Johns Creek Advisors, Inc.
About
3 of the 10 Certified Financial Fiduciaries, in Georgia, are in our office. Being 'Certified' to always do what is in the Best Interest of our clients is what defines our firm. We are only successful when our clients succeed.
We love helping people retire young.
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
We always start with our online interactive planning software that you can access from our website.
What education and/or training do you have that relates to your work?
We are fully licensed for investments and insurance.
Do you have a standard pricing system for your services? If so, please share the details here.
We always choose the best product at the lowest cost to our clients.
How did you get started in this business?
Through Banking and Economics Education.
What types of customers have you worked with?
Business Owners and wealthy investors that are serious about buying their life back.
Describe a recent event you are fond of.
About to celebrate 30 years in the financial services industry.
What advice would you give a customer looking to hire a pro in your area of expertise?
Make sure they are a Certified Financial Fudiciary. All advisors, even those that lack complete licensing call themselves 'Fiduciaries'... there are only 7 in the state of Georgia that are not in our office. Our advisors carry all licensing and are certified.
What questions should customers think through before talking to pros about their needs?
Questions to ask all that hold themselves out as Financial Advisors:
How long have you been in the business?
Do you carry a Series 7?
Are you a solicitor or an advisor and how many investment options do you have?
Are you a captive agent of a larger company?