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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

DeWitt T. Weaver, III

CFP®

President

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Weaver Capital Management, LLC

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

Scarlott L. Cagle

MS-PFP, CFP®, EA

Financial Planner

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Wealthcare Capital Management, LLC

PO Box 3837
Decatur, GA 30031
(404) 414-0304

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

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

Barry H. Kaplan

CFP®, EA

Principal and Wealth Manager

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Modera Wealth Management

5555 Glenridge Connector, Ste 150
Atlanta, GA 30342
(678) 833-1110

Philip C. Beatty

CFP®, CPA

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

Financial Advisor serving Georgia and the surrounding communities.

SignatureFD

1230 Peachtree St NE, Ste 1800
Atlanta, GA 30309
(404) 253-7600 x4854

John C. Endriss

CFP®, CLU, ChFC

Specialties:

Commission Financial Advisor serving Georgia and the surrounding communities.

Nease, Lagana, Eden & Culley, Inc.

2100 River Edge Pkwy, Ste 200
Atlanta, GA 30328
(800) 428-1324
(770) 763-0698

John Lee Pence

CFP®, AAMS

CFP(R) AAMS(R)

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

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

John Lee Pence CFP(R)

107 Weatherstone Dr., Suite 520
Woodstock, GA 30188
(678) 354-9353

Leslie A. Cook

JD, CFP®, CDFA

Financial Advisor

Specialties:

Financial Advisor serving Georgia and the surrounding communities.

Ameriprise Financial Services, Inc.

2300 Henderson Mill Rd NE, Suite 130
Atlanta, GA 30346
(770) 496-8965

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

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.

Highpointe Wealth Advisors

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

James A. Daniel

CFP®, CFA, CMT, EA

Fee-Only Financial Planner

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

Fee Only Financial Advisor serving 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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Adele V. Gipson

CFP®, CFA,CPA

Financial Advisor

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

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

Consolidated Planning Corporation

400 Colony Square, Ste 525
Atlanta, GA 30361
(404) 879-3000

Karen Lee

CFP®, CLU, ChFC, MSF

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

Financial Advisor serving Georgia and the surrounding communities.

Karen Lee and Associates, LLC

200 Ashford Center N, Ste 400
Atlanta, GA 30338
(770) 353-6312

Ray Dunlap

CFP®

President

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

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

Dunlap & Associates Wealth Management

1401 Georgian Park, Ste 210
Peachtree City, GA 30269-6974
(800) 416-7870
(770) 632-2674

Alan Anderson

CFP®

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

Julie R. Bates

CFP®, ChFC®

Managing Director

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.

Delta Community Retirement & Investment Services

1025 Virginia Avenue
Atlanta, GA 30354
(800) 544-3328
(404) 677-4890

Serina Shyu

MBA, CFP®, AIF®

LPL Associate Advisor

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

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

Delta Community Retirement & Investment Services

1025 Virginia Ave
Atlanta, GA 30354-1319
(404) 677-4890
CONNECT WITH Serina
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Christopher D. Pullaro

CFP®

Managing Director

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

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

Catalyst Wealth Management

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

Christopher D. Greene

CFP®

CERTIFIED FINANCIAL PLANNERâ„¢ Professional

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

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

LPL Financial

PO Box 2175
Cleveland, GA 30528
(706) 219-1664

Bill Hammond

CFP®

Chairman

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

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

Wealth & Pension Services Group

2727 Paces Ferry Rd, SE, Bldg 2, Ste 1475
Atlanta, GA 30339
(877) 217-5972
(770) 333-0113 x109

William N. Keen

CFP®, ChFC, CLU

President

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

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

Keen Advisor Group

202 Abbey Court
Alpharetta, GA 30004
(678) 456-4049

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

Robert E. Schultz, III

CFP®, ChFC®, CPWA®

Principal/Wealth Advisor

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Rollins Financial Advisors, LLC

3343 Peachtree Road NE Suite 500
Atlanta, GA 30326
(404) 892-7967
CONNECT WITH Robert
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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
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David E. Barfield

CFP®

Founder / Financial Planner

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Datapoint Financial Planning, LLC

Virtual
Canton, GA 30115-5499
(470) 695-0444

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
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Steve Martin

CPA, CFP®, JD

Tax-Focused Wealth Planning Advisor

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Oasis Wealth Planning Advisors, LLC

4555 Mansell Road Suite 300
Alpharetta, GA 30022

Oasis Wealth Planning Advisors, LLC

320 Seven Springs Way #250
Brentwood, TN 37027

Oasis Wealth Planning Advisors, LLC

600 12th Ave. S.
Nashville, TN 37203
470-428-7040
CONNECT WITH Steve
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