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TOP 30 Trusted legal advice in Atlanta, GA
191 results found
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Merrill Lynch Financial Advisor Jeremy S. Fare
Merrill 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.
Moore & Associates Wealth Management is now Artisan Financial Strategies
Moore & Associates Wealth Management has now rebranded as Artisan Financial Strategies, located at 1125 Cambridge Square in Alpharetta, Georgia, United States. Specializing in finance, the institution is committed to providing professional advisors with objective and collaborative financial consulting services. With a focus on creating comprehensive financial plans tailored to individual needs, Artisan Financial Strategies is trusted by many Atlanta professionals for their expertise and commitment. Agents Meredith Moore and Adam Tolliver are licensed to sell insurance through New York Life Insurance Company and offer securities products and services through NYLIFE Securities LLC. Additionally, Meredith Moore is registered as an investment adviser representative under Eagle Strategies LLC, providing advisory services in multiple states. It is important to note that neither Artisan Financial Strategies LLC, Eagle Strategies LLC, nor NYLIFE Securities LLC offer tax, legal, or accounting advice. Residents of Georgia, Florida, New York, and South Carolina can benefit from the financial planning and oversight services offered by Artisan Financial Strategies.
Merrill Lynch Financial Advisor Howard L Joe
Merrill Lynch Financial Advisor Howard L Joe is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and the District of Columbia, clients are guided towards achieving their desired financial goals. The institution offers a wide range of brokerage, investment advisory, and other financial services. It is important to note that investing involves risks, and the potential for losing money is present when investing in securities. Merrill Lynch does not provide legal, tax, or accounting advice, so clients are encouraged to consult with their own advisors before making financial decisions. Additionally, insurance and annuity products are offered through Merrill Lynch Life Agency Inc., and trust and fiduciary services are provided by Bank of America Private Bank. Banking products are provided by Bank of America, N.A. and affiliated banks. The institution strives to provide clients with information about products and services that may be of interest. It is important to note that leaving the Bank of America website may result in being redirected to FINRA's BrokerCheck website, which is subject to separate terms and privacy policies. "Bank of America Merrill Lynch" is the global marketing name for the banking and global markets businesses of Bank of America Corporation. Securities, strategic advisory, and investment banking activities are conducted by investment banking affiliates of Bank of America Corporation. Clients are advised to carefully review all terms and conditions before engaging with Merrill Lynch Financial Advisor Howard L Joe.
Merrill Lynch Financial Advisor Andrew P O'connell
Merrill Lynch Financial Advisor Andrew P O'Connell is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. They offer a dedicated team of Financial Advisors and Key Employee Services professionals to provide sophisticated support to plan sponsors. With access to investment insights from Merrill and banking solutions from Bank of America, they work with clients to develop personalized financial approaches designed to help address their financial needs and goals. The institution believes in starting every relationship with a conversation to understand the client's priorities and goals. They offer tools like the Investment Personality Assessment to customize financial approaches and help clients pursue what matters most to them. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. They offer services like Merrill Personal Wealth Analysis™ to create personalized plans centered on client goals. The institution aims to help clients stay on track to achieve their goals by regularly reviewing and adjusting their financial approaches. Merrill Lynch focuses on getting to know clients personally to offer customized investment strategies that address their needs and pursue their goals. They provide comprehensive financial solutions in collaboration with Bank of America. Investing involves risk, and Merrill does not provide legal, tax, or accounting advice. Clients are encouraged to consult their own advisors before making financial decisions. Merrill offers a range of brokerage, investment advisory, and financial planning services and clients should understand the differences between them when selecting services.
