you visualize and execute a path to your financial goals, taking into account your priorities and risk tolerance. With access to the investment insights of Merrill and the banking resources of Bank of America, they can address various aspects of your financial life. Sandra is actively involved in the community, volunteering and fundraising for organizations such as Zoo Atlanta and the Arthritis Foundation. She believes in building strong client relationships based on trust and personalized service, with a focus on helping clients pursue their financial goals.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
Family Dollar
● OpenFamily Dollar is a one-stop shop located at 2324 Cascade Road, Atlanta, Georgia, United States. We offer a wide variety of products including clothing, food, groceries, and household items. When purchasing individual units of a product, a handling fee will be applied to each unit, but this fee can be eliminated by upgrading to a case. We value your privacy and will not share your phone number with any third-party vendors. For more information on how we use your information, please refer to our Privacy & Security page.
2324 Cascade Rd, Atlanta, GA 30311, United States -
Family Dollar
● OpenFamily Dollar is a versatile institution located at 226 Ralph David Abernathy Boulevard in Atlanta, Georgia, United States. This establishment serves as a clothing store, food market, grocery store, and supermarket all in one convenient location. When purchasing individual units of a product, a handling fee will be applied to each unit, but this fee can be eliminated by upgrading to a case. Your privacy is respected, and your phone number will not be shared with any third-party vendors. For tax-exempt organizations, there is a simple process to follow to ensure your purchases are exempt from taxes. Simply create an account on the website and provide your organization's tax-exempt information. Remember to keep a copy of your tax ID certificate on file. Gift cards can also be used to pay for purchases at Family Dollar - simply enter the 19-digit gift card number and PIN if applicable during the checkout process. If the gift card balance does not cover the entire purchase amount, you can use an additional form of payment to complete the transaction. Shop at Family Dollar for all your clothing, food, and grocery needs in one convenient location.
226 Ralph David Abernathy Blvd, Atlanta, GA 30312, United States -
Family Dollar
● OpenFamily Dollar is a versatile retail institution located at 1723 Lakewood Avenue Southeast in Atlanta, Georgia, offering a wide range of products including clothing, food, groceries, and household items. Customers have the option to purchase individual units of a product with a handling fee applied to each unit, or upgrade to a case to eliminate per-unit fees. The institution values customer privacy and does not share phone numbers with third-party vendors. For tax-exempt organizations, an account on the website is required, along with tax-exempt information matching the organization's certificate. A copy of the tax ID certificate must be kept on file, with updates required upon expiration. Gift cards can be used to pay for orders, with instructions provided on how to apply the balance. Family Dollar strives to provide a convenient and efficient shopping experience for all customers.
1723 Lakewood Ave SE, Atlanta, GA 30315, United States -
Family Dollar
● OpenFamily Dollar is a versatile institution located at 565 Joseph E Lowery Boulevard Southwest in Atlanta, Georgia, United States. This establishment serves as a clothing store, food and grocery market, and supermarket all in one convenient location. When shopping at Family Dollar, customers have the option to purchase individual units of a product, with a handling fee applied to each unit, or upgrade to a case to eliminate per-unit handling fees. At Family Dollar, customer privacy is highly valued, with a commitment to not share phone numbers with any third-party vendors. For tax-exempt organizations looking to make purchases, a tax exemption process is in place. Customers can create an account on the website and enter their organization's tax-exempt information to make tax-exempt orders.
565 Joseph E Lowery Blvd SW, Atlanta, GA 30310, United States -
UDA STORE
● OpenUDA Store is a retail establishment located at 266 Villanova Drive Southwest in Atlanta, Georgia. Our store offers a wide range of products for all your shopping needs. To access our online store, simply fill out the form provided and submit your sales/tax certificate and Secretary of State business articles of organization documents. Once approved, you can conveniently shop online from the comfort of your own home. Visit us at 216 Villanova Drive Southwest, Atlanta, Georgia 30336, United States to explore our selection in person.
