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Showing 1 - 12 of 15 results
G. W. HENSSLER & ASSOCIATES, LTD
G. W. HENSSLER & ASSOCIATES, LTD
Kennesaw, Georgia
100-499 employees
Henssler Financial is one of the largest independent financial advisory firms in Atlanta. We have been delivering comprehensive financial solutions to our clients for more than 35 years. We provide solutions that incorporate a range of services including financial planning, tax preparation and consulting, risk management and estate planning, as well as CFO services for businesses. Whether you are just beginning to invest in your future or have reached your financial success and need the tools to stay there, we strive to meet the long-term financial goals of all of our clients while forming lasting, mutually beneficial relationships.
Retirement Benefits Rank
Market Leading
MARIETTA WEALTH MANAGEMENT, LLC
MARIETTA WEALTH MANAGEMENT, LLC
Marietta, Georgia
1-24 employees
Marietta Wealth is an independent, fee-only financial advisory firm. Scott Keller, Charlie Holloway, Wes Hackney and Ben Crowe founded the firm in 2015 to provide comprehensive investment advisory and retirement planning services to individuals, businesses and institutions. The firm has a fiduciary obligation to its clients, and delivers a high level of customized service that prioritizes the client’s needs and goals.
Retirement Benefits Rank
Top Benefits
FINANCIAL ARCHITECTS, LLC
FINANCIAL ARCHITECTS, LLC
Woodstock, Georgia
1-24 employees
Preformed multiple functions in regard to client action items including account transfers, Roth conversions, required minimum distributions, account openings, account closures, withdrawals and deposits. Scheduled new client meetings and served as first point of contact for potential clients. Researched and collected data as needed for Senior Wealth Manager and Chief Investment Officer.
Retirement Benefits Rank
Market Leading
FREEDOM WEALTH PARTNERS, INC.
FREEDOM WEALTH PARTNERS, INC.
Kennesaw, Georgia
1-24 employees
FREEDOM WEALTH PARTNERS, INC. is a company based out of 1690 Stone Village Lane, Kennesaw, Georgia, United States.
Retirement Benefits Rank
Below Market
THE BOTTOMS GROUP LLC
THE BOTTOMS GROUP LLC
Marietta, Georgia
1-24 employees
For decades, Summit Legacy, LLC has been listening to clients and developing insurance and estate planning solutions customized to their unique and changing needs. *Securities are offered through Lion Street Financial, LLC(512.776.8400). member FINRA, SIPC. Lion Street Financial, LLC is not affiliated and does not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries only in state(s) that are properly registered and/or licensed. Your connection to this LinkedIn profile dies not necessarily indicate that this Financial Professional can transact business in your state.
Retirement Benefits Rank
Below Market
GOODWIN INVESTMENT ADVISORY, LLC
GOODWIN INVESTMENT ADVISORY, LLC
Woodstock, Georgia
1-24 employees
Goodwin Investment Advisory is a client-focused firm located in Woodstock, GA. Tim, Joe, and Justin are CERTIFIED FINANCIAL PLANNER™️ professionals, fee-only, independent, objective, and act as fiduciaries. We are only paid by our clients and this ensures that we are always on the same side of the table as they are. Plus, our advisors invest in the exact same things as our clients with their own personal money. Our firm seeks to assist you with managing your investments and everything else that impacts your wealth accumulation and helps you to reach your personal goals. GIA provides guidance and confidence in your financial plan from a team your family can trust. Because we care deeply about our clients' quality of life, we work as a unique ability team to help guide you to live a more fulfilled life. Our vision is to see your family empowered with the confidence that your legacy will last for generations. At the end of the day, time is your most valuable asset, we aim to allow you to spend more time the way you want. Partnering with you by taking responsibility for your investment management allows you to have more time and ensures that your goals and finances are integrated together. We have learned over time that money does not make people happy but it does allow you to do the things you love and to create memories for your family and the people you love. Accomplishing these types of goals can only be done with planning and discipline. *We come highly recommended by our clients (5-star google and yelp reviews) plus, voted #1 by around Woodstock for 4 years, and we are endorsed by Dave Ramsey and Smartvestor Pro. Reach out and set up an intro call by clicking on our link to our website if you are interested to see how our team can benefit you!
