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Financial Advisory Services in Atlanta, Georgia

Jay Geaslen - Ameriprise Financial Services, Inc. photos
Jay Geaslen - Ameriprise Financial Services, Inc., Atlanta
Atlanta / Georgia / United States
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For 28 years I have helped affluent clients, businesses, trusts and foundations create and implement wealth management, preservation, and transfer strategies. My team, GK Capital Advisors, focuses on and is experienced in the design, implementation, and servicing of qualified and non-qualified retirement plans, including defined contribution plans; traditional, frozen, and cash balance defined benefit plans; non-qualified deferred compensation plans; and ESOPs. I am also one of a select group of advisors at Ameriprise approved to provide fee-for-service investment support on selected plans. My additional experience in wealth management for individual affluent families enables me to provide customized planning strategies to help address the complex multi-generational needs of my individual clients. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Arlisher Jones: Allstate Insurance photos
Arlisher Jones: Allstate Insurance, Atlanta
Atlanta / Georgia / United States
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As an Allstate Agent in Atlanta, 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, boat, and more.
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Johnson Financial Services PC photos
Johnson Financial Services PC, Atlanta
Atlanta / Georgia / United States
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Welcome to Curtis J. Johnson, CPA, Atlanta Certified Public Accountant, where we promise our clients fast answers, professional advice and personal support. We offer a full range of accounting, tax and financial services options designed to meet the needs of your business.
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MacKelfresh & Associates - Ameriprise Financial Services, Inc. photos
MacKelfresh & Associates - Ameriprise Financial Services, Inc., Atlanta
Atlanta / Georgia / United States
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We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Sean Carroll - Ameriprise Financial Services, Inc. photos
Sean Carroll - Ameriprise Financial Services, Inc., Atlanta
Atlanta / Georgia / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Lakeview Capital Partners photos
Lakeview Capital Partners, Atlanta
Atlanta / Georgia / United States
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We aspire to create a dynamic wealth management firm that is irresistible to clients, advisors and employees. Guided by unwavering values and focused on culture and infrastructure, we’ve created a firm empowered to improve the trajectory of success for everyone at every level. We cultivate a culture where every advisor, employee and client is valued and appreciated for their unique talents and knowledge. A vital piece of this culture is maintaining an advisor- owned-and- operated firm where each advisor is involved in the firm’s direction and retains their independence when managing their business. At our foundation is an innovative technology platform and engagement with strategic partners as needed to enhance firm-wide capabilities and deliver institutional-quality advice with personal, customized service. By setting the new standard in wealth management, we remove systemic obstacles that hinder the advisor-client relationship. We find this creates a place that is quiet enough to hear our clients, and capable enough to provide the advice they deserve. Please note our affiliate offices at: 532 Governor Morrison Street, Suite 200 Charlotte, NC 28211 Phone: 704.360.5060 17 ½ N LaFayette Square LaGrange, GA 30240 Phone: 706.756.1257
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Glass Financial Group photos
Glass Financial Group, Atlanta
Atlanta / Georgia / United States
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Welcome to Glass Financial Group. We strive to provide comprehensive wealth management services for every stage of the journey. Our Advisors mission is to enhance your life by helping create sound, financial strategies.
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PNC Bank photos
PNC Bank, Atlanta
Atlanta / Georgia / United States
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At PNC, we believe you can handle your finances better by taking small steps today, and we’re right here ready to help make it easier for you. No matter how simple or complex your everyday needs may be, our range of products, services, and digital solutions can help you better manage them.
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Fidelity Bank-Perimeter Center Branch photos
Fidelity Bank-Perimeter Center Branch, Atlanta
Atlanta / Georgia / United States
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Fidelity Bank provides services for individuals and businesses. Its tellers assist customers with deposits, transfers, mortgages and other financial transactions. Services for individuals include checking and savings accounts, loans and wealth-management advice. Business products include cash management, remote deposits and loans.

This branch is located behind the Perimeter Mall.