266 Villanova Dr SW, Atlanta, GA 30336, United States -
Family Dollar
● OpenFamily Dollar is a clothing store, food, grocery, and supermarket located at 1531 Campbellton Road Southwest, Atlanta, Georgia, United States. When purchasing individual units of a product, a handling fee will be applied to each unit, but you can avoid this fee by upgrading to a case. We prioritize your privacy and do not share your phone number with third-party vendors. For tax-exempt organizations, an account on our website is required, along with providing tax-exempt information. We store your tax-exempt information until it expires, at which point a new certificate will be needed. You can use a 19-digit gift card number to pay for your order, including entering a PIN if applicable. If the gift card does not cover the full amount, you can use another form of payment to complete the purchase.
1531 Campbellton Rd SW, Atlanta, GA 30311, United States -
Family Dollar
● OpenFamily Dollar is a convenient store located at 2178 Campbellton Road Southwest in Atlanta, Georgia. We offer a wide variety of products including clothing, food, groceries, and household items. When purchasing individual units of a product, a handling fee will be applied, but this can be avoided by upgrading to a case. We value your privacy and will not share your phone number with any third party vendors. If you are part of an organization with tax-exempt status, you can create an account on our website and enter your tax-exempt information to make tax-exempt purchases. We are required to keep a copy of your tax ID certificate on file until it expires, at which point a new certificate will be needed.
2178 Campbellton Rd SW, Atlanta, GA 30311, United States -
Family Dollar
● OpenFamily Dollar is a versatile institution located at 2925 Headland Drive, Atlanta, Georgia, United States. This establishment serves as a clothing store, food and grocery store, supermarket, and general store all in one convenient location. When making purchases of individual units of products, a handling fee will be applied to each unit, but this fee can be eliminated by upgrading to a case. Rest assured, your privacy is respected, and your phone number will not be shared with any third-party vendors. For tax-exempt organizations, the tax exemption process for Dollar Tree and Deals is simple and straightforward. You can create an account on our website and enter your organization's tax-exempt information to enjoy tax-exempt status on your purchases. Remember to keep a copy of your tax ID certificate on file for future reference. If you have a gift card to use, simply enter the 19-digit gift card number and, if applicable, the 4-digit PIN to apply the balance to your order. If the funds on your gift card are insufficient, you can use another form of payment to complete your purchase. Visit Family Dollar for all your shopping needs and enjoy a hassle-free shopping experience.
2925 Headland Dr, Atlanta, GA 30344, United States -
Family Dollar
● OpenFamily Dollar is a convenient and affordable clothing store, food, grocery, and supermarket located at 1616 Virginia Avenue in Atlanta, Georgia, United States. When purchasing individual units of a product, a handling fee will be applied to each unit, but this fee can be eliminated by upgrading to a case. We value your privacy and will not share your phone number with any third-party vendors. If you are an organization with tax-exempt status, you can follow our easy process to place tax-exempt orders. Simply create an account on our website and provide your organization's tax-exempt information. We will keep this information on file until it expires, at which time a new copy of your tax ID certificate will be required. Additionally, we accept gift cards as a form of payment. You can easily use your gift card to pay for all or part of your order by following the simple steps provided on our website. Visit Family Dollar for all your clothing, food, grocery, and supermarket needs.
1616 Virginia Ave, Atlanta, GA 30337, United States -
Family Dollar
● OpenFamily Dollar is a clothing store, food, grocery, and supermarket located at 1410 Custer Avenue Southeast in Atlanta, Georgia, United States. When purchasing individual units of a product, a handling fee will be applied to each unit, which can be eliminated by upgrading to a case. We prioritize your privacy and do not share your phone number with third-party vendors. For tax-exempt organizations, an account on our website is necessary, along with providing tax-exempt information that matches your certificate. A copy of your tax ID certificate must be kept on file, which can be faxed or emailed to us. The 19-digit gift card number can be used to pay for your order, along with a 4-digit PIN if applicable. If the purchase exceeds the gift card balance, an additional form of payment can be used to complete the transaction.