Merrill Lynch Financial Advisor Robert T Kurtz
Merrill Lynch Financial Advisor Robert T Kurtz is a finance institution located at 3455 Peachtree Road Northeast in Atlanta, Georgia, United States. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. Services such as banking and lending are provided by Bank of America, N.A. The institution does not provide legal, tax, or accounting advice, but focuses on helping clients pursue their objectives through personalized strategies. The team at Merrill Lynch Wealth Management believes in starting every relationship with a conversation to identify and prioritize the goals that matter most to each client. By utilizing the Investment Personality Assessment, they can customize financial approaches to help clients reach their goals. The team is committed to helping clients navigate life changes and market fluctuations to stay on track towards achieving their financial aspirations. With a focus on understanding each client's unique needs and priorities, Merrill Lynch Financial Advisor Robert T Kurtz aims to provide personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.
Merrill Lynch Financial Advisor Robert E. Heightchew III
Merrill 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.
Bank of America Private Client Advisor Terry G Broscher
Bank of America Private Client Advisor Terry G Broscher, located at 3455 Peachtree Road Northeast in Atlanta, Georgia, offers personalized wealth management services to successful entrepreneurs, business owners, wealthy families, and foundations. With over 20 years of experience in commercial banking and wealth management, Terry and his team provide a range of services including investment management, credit and lending, and estate planning. They focus on listening to clients' goals and priorities to create customized financial strategies. The team is dedicated to building strong client relationships based on trust and expertise. Bank of America Private Bank has a rich history of helping clients manage significant wealth, with a commitment to innovation and personalized service. They strive to anticipate and respond to changing financial landscapes and provide disciplined financial strategies across generations. Please note that by visiting their website, you may be directed to FINRA’S BrokerCheck and are subject to separate terms and privacy policies. The institution does not provide legal, tax, or accounting advice, so it's recommended to consult with your own advisors before making financial decisions.
The Wooten Firm LLC
The Wooten Firm LLC is a boutique law firm located in Atlanta, Georgia, specializing in Estate Planning and Probate Administration. Our mission is to provide personalized and comprehensive legal solutions to protect your legacy and the well-being of your loved ones. Our experienced attorney, Tim Wooten, is dedicated to guiding you through every stage of estate planning, from drafting wills and trusts to navigating probate administration. With a client-focused approach, we ensure that each individual receives the attention and care they deserve. Tim Wooten, the founder of the firm, brings a wealth of experience and a deep understanding of estate planning and probate law. Educated at Erskine College and Georgia State University College of Law, Tim has a strong foundation in litigation and is recognized as a Georgia Super Lawyer. The Wooten Firm is committed to educating the community about estate planning, long-term care planning, and tax planning to empower individuals and families to make informed decisions for their future. Located at 4200 Northside Parkway NW, Building 12 in Atlanta, Georgia, The Wooten Firm has helped hundreds of families navigate the probate process and build strong estate plans to protect their legacy.
Mashburn & Burmester, P.C.
Mashburn & Burmester, P.C. is a reputable accounting and finance institution located at 1827 Powers Ferry Road in Atlanta, Georgia, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and consulting. Their dedication to client satisfaction and commitment to excellence make them a trusted partner for individuals and businesses seeking expert financial guidance.
Wagner Jr Paul J
Wagner Jr Paul J is a well-established institution located in Atlanta, Georgia, United States. Specializing in accounting, finance, and legal services, the institution offers expert guidance and support in navigating the complexities of these fields. With a focus on professionalism and integrity, Wagner Jr Paul J is dedicated to providing top-notch services to clients seeking financial and legal advice. Located at 3300 Cumberland Boulevard Southeast, this institution is a trusted resource for individuals and businesses alike.
Taxpayers Clinic
Taxpayers Clinic, located at 1770 Old Spring House Lane in Atlanta, Georgia, is a leading institution specializing in accounting, finance, and legal services. Our team of experts is dedicated to helping individuals resolve their back tax problems with the Internal Revenue Service. Clients have praised Taxpayers Clinic for their professionalism, expertise, and personalized service. From handling tax issues with the IRS to providing guidance and support throughout the process, our team ensures that clients receive the best possible resolution for their back taxes.
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