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Wiser Wealth Management, Inc
- Financial Advisor, Estate Planning Lawyer...
- 125 Church St Suite 220, Marietta, GA 30060, USA Marietta, GA 30060
- Closed
Referral from
Mar 08, 2017
Brandy B.:
Can anyone recommend a probate attorney? My quadriplegic uncle passed away about 6 months ago and his government paid home health aide...
Megan B.:
Michael Burnett in Marietta. His office is on the square. 678-905-4450 Key Benefit Concepts
- Financial Advisor, Insurance Agent...
- 2925 Forest Highlands Dr NE Marietta, GA 30062-6675
- Closed
Referral from
Sep 29, 2015
Kevin R.:
I need an insurance broker to price group health insurance for a small business in Cumming. If anyone has a contact person, please let...
Brad A.:
Contact Key Benefits at 770-565-4278. We've used them for 15 years. It's a husband & wife team; Suzanne and John. Tell them Global... Sweetwater Financial
- Financial Advisor, Financial Planner
- 732 Kennesaw Ave NW #240, Marietta, GA 30064, USA Marietta, GA 30064
Referral from
Nov 18, 2013
Misty R.:
Anyone have a local financial advisor they like and can recommend? Thanks!
Roxane G.:
Kevin Hyland at Sweetwater Financial on Kennesaw just north of Tower. Www.sweetwaterwealth.com. Great guy, great results! Frequently Mentioned on Social Media
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Referral from December 9, 2016
Cheyann B. asked:
Looking for a financial advisor.
Matt W. replied:
Nick Pruner is your go to guy!
Dominique H. replied:
Justin Ehrhardt
Justin E. replied:
Thanks Dominique Henderson. Cheyann Boyer, give me a call or text anytime. No matter where you're at, technology is a good tool to use to talk further. 229.444.7624
Jose C. replied:
Thanks Steven Hunter for the plug cheyann would love to hear your story and see if I can be a resource. Will send you a pm josecortes.nm.com
John D. replied:
I trust Nick Pruner of Edward Jones.
Erika O. replied:
Jenny Jones at Edward Jones in Kennesaw
J Y. replied:
Reno Odish
Melissa T. replied:
Austin Harris is absolutely the best
Shahid H. replied:
Austin Stewart is the man.
Austin H. replied:
Thanks for the recommendation! Cheyann Boyer if you are near North Atlanta (Marietta/Roswell/Johnscreek) I would love to sit down and talk with you. Absolutely no obligation but it's important to work with someone you can trust. Office: 770-919-7047 Email: Jeremy.harris@edwardjones.com https://www.facebook.com/566260380211618 Edward Jones - Financial Advisor: Austin Harris
Referral from November 18, 2013
Misty R. asked:
Anyone have a local financial advisor they like and can recommend? Thanks!
Angela S. replied:
Casey Smith at Wiser Wealth Management. He is at Marietta Station across from First Baptist. 678.905.4450 You can also check him out at www.wiserinvestor.com His firm is" a fiduciary, fee-only investment advisory firm offering investment management, tax planning and preparation services, as well as financial and estate planning. We provide a process, not a commission sales presentation."
Eileen J. replied:
David Kroll with Prudential. (770) 845-5433 david.kroll@prudential.com My family has used him for years. He's great.
Referral from January 2, 2014
Michele M. asked:
Atlanta peeps - looking for a good financial advisor. Please message me if you have someone to recomend. Thanks and Happy New Year!
Tamie C. replied:
Renee Weese
Leanne S. replied:
Try Churchill Management - they're through TD Ameritrade. They're ranked #5 in Baron's magazine. I like them because they make money for you when the market is strong and get you out before the market crashes. They have a room full of charts where they track the market on a daily basis. They're based in LA, and I've been to their headquarters. Great, intelligent people! They saved me during the crash in 2008 - got everything out of the market before it crashed! Go to your local Ameritrade office and ask to speak with someone with Churchill.
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