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Elbert C. McWilliams

CFP®, ChFC®

Investment Adviser Representative

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

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

McWilliams Financial Advisory Group LLC

Five Concourse Pkwy, Ste 3000
Atlanta, GA 30328
(404) 327-5158

James W. Hankinson

CPA/PFS, CFP®, CFA

Managing Member

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Hankinson Wealth Advisors LLC

1041 Parkside Commons, Suite 103
Greensboro, GA 30642
(706) 454-0790

Robert J. Fordham

CFP®

President

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

Financial Advisor serving Georgia and the surrounding communities.

Fordham Financial Services, Inc

792 Grassmeade Way
Snellville, GA 30078
(770) 736-6854

Glenn A. Rosen

CFP®

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Rosen Capital Management, Inc.

119 Calloway Dr
Macon, GA 31204
(478) 742-1667

James D. Loftin

CFP®

CEO

Specialties: Banking, Charitable & Planned Giving, Buying a Home, Bankruptcy, Employee Benefits,...More

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

GER Loftin Wealth Advisors, LLC

6470 E Johns Xing, Ste 230
Duluth, GA 30097-1540
(404) 419-2311

James P. Byers, II

CFP®,CPA

President

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

Financial Advisor serving Georgia and the surrounding communities.

Clearbridge Wealth Management

7000 Central Pkwy, Ste 1650
Atlanta, GA 30328-4599
(770) 350-9605

Erin M. Carper

CFP®

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

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

Carper Wealth Management, LLC

11675 Great Oaks Way, Ste 325
Alpharetta, GA 30022
(678) 990-0012

Cass R. Chappell, III

CFP®

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

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

Chappell Financial Group

3200 Cobb Galleria Pkwy, Ste 215
Atlanta, GA 30339
(770) 980-1717 x225
CONNECT WITH Cass
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Gerald M. Lowe

CFP®

Managing Director

Specialties: Estate Planning, Investment Management, Employee Benefits, Retirement, Stocks & Bonds

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

Alex. Brown

3414 Peachtree Rd NE, Ste 900
Atlanta, GA 30326
(404) 266-5054

Raymond D. Branton

CFP®, CPA

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Investment...More

Financial Advisor serving Georgia and the surrounding communities.

Erwin and Branton, CPA'S, LLC

200 E College St
Griffin, GA 30224-4348
(770) 228-0777

Elizabeth W. Jetton

M.Ed., CFP®

Coach, Learning and Practice Consultant, Educator, Retired Practitioner

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Elizabeth Jetton

5939 Reddington Way
Atlanta, GA 30328
(404) 303-6059

Chloe A. Moore

CFP®

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Financial Staples, LLC

2020 Howell Mill Road, Suite D-318
Atlanta, GA 30318
(770) 742-8609
CONNECT WITH Chloe
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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 & Quinn

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

Stacey A. Nickens

CPA/PFS, CFP®, MBA

President

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

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

Elm3 Financial Group

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

Evelyn H. Dinkins, II

CFP®, CRPC, MSFS,

Private Wealth Advisor

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

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

Procarian Wealth Advisors

1275 Shiloh Road NW, Ste 2320
Kennesaw, GA 30144
(678) 306-4007

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

Travis M. James

CFP®

Managing Partner

Specialties: 401(k)/403(b)/IRAs, Estate Planning, Investment Management, Mutual Funds, Retirement,...More

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Benedict Financial Advisors, Inc

6000 Lake Forrest Drive, Suite 550
Atlanta, GA 30328
(800) 678-8227
(770) 672-8228

Felicia Voloschin

CFP®

CPA, CFP

Specialties: Business Taxes, Life Planning, Personal Taxes

Financial Advisor serving Georgia and the surrounding communities.

Life's Business, Inc.

2472 Jet Ferry Rd, Ste 400-226
Atlanta, GA 30338
(770) 481-0903

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

Michael A. Perez

CFP®, CRPC®

Private Wealth Advisor

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

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

Ameriprise Financial

One Securities Centre, 3490 Piedmont Rd NE, Ste 1005
Atlanta, GA 30305
(404) 464-7150
CONNECT WITH Michael
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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

Cal Anderson

CFP®, CLU®

Financial Advisor

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

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

Ameriprise Financial

11175 Cicero Dr, Suite 450
Alpharetta, GA 30022
(770) 776-2873
CONNECT WITH Cal
  • linkedin link

Helen Ngo

CFP®

CEO

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Capital Benchmark Partners LLC

2342 Perimeter Park Drive, Suite 200
Atlanta, GA 30341
(770) 217-1202
CONNECT WITH Helen
  • facebook link
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Frank R. Brannon

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Asset Allocation, Estate...More

Fee Only Financial Advisor serving Georgia and the surrounding communities.

KMR Financial Advisory, Inc.

992 Rosedale Road
Atlanta, GA 30306
(404) 876-2558
CONNECT WITH Frank
  • facebook link
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James George Malatos

CFP®

Wealth Management

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

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

3560 Lenox Rd Ne, Suite 2800
Atlanta, GA 30326
(404) 760-3040
CONNECT WITH James
  • linkedin link

Stephen Dyer

CFP®

Founder

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.

Optimal Wealth Strategies

1223 George C Wilson Dr
Augusta, GA 30909-4502
(706) 814-0178
CONNECT WITH Stephen
  • facebook link
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Chad D. Lange

CFP®

Director of Financial Planning

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Donaldson Capital Management

6600 Peachtree Dunwoody Road, Embassy Row #400, Suite 108
Atlanta, GA 30328
(470) 567-4814
CONNECT WITH Chad
  • linkedin link

Matt A. Fassnacht

CFP®, CFA, CPA

Managing Partner

Specialties: Comprehensive Financial Planning, Arbitration & Mediation, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Meridian Investments

2475 Northwinds Parkway, STE 200
Alpharetta, GA 30009

Meridian Investments

1000 Parkwood Cir SE
Atlanta, GA 30339-2140
(404) 585-5946
(404) 585-5946
CONNECT WITH Matt
  • linkedin link

John Colegrove

CFP®

Financial Planner

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

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

Cornerstone Financial Team

4485 Tench Rd Ste 2510
Suwanee, GA 30024

Cornerstone Financial Team

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