At Magellan Planning Group, we strongly believe in an advisor/client relationship that is not only mutually beneficial, but also mutually enjoyable. That is why, during your initial interview, we will review the four building blocks of our business philosophy to determine if we would be a good fit for each other:
Chemistry
Will we enjoy working together?
Will we make a good long-term team?
Goals
Are your goals realistic?
Are your goals achievable?
Value
Can we bring value to your plan?
Will you value and heed our advice?
Worth
Are your account sizes sufficient?
Does it make economic sense?
Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.
Mariner Wealth Advisors provides 360-degree advice designed to last by creating a financial strategy designed to change with you.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Atlanta, GA area, Gary Neigeborn will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Integrated Wealth Strategies (IWS) is an Atlanta-based wealth management and financial services firm specializing in outplacement, employment transition, and professional retirement planning. Since 1998, Rich Lombardi has offered objective advice and dedicated service to individuals looking for support through job loss due to downsizing and corporate restructuring. Rich's mission is to guide clients through life's transitions and inspire them to financial independence.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Atlanta, GA area, Manka Kaur will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Since launching our company in 2012, we have been driven by the mission to help Black Americans create wealth and financial security and establish multigenerational financial legacies. By offering access to a broad array of life insurance products, retirement accounts, and wealth accumulation strategies, we have successfully carved a reputation as trusted advisors for Black Families across the US by enabling them to effectively create, protect, and transfer wealth.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Atlanta, GA area, Todd Coker will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
At Centient Wealth Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Atlanta, GA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future.
As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future.
At Shpigel Financial Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Atlanta, GA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
At Windsor Oak Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Brookhaven, GA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
At Windsor Oak Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Atlanta, GA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
At Linea Private Wealth Management, we understand the complex challenges successful families, retirees, and business owners face when it comes to properly managing their wealth. Beyond the numbers, we approach our clients with compassion and with only one desire-the desire to do our best work, without thought of pay.
Our job is to assist you in making financial and investment decisions that positively impact your family now and in the future. We've built a team of specialists who can work with you in whichever area(s) you need assistance. From comprehensive planning to insurance reviews to investment management, we have the core competencies necessary to help you move forward with confidence.
As our client, you can also feel confident knowing we are an independent firm with no affiliations with investment banks, insurance companies, or financial product companies. The products and services we offer access to are non-proprietary and that allows us to focus on you, your family, and your vision for the future. Because of our autonomy, we are able to invest the time necessary to have a true understanding of your concerns, goals, and objectives.
While having a plan in place is important, the way in which the plan is executed is equally important. With more than 80 years of combined experience in comprehensive financial planning, the professionals at Linea Private Wealth Management can work with your current advisory team to make sure the plan you put in place is cohesive.
See our affiliate office at
Integrated Financial Group
200 Ashford Center North Suite 400
Atlanta, GA 30338
Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment
We are an independent Registered Investment Advisory (RIA) firm located in Atlanta, Georgia. For 20 years, we have been providing financial services to our valued clients. Our expertise includes, retirement planning, tax planning, wealth management and small business consulting. We provide customized financial planning solutions through a fee-based relationship. Our advice is objective and independent. Our solutions are client-focused and not product-specific. We utilize a consultative planning process that allows us to fully understand your needs and objectives. Our work includes an active planning relationship with periodic monitoring and adjustments as needed.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Atlanta, GA area, Marc Welborn will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.
Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.
This location is closed but our team of advisors remains dedicated to supporting all your financial needs digitally and by phone.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Atlanta, GA area, Andrew Hanna will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Atlanta, GA area, Richard Saunders will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
At Evercy Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Atlanta, GA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
At Clements Financial Services, we place importance on giving personal and excellent care to each and every client aiming to instill peace of mind while shepherding their accounts.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Atlanta, GA area, Michael Perez will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Atlanta, GA area, Scott Kallish will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Atlanta, GA area, Derrick Rivera will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Atlanta, GA area, Allen Shpigel will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
As appraisers and brokers with 20+ years of experience, we possess the comprehensive education and credentials to generate the type of reliable home value opinions that banks and national lending institutions require and that homeowners and investors can trust. With advanced knowledge of the market that only comes with doing the job, we're prepared to handle a variety of property types.
We found too few results for Estate Planning, so here are some similar businesses.
