Best Financial Advisors in Marietta, GA

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List of Firms

Marietta, GA Fiduciary Financial Advisors

SEC File# 801-57434
CRD# 11025
5 out of 5
Location 732 Kennesaw Ave NW, Marietta, GA 30060, USA
Phone (770) 425-0104
Directions
SEC File# 801-120669
CRD# 125282
5 out of 5
Location 125 Church St #220, Marietta, GA 30060, USA
Phone (678) 905-4450
Directions
SEC File# 801-96287
CRD# 125573
5 out of 5
Location 61 Atlanta St SE, Marietta, GA 30060, USA
Phone (770) 427-5227
Directions
SEC File# 801-121605
CRD# 314668
Location 1337 Canton Rd STE A, Marietta, GA 30066, USA
Phone (770) 319-1700
Directions
SEC File# 801-66563
CRD# 135958
Location 531 Roselane St NW #420, Marietta, GA 30060, USA
Phone (770) 344-0172
Directions
Edward Jones - Financial Advisor: Christopher Wiley
SEC File# 801-3297
CRD# 250
Location 1395 South Marietta Pkwy SE Bldg 300 Suite 218, Marietta, GA 30067, USA
Phone (678) 402-5460
Directions
Douglas B Roberts - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 2300 Windy Ridge Pkwy SE Ste R-65, Atlanta, GA 30339, USA
Phone (770) 575-9385
Directions
Allen Financial Services
Location 732 Kennesaw Ave NW # 230, Marietta, GA 30060, USA
Phone (770) 420-3333
Directions
First Command Financial Advisor - Addison Olheiser
Location 1640 Powers Ferry Rd Bldg 24, Suite 100, Marietta, GA 30067, USA
Phone (404) 350-8443
Directions
Kellogg Investment Group
Location 550 Kennesaw Ave NW, Marietta, GA 30060, USA
Phone (770) 218-6061
Directions
Navigational Wealth Planning
Location 1827 Powers Ferry Rd, Atlanta, GA 30339, USA
Phone (770) 226-0558
Directions
Edward Jones - Financial Advisor: Michael S Hebdon, CFP®|AAMS™
Location 550 Kennesaw Ave NW Suite 600, Marietta, GA 30060, USA
Phone (770) 427-3048
Directions
Capital Management Advisors, Inc.
SEC File# 801-81193
CRD# 147014
Location 1800 Parkway Pl #850, Marietta, GA 30067, USA
Phone (770) 422-4606
Directions
Mellon Financial Corporation
Location 351 Atlanta St SE, Marietta, GA 30060, USA
Phone (770) 422-9740
Directions
The Oak Tree Group
Location 1337 Canton Rd, Marietta, GA 30066, USA
Phone (770) 319-1700
Directions
Financial Advisors in Marietta, GA

Where Certified Financial Advisors in Marietta, GA Serve

Marietta, GA is a historic city located in Cobb County, Georgia. It is home to several notable landmarks, including the Marietta Square, the Gone with the Wind Museum, and the Marietta National Cemetery. The city is also known for its top employers, such as Lockheed Martin, WellStar Health System, and Cobb County School District. Major highways and streets in Marietta include I-75, I-285, and Cobb Parkway. The city is divided into several neighborhoods, including East Cobb, West Cobb, and downtown Marietta, each with its unique charm and character. Marietta is a vibrant and growing city with a rich history and a bright future.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Marietta, GA can benefit greatly from the guidance of a financial advisor. One of the most common ways that a financial advisor can help Marietta residents is by creating a personalized financial plan that takes into account the unique economic landscape of the area. With its thriving business community and proximity to Atlanta, Marietta offers a range of opportunities for investment and wealth building. A financial advisor can help residents navigate these opportunities and make informed decisions about their finances. Additionally, a financial advisor can help residents plan for the future, whether that means saving for retirement, funding a child's education, or preparing for unexpected expenses. With the help of a skilled financial advisor, Marietta residents can achieve their financial goals and enjoy greater peace of mind.

