Atlanta, GA 84 Financial Advisors near you

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MMA CPA INC

MMA CPA INC

5.0 (7)
I have been an entrepreneur for over 14 years and understand the daily struggle of balancing customers, business needs, employees and the rest while balancing your personal time. The hardest part of being an entrepreneur is turning off your mind and being present when you are ‘off the clock’. The most successful business owners among us have mastered the art of utilizing their time and resources. Our practice is designed with the entrepreneur in mind. Making sure that we are a resource that proactively looks at your business needs. From business funding to expanding, we will do our best to understand you and your business, and tha ... View Profile
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Accutax Business & Financial Services

Accutax Business & Financial Services

5.0 (3)
At Accutax, our customers' needs always come first. We work diligently to meet the needs of all of our customers, to ensure that we put them in the best possible position financially. We offer a vast aray of products and services, which include individual and business income and sales tax preparation, credit restoration, and life and health insurance. Our tax and insurance professionals have over 15 years of experience.
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A & N Accounting

A & N Accounting

5.0 (3)
We are more than just bookkeeping. We are your financial support team. What makes us different is the dynamic. We can have a designated accounting manager on your location with a remote team behind them. Your accountant can manage your books, answer questions and serve as the ambassador for A & N while their team handles the bill payments, collections and reconciliations. Or if you don't need an on site accountant we can handle everything remotely! We crunch the numbers and offer a guiding hand to your business. Revenue doesn't equal profit and we are here to identify opportunities to increase your bottom line. A & N builds your budge ... View Profile
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Rothschild And Associates PC

Rothschild And Associates PC

5.0 (2)
Our firm has a different approach and philosophy than what most people are accustomed to when working with a CPA firm or financial advisor.   We have resources that go beyond the traditional accounting and tax services.    Our goal and  passion is to work with entrepreneurs to make a significant difference in your bottom line, ease of operations,  which often increases the value of our customers business.   Addtionally we have been in business for over 30 years and provide our clients with personal attention they expect and deserve. ... View Profile
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Accounts R US, LLC

Accounts R US, LLC

5.0 (1)
We stand out because we cater to our customers needs!  We not only prepare taxes, or provide other financial assistance, we enrich your experience.  When you leave the office you become like family and would have learned so much information to better assist you with your every day living or building and marketing your business. You will be getting a professional that has the passion for accounting and have been doing this for over 15 years.  I love it so much I am attending Law school just so I can be well rounded.  I specialize in results.  Come get a royal experience.  ... View Profile
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Third Act Retirement Planning

Third Act Retirement Planning

5.0 (1)
We specialize in serving clients who are planning for retirement in the next 5 years or are already retired and want to transition into it in excellent health and a commitment to and relationship with the Lord so that it can be the best phase of their lives. We provide comprehensive investment management, retirement and comprehensive financial planning, retirement lifestyle design, and more to help our clients pursue the retirement of their dreams. ... View Profile
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The Gentry Group, Ltd.

The Gentry Group, Ltd.

Accessibility and communication are our best features.  No voicemail here and a staff of 8 willing to assist you in the professional manner you deserve.
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Transamerica Financial Advisors

Transamerica Financial Advisors

Tim Koenning, Investment Advisor Representative, Transamerica Financial Advisors, Inc. With over 33 years' experience in the financial services industry, Tim joined Transamerica Financial Advisors, Inc., in 2012 to recruit, train and mentor a team of independent financial advisors while continuing to maintain his own personal investment services practice. After graduating from Georgia State University in 1986, Tim worked for noted financial services firms such as Bear Stearns, Prudential Securities and Raymond James & Associates, prior to going independent in 1997 with American Wealth Management, Inc. In 2003, Tim helped form Magnolia Fi ... View Profile
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Norris Financial Group

Norris Financial Group

Since 1986, our firm has been providing independent and unbiased advice to clients.  We are an Independent Registered Investment Advisor, we specialize in fiduciary advising to individuals and corporate retirment plans.  We offer Investment Mangagement, Retirement and Estate Planning, and Independent Insurance Brokerage Services.   All accounts are held and cleared through our custodian Pershing LLC.  
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One Way Tax Service Llc

One Way Tax Service Llc

We have a mobile application that is available for download @apple store and google play store. Why is our mobile app so convenient? Simply download our free mobile application and you will be ready to send us your tax documents from anywhere. • RELIABLE• EASY TO USE • YOU CAN FILE FROM ANYWHERE We are an organization with a heart for our clients and a commitment to integrity. We at One Way Tax Service aim to do everything possible to enable our clients to achieve their financial goals with efficiency and responsiveness of our services. ... View Profile
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Peach Accounting

Peach Accounting

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Duckrow Financial Services, LLC

Duckrow Financial Services, LLC

DFS, LLC is a concierge financial services.   This means that the process of servicing our clients begins with understanding what are their desires and goals first.  DFS offers solutions in Healthcare, Retirement, Capital, Debt Management, Tax Mitigation and more.  We work accross financial platforms and with diverse financial vendors to bring each client, customized and timely solutions.  This affords us access to offer nearly all available financial programs and products. Many financial advisors charge hourly or earn commissions on a few products.  At DFS we earn as we learn and attain what is best for our clie ... View Profile
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Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group

We are an established independent firm providing fee-only financial planning and investment management (i.e., NO commissions). We only work on the fiduciary starndard care, thus legally obligated to always recommend what's best for our clients. All advisors have university degrees in financial planning. Our truly independent firm is NAPFA-registered and SEC-registered and includes three UGA professors of financial planning.
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Magnolia Group

Magnolia Group

Magnolia Group advises clients on all forms of Risk. We are fiduciary professionals who focus on client concerns helping to protect families, businesses, and legacies from exposure to loss and excessive taxation. Our group holds multiple lines of authority in risk and financial management. A good client for us has recognized their financial management needs and the benefit of a team of experts that can help sort out the basics of risk management to the heights of exposure to loss. We help you protect that which is near and dear to the heart of your family while planning for your success. From insurance to wealth management the Magnolia Group ... View Profile
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TaylorChandler, LLC

TaylorChandler, LLC

TaylorChandler is a premier provider of accounting services due to its extensive experience and commitment to helping its customers succeed.We specialize in helping retail establishments of all kinds, including everything from local dress shops, small convenience stores or auto parts to restaurants, beauty shops and large supermarkets. We provide services to small businesses, not-for-profits, and governmental entities from startups to multi-million dollar companies. We provide exceptional service at a reasonable price. ... View Profile
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