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Financial Advisors Near Duluth, GA

Sugarloaf Wealth Management, LLC

2736 Meadow Church Road 200 Duluth, GA 30097
What happens when financial planning reaches beyond finances and enhances life itself? When retirement means more than the end of work, but also the beginning of a new journey. When the comfort of financial stability is only underscored by the comfort of knowing that our team has your back.Yes, ...

Green Financial Resources, LLC

3700 Crestwood Pkwy NW Suite 140 Duluth, GA 30096
How can we help you?Financial and retirement planningInvestment allocation for long term growth potentialTax reduction and deferral adviceFinancial protection for dependentsPlanning for potential incapacityDetermining when you can retireMaximizing your existing 401k/403b/457b planConsolidation of investment/401k accountsRetirement withdrawal advice - "harvesting" plan for assetsSaving more/Decreasing ...

Wealth Horizon

2750 Peachtree Industrial Boulevard Suite B Duluth, GA 30097
We specialize in comprehensive financial planning with retirement planning and retirement income planning being our primary focus.  We also specialize in working with anyone going through a life transition; divorce, loss of a spouse, and taking care of aging parents.

Melanie Walton, CFP Morgan Stanley

2160 Satellite Blvd NW Suite 150 Duluth, GA 30097
My StoryMelanie Walton is a CFP®, Financial Advisor and First Vice President at Morgan Stanley in Duluth, GA. With over two decades of experience in financial services, all of it in Gwinnett County, she has a strong belief in the community.  Melanie’s two children are enrolled at the ...

Szymanski Financial Group

6340 Sugarloaf Pkwy Suite 200 Duluth, GA 30097
Robert E. Szymanski is celebrating his 37h year in the financial service industry. He is the founder of Szymanski Financial Group (LLC) and Georgia Financial Education Institute. As a Certified Financial Planner (CFP®), a Chartered Financial Consultant (ChFC®), and a Chartered Life Underwriter (CLU®), Bob has ...

U.S. Asset Management

1960 Satellite Blvd Suite 2200 Duluth, GA 30097
We help busy families manage their finances. From financial planning to investment management and even supporting their favorite charities. In addition to traditional investment management, we provide services in: retirement income planning, financial planning, tax efficient investing, estate & trust related planning, philanthropic & gifting planning & alternative investments.We ...

Wealth Integrity Financial

6340 Sugarloaf Pkwy Suite 200 Duluth, GA 30097
We specialize in comprehensive financial and retirement planning and retirement income planning being our primary focus.  Annette is the founder and president of Wealth Integrity Financial, LLC.  She has worked in the financial service industry for more than 23 years. She has been successful in providing sound financial advice ...

Hansen Financial Services, Inc.

1815 Satellite Blvd #101 Duluth, GA 30097
Jerry Hansen, CFP®, CRPC®, ChFC®, MBA, LPL Registered PrincipalJerry Hansen is a CERTIFIED FINANCIAL PLANNER ™, professional, with 25+ years of experience in the financial services industry. As President of Hansen Financial Services (HFS), he is also a Registered Principal and Registered Investment Representative with LPL Financial. Jerry'...

Centurion Advisory Group

6340 Sugarloaf Pkwy Suite 120 Duluth, GA 30097
Centurion Advisory Group is a comprehensive financial planning firm serving company owners, high net worth households, and plan sponsors.  For more than 35 years, the founders of Centurion Advisory Group have been working with families and companies, serving as fiduciaries and stewards, and helping clients make wise choices regarding the ...