1410 Custer Ave SE, Atlanta, GA 30316, United States -
Family Dollar
● OpenFamily Dollar is a convenient store located at 2522 Bouldercrest Road, Atlanta, Georgia, United States. We offer a wide range of products including clothing, food, groceries, and household items. When purchasing individual units of a product, a handling fee will be applied to each unit, but you can avoid this fee by upgrading to a case. We value your privacy and will not share your phone number with any third-party vendors. If you are making a tax-exempt purchase for your organization, you will need to create an account on our website and provide the necessary tax-exempt information. We keep your tax-exempt information on file until it expires, at which point you will need to provide a new certificate. You can also use gift cards to pay for your order by entering the gift card number and PIN. If the purchase exceeds the gift card balance, you can simply use another form of payment to complete the transaction. Shop at Family Dollar for all your everyday needs with ease and convenience.
2522 Bouldercrest Rd, Atlanta, GA 30316, United States -
ALFA Driving School
● OpenALFA Driving School, located at 3108 Piedmont Road Northeast in Atlanta, Georgia, offers daily driving lessons with experienced male and female instructors. With over 30 years of combined experience, our instructors can help even the most nervous teen or adult driver master skills such as driving in the rain, at night, or on the highway. We provide free pick-up and drop-off services, and lessons are available from 8AM to 10PM. Looking to get your Georgia license? Let ALFA Driving School help you prepare for the road test with tips, tricks, and skills to pass. With over 350 5-star ratings on Google, we are dedicated to helping you succeed. We also offer a DDS Approved DUI/Risk Reduction Course, available online every week.
3108 Piedmont Rd NE #150, Atlanta, GA 30305, United States -
Family Dollar
● OpenFamily Dollar is a one-stop shop located at 3721b Campbellton Road Southwest in Atlanta, Georgia, United States. We offer a wide range of products including clothing, food, groceries, and household items. When purchasing individual units of a product, a handling fee will be applied to each unit, but you can eliminate these fees by upgrading to a case. We value your privacy and will not share your phone number with any third-party vendors. If you are a tax-exempt organization, you can create an account on our website and provide your tax-exempt information to make tax-exempt purchases. We are required to keep a copy of your tax ID certificate on file for future reference.
3721b Campbellton Rd SW, Atlanta, GA 30331, United States -
Family Dollar
● OpenFamily Dollar is a one-stop shop located at 4472 Campbellton Road Southwest in Atlanta, Georgia, offering a wide range of products including clothing, food, groceries, and household items. Customers have the option to purchase individual units of a product with a handling fee applied to each unit, or upgrade to a case to eliminate per-unit handling fees. The institution respects customer privacy and will not share phone numbers with third-party vendors. For tax-exempt organizations, the institution requires account creation on their website and submission of tax-exempt information. A copy of the tax ID certificate must be kept on file until expiration, at which time a new certificate is required. Customers can also use gift cards to pay for their orders, with instructions provided on how to enter the gift card number and PIN. If the purchase exceeds the gift card balance, an additional form of payment can be used to complete the transaction.
4472 Campbellton Rd SW, Atlanta, GA 30331, United States -
Family Dollar
● OpenFamily Dollar is a clothing store, food, grocery, and supermarket located at 299 Joseph E. Lowery Boulevard Northwest in Atlanta, Georgia, United States. When purchasing individual units of a product, a handling fee will be applied to each unit, but this fee can be eliminated by upgrading to a case. We prioritize your privacy and do not share your phone number with third-party vendors. For tax-exempt organizations, an account on our website is required, along with providing tax-exempt information. A copy of your tax ID certificate must be kept on file. To use a gift card for payment, simply enter the 19-digit gift card number and, if applicable, the 4-digit PIN. If the purchase exceeds the gift card balance, an additional form of payment can be used to complete the transaction.
