Wealth Management in Cobb County, GA

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List of Firms

Cobb County, GA Wealth Management Firms

CFS Wealth Management
Location 3020 Roswell Rd, Marietta, GA 30062, USA
Phone (678) 819-3930
Directions
Newsome Wealth Management
Location 180 Interstate N Pkwy E SE, Atlanta, GA 30339, USA
Phone (470) 523-8110
Directions
Command Wealth Management
Location 2985 Gordy Pkwy, Marietta, GA 30066, USA
Phone (470) 361-0410
Directions
SEC File# 801-66563
CRD# 135958
Location 531 Roselane St NW #420, Marietta, GA 30060, USA
Phone (770) 344-0172
Directions
Boyer Ramey Wealth Management
Location 123 Church St Suite 125, Marietta, GA 30060, USA
Phone (678) 809-1050
Directions
Capital Management Advisors, Inc.
Location 1800 Parkway Pl #850, Marietta, GA 30067, USA
Phone (770) 422-4606
Directions
Avera Wealth Advisors
Location 2146 Roswell Rd, Marietta, GA 30062, USA
Phone (770) 722-5074
Directions
Align Wealth Advisors
Location 2100 Riveredge Pkwy Ste 1225, Atlanta, GA 30328, USA
Phone (470) 737-2546
Directions
Owenby Jones Wealth Management - Marietta
SEC File# 801-80067
CRD# 171976
Location 1945 1st Dr Suite 1, Marietta, GA 30062, USA
Phone (678) 224-8480
Directions
Cumberland Financial Group Inc
5 out of 5
Location 445 Manget St SE Suite 200, Marietta, GA 30060, USA
Phone (678) 581-3292
Directions
Robson Planning Group
Location 3405 Dallas Hwy #820, Marietta, GA 30064, USA
Phone (678) 391-6987
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
Marietta Wealth
5 out of 5
Location 472 Sessions St NW #24, Marietta, GA 30060, USA
Phone (404) 549-6930
Directions
Crescent Wealth Management
Location 400 Galleria Pkwy Suite 1500, Atlanta, GA 30339, USA
Phone (678) 385-6800
Directions
Tom Berg - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1165 Northchase Pkwy SE Ste 255, Marietta, GA 30067, USA
Phone (678) 397-0601
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 – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Wells Fargo Advisors
5 out of 5
Location 732 Kennesaw Ave NW, Marietta, GA 30060, USA
Phone (770) 425-0104
Directions
Wealth Management Group Of Georgia
5 out of 5
Location 3400 Chapel Hill Rd, Douglasville, GA 30135, USA
Phone (678) 741-5374
Directions
SEC File# 801-29263
CRD# 105524
5 out of 5
Location 2100 Riveredge Pkwy #760, Atlanta, GA 30328, USA
Phone (770) 988-9556
Directions
James Kellogg - Raymond James
Location 550 Kennesaw Ave NW, Marietta, GA 30060, USA
Phone (770) 218-6061
Directions
Omni Wealth Advisors, LLC
Location 123 Church St #340, Marietta, GA 30060, USA
Phone (770) 675-7655
Directions
First Command Financial Advisor - Steve Cyr
Location 1640 Powers Ferry Rd Bldg 24, Suite 100, Marietta, GA 30067, USA
Phone (404) 350-8443
Directions
Sweetwater Financial
Location 732 Kennesaw Ave NW Suite 240, Marietta, GA 30064, USA
Phone (770) 421-9909
Directions
Bayhawk Asset Management LLC
Location 13 W Park Square, Marietta, GA 30060, USA
Phone (404) 537-2940
Directions
SEC File# 801-118667
CRD# 150555
Location 101 Village Pkwy NE, Marietta, GA 30067, USA
Phone (770) 984-2312
Directions
Merrill Lynch Wealth Management Advisor Perry J. LeBlanc, III
Location 300 Galleria Pkwy SE, Atlanta, GA 30339, USA
Phone (770) 858-1239
Directions
SEC File# 801-110407
CRD# 111230
Location 2181 Hidden Glen Dr SE, Marietta, GA 30067, USA
Phone (678) 303-3838
Directions
Wealth Management in Cobb County, GA

Where Wealth Management Advisors in Cobb County, GA Serve

Nestled in the heart of Georgia lies the vibrant and bustling Cobb County, a place that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic SunTrust Park, home of the Atlanta Braves, to the charming Marietta Square, Cobb County has it all. The county is home to several major employers, including The Home Depot, WellStar Health System, and Lockheed Martin, to name a few. Major highways such as I-75 and I-285 intersect through Cobb County, making it easily accessible from all directions. The county is also home to several notable streets, including Windy Hill Road, Cumberland Boulevard, and Powers Ferry Road. The county's neighborhoods are diverse and unique, ranging from the affluent Vinings to the historic Marietta. With its rich history, dynamic economy, and vibrant culture, Cobb County is a true gem of the South.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Cobb County, GA can benefit from a bank in numerous ways. Firstly, banks offer a safe place to store money, allowing residents to keep their hard-earned cash secure and easily accessible. Additionally, banks provide loans and credit options to help residents finance major purchases such as homes or cars. In Cobb County, where the population is over 760,000, banks also offer convenient online and mobile banking services, allowing residents to manage their finances from the comfort of their homes. Furthermore, with the county's growing economy, banks can provide financial advice and investment opportunities to help residents grow their wealth. Overall, a bank can be a valuable resource for residents of Cobb County, GA, offering a range of services to help them manage their finances and achieve their financial goals.

