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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

James D. Loftin

CFP®, CKA®, AIF®

CEO/Founder/Owner

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 Crossing, Ste 230
Duluth, GA 30097-1540
(888) 556-3846

Chris B. Reynolds

CFP®, ChFC

Financial Advisor

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

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

Ameriprise Financial Advisors

3790 Holcomb Bridge Rd, Ste 202
Peachtree Corners, GA 30092
(770) 248-2888 x101

Arthur J. Aube

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Financial Advisor serving Georgia and the surrounding communities.

A & M Tax & Accounting Svcs., In

150 Pioneer Dr
Athens, GA 30605-4016
(706) 543-0215

Herschel V. Clanton

CFP®, CLU, MBA

President

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

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

Chancellor Wealth Management, Inc.

100 Galleria Pkwy SE, Suite 995
Atlanta, GA 30339
(770) 661-0283

Brian S. Staples

CFP®

Specialties:

Financial Advisor serving Georgia and the surrounding communities.

211 Perimeter Center Pkwy NE, Suite 1025
Atlanta, GA 30346-1308
(770) 392-8711

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

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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Andrew M. Sperry

CFP®

Registered Representative

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

Financial Advisor serving Georgia and the surrounding communities.

Sperry Financial Services

10929 Crabapple Rd, Suite 103
Roswell, GA 30075-5800
(800) 525-0539
(770) 649-9779

MaryJane M. LeCroy

CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Linscomb Wealth

2727 Paces Ferry Rd, SE, Bldg 2, Ste 1475
Atlanta, GA 30339
(877) 217-5972
(770) 333-0113 x111

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

Will Rogers

ChFC®, CFP®, APMA®

Financial Advisor

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

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

Ameriprise Financial Inc.

601 North Belair Square, Ste 29, Suite 29
Evans, GA 30809
(706) 312-2000
CONNECT WITH Will
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Marta Shen

CFP®, JD, CPA

Financial Planner

Specialties: Comprehensive Financial Planning, Asset Allocation, Business Taxes, Investment Management,...More

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

Mainspring Wealth Advisors

3050 Peachtree Rd, NW, Suite 600
Atlanta, GA 30305

Mainspring Wealth Advisors

1201 Third Ave
Seattle, WA 98101
(404) 564-9090

Wesley N. Hackney

CFP®

Associate

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Marietta Wealth Management

472 N. Sessions St., Unit 24
Marietta, GA 30060
(678) 918-9135

Shaun Crawley

CFP®

Financial Advisor

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

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

Delta Community Retirement & Investment Services

1025 Virginia Ave
Atlanta, GA 30354
(404) 677-4890

Paul B. McNair

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.

The Monitor Group, Inc.

534 Blackburn Dr
Martinez, GA 30907
(706) 854-8040
CONNECT WITH Paul
  • linkedin link

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 Services, LLC

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 Services, LLC

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

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

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
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Rodrick K. Sullivan

CFP®

Private Client Advisor

Specialties:

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

J.P. Morgan Securities

3604 Highway 138 SE
Stockbridge, GA 30281-4171
(470) 483-0703

Cecil Pope Staton, III

CFP®, CSLP®

President & Wealth Advisor

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.

Arch Financial Planning, LLC

196 Alps Rd, STE 2-141
Athens, GA 30606

Arch Financial Planning, LLC

6316 Peake Rd
Macon, GA 31210-3960
(706) 204-9068
CONNECT WITH Cecil
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Gregory Marc Corneille

CFP®, ChSNC®

Wealth Advisor & Principal

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

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

Choice Wealth Management

850 Dogwood Road, Ste B200
Lawrenceville, GA 30044
(404) 475-2675
CONNECT WITH Gregory
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Fuller Callaway, IV

CFP®, CAP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Life Planning

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

Morgan Stanley

3280 Peachtree Rd NE, Ste 1900
Atlanta, GA 30305-2452
(404) 264-4289

Chris Hardy

CFP®, EA, ChFC, CLU

Director of Planning

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

Fee Only Financial Advisor serving Georgia and the surrounding communities.

Paramount Investment Advisors, Inc

410 Peachtree Pkwy Bldg 400, Suite 4245
Cumming, GA 30041

Paramount Investment Advisors, Inc

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

CFP®

Specialties:

Financial Advisor serving Georgia and the surrounding communities.

Kalah Martre

620 Brington Close
Johns Creek, GA 30022

Kalah Martre

620 Brington Close
Johns Creek, GA 30022

Jeana Salman

AIF®, CFP®,

Practice Manager and Wealth Advisor

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

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

Delta Community Retirement & Investment Services

3250 Riverwood Pkwy SE
Atlanta, GA 30339
(404) 677-4890
CONNECT WITH Jeana
  • linkedin link