299 Joseph E. Lowery Blvd NW, Atlanta, GA 30314, 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 -
Merrill Lynch Financial Advisor Jeremy S. Fare
● OpenMerrill Lynch Financial Advisor Jeremy S. Fare is a finance institution located at 300 Galleria Parkway Southeast, Atlanta, Georgia, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states, the District of Columbia, and several US territories, the institution is dedicated to helping clients achieve their desired lifestyles. It is important to note that investing involves risk, and there is always the potential of losing money when investing in securities. Asset allocation, diversification, and rebalancing do not guarantee a profit or protect against loss in declining markets. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, so it is recommended to consult with your legal and/or tax advisors before making any financial decisions.
300 Galleria Pkwy SE, Atlanta, GA 30339, United States -
Forensic Accounting Corp
● OpenForensic Accounting Corp, located at 4827 Old National Highway in Atlanta, Georgia, is a leading institution in the fields of accounting and finance. With over 15 years of experience, our team brings a wealth of business and legal knowledge to the litigation process, offering attorneys and clients unparalleled financial and investigative expertise. Our professionals hold prestigious certifications including CPA, ABV, ASA, CFA, CFE, CFF, CFFA, and CVA, ensuring that they are well-equipped to handle even the most complex financial matters. Trust Forensic Accounting Corp for all your forensic accounting needs.
4827 Old National Hwy #10004, Atlanta, GA 30337, United States -
Merrill Lynch Financial Advisor Matthew H Townsend
● OpenMerrill Lynch Financial Advisor Matthew H Townsend is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. With a focus on managing your wealth through a personalized approach, Matthew Townsend can help create a flexible strategy tailored to your financial goals. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, he aims to help you pursue your goals through personalized wealth management strategies. Matthew Townsend believes in actively participating in the community and volunteers with local organizations. Through the Merrill Personal Wealth Analysis™, he can build a personalized plan centered on your goals and aspirations. By getting to know you and your priorities, he can offer customized financial solutions to help you achieve what matters most to you.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
Moore Colson CPAs and Advisors
● OpenMoore Colson CPAs and Advisors is a renowned accounting and finance institution located at 600 Galleria Parkway Southeast in Atlanta, Georgia, United States. Partner Christopher D. Fagan recently discussed the foundational work needed when selling a business in an Expert Insights interview. The institution values giving back to the community that contributes to its success. With a focus on putting people first, Moore Colson offers fast-track growth opportunities and a unique culture for its award-winning team. As one of the largest accounting and advisory firms in the U.S., Moore Colson is the preferred business advisor for companies seeking financial and strategic guidance. Since 1981, both family-owned businesses and Fortune 500 corporations have trusted the firm with their accounting and consulting needs. Unlike most firms, Moore Colson operates on a true partnership model, ensuring every client has access to a team of experts. Based in Atlanta, Moore Colson is nationally recognized and has the experience and personal touch to shape the future and foster growth for companies.
600 Galleria Pkwy SE #600, Atlanta, GA 30339, United States -
Earl Williams - Financial Advisor, Ameriprise Financial Services, LLC
● OpenEarl Williams - Financial Advisor at Ameriprise Financial Services, LLC, located at 3490 Piedmont Road Northeast, Atlanta, Georgia, United States, offers a wide range of financial services to individuals and small business owners. Earl Williams holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Earl Williams provides personalized financial advice to help clients achieve their financial goals. Whether you are planning for retirement, managing your investments, or navigating complex financial situations, Earl Williams is dedicated to providing expert guidance and support. Contact Earl Williams - Financial Advisor at Ameriprise Financial Services, LLC for all your financial planning needs."