Insurance Broker

Residents of Cobb County, GA can benefit greatly from the services of an insurance broker. With the county being home to several large corporations, including The Home Depot and Coca-Cola, many residents are employed in high-risk industries and require specialized insurance coverage. Additionally, Cobb County is located in the heart of the southeastern United States, making it susceptible to natural disasters such as hurricanes and tornadoes. An insurance broker can help residents navigate the complexities of insurance policies and find coverage that specifically addresses their unique needs. Whether it's finding affordable health insurance, protecting their homes and businesses from natural disasters, or securing liability coverage for their vehicles, an insurance broker can provide invaluable assistance to residents of Cobb County, GA.

Retirement Planning

Residents of Cobb County, GA can benefit greatly from the expertise of a retirement planner. With a population of over 760,000, Cobb County is one of the most populous counties in Georgia. A retirement planner can help residents navigate the complexities of retirement planning, including investment strategies, tax implications, and estate planning. Additionally, Cobb County is home to a diverse population with varying income levels and retirement goals. A skilled retirement planner can help residents of all income levels create a personalized retirement plan that meets their unique needs and goals. Whether it's planning for a comfortable retirement or leaving a legacy for future generations, a retirement planner can provide invaluable guidance and support to residents of Cobb County, GA.

Financial Advisor

Residents of Cobb County, GA could benefit from the services of a financial advisor in a number of ways. For starters, Cobb County has a high median household income, which means that many residents may have complex financial situations that require expert guidance. A financial advisor could help these individuals with everything from investment planning and retirement savings to tax strategies and estate planning. Additionally, Cobb County is home to a number of large corporations and small businesses, which means that many residents may be self-employed or have unique financial needs related to their business ventures. A financial advisor could help these individuals with business planning, cash flow management, and risk management. Finally, Cobb County is a rapidly growing area with a diverse population, which means that there may be many residents who are new to the area or who have recently experienced a major life change. A financial advisor could help these individuals navigate the local financial landscape, understand their options, and make informed decisions about their financial future.

Mortgage Loan Officer

Residents of Cobb County, GA can benefit from the services of a mortgage loan officer in several ways. Firstly, by helping them to secure a mortgage loan, they can purchase their dream home in the county's thriving real estate market. With its excellent schools, vibrant communities, and easy access to Atlanta, Cobb County is a highly desirable place to live. However, the high cost of living and the competitive housing market can make it challenging for residents to find a home that meets their needs and budget. A mortgage loan officer can help them navigate the complex process of securing a loan and provide guidance on the best options available to them. Additionally, they can assist residents in refinancing their existing mortgages to take advantage of the county's low-interest rates and save money on their monthly payments. Overall, a mortgage loan officer can provide invaluable support to residents of Cobb County, GA, as they strive to achieve their homeownership goals.

Tax Services

Residents of Cobb County, GA can benefit greatly from the expertise of a tax advisor. With a population of over 760,000 people, Cobb County is one of the largest counties in Georgia and home to many businesses and individuals who require guidance on tax matters. A tax advisor can provide assistance with tax planning, preparation, and filing, ensuring that residents comply with all applicable tax laws and regulations. They can also provide advice on deductions and credits that may be available to residents, helping them to maximize their tax savings. Additionally, a tax advisor can help residents navigate complex tax issues such as estate planning, international tax, and business tax, providing them with the knowledge and resources needed to make informed decisions. With the help of a tax advisor, residents of Cobb County can feel confident that their tax affairs are in order and that they are making the most of their financial resources.

Estate Planning Lawyer

Residents of Cobb County, GA can greatly benefit from the services of an estate planning lawyer. The lawyer can help residents create a comprehensive estate plan that will protect their assets and ensure that their wishes are carried out after they pass away. This is especially important in Cobb County, which has a rapidly growing population and a strong economy. The lawyer can assist with drafting wills, trusts, and other legal documents that will ensure that assets are distributed according to the client's wishes. Additionally, the lawyer can help clients navigate complex tax laws and create strategies to minimize tax liability. With the help of an estate planning lawyer, residents of Cobb County can have peace of mind knowing that their assets are protected and their loved ones are provided for.

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