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5 Financial Planners in Duluth, Georgia
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James D. Loftin

CFP®, CKA®, AIF®

CEO/Founder/Owner 16.44 Miles

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

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

GER Loftin Wealth Advisors, LLC

6470 E Johns Crossing, Ste 230
Duluth, GA 30097-1540
(888) 556-3846

Taylor S. Manry

CFP®

Principal 3.01 Miles

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

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

Sugarloaf Wealth Management, LLC

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

Adam C. Wilson

CFP®

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

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

Sugarloaf Wealth Management, LLC

2736 Meadow Church Rd, Ste 200
Duluth, GA 30097
(770) 985-5473

Roger S. Green

MSFS, CFP®

Reg. Principal & Inv. Advisor Rep. 3.97 Miles

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

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

Green Financial Resources, LLC

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

Preston M. Henry

CFP®, CIMA®

Director of Financial Planning & Investments 3.35 Miles

Specialties:

Financial Advisor serving Duluth, Georgia and the surrounding communities.

Sugarloaf Wealth Management, LLC

2055 Sugarloaf Circle, Suite 200
Duluth, GA 30097
+ 1 More Address

Sugarloaf Wealth Management, LLC

3651 Mars Hill Rd
Watkinsville, GA 30677
(770) 985-5473