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Financial Advisors in Marietta, Georgia (Cobb County)

Troy Roberson CFP®
7 miles from Marietta, 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
Mark Ronsini
9 miles from Marietta, GA
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Services include Financial Advisor and Wealth Management.

Highlights: Comprehensive Financial Planning, Financial Planning Advice And Services, Socially Responsible Investments, Investment Advisory, Investments, Specialize In Retirement Planning And Retirement Distribution, Fee Only, Retirement Planning & Investing, Roth IRA, Investment Consulting, Investment Management, Professional Wealth Management, 401K Consulting, Financial Planning, Family Financial Planning, Fiduciary Advisor, Investment Planning, Retirement Planning, ETFs, Wealth Management
COLLEGE PLANNING
15 miles from Marietta, GA

College planning for high school student and their parents

Highlights: Asset Protection, Annuities & Life Insurance, Family Financial Planning, College Planning
Financial Staples
16 miles from Marietta, 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
16 miles from Marietta, 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

Regency Financial Planning, LLC
16 miles from Marietta, 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

SG Financial Advisors, LLC
16 miles from Marietta, 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
16 miles from Marietta, 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

Fraser Financial
16 miles from Marietta, 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
Gratus Capital, LLC
16 miles from Marietta, 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

Kenneth Frenke & Co.
16 miles from Marietta, 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

Daner Wealth Management
19 miles from Marietta, 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
TandemGrowth Financial Advisors, LLC
19 miles from Marietta, 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

Versailles Financial, LLC
19 miles from Marietta, 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

The Advisory Firm
19 miles from Marietta, GA

The Advisory Firm is a fee-only financial planning and investment management practice located in Alpharetta, GA. We specialize in personalized financial advice to help you to build strategies for retirement, investments, college savings and risk man... See More

Highlights: Retirement Planning, Investment Consulting, Investment Services, Comprehensive Financial Planning, NAPFA Member, Certified Financial Planner, Retirement Distribution Plan, IRA, Professional Wealth Management, Fee Only, Independent Investment Advisor

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