Amy B. Grammer, CFP<sup>&reg;</sup> - Financial Advisor

Amy B. Grammer, CFP®

MBA,

Financial Planner

Dalton Investment & Retirement Services, Inc.

2201 Executive Park Dr
Dalton, GA 30720-3720
FINANCIAL ADVISOR'S WEBSITE
(706) 529-5900 CONNECT WITH Amy
  • linkedin link

General

Amy Grammer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Dalton Investment & Retirement Services, Inc. in Dalton, GA and the surrounding communities.

Financial Advisor Overview

Personal Commitment to my clients is my way of doing business. As a CFP® Professional, I can help you select investments and build a plan that will help you pursue your financial goals. No matter your investment experience, you can depend on me for strategic advice that focuses on your unique goals. I am a CFP® Professional who holds Series 7 registration through LPL Financial and Series 66 registration through LPL and Stratos Wealth Partners, as well as, Life, Accident, Health and Variable Products Insurance Licenses. But more important than my background is my commitment to my clients. My mission is to furnish financial services that are valuable to my clients and can help them reach their goals within their comfort level. I am dedicated to acting as your advisor, putting your needs and interests first and foremost and helping you make decisions to help work toward your financial goals.

More

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

  • Life insurance: GA,CO,NC,TN,VA
  • Fixed annuities: GA,CO,NC,TN,VA
  • Variable annuities: GA,CO,NC,TN,VA

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, Ltd. and Dalton Investment & Retirement Services, Inc. are separate entities from LPL Financial. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in w
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Special Needs, Women's Finances

More

Helpful Financial Planning Resources