The Clyde Hill State Farm Insurance office is proud to serve Atlanta, Chamblee, Decatur, Brookhaven, and surrounding Georgia areas with Auto Insurance, Home Insurance, Renter's Insurance, Life Insurance, Pet Insurance, Recreational Vehicle Insurance, Motorcycle Insurance, Boat Insurance, Business Insurance and Financial Services, with a focus on resident relocations to the metro Atlanta area.
I have been a State Farm Agent since 1994. I am a graduate from Morehouse College with a BA in Finance. My agency has over 60 years of combined insurance experience and we have consistently qualified for awards over the years including State Farm Crystal Excellence, State Farm Ambassador Travel, and State Farm Chairman's Circle.
Give us a call if you are new or moving to Atlanta, Chamblee, Decatur, Brookhaven, or the surrounding Georgia areas. We are a family of highly skilled individuals working together to fulfill a community responsibility of giving outstanding service and also fulfilling our moral obligation of protecting what's important to customers so they can focus on accomplishing their life goals.
My team of licensed Insurance Professionals is here to help get you Insurance coverage for your specific needs. Not only can we help with Car Insurance, Homeowners Insurance, Life Insurance, Renter's Insurance, Condo Insurance, Pet Insurance, RV Insurance, Boat Insurance, Motorcycle Insurance, and Financial Services, but we are also able to assist small business owners with their Commercial lines of Insurance. Call, Click, Text or Stop by the office today for a Personal Price Plan!
I am your State Farm Insurance Agent for the Atlanta, Georgia area. I have been a State Farm Agent since 2017. I am Smyrna resident and Atlanta native. I am a graduate of the University of Georgia Alma Mater - Go Bull Dawgs. I have over 10 years Insurance and Management experience. We are a Public Notary. We are Bilingual Korean Insurance Agent Office. I am a Junior League of Atlanta, 1916 Society Legacy leader and an active member of the local Victory Church located in Norcross, GA. We enjoy assisting resident relocations to the Atlanta, GA area including Cobb, Gwinnett, DeKalb, Paulding, and Fulton County, and All of Georgia! We focus on Life Insurance, Auto Insurance, Homeowner's Insurance, Renter's Insurance, and Business Insurance throughout the Atlanta, GA area including Cobb, Gwinnett, DeKalb, Paulding, and Fulton, and All of GA! Call, Text, or Stop by the office for a free Car Insurance or Home Insurance Quote!
For Directions to our office, please utilize the Map under Office Info on this website. Some maps still show our office location incorrectly since we are located in the City of Atlanta, unincorporated Cobb County with a Vinings zip code. We are located inside Hwy 285 on Atlanta Rd SE (also known as S. Atlanta Rd SE) between N. Church Ln SE and Plant Atkinson Rd SE (which changes name to Log Cabin Dr SE). We are in the same office building as the Music Studio Atlanta.
We would love for you to come visit! Please call our office to schedule an appointment.
We love helping people relocate to Georgia, specially West Georgia. We provide free auto insurance and homeowners insurance quotes primarily in Carroll, Douglas, and Paulding counties however we do help families with there insurance needs across the state. I am a Graduate of the University of West Georgia with a Business degree, and raised in Villa Rica, GA. Our office is a dog friendly office, wheelchair accessible, and we also do home visits as well. We help families insure not only their cars, if you are a renter and need renters insurance, a condo unit owner and need condo insurance, or you own a home and need homeowners insurance. We also help families protect themselves and their loved one with Life insurance and supplement health insurance. I enjoy working with small business owners with their business insurance, contractors insurance, commercial insurance, worker compensation, professional liability insurance, and commercial umbrella insurance, and working with them to help them build their business since I am a local small business owner as well. I am a volunteer member of the local Lion's Club charter along with holding a board seat on the Main Street Advisory Board in Villa Rica. Our main goal here is to and offer insurance options that fit each family's needs. We look forward to being of service!
Serving the insurance needs of Atlanta. Your Local GEICO agent could help you save on auto, motorcycle, homeowners, renters insurance, and more. Contact us today to start an insurance quote! Please call or email your local GEICO Office to learn more as office hours may vary.
At our insurance agency, our mission is to help our clients manage the risks of everyday life, recover from the unexpected, and realize their dreams. Our team of insurance agents is committed to the community we service and will strive to create an insurance and financial services package that is designed specifically for you and those that depend on you. We will work hard to earn your business and are dedicated to exceeding your expectations. Whether you would like more information about home insurance or need to discuss auto insurance options for your family, give our office a call today!
