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Financial Advisors in Sandy Springs, Georgia (Fulton County)

COLLEGE PLANNING
7 miles from Sandy Springs, GA

College planning for high school student and their parents

Highlights: Asset Protection, Annuities & Life Insurance, Family Financial Planning, College Planning
C.W. O'Conner Wealth Advisors, Inc.
11 miles from Sandy Springs, GA
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Cliff O'Conner, ChFC, CPWA

Troy Roberson CFP®
12 miles from Sandy Springs, GA
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Mr. Roberson is a life long resident of the Atlanta Metro area. After serving tours with MALS-31 and VMFA-224 Troy returned home to raise his family. Troy is a Certified Financial Planner and an Honors undergraduate of the Coles College of Business... See More

Highlights: Professional Wealth Management, Annuities & Life Insurance, IRA, Socially Responsible Investments, CFP ®, Retirement Planning, Independent Investment Advisor, 401K Consulting, Mutual Funds, Charitable Planning, Wealth Management, Life Insurance, Disability Income & Long Term Care Insurance, Investment Consulting, Family Financial Planning, Comprehensive Financial Planning, Investment Services, 403B Plans, Retirement Distribution Plan
SG Financial Advisors, LLC
13 miles from Sandy Springs, GA
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Sammy Grant, CFP, CLU, CPA, JD
SG Financial Advisors, LLC, is a fee-only financial planning and investment advisory firm. We offer personalized and objective investment management and financial planning services to help our clients identify and achie... See More

Aust Financial Advisory, LLC
13 miles from Sandy Springs, GA
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Arthur Aust, CFP, EA, MTX
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);Aust Financial Advisory provides Comprehensive Financial Planning to families with net worth's in excess of $1M. @import url(http://www.napfa.org... See More

Regency Financial Planning, LLC
13 miles from Sandy Springs, GA
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Paul Sinatra, CFP, ChFC
Regency Financial Planning is a Fee-Only financial planning and Registered Investment Advisory firm serving the metropolitan Atlanta area. We specialize in providing hourly, as-needed financial planning and advice to individua... See More

Financial Staples
13 miles from Sandy Springs, GA
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Chloe Moore, CFP
Financial Staples is a comprehensive, fee-only financial planning firm that makes financial education and guidance accessible to the busy young professional. Our typical clients are early to mid-career professionals and business own... See More

Homrich Berg
13 miles from Sandy Springs, GA
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Anthony Guinta, CFP, CPA/PFS, CPA
Homrich Berg is an independent wealth management firm based in Atlanta that serves select clients throughout the country. For over twenty years, we have offered objective, fee-only investment counsel and financial pl... See More

Fraser Financial
13 miles from Sandy Springs, GA

Bobbie Munroe CFP opened her own fee only financial planning and advisory firm in 1999. At Fraser Financial, we understand that every client is a unique individual and we work to develop strategies that are particularly well suited for the client's ... See More

Highlights: Retirement Planning, Estate Planning, Family Financial Planning, Income Tax Planning, Professional Wealth Management, Investment Services
Kenneth Frenke & Co.
13 miles from Sandy Springs, GA

Kenneth Downer, CFP, CPA
We are a nationally recognized financial planning and investment advisory company committed to providing fee-only counsel from a Biblical perspective. We help individuals, families and organizations proactively manage their f... See More

Gratus Capital, LLC
13 miles from Sandy Springs, GA

Kevin Woods, CFP
For over 15 years, our advisors have served individuals and families through portfolio management and effective planning. Through our partnerships with Schwab, Fidelity and TD Ameritrade, we help clients manage their portfolios accor... See More

Daner Wealth Management
14 miles from Sandy Springs, GA
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"With deep experience in wealth management, our financial advisor in Alpharetta, GA is committed to adjusting your retirement plan in response to changing life circumstances, goals, milestones and financial priorities. Contact us today for any questi... See More

Highlights: Investment Consulting, Wealth Management, IRA, Investment Management, Estate Planning, Investment Services, Financial Planning, Professional Wealth Management, Certified Financial Planner, Fee Only, Retirement Planning, Independent Investment Advisor
Versailles Financial, LLC
14 miles from Sandy Springs, GA
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Don Whalen, CFP
Who We Are We are fortunate to work with a relatively small number of affluent families in Atlanta and elsewhere who value our ability to grow and protect their nest eggs in the most cost-effective manner. Being cost-effective, to us,... See More

TandemGrowth Financial Advisors, LLC
14 miles from Sandy Springs, GA
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Jeff Bernier, CFP, CFS, ChFC
TandemGrowth Financial Advisors, LLC is a fee-only financial planning and investment advisory firm in Alpharetta, Georgia. TandemGrowth is a manifestation of Founder and CEO, Jeff Bernier's, desire to build a truly indepe... See More

Stanhouse Financial Planning & Mgt.
14 miles from Sandy Springs, GA

James Stanhouse, MBA
Stanhouse Financial Planning and Management (Stanhouse-FPM) is an independent fee-only financial planning and registered investment advisory firm serving the metro Atlanta area of Georgia. We have meeting locations in Duluth and ... See More

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