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Showing 1 - 12 of 42 results
NYSE GROUP INC.
NYSE GROUP INC.
Atlanta, Georgia
All Size Average employees
The New York Stock Exchange is where icons and disruptors come to build on their success and shape the future. We’ve created the world’s largest and most trusted equities exchange, the leading ETF exchange and the world’s most deterministic trading technology. Our data, technology and expertise help today’s leaders and tomorrow’s visionaries capitalize on opportunity in the public markets.
Retirement Benefits Rank
Market Leading
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
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
Top Benefits
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
LONGVIEW WEALTH MANAGEMENT, INC.
LONGVIEW WEALTH MANAGEMENT, INC.
Atlanta, Georgia
1-24 employees
A fee-based wealth management firm creating personalized solutions to help clients achieve financial security and wealth. Investment advisory services are offered through Longview Wealth Management, an SEC Registered Investment Advisor. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co., a registered broker/dealer and Member FINRA/SIPC. Longview Wealth Management is not affiliated with M.S. Howells & Co. This site is published for residents of the United States only. Registered Representatives of M.S. Howells & Co. and Longview Wealth Management may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. M.S. Howells does not provide legal or tax advice. Longview Wealth Management does not provide legal advice. For additional information, please contact our Compliance department at [email protected]. Check the background of the Investment Firm on SEC’s Advisor Info https://adviserinfo.sec.gov/firm/summary/136214.
Retirement Benefits Rank
Top Benefits
HOWARD CAPITAL MANAGEMENT
HOWARD CAPITAL MANAGEMENT
Roswell, Georgia
50-99 employees
Howard Capital Management, Inc. (HCM) is an SEC-Registered Investment Advisory Firm, offering professional money management services to private clients, brokers, and broker-dealers through separately managed portfolios, retirement tools, self-directed brokerage accounts, and proprietary mutual funds. The investment strategies we use at HCM are tactical and defensive. We believe this management style is a powerful, straightforward solution to navigating market volatility while striving to drive performance and hedge against inflation.
Retirement Benefits Rank
Below Market
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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
Top Benefits
JOHN D. FULLER & CO. INC. (FULLER & COMPANY)
JOHN D. FULLER & CO. INC. (FULLER & COMPANY)
Atlanta, Georgia
25-49 employees
No matter how you earn your money, managing your personal wealth is a job unto itself. At least, that’s the way we look at it. Transactions do not exist in a vacuum. Each financial decision you make impacts other aspects of your financial life. Investing in stocks, bonds, commodities, or real estate, while also saving for retirement or college affects your tax obligations, insurance needs, risk exposure, and estate planning. Understanding these interdependent relationships is the first step toward comprehensive financial planning. To build real wealth, you need to maximize what comes in and minimize what goes out. At Fuller & Company, we take a 360º approach to your financial well-being. By combining the experience of Certified Financial Planning with professional tax planning and preparation, we can advise and execute a total growth strategy for your personal wealth. It’s the kind of financial stewardship utilized in business. Maybe it’s the kind you should expect for the business of life. Are you ready for a personal CFO?
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
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
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