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DeWitt T. Weaver, III

CFP®

President 18.48 Miles

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

Fee Only Financial Advisor serving Oakwood, Georgia and the surrounding communities.

Weaver Capital Management, LLC

5400 Laurel Springs Pkwy, Ste 303
Suwanee, GA 30024
(678) 341-1333

Lois S. Lazenby

CFP®

17.12 Miles

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

Fee Only Financial Advisor serving Oakwood, Georgia and the surrounding communities.

Mersereau, Lazenby & Rockas LLC

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

Mark J. DiGiovanni

CFP®, ChFC, MBA

24.12 Miles

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

Fee Only Financial Advisor serving Oakwood, Georgia and the surrounding communities.

Marathon Financial Strategies

1792 Bristol Farms Ct
Grayson, GA 30017
(770) 985-0650
CONNECT WITH Mark
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Donald H. McCarty, Jr.

CFP®, ChSNC™

23.78 Miles

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Employee...More

Fee Only Financial Advisor serving Oakwood, Georgia and the surrounding communities.

Financial Decision Partners, LLC

3648 Grahams Ridge Ct
Snellville, GA 30039
(678) 808-4040

Laura J. LaTourette

CFP®

LPL Registered Principal 21.2 Miles

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

Financial Advisor serving Oakwood, Georgia and the surrounding communities.

Family Wealth Management Group

81 Crown Mountain Pl, A500
Dahlonega, GA 30533-1621
(706) 864-8631
CONNECT WITH Laura
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James A. Daniel

CFP®, CFA, CMT, EA

Fee-Only Financial Planner 24.1 Miles

Specialties: Comprehensive Financial Planning, Investment Management, Retirement, Personal Taxes

Fee Only Financial Advisor serving Oakwood, Georgia and the surrounding communities.

The Advisory Firm, LLC

12600 Deerfield Parkway, Suite 100
Alpharetta, GA 30004
(678) 566-3711
CONNECT WITH James
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Jeffrey E. Wilson

CFP®

Managing Partner 18.54 Miles

Specialties: Comprehensive Financial Planning, Attending College, Buying a Home, Career Change, Asset...More

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

Wilson Financial Group, LLC

1325 Satellite Blvd NW, Ste 103
Suwanee, GA 30024
(770) 447-9426

Taylor S. Manry

CFP®

Principal 19.7 Miles

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

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

Sugarloaf Wealth Management, LLC

2055 Sugarloaf Circle, Suite 200
Duluth, GA 30097
(770) 985-5473

Christopher D. Pullaro

CFP®

Managing Director 19.61 Miles

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

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

Catalyst Wealth Management

5400 Laurel Springs Pkwy, Ste 203
Suwanee, GA 30024
(678) 679-6950

David L. Fountain

CFP®

President 14.25 Miles

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

Fee Only Financial Advisor serving Oakwood, Georgia and the surrounding communities.

Financial Consultants Group, Inc.

1080 Sanders Road, Suite 300
Cumming, GA 30041
+ 1 More Address

Financial Consultants Group, Inc.

12600 Deerfield Parkway
Alpharetta, GA 30004
(770) 627-2121
CONNECT WITH David
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Roger S. Green

MSFS, CFP®

Reg. Principal & Inv. Advisor Rep. 24.06 Miles

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

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

Green Financial Resources, LLC

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

David A. Saltzman

CFP®, CIMA, CRPC

Senior Vice-President - Investments 24.08 Miles

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

Financial Advisor serving Oakwood, Georgia and the surrounding communities.

UBS Financial Services

12600 Deerfield Pkwy, Ste 400
Alpharetta, GA 30004
(800) 243-2123
+1 More Number
(678) 518-3629

Derek M. Lawson

MBA, RICP®, CFP®

Financial Advisor 16.87 Miles

Specialties:

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

Navigate Financial

3449 LAWRENCEVILLE-SUWANEE RD., SUITE E
SUWANEE, GA 30024
(404) 890-5692

Herman (Tommy) Thompson, Jr.

CFP®, ChSNC®, ChFC®

Financial Planner 24.02 Miles

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

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

Innovative Financial Group

3520 Old Milton Pkwy
Alpharetta, GA 30005-4459
(678) 338-4371
CONNECT WITH Herman
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Chris Hardy

CFP®, EA, ChFC, CLU

Director of Planning 17.54 Miles

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Fee Only Financial Advisor serving Oakwood, Georgia and the surrounding communities.

Paramount Investment Advisors, Inc

410 Peachtree Pkwy Bldg 400, Suite 4245
Cumming, GA 30041
+ 1 More Address

Paramount Investment Advisors, Inc

4315 S Lee Street
Buford, GA 30518
CONNECT WITH Chris
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Kalah E. Martre

CFP®

22.66 Miles

Specialties:

Financial Advisor serving Oakwood, Georgia and the surrounding communities.

Kalah Martre

620 Brington Close
Johns Creek, GA 30022
+ 1 More Address

Kalah Martre

620 Brington Close
Johns Creek, GA 30022

John Colegrove

CFP®

Financial Planner 15.11 Miles

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

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

Cornerstone Financial Team

4485 Tench Rd Ste 2510
Suwanee, GA 30024
+ 1 More Address

Cornerstone Financial Team

4485 Tench Rd Ste 2510
Suwanee, GA 30024
CONNECT WITH John
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