Insurance Broker

Residents of Marietta, GA can greatly benefit from the services of an insurance broker. An insurance broker can help residents navigate the complicated world of insurance policies and find the best coverage for their unique needs. Marietta, GA is home to many families and small businesses, and an insurance broker can help these individuals find affordable and comprehensive insurance plans that protect their assets and provide peace of mind. With the unpredictable weather patterns in Marietta, GA, homeowners and business owners alike can benefit from an insurance broker's expertise in finding policies that cover damage from natural disasters such as floods and tornadoes. Additionally, an insurance broker can help residents understand the nuances of health insurance policies and find plans that provide adequate coverage for their medical needs. Overall, an insurance broker can be an invaluable resource for residents of Marietta, GA looking to protect their assets and plan for the future.

Retirement Planning

Residents of Marietta, GA could greatly benefit from the assistance of a retirement planner. One of the most common ways a retirement planner could help is by providing guidance on how to maximize social security benefits. Marietta has a large population of retirees, and many may not be aware of the various options available to them when it comes to social security. A retirement planner could help residents understand the implications of claiming benefits at different ages and how to coordinate their benefits with their retirement savings. Additionally, a retirement planner could help residents navigate the complex world of Medicare and healthcare expenses in retirement. With the rising cost of healthcare, having a solid plan in place is crucial for Marietta residents looking to enjoy a comfortable retirement.

Wealth Management

Residents of Marietta, GA could benefit greatly from the services of a wealth manager. One specific way a wealth manager could help is by providing guidance on investing in the local real estate market. Marietta is a growing city with a strong economy, and the real estate market is no exception. A wealth manager could help residents navigate the market and make informed decisions on buying or selling property. Additionally, a wealth manager could assist with retirement planning, tax planning, and estate planning to ensure that residents are prepared for their financial future. With the help of a wealth manager, residents of Marietta can feel confident in their financial decisions and achieve their long-term goals.

Mortgage Loan Officer

Residents of Marietta, GA can benefit greatly from the services of a mortgage loan officer. One of the most common ways a loan officer can help is by assisting residents in securing a mortgage for their dream home. Marietta is a bustling city with a diverse population, and finding the perfect home can be a daunting task. A loan officer can help residents navigate the complex world of mortgage lending and find the best loan options for their unique financial situation. Additionally, Marietta is home to many small businesses, and a loan officer can help these entrepreneurs secure the financing they need to start or expand their businesses. Overall, a mortgage loan officer can be a valuable resource for residents of Marietta looking to achieve their financial goals.

Tax Services

Residents of Marietta, GA can benefit from the services of a tax advisor in a number of ways. For one, a tax advisor can help them navigate the complex tax laws and regulations that govern the city. This is especially important given that Marietta is home to a number of small businesses and entrepreneurs who may be less familiar with the tax code. Additionally, a tax advisor can help residents identify deductions and credits that they may be eligible for, potentially saving them money on their tax bill. Finally, a tax advisor can help Marietta residents plan for the future by offering advice on retirement planning, estate planning, and other financial matters. All in all, a tax advisor can be an invaluable resource for anyone looking to manage their finances more effectively in Marietta, GA.

Estate Planning Lawyer

Residents of Marietta, GA can benefit from the expertise of an estate planning lawyer in several ways. One of the most common ways is by creating a comprehensive estate plan that outlines how their assets will be distributed after their death. This is especially important in Marietta, where the cost of living is relatively high and many residents have significant assets, such as real estate or investments. An estate planning lawyer can also help residents minimize taxes and avoid probate court, which can be time-consuming and expensive. Additionally, for those with children, an estate planning lawyer can help ensure that their children are taken care of in the event of their untimely death. Overall, an estate planning lawyer can provide peace of mind and ensure that residents of Marietta, GA have a plan in place for the future.

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