Financial Advisory Services in Georgia - ViewLocate

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BB&T photos

Savannah / Georgia / United States

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BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.

Ana Selcis: Allstate Insurance photos

Ana Selcis: Allstate Insurance, Lilburn

Lilburn / Georgia / United States

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As a Personal Financial Representative in Lilburn, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals.

Christopher Aufleger - Ameriprise Financial Services, Inc. photos

Christopher Aufleger - Ameriprise Financial Services, Inc., Suwanee

Suwanee / Georgia / United States

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The advisor listed is an Ameriprise financial advisor in Suwanee. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident RetirementÂ® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.Im here to help you live the life youve earned. When you have the right financial advisor, life can be brilliant.

BB&T photos

Waycross / Georgia / United States

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BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.

Edward Jones - Financial Advisor: Jennifer S Heal, CFP® photos

Edward Jones - Financial Advisor: Jennifer S Heal, CFP®, Roswell

Roswell / Georgia / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Tyler D Shepard photos

Edward Jones - Financial Advisor: Tyler D Shepard, Kennesaw

Kennesaw / Georgia / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

A-One Home Mortgage & Investment photos

A-One Home Mortgage & Investment, Atlanta

Atlanta / Georgia / United States

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Owner operator Kenny "O" is a veteran of the U.S. Navy is a local businessman who has been has been in business since 1995. He is a family man who has a do the right thing no matter what attitude when it comes to his customer service philosophy. His home mortage company provides numerous types of loan programs to meet the specific needs of his customers.

Kevin Frutiger - Ameriprise Financial Services, Inc. photos

Kevin Frutiger - Ameriprise Financial Services, Inc., Watkinsville

Watkinsville / Georgia / United States

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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

Edward Jones - Financial Advisor: Michael Chafin photos

Edward Jones - Financial Advisor: Michael Chafin, Gainesville

Gainesville / Georgia / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Lin Watts, AAMS® photos

Edward Jones - Financial Advisor: Lin Watts, AAMS®, Mcdonough

Mcdonough / Georgia / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

CapSouth Wealth Management photos

CapSouth Wealth Management, Mcdonough

Mcdonough / Georgia / United States

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CapSouth Wealth Management is a registered Investment Advisory firm. Materials shared on this page are for informational purposes only and are not intended as individual advice.

W3 Business & Tax Consultants photos

W3 Business & Tax Consultants, Atlanta

Atlanta / Georgia / United States

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W3 Business & Tax Consultants, Inc W3s core service is to provide our clients with sound, timely, and professional accounting information enabling them to make effective management decisions. W3 Business & Tax Consultants, Inc is poised to strategically advise even the smallest of business ventures to have the most prosperous earning potential. W3 understands the language of business and has the capacity to teach that language as specialists in your industry category. The key is to think like a wise man but communicate in the language of the people (William Butler Yeats ). W3 offers a staff with a combined (50 ) + years of practical financial business experience and advanced technical training to meet all of your accounting, finance, and tax needs. W3 professionals include CPAs with Masters degrees in taxation and business as well as a tax attorney / financial planner. This unique combination allows W3 to offer a wide range of services which include: tax planning and preparation for both businesses and individuals; IRS dispute resolutions; not for profit organization specialization; entity formation; audits, business write-up; payroll preparation; financial planning and review. W3 should be your consulting firm of choice for the new and changing challenges of being in business. The bottom line is that W3 is reliable and has an extensive knowledge base. We listen and we care about the future and success of your business. What will it take for W3 to be your business partner? W3 represents the business and personal needs of its clients. It is more than just a firm. W3 serves as an advisor you can communicate with year-round regarding your financial needs. Whether you require year-end tax planning, personal financial statements, retirement & benefits consulting, or need assistance with other challenging business situations, we are there. As a consulting firm, we will be dedicated to provide comprehensive tax, accounting, financial planning and reporting services to our clients as well as advise them. The firm will hold strong to its commitment as its clients business partner and trusted advisor which helps us to assist the client in making good business decisions. Competence is a key to making those decisions and competence is what W3 offers. Mr. Lee has over 25 years of experience in the areas of federal taxation, business planning, income tax controversy and financial planning. He maintains a portfolio of clients aiding them in the areas of estate planning, retirement planning, minimum distribution analysis and asset allocation models in financial plan recommendations for clients. Prior to joining W3, Mr. Lee was a financial planner with Prudential Co. He was also the CEO of Steps Ahead Inc., which is a tax consulting firm. Louisiana State Board of CPAs Mr. Taylor has over twelve (12 ) years of experience in the field of taxation and accounting for businesses and personal service companies such as medical and dental practices. His expertise includes but is not limited to tax research, compliance, consulting and accounting for small to mid size business. In addition to being a partner of W3, he is the CEO of Taylor CPA, LLC which is a multi-service CPA firm providing accounting and financial services to individuals, and small to mid size businesses. Prior to this Mr. Taylor held positions with Arthur Andersen, LLP and Robinson & Grimes, LLP.

Edward Jones - Financial Advisor: Ryan Hale, AAMS® photos

Edward Jones - Financial Advisor: Ryan Hale, AAMS®, Dallas

Dallas / Georgia / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Ron Lee Jr, AAMS® photos

Edward Jones - Financial Advisor: Ron Lee Jr, AAMS®, Lawrenceville

Lawrenceville / Georgia / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

TitleMax Title Pawns photos

TitleMax Title Pawns, Atlanta

Atlanta / Georgia / United States

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The Roswell Road TitleMax store has been providing residents of the Sandy Springs area with title pawns since August 2015. We are located in The Shoppes of Morgan Falls across the street from OReilly Auto Parts. If you live in or around the greater Sandy Springs area and are in need of some fast cash, stop by the Roswell Road TitleMax store or call us today at 678-443-0751 to get approved for a title pawn fast.

1st Source Tax & Accounting photos

1st Source Tax & Accounting, Kennesaw

Kennesaw / Georgia / United States

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1st Source Tax & Accounting is an accounting firm in Kennesaw. The company specializes in general accounting services such as financial planning and tax preparation. The company works with individuals and businesses and their staff accountants also serve non-profit organizations.

1st Franklin Financial photos

1st Franklin Financial, Tifton

Tifton / Georgia / United States

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Since 1941, weve been providing the cash you need, when you need it. With terms to fit any budget, were fast, friendly and not far from home. The Friendly Franklin Folks are here to help! Stop by, call or apply online today. *All loans subject to our liberal credit policy and limitations, if any. 1st Franklin Financial Corporation, NMLSR #141654, Georgia Residential Mortgage Licensee #5656, Licensed by the Mississippi Department of Banking and Consumer Finance.

Ana Selcis: Allstate Insurance photos

Ana Selcis: Allstate Insurance, Lilburn

Lilburn / Georgia / United States

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As a Personal Financial Representative in Lilburn, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals.

World Finance photos

World Finance, Stone Mountain

Stone Mountain / Georgia / United States

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World Finance will be open Saturdays by appointment only.

Edward Jones - Financial Advisor: Dena Burnett photos

Edward Jones - Financial Advisor: Dena Burnett, Atlanta

Atlanta / Georgia / United States

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Financial Advisory Services

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.