3490 Piedmont Rd NE Ste 1005, Atlanta, GA 30305, United States -
Bob Busby - Financial Advisor, Ameriprise Financial Services, LLC
● OpenBob Busby - Financial Advisor, Ameriprise Financial Services, LLC, located at 3353 Peachtree Road Northeast in Atlanta, Georgia, offers a wide range of financial services to meet the needs of individuals and businesses. Bob Busby holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. He is also a Certified Divorce Financial Analyst and a Certified Estate Planner™, providing specialized services in these areas. With a commitment to ethical practices and ongoing education, Bob Busby is dedicated to helping his clients achieve their financial goals. Visit Ameriprise Financial Services, LLC to receive expert advice and personalized financial planning tailored to your specific needs.
3353 Peachtree Rd NE Ste 920, Atlanta, GA 30326, United States -
Burt Banks - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenBurt Banks - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 825 Juniper Street Northeast, Atlanta, Georgia, United States. The institution offers a range of certifications and designations such as 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®, CERTIFIED FINANCIAL PLANNER™, 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 cover various aspects of financial planning, investment management, estate planning, retirement planning, and specialized services for specific client needs such as military personnel and individuals with special needs. The advisors at Burt Banks - Private Wealth Advisor, Ameriprise Financial Services, LLC are highly trained and committed to providing expert financial advice and services to their clients.
825 Juniper St NE, Atlanta, GA 30308, United States -
Felix Koos Camacho - Financial Advisor, Ameriprise Financial Services, LLC
● OpenFelix Koos Camacho - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 825 Juniper Street Northeast, Atlanta, Georgia, United States. The institution offers a range of certifications and designations 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®, CERTIFIED FINANCIAL PLANNER™, 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 cover a wide range of financial planning and asset management topics to ensure that clients receive expert advice tailored to their individual needs. The institution also specializes in serving military personnel and veterans through the Certified Military Financial Advisor® designation. With a focus on ethical practices and real-world application of financial concepts, Felix Koos Camacho - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to providing high-quality financial services to clients in Atlanta, Georgia.
825 Juniper St NE, Atlanta, GA 30308, United States -
Merrill Lynch Financial Advisor Paul W Covington
● OpenMerrill 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.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
David Forston - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDavid Forston, a Financial Advisor at Ameriprise Financial Services, LLC, located at 3353 Peachtree Road Northeast in Atlanta, Georgia, offers a wide range of financial services to individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, David Forston is equipped to assist clients with various financial needs including asset management, retirement planning, estate planning, and investment strategies. Additionally, David Forston is a Certified Divorce Financial Analyst and a Certified Estate Planner™, providing expertise in specialized areas of financial planning. With a commitment to excellence and a focus on providing personalized financial solutions, David Forston is dedicated to helping clients achieve their financial goals.
3353 Peachtree Rd NE Ste 920, Atlanta, GA 30326, United States -
Merrill Lynch Financial Advisor Robert E. Heightchew III
● OpenMerrill Lynch Financial Advisor Robert E. Heightchew III is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. Bob has been in the financial services industry since 2016, bringing a unique background in strategic and operational planning from his time as an Infantry Officer in the military. He holds the CERTIFIED FINANCIAL PLANNER certification and is a graduate of the United States Military Academy at West Point. Bob focuses on helping families design and implement successful strategies to achieve their financial objectives. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, with a team of talented individuals committed to building strong client relationships based on trust and personalized service. Bob believes in understanding each client's individual goals and priorities to create a personalized financial plan that helps manage investment risk and achieve long-term success. The institution follows the Merrill tradition of community involvement and offers comprehensive financial solutions through the global resources of Merrill and Bank of America. Bob works with clients to address their financial needs, whether it's planning for retirement, saving for a home, funding education, or passing wealth to future generations. The institution also provides investment insights, tools to track financial changes, and regular reviews to help clients stay on track towards their goals. Bob's approach is built around understanding each client's personality and priorities, offering advice tailored to their unique situation. As a Merrill Lynch Wealth Management Advisor, Bob helps clients navigate financial complexities and build customized investment approaches to pursue their goals. The institution is registered to do business in several states and holds certifications such as CFP® and CRPC™. Investing involves risk, and clients are encouraged to consult legal and tax advisors before making financial decisions.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States
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