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Connie S. Weems-Scott

CFP®

Wealth Management Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Georgia and the surrounding communities.

Searcy, Weems-Scott & Associates

200 Ashford Center North, Ste 400
Atlanta, GA 30338-2669
(800) 849-5916 x6308
(770) 353-6308

Darrin S. Cohen

CFP®, CRFA

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Georgia and the surrounding communities.

Wealth Enhancement & Preservation

5755 N Point Pkwy, Ste 232
Alpharetta, GA 30022
(678) 739-0175 x3

Kevin M. Ferguson

CFP®

Principal

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Georgia and the surrounding communities.

Your Wealth Partners

One West Court Square, Suite 750
Decatur, GA 30030
(404) 567-6771

Daniel P. Mahoney

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Georgia and the surrounding communities.

True Square Financial LLC

2221 Peachtree Rd NE Suite D-221
Atlanta, GA 30309
(404) 975-2720
CONNECT WITH Daniel
  • linkedin link

Jane B. Nowak

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation,...More

Commission and Fee Financial Advisor serving Georgia and the surrounding communities.

Wealth and Pension Services Group

4945 Orchard Rd SE, Ste 220
Smyrna, GA 30080
(770) 333-0113
CONNECT WITH Jane
  • linkedin link

Stacey A. Moore

CPA/PFS, CFP®, MBA

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Georgia and the surrounding communities.

Elm3 Financial Group

5755 N Point Pkwy, Ste 92
Alpharetta, GA 30022
(678) 297-9500

Michael J. Smith

CFP®

Senior Vice President

Specialties: 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Georgia and the surrounding communities.

RTD Financial Advisors, Inc

Two Ravinia Dr, Suite 1360
Atlanta, GA 30346
(800) 893-4725
(800) 893-4725
CONNECT WITH Michael
  • twitter link
  • linkedin link

David A. Saltzman

CFP®, CIMA, CRPC

Senior Vice-President - Investments

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Georgia and the surrounding communities.

UBS Financial Services

12600 Deerfield Pkwy, Ste 400
Alpharetta, GA 30004
(800) 243-2123
(678) 518-3629

Lindsay Elwood

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Elwood & Goetz Wealth Advisory Group

565 Research Dr
Athens, GA 30605
(706) 548-1025

Donald A. Stringfield

CFP®

Specialties:

Financial Advisor serving Georgia and the surrounding communities.

Rosen Capital Management, Inc.

119 Calloway Dr
Macon, GA 31204
(478) 731-3659

Bryan M. Totri

CFP®

Director of Financial Planning

Specialties: 401(k)/403(b)/IRAs, Budget & Debt Management, Comprehensive Financial Planning, Charitable...More

Fee Only Financial Advisor serving Georgia and the surrounding communities.

St. John & Associates, Inc.

500 Sun Valley Dr, Ste D4
Roswell, GA 30076-5636
(770) 642-7631

Jeffrey M. Swygert

CFP®

Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving Georgia and the surrounding communities.

Fuller & Company

5909 Peachtree-Dunwoody Rd, Ste 450
Atlanta, GA 30328
(404) 257-9588 x134

MaryJane M. LeCroy

CFP®

Partner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Hammond Investment Planning Corp.

4045 Orchard Rd, Ste 120
Smyrna, GA 30080
(877) 217-5972
(770) 226-5343

Denise G. Sowell

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Georgia and the surrounding communities.

Cap1tol Street Financial Services Group

21 Sims St
McDonough, GA 30253
(770) 898-0848

Richard D. Cundey

CFP®,

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...More

Commission and Fee Financial Advisor serving Georgia and the surrounding communities.

Cherry Bekaert Wealth Manangement, LLC

1029 Greene Streets
Augusta, GA 30901
(800) 277-0070
(706) 627-7030

Alan Anderson

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving Georgia and the surrounding communities.

Carlyle Wealth Management

5 Concourse Pkwy NE, Ste 3000
Atlanta, GA 30328-7106
(800) 446-6369
(770) 956-8775

Terri R. Munro

CFP®

Wealth Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Georgia and the surrounding communities.

BT Wealth Management

Riverwood 200, 3300 Riverwood Pkwy Ste 1075
Atlanta, GA 30339
(678) 302-1453

Jack C. Harmon

CFP®, CIMC

Principal

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset...More

Financial Advisor serving Georgia and the surrounding communities.

Harmon Financial Advisors, Inc.

400 Perimeter Center Ter NE, Suite 850
Atlanta, GA 30346
(800) 861-5733
(770) 394-5225

Barbara McCormack

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Georgia and the surrounding communities.

MCormack Financial Planning

2002 Summit Blvd Suite 1275
Atlanta, GA 30319
(404) 236-7316

Lois S. Lazenby

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Business Taxes,...More

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Mersereau, Lazenby & Rockas LLC

3469 Lawrenceville-Suwanee Rd, Ste B
Suwanee, GA 30024
(770) 614-6800

Roger S. Green

MSFS, CFP®

Reg. Principal & Inv. Advisor Rep.

Specialties: Comprehensive Financial Planning, Annuities, Asset Allocation, Estate Planning, Investment...More

Commission and Fee Financial Advisor serving Georgia and the surrounding communities.

Green Financial Resources, LLC

3700 Crestwood Pkwy, Ste 140
Duluth, GA 30096-5583
(770) 931-1414

James W. Heard

CFP®

President

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Georgia and the surrounding communities.

TrueWealth

3630 Peachtree Rd, Ste 300
Atlanta, GA 30326
(404) 487-0500

E. Forrest Wise

CFP®

Specialties: Attending College, Investment Management, Estate Planning, Employee Benefits, Insurance,...More

Commission and Fee Financial Advisor serving Georgia and the surrounding communities.

E.F. Wise Planning, LLC

4525 Callaway Crest Dr
Kennesaw, GA 30152
(770) 424-5292

Matt B. Barber

CFA, CFP®

Senior Planning Associate

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Georgia and the surrounding communities.

SignatureFD

1230 Peachtree St NE, Ste 1800
Atlanta, GA 30309
(404) 573-4846

Patrick M. Dailey

CFP®

President & CEO

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Capital Endurance Group

11175 Cicero Drive, Ste 100
Alpharetta, GA 30022
(678) 646-6776
CONNECT WITH Patrick
  • facebook link
  • linkedin link

Caleb Brown

MBA, CFP®

Specialties: Attending College, Budget & Debt Management, Comprehensive Financial Planning, Buying a...More

Fee Only Financial Advisor serving Georgia and the surrounding communities.

New Planner Recruiting, LLC

1860 Barnett Shoals Rd
Athens, GA 30605
(888) 666-1021

Michael R. Lipsey

CFP®

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Commission and Fee Financial Advisor serving Georgia and the surrounding communities.

Longview Wealth Management

1100 Johnson Ferry Rd, Ste 320
Atlanta, GA 30342
(404) 843-3100

Donald M. Kowalsky

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate...More

Financial Advisor serving Georgia and the surrounding communities.

Kowalsky Tax & Financial Consulting

2800 Shallowford Rd NE, Ste A
Atlanta, GA 30341-5217
(770) 455-0030

John S. Neff

CFP®, ChFC, RICP

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Commission and Fee Financial Advisor serving Georgia and the surrounding communities.

Portfolio Medics

1111 Bull Street
Savannah, GA 31401
(912) 844-1788

Andres M. Romero

ChFC, CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving Georgia and the surrounding communities.

E2E Financial, LLC

5555 Glenridge Connector, STE 200
Atlanta, GA 30342
(404) 784-3567