Tax risk management services in Macon, GA
9 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- France
- Germany
-
Christy Capital Management Inc
● ClosedChristy Capital Management Inc is a reputable finance institution located at 2939 McManus Road in Macon, Georgia, United States. With a focus on providing expert financial management services, Christy Capital Management Inc is dedicated to helping clients achieve their financial goals through strategic investment planning and personalized wealth management solutions. With a team of experienced professionals, the institution offers a range of services including investment management, retirement planning, and portfolio analysis. Trust Christy Capital Management Inc to provide you with the expertise and guidance needed to secure your financial future.
2939 McManus Rd, Macon, GA 31220, United States -
J.L. Perkins Wealth Management
● ClosedJ.L. Perkins Wealth Management is an independent financial services firm located at 200 Northside Crossing in Macon, Georgia, United States. Our mission is to help good people make great decisions so they can enjoy amazing retirements. We offer a Retirement Clarity Review to provide insights and guidance on reaching your financial goals. We specialize in helping retirement investors age 55 who are retired or close to it, diligent savers with investments over $1 million (excluding real estate), and individuals who value well-informed help for their retirement planning. At J.L. Perkins Wealth Management, we celebrate your financial growth and our partnership with you. We offer informational seminars on retirement income strategies and wealth management, as well as a podcast called "My Retirement Clarity with Lee Perkins" to clear up common retirement misconceptions. Our services include creating customized retirement strategies using a variety of investment and insurance products to suit your needs and objectives.
200 Northside Crossing, Macon, GA 31210, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 3920 Arkwright Road in Macon, Georgia, offers comprehensive financial services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the institution provides personalized wealth planning strategies tailored to each client's unique needs and goals. Services include retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is dedicated to client service and satisfaction, with a focus on helping clients identify their personal and professional goals. Advisors utilize industry analysts and specialists to create financial strategies designed to meet long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities in which it operates.
3920 Arkwright Rd Suite 300, Macon, GA 31210, United States -
Baldschun, Windham and Jones - Northwestern Mutual
● OpenBaldschun, Windham and Jones - Northwestern Mutual is a trusted finance and insurance agency located at 3920 Arkwright Road in Macon, Georgia. With a strong focus on helping individuals and businesses secure their financial futures, the institution offers a wide range of services including investment planning, retirement planning, life insurance, and more. The experienced team at Baldschun, Windham and Jones is dedicated to providing personalized and comprehensive financial solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, protect your assets, or plan for the future, this institution is committed to helping you achieve your financial goals.
3920 Arkwright Rd #100, Macon, GA 31210, United States -
Merrill Lynch Financial Advisor Harold D McSwain, Jr.
● ClosedMerrill Lynch Financial Advisor Harold D McSwain, Jr. is a finance institution located at 3920 Arkwright Road, Macon, Georgia, United States. Hal has over 30 years of experience in the financial services industry and specializes in wealth management. He focuses on developing personalized portfolio strategies, income management, retirement advice, and estate planning services for retired and near-retired clients, entrepreneurs, professionals, and high-net-worth individuals. Hal is a Certified Financial Planner (CFP®) and holds the Certified Investment Management Analyst® designation. He is dedicated to building strong client relationships based on trust and personalized service. Hal is actively involved in the community and serves on the Rotary Club of Downtown Macon. With access to global resources from Merrill, Hal and his team work to help clients achieve their financial goals and address their evolving needs.
3920 Arkwright Rd Suite 300, Macon, GA 31210, United States -
Peachtree Planning Corporation
● ClosedPeachtree Planning Corporation is a well-established financial institution located at 3643 Vineville Avenue in Macon, Georgia, United States. Specializing in finance, insurance, and legal services, Peachtree Planning Corporation offers comprehensive financial planning solutions to individuals and businesses. With a team of experienced professionals, they provide personalized advice and guidance to help clients achieve their financial goals and secure their future. Whether you need assistance with investments, insurance, or legal matters, Peachtree Planning Corporation is dedicated to providing top-notch service and expertise.
3643 Vineville Ave, Macon, GA 31204, United States -
Rosenberg Financial Group Inc
● OpenRosenberg Financial Group Inc is a reputable financial institution located at 119 Calloway Drive in Macon, Georgia, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, their team of experienced professionals offer a wide range of services including investment management, retirement planning, estate planning, and more. Clients can trust in their expertise and dedication to helping them achieve their financial goals.
119 Calloway Dr, Macon, GA 31204, United States -
Foundational Wealth
● OpenFoundational Wealth is a finance institution located at 6501 Peake Road in Macon, Georgia, United States. Our team of experienced financial professionals is dedicated to helping individuals and families build a solid financial foundation for their future. We offer a range of services including investment planning, retirement planning, and wealth management. At Foundational Wealth, we believe in providing personalized solutions tailored to meet the unique needs and goals of each client. Contact us today to start building your financial future with confidence.
6501 Peake Rd #300, Macon, GA 31210, United States -
Merrill Lynch Financial Advisor William E Moore
● ClosedMerrill Lynch Financial Advisor William E Moore is a finance institution located at 3920 Arkwright Road, Macon, Georgia, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. The institution offers banking products and services provided by Bank of America, N.A. The Registered Senior Wealth Management Client Associate focuses on understanding your family, goals, and priorities to create a financial approach tailored to your needs. The Investment Personality Assessment helps to customize the financial approach to help you pursue your goals. The OMS Group strives to add value through a strong client-advisor relationship, providing access to the best financial resources available. Merrill Personal Wealth Analysis™ helps to build a personalized plan centered on your goals. The institution is committed to helping you stay on track to achieve what's most important to you, by regularly reviewing and adjusting your financial approach. With a dedicated Merrill advisor, you can receive personalized investment strategies and comprehensive financial solutions. The institution offers the latest investment insights, tips, and strategies to help you live your best financial life. Remember that investing involves risk and it's important to consult with legal and tax advisors before making any financial decisions.
3920 Arkwright Rd Suite 300, Macon, GA 31210, United States
List of local businesses, places and services in Georgia
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos