Best Financial Advisors in Milton, GA

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List of Firms

Milton, GA Fiduciary Financial Advisors

SEC File# 801-123375
CRD# 127200
Location 5900 Windward Pkwy Suite 120, Alpharetta, GA 30005, USA
Phone (770) 516-7747
Time Monday: 8:30 AM – 5:30 PM Tuesday: 8:30 AM – 5:30 PM Wednesday: 8:30 AM – 5:30 PM Thursday: 8:30 AM – 5:30 PM Friday: 8:30 AM – 5:30 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-57167
CRD# 109040
Location 12630 Crabapple Rd Suite 300, Milton, GA 30004, USA
Phone (678) 323-3454
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-70437
CRD# 150581
5 out of 5
Location 12600 Deerfield Pkwy Suite 100, Alpharetta, GA 30004, USA
Phone (678) 762-3388
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-117239
CRD# 305170
Location 12705 Century Dr, Alpharetta, GA 30009, USA
Phone (404) 379-6858
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-64925
CRD# 138077
Location 12735 Morris Rd Ext #100, Alpharetta, GA 30004, USA
Phone (770) 752-6711
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SEC File# 801-107381
CRD# 122269
Location 12220 Birmingham Hwy, Milton, GA 30004, USA
Phone (770) 740-0081
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SEC File# 801-70670
CRD# 151090
Location 12600 Deerfield Pkwy, Alpharetta, GA 30004, USA
Phone (678) 736-7760
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SEC File# 801-123227
CRD# 281621
5 out of 5
Location 3980 Old Milton Pkwy, Alpharetta, GA 30005, USA
Phone (678) 694-8770
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Milton Capital LLC
Location 5665 Atlanta Hwy, Alpharetta, GA 30004, USA
Phone (404) 313-3751
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The Smith Group - UBS Financial Services Inc.
Location Deerfield Commons, 12600 Deerfield Pkwy, Alpharetta, GA 30004, USA
Phone (678) 518-3614
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Benjamin F. Edwards
Location 12600 Deerfield Pkwy Ste 180, Alpharetta, GA 30004, USA
Phone (877) 614-3004
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Edward Jones - Financial Advisor: Kiel O Shaw
SEC File# 801-3297
CRD# 250
5 out of 5
Location 13680 GA-9 Ste F400, Milton, GA 30004, USA
Phone (770) 702-0227
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Alpha Consulting
Location 4045 Nine McFarland Dr, Alpharetta, GA 30004, USA
Phone (770) 667-0115
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VantagePoint
Location 14530 Creek Club Dr, Milton, GA 30004, USA
Phone (888) 705-2326
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Crabapple Financial Services, Inc.
5 out of 5
Location 12220 Birmingham Hwy # 30, Milton, GA 30004, USA
Phone (770) 667-0043
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Edward Jones - Financial Advisor: JT Eggensperger
SEC File# 801-3297
CRD# 250
Location 12540 Broadwell Rd Ste 2101, Milton, GA 30004, USA
Phone (470) 246-5901
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Main Street Financial Group
5 out of 5
Location 12640 Crabapple Rd #200, Milton, GA 30004, USA
Phone (678) 398-4528
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SA Stone Wealth Management, Inc.
Location 2402 Abbey Ct, Alpharetta, GA 30004, USA
Phone (678) 297-1217
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Richard Jones Jr: Primerica - Financial Services
Location 12600 Deerfield Pkwy STE 100, Alpharetta, GA 30004, USA
Phone (678) 713-4704
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Northside Wealth Management Team - UBS Financial Services Inc.
Location Deerfield Commons, 12600 Deerfield Pkwy, Alpharetta, GA 30004, USA
Phone (678) 518-3626
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David A. Saltzman, CFP, CIMA, CRPC - UBS Financial Services Inc.
Location 12600 Deerfield Pkwy #400, Alpharetta, GA 30004, USA
Phone (678) 518-3629
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Atlanta Financial Advisor Prime Financial Inc
Location 12600 Deerfield Pkwy #100, Alpharetta, GA 30004, USA
Phone (678) 566-3639
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Windward Commons Financial Center
Location 12830 GA-9, Alpharetta, GA 30004, USA
Phone (770) 650-4780
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Ameriquest Financial Services
5 out of 5
Location 980 Birmingham Rd Suite 501-392, Milton, GA 30004, USA
Phone (678) 606-5151
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Mike Taylor - COUNTRY Financial Agency Manager
Location 615 GA-9 Ste 615, Milton, GA 30004, USA
Phone (770) 391-8616
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Nettuno Wealth Management
4 out of 5
Location 12640 Crabapple Rd Suite 300, Milton, GA 30004, USA
Phone (770) 889-3211
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Saltzman Wealth Management Group - UBS Financial Services Inc.
Location 12600 Deerfield Pkwy #400, Alpharetta, GA 30004, USA
Phone (678) 518-3629
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Edward Jones - Financial Advisor: Mike Breit, CRPC®
SEC File# 801-3297
CRD# 250
Location 1302 Abbey Ct, Alpharetta, GA 30004, USA
Phone (470) 450-0013
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Mitchler Financial Group
5 out of 5
Location 1090 Cambridge Square, Alpharetta, GA 30004, USA
Phone (770) 521-6077
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Raymond James Financial Services
5 out of 5
Location 5555 Windward Pkwy, Alpharetta, GA 30004, USA
Phone (770) 343-0119
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OakRing Wealth Partners - UBS Financial Services Inc.
Location 12600 Deerfield Pkwy #400, Alpharetta, GA 30004, USA
Phone (678) 518-3629
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Heritage Wealth Planning
5 out of 5
Location 13101 Morris Rd 6th Floor, BLDG 1, Alpharetta, GA 30004, USA
Phone (770) 576-1620
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The Van Horn Group - UBS Financial Services Inc.
Location Deerfield Commons, 12600 Deerfield Pkwy, Alpharetta, GA 30004, USA
Phone (678) 518-3616
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Mark J. Orr, CFP
Location 12600 Deerfield Pkwy Suite #100, Alpharetta, GA 30004, USA
Phone (770) 777-8309
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Travis Doyle - UBS Financial Services Inc.
Location Deerfield Commons, 12600 Deerfield Pkwy, Alpharetta, GA 30004, USA
Phone (678) 518-3627
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Georgia Business Start Up Advisor
Location 12600 Deerfield Pkwy #100, Alpharetta, GA 30004, USA
Phone (404) 915-1474
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Nelson & Associates
4 out of 5
Location 13680 Highway 9 N. Building F #100, Milton, GA 30004, USA
Phone (770) 475-7559
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Pinkerton Financial Resources, LLC
Location 3548 Old Milton Pkwy, Alpharetta, GA 30005, USA
Phone (770) 754-1025
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koehn financial
Location 202 Abbey Ct, Alpharetta, GA 30004, USA
Phone (404) 317-3583
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Four Seasons Financial
Location 15255 Fairfax Ln, Alpharetta, GA 30004, USA
Phone (770) 559-0364
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Northpoint Capital Advisors
Location 12220 Birmingham Hwy, Milton, GA 30004, USA
Phone (678) 366-4400
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Edward Jones - Financial Advisor: Aditya Patel, CRPC®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 6110 McFarland Station Dr Suite 106, Alpharetta, GA 30004, USA
Phone (678) 749-7089
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Integrity Wealth Management
Location 1100 Cambridge Square, Alpharetta, GA 30009, USA
Phone (770) 587-9333
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Jonavon Stephens - COUNTRY Financial representative
Location 13077 GA-9 Ste 615, Milton, GA 30004, USA
Phone (770) 929-5694
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Ginger Jackson Queener - UBS Financial Services Inc.
Location Deerfield Commons, 12600 Deerfield Pkwy, Alpharetta, GA 30004, USA
Phone (678) 518-3630
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Transamerica Financial Advisors, Inc.
3 out of 5
Location 5780 Windward Pkwy # 330, Alpharetta, GA 30005, USA
Phone (678) 495-4061
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Merrill Edge
Location 5195 Windward Pkwy, Alpharetta, GA 30004, USA
Phone (770) 995-3810
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Lee Friedman, CFP - UBS Financial Services Inc.
Location Deerfield Commons, 12600 Deerfield Pkwy, Alpharetta, GA 30004, USA
Phone (678) 518-3635
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Windward Wealth Management Group - UBS Financial Services Inc.
Location Deerfield Commons, 12600 Deerfield Pkwy, Alpharetta, GA 30004, USA
Phone (678) 518-3630
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UBS Financial Services Inc.
5 out of 5
Location 12600 Deerfield Pkwy #400, Alpharetta, GA 30004, USA
Phone (678) 518-3600
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Financial Advisors in Milton, GA