Retirement Benefits Rank
Top Benefits
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TIME WISE FINANCIAL, LLC
TIME WISE FINANCIAL, LLC
Woodstock, Georgia
1-24 employees
A unique financial services company that believes a purposed life stems from the root of financial confidence. Allow us to join your journey to help you discover and run towards what makes your life meaningful in your current and future seasons of life. *Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (www.finra.org, www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantaxwealthmanagement.com/social_policy for more information.
Retirement Benefits Rank
Below Market
BROWNE, DRAPER & LAND, LLC
BROWNE, DRAPER & LAND, LLC
Dalton, Georgia
1-24 employees
We serve professional organizations, small business and select individuals who have faith in us, and value our knowledge and experience. We believe customized asset allocation coupled with appropriate investment vehicles is the key to managing wealth. Securities and investment advisory services offered through FSC Securities Corporation, (FSC). Member FINRA/SIPC, and a registered investment advisor. FSC, is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC. Browne, Draper and Land Financial Concepts is not affiliated with FSC Securities Corporation or registered as a broker-dealer or investment advisor.
Retirement Benefits Rank
Below Market
WISER WEALTH MANAGEMENT
WISER WEALTH MANAGEMENT
Marietta, Georgia
1-24 employees
Wiser Wealth Management, a rapidly growing fiduciary and fee-only financial services firm in downtown Marietta. We offer comprehensive financial planning and wealth management services to help our clients on their journey to financial freedom. Disclaimer: This page is a publication of Wiser Wealth Management, Inc “Wiser Wealth.” The firm is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered/notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Wiser Wealth Management, Inc does not offer legal, accounting or tax advice. Advice provided by Wiser is given only within the context of our contractual agreement with the client. The information and opinions contained on this page have been prepared solely for informational purposes and are not a solicitation, an offer or a recommendation to buy or sell any security or instrument, or to participate in any trading strategy or activity; and are not to be relied upon in making any investment decision. Clicking the “Like” button is not a testimonial for or endorsement of Wiser Wealth or any of its Investment Adviser Representatives. Visitor posts must refrain from recommending investment advisory services or providing testimonials for the firm or its employees, as they are prohibited by securities regulators. This page may post links to information contained on a third-party website. Wiser Wealth does not endorse or accept responsibility for the content of any third-party website and is not affiliated with any third-party website or social media page. We cannot be held responsible for information, services or products found on websites linked to our page. Should any client have questions or concerns regarding this disclaimer, please contact our office at 678-904-4450 or email [email protected].
Retirement Benefits Rank
Below Market
KRAUSE WEALTH MANAGEMENT
KRAUSE WEALTH MANAGEMENT
Kennesaw, Georgia
1-24 employees
KRAUSE WEALTH MANAGEMENT GROUP, INC is a financial services company based out of 1690 STONE VILLAGE LN, KENNESAW, Georgia, United States.
Retirement Benefits Rank
Market Laggard
BOTTOM LINE BENEFITS, LLC
BOTTOM LINE BENEFITS, LLC
Acworth, Georgia
1-24 employees
I work with employers who have anywhere from 2 to 500 employees to develope winning benefit strategies for their company. We impliment health, life, disability, dental and vision insurance with the goal of saving the employer and employee money while still improving their benefits package. We also give our clients a resource tool that less than 1% of brokers in Georgia have access to. This tool will help alleviate your HR load, keep your business compliant and boost employee moral. To find out more, please contact me at 770-966-1122.
Retirement Benefits Rank
Market Laggard
MP GROUP
MP GROUP
Acworth, Georgia
1-24 employees
The MP Group allows merchants to accept credit, debit, gift, and loyalty cards as well as ACH services. MP Group’s main focus is customer service and customer education as it relates to payment processing. In addition to our industry leading client services, our equipment and service pricing are unmatched. Our Motto is “PUTTING THE FOCUS BACK ON WHAT MATTERS : THE CLIENT”and we mean it. We want our clients and prospects to be knowledgeable about the latest trends and technology available. For example, we provide a tool for our merchants to become and stay compliant with PCI DSS. Further, many have asked, “what is EMV and how do I get updated to be able to accept chip cards”. More importantly, what is the risk to my business when I am not PCI compliant and can’t take chip cards? These are just a few examples of ways we partner with our clients to improve their bottom lines.
Retirement Benefits Rank
Below Market