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White Oak Financial Corp photos
White Oak Financial Corp, Atlanta
Atlanta / Georgia / United States
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White Oak Financial specializes in professional, personalized mortgage services. With over ten years experience, we are dedicated to providing competitive rates and low closing costs. We are here to help you secure the best loan for you.
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Highpointe Wealth Advisors - Ameriprise Financial Services, Inc. photos
Highpointe Wealth Advisors - Ameriprise Financial Services, Inc., Atlanta
Atlanta / Georgia / United States
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Putting clients first; its what we do. Ameriprise earned a Hearts & Wallets Top Performer recognition in: Unbiased, puts my interest first; Explains things in understandable terms; Understands me and shares my values. Were proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. With the right financial advisor, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Clifton Alston: Allstate Insurance photos
Clifton Alston: Allstate Insurance, Atlanta
Atlanta / Georgia / United States
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I’ve gotten to know many local families as an Allstate agent in Atlanta. I enjoy being a part of the community, and building local relationships is one of the best parts of my job. I look forward to getting to know you and helping you to find the solutions that meet your needs.I’m committed to helping Atlanta residents assess their immediate and long-term needs and choose options that will help them achieve their goals. When you want to explore options for protecting your home, personal property, or financial future, I’m available to answer your questions. If you’re already a customer, I’m ready to review your coverage so that you can make any necessary adjustments to fit your changing needs. Call, email, or visit my agency in Atlanta today.
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Fairfield Funding photos
Fairfield Funding, Atlanta
Atlanta / Georgia / United States
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Fairfield Funding is a specialty finance company providing solutions for individuals in need of a lump sum of money. We purchase structured settlement, annuity and lottery payments from customers all over the U.S. We have helped our customers start businesses, attend school, purchase homes & pay off debt. As a small, experienced & established company, our knowledge & customer service set us apart from our competitors. Our team of experts has made us one of the best companies in the industry.
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Joe Kurelic - Ameriprise Financial Services, Inc. photos
Joe Kurelic - Ameriprise Financial Services, Inc., Atlanta
Atlanta / Georgia / United States
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I believe winning is a lot of fun and seeing someone youre pulling for to win is equally as exciting. My calling to this profession is the fulfillment I feel when I get to hear about my clients winning- in their personal and professional lives, with their families and with their finances. Weve all made mistakes, both personal and financial. A strategy my family has developed over generations has been to share those lessons with each other (in hopes of not repeating them!) Sometimes were successful and sometimes it takes a few trials to get it right. I apply this same theory to the clients in my practice. Sharing my experiences- what Ive seen work and what Ive seen fail - is what differentiates my client approach. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Ian Weinstein - Ameriprise Financial Services, Inc. photos
Ian Weinstein - Ameriprise Financial Services, Inc., Atlanta
Atlanta / Georgia / United States
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Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Edward Jones - Financial Advisor: Therman McDaniel photos
Edward Jones - Financial Advisor: Therman McDaniel, Atlanta
Atlanta / 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.
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Fidelity Bank photos
Fidelity Bank, Atlanta
Atlanta / Georgia / United States
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Fidelity Bank is the largest community bank in metro Atlanta. With over 40 years of experience, Fidelity Bank provides a wide range of personal and corporate financial services, including consumer, commercial, construction, and mortgage lending, traditional deposit and other credit services. We value the importance of community, and we put local needs first. Our employees are your neighbors and friends, and they strive to provide outstanding customer service to customers like you. Call (404) 553-2250 today or visit our Sandy Springs Branch to learn how we can help you.
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Edward Jones - Financial Advisor: Robert T Hallback photos
Edward Jones - Financial Advisor: Robert T Hallback, Atlanta
Atlanta / 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.
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Edward Jones - Financial Advisor: Raymond Rivers Jr photos
Edward Jones - Financial Advisor: Raymond Rivers Jr, Atlanta
Atlanta / 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.
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Edward Jones - Financial Advisor: Steve Young, CFP® photos
Edward Jones - Financial Advisor: Steve Young, CFP®, Atlanta
Atlanta / 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.
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