Where Certified Financial Advisors in Milton, GA Serve

Milton, GA is a charming city located in Fulton County, Georgia. The city boasts of numerous landmarks that make it a popular destination for tourists and locals alike. These landmarks include the historic Hopewell Baptist Church, the beautiful Bell Memorial Park, and the serene Birmingham Park. Milton is also home to several top employers, including the prestigious Milton High School, the thriving Milton Medical Center, and the innovative Exide Technologies. Major highways and streets in the city include GA-400, Deerfield Parkway, and Birmingham Road, which make it easy to navigate around the city. The neighborhoods in Milton are diverse and include the affluent Crabapple, the picturesque Birmingham, and the serene White Columns. With its unique blend of history, culture, and modern amenities, Milton is a city that truly has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Milton, GA can benefit from the services of a financial advisor in a number of ways. One of the most common ways is through retirement planning. With a growing population of retirees in Milton, a financial advisor can help residents create a plan to ensure they have enough money to live comfortably in retirement. Additionally, a financial advisor can assist with investment strategies, tax planning, and estate planning. With the high cost of living in Milton, it's important for residents to have a solid financial plan in place, and a financial advisor can help them achieve their financial goals.

Insurance Broker

Residents of Milton, GA can benefit greatly from the services of an insurance broker. With the town's population growing rapidly, it can be overwhelming to navigate the complex world of insurance on your own. An insurance broker can help residents find the best coverage for their specific needs, whether it be for home, auto, or health insurance. They can also assist in filing claims and ensuring that residents are receiving the proper compensation for damages or injuries. In addition, with Milton being a suburb of Atlanta, an insurance broker can help residents find insurance policies that cover potential risks associated with living in a larger metropolitan area, such as crime and traffic accidents. Overall, an insurance broker can provide peace of mind for Milton residents by ensuring they have the proper coverage and protection in place.

Retirement Planning

Residents of Milton, GA can benefit greatly from the services of a retirement planner. A retirement planner can provide guidance on how to maximize retirement savings, create a realistic budget, and plan for long-term care needs. In particular, residents of Milton, GA may have unique needs related to the high cost of living in the area. A retirement planner can help residents navigate the local real estate market and make informed decisions about downsizing or relocating. Additionally, a retirement planner can help residents plan for healthcare costs, which can be especially high in the Milton area due to the prevalence of specialized medical facilities. By working with a retirement planner, residents of Milton can feel confident that they are making smart financial decisions and are prepared for a comfortable retirement.

Wealth Management

Residents of Milton, GA could benefit from the services of a wealth manager in a variety of ways. One of the most common ways that a wealth manager could help is by providing financial planning and investment advice. With the cost of living in Milton being higher than the national average, it's important for residents to have a solid financial plan in place to ensure they can achieve their long-term financial goals. A wealth manager can provide guidance on everything from retirement planning to estate planning, helping residents to make informed decisions about their finances. Additionally, a wealth manager can help residents to navigate the complex world of investing, providing advice on how to build a diversified portfolio that can help them achieve their financial goals. Ultimately, the services of a wealth manager can help residents of Milton to achieve greater financial security and peace of mind.

Mortgage Loan Officer

Residents of Milton, GA can benefit greatly from the expertise and guidance of a mortgage loan officer. With the high cost of living in this affluent community, many residents may require a mortgage to purchase a home. A loan officer can help residents navigate the complex process of obtaining a mortgage, including assessing their financial situation, determining the best loan options, and assisting with the application process. Additionally, loan officers can provide valuable advice on the local real estate market and help residents find properties that fit their budget and needs. In a community like Milton where property values are high, a mortgage loan officer can make all the difference in helping residents achieve their dream of homeownership.

Tax Services

Residents of Milton, GA can benefit from the services of a tax advisor in several ways. Firstly, a tax advisor can help them navigate the complex tax laws and regulations unique to the state of Georgia. This is especially important for Milton residents who may have businesses or investments that require specialized tax knowledge. Additionally, a tax advisor can assist Milton residents in maximizing their deductions and credits, ultimately reducing their tax liability. For example, Milton residents who own historic homes may be eligible for tax credits that they were previously unaware of. Overall, a tax advisor can provide invaluable assistance to Milton residents in ensuring that they are in compliance with tax laws and regulations while also optimizing their financial situation.

Estate Planning Lawyer

Residents of Milton, GA can benefit greatly from the expertise of an estate planning lawyer. One of the most common ways an estate planning lawyer can help Milton residents is by creating a comprehensive estate plan that includes wills, trusts, and powers of attorney. With the median household income in Milton being over $120,000, many residents have significant assets that they want to protect and pass down to their loved ones. An estate planning lawyer can also assist with minimizing tax liabilities and ensuring that assets are distributed according to the client's wishes. Additionally, with Milton being a rapidly growing city, an estate planning lawyer can help residents navigate the complexities of estate planning laws in Georgia and ensure that their plans are up to date and legally sound.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Milton, GA