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Showing 1 - 12 of 20 results
JAMISON PRIVATE WEALTH MANAGEMENT
JAMISON PRIVATE WEALTH MANAGEMENT
Alpharetta, Georgia
1-24 employees
Jamison Private Wealth is a family-owned wealth management firm offering fiduciary, fee-only financial planning, investment, and accounting services to successful individuals, their businesses, and their families. Our clients value continuity, and so do we. We've built the firm on conservative investing principles and a succession plan that ensures that our clients, their children and grandchildren, and their businesses will be taken care of for decades to come.
Retirement Benefits Rank
Market Competitive
CROWN ASSET MANAGEMENT LLC
CROWN ASSET MANAGEMENT LLC
Duluth, Georgia
All Size Average employees
Crown Asset Management, LLC has a successful history of operations as a debt buyer in the Accounts Receivable Management (ARM) industry. Crown Asset Management, LLC has purchased approximately five hundred portfolios including credit card portfolios, automobile debt, consumer loans, marketplace lending, judgments, and specialty portfolios. Crown Asset Management, LLC has earned the distinction of being a "Certified Professional Receivables Company" by the Receivables Management Association International (RMAI).
Retirement Benefits Rank
Top Benefits
THE LLOYD GROUP
THE LLOYD GROUP
Suwanee, Georgia
1-24 employees
Lloyd is not your typical MSP; we’re a group of tech-savvy enthusiasts who build long-lasting relationships on a first-name basis. Since 1995, Lloyd has been supporting businesses through sophisticated IT management that aligns with your corporate objectives. Traditional MSPs manage your infrastructure; Lloyd not only manages your infrastructure, but securely enables and guides digital and business transformation. Our role in our client partnerships is to be your trusted business solutions advisor and it’s all done through strategic and proactive planning. We listen, analyze, and implement innovative technology through an IT Management Framework in accordance with your desired vision. Through clarity, confidence, and solid commitment, Lloyd operates as an integral part of your evolving business strategy. Our culture-driven talented group of consultants perform on a client-centric management approach. Our team approach helps solidify shared goals between business solutions and client engagement. We remain actively involved in the design and implementation of a clear technology foundation that enhances business productivity led by a security-first mentality.
Retirement Benefits Rank
Market Competitive
GREEN FINANCIAL RESOURCES, LLC
GREEN FINANCIAL RESOURCES, LLC
Duluth, Georgia
1-24 employees
Roger S. Green, MSFS, CFP®, and the staff of Green Financial Resources, LLC (GFR), have helped individuals and small business owners with their finanical planning, investment, and retirement income decisions since 1987. With over thirty years of experience helping people with their money through the tough times and the good times, this team is very qualified to assist with all of your financial and investment planning needs. Roger's focus on customer service, education, and a unique philosophy that he and his firm will help everyone who seeks help with their money (by providing free consultations without asset minimums), he has differentiated his firm from most. The primary focus is on helping people invest with the goal of pursuing long term growth and retirement income; but they have the knowledge and experience to provide guidance in most financial matters along the way. Roger's asset harvesting plan guides the withdrawal process strategically during retirement, allowing the potential of continued growth to help ensure financial confidence throughout today’s longer retirement periods. Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity. Awards and listings should not be construed as a guarantee of future results, nor as an endorsement by any client. Best of Gwinnett winners are chosen via voting and editors’ input, and opinions are vetted with the use of other available information. Pinnacle award rankings are based on growth, revenue, community service, and other criteria. Barron’s rankings based on total assets (AUM), revenue, and other factors. Advisor Hall of Fame for advisors with 15+ years ranked by AUM, service, community recognition, and other criteria. Public Service via standing and service within the community.
Retirement Benefits Rank
Market Competitive
SUGARLOAF WEALTH MANAGEMENT, LLC
SUGARLOAF WEALTH MANAGEMENT, LLC
Duluth, Georgia
1-24 employees
Sugarloaf Wealth Management, LLC is an independent comprehensive financial planning/Registered Investment Advisory firm. We offer highly-personalized services for each client realizing that each client brings a unique set of circumstances and experiences to the table. We strive to achieve planning success by providing creative solutions based on each client’s needs.
Retirement Benefits Rank
Market Leading
OXYGEN FINANCIAL, INC.
OXYGEN FINANCIAL, INC.
Alpharetta, Georgia
1-24 employees
What's The Scoop About oXYGen Financial? You are the CEO of your family finances....You may be getting more information from the internet, but are you really more educated about how to make better decisions with your family finances. Today, with the amount of information that is thrown at you on a daily basis from friends, media, and the internet, you should do what any smart CEO would do with their company: Hire a top notch CFO to help you manage the business of your family finances. oXYGen Financial launched the role of a Private CFO®to allow individuals and businesses to have someone who is as concerned about growing the balance sheet and the income statement of your company as the CEO themselves. http://www.oXYGenFinancial.com Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. oXYGen Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. This LinkedIn profile is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC (Kestra IS) and Investment Advisor Representatives of Kestra Advisory Services, LLC (Kestra AS) may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 737-443-2582. FINRA: www.finra.org SIPC: www.sipc.org
Retirement Benefits Rank
Below Market
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ACCOUNT CONSULTING, LLC
ACCOUNT CONSULTING, LLC
Alpharetta, Georgia
1-24 employees
We Practice the BUSINESS of LAW. Providing information and expertise to give you peace of mind. ABOUT ABACUS Our staff of accountants, payroll professionals and seasoned business executives has over 200 years of collective experience. We have helped numerous firms bolster their revenue stream, reduce their costs, and operate more efficiently. Let us do the same for you. WHO NEEDS US? Attorneys starting a firm Firms experiencing growing pains Firms needing to improve their bookkeeping OUR SERVICES Bookkeeping Whether you are starting a new law firm or have found yourself spending too much time doing bookkeeping, Abacus Advisors can provide a comprehensive bookkeeping solution. Our focus on law firms has allowed us to: * Develop services specifically for law firms * Become subject matter experts * Provide personalized service with real human contact Our law-firm-focused services include: * Monthly reconciliations including client-level accounting for client costs * and Trust transactions * Bill-pay for firm and client expenses * Settlement support for plaintiff firms * IOLTA clean-up to reconcile IOLTA balances with client information Payroll We take the work out of payroll by providing you a single point of contact for all things payroll. Gone are the days of logging into a portal and dealing with employee changes to their withholding amounts. We do all of that for you. Contact ABACUS Today (404) 596-7460 www.abacusadv.com
Retirement Benefits Rank
Top Benefits
REDWOOD WEALTH MANAGEMENT, LLC
REDWOOD WEALTH MANAGEMENT, LLC
Alpharetta, Georgia
1-24 employees
Wipfli Financial Advisors, LLC is excited to announce that they have acquired Redwood Wealth Management, LLC. Your wealth is simply a means to an end. A way to live the life you desire. True wealth management helps you design solutions for your own set of financial challenges with the ultimate goal of helping you achieve that life. The advisors at Redwood take a personalized approach in helping you preserve, enhance, and ultimately transfer your wealth according to your own unique set of values and desires. As you grow, your challenges will change and evolve. The wealth managers at Redwood are trained to identify problems and offer solutions for all areas and stages of your life. Redwood Wealth Management is a fee-only, independent advisory firm in Alpharetta, Georgia.
Retirement Benefits Rank
Market Competitive
CAPITAL RESEARCH ADVISORS, LLC
CAPITAL RESEARCH ADVISORS, LLC
Suwanee, Georgia
1-24 employees
Capital Research Advisors is a multi-office investment management and advisory firm. We use an extensive set of multiple model strategies. All of our models are proprietary to us, quantitatively built and each is centered around a risk management focus and do not share high correlations to one another. Each of these models has fully rules-based decision parameters. The models are all non predictive which allows them to be solely responsive to current market situations. There is no subjective overlay within Capital Research Advisors.
Retirement Benefits Rank
Market Laggard
C.W. O'CONNER WEALTH ADVISORS, INC.
C.W. O'CONNER WEALTH ADVISORS, INC.
Duluth, Georgia
1-24 employees
At C.W. O’Conner Wealth Advisors, Inc., we help clients define their financial goals and create solutions to reach those goals. We present clients with concrete action plans to bring innovative opportunities to life.   We are constantly elevating our knowledge base and enjoy staying on top of trends and ideas in investments, financial planning and portfolio strategies. Our industry experience in real estate and tax serves as a strong foundation for continued learning. We help business owners, corporate executives, individuals and their families make better financial decisions. Our team provides comprehensive wealth management, investment management and business advisory services. Business Owners We help business owners with all aspects of their business and personal wealth management needs, including business entity structure, ownership transactions, retirement plans and financial statement review. Our scope is wider than most advisory firms, given our multi-industry experience and background in business, real estate and tax matters. Executives and Individuals We help executives and individuals build and protect their wealth through investment planning, estate plan management, philanthropic planning, and plans for educating children and grandchildren. We understand the tax implications of various employer-provided benefits and stock options, and help our clients navigate the best use of these benefits. To connect with us, visit our website, www.cwoconner.com, or call us at (770) 368-9919.
Retirement Benefits Rank
Top Benefits
ROCKY RIDGE INVESTMENT GROUP, LLC
ROCKY RIDGE INVESTMENT GROUP, LLC
Royston, Georgia
1-24 employees
Our companies provide Real Estate services to the Northern Colorado area. We specialize in acquiring properties at whole sale prices and delivering a great product to the buyer. We work with many banks, asset managers, and third parties. If you are looking for a deal or need to sell fast we would love the opportunity to discuss our services with you.
Retirement Benefits Rank
Top Benefits
INTERPEST INC
INTERPEST INC
Cumming, Georgia
1-24 employees
New business development and account management for commercial pest control company in North Carolina. Focus on regulated industries.
Retirement Benefits Rank
Below Market