Wealth Management in Fayette County, GA

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List of Firms

Fayette County, GA Wealth Management Firms

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Merrill Lynch Wealth Management Advisor Jeffrey Truitt
Location 900 Westpark Dr Suite 200, Peachtree City, GA 30269, USA
Phone (770) 632-1013
Directions
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Money Concepts
SEC File# 801-39736
CRD# 12963
5 out of 5
Location 101 Devant St STE 603, Fayetteville, GA 30214, USA
Phone (678) 817-0210
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DVMarshall & Associates
5 out of 5
Location 205 N Jeff Davis Dr, Fayetteville, GA 30214, USA
Phone (770) 703-1049
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The Twelve Firm, LLC
5 out of 5
Location 500 W Lanier Ave Suite 907B, Fayetteville, GA 30214, USA
Phone (678) 458-9455
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Bovell Financial
5 out of 5
Location 1240 Hwy.54 West, Suite 503, Fayetteville, GA 30214, USA
Phone (212) 332-1660
Directions
SEC File# 801-111823
CRD# 289886
Location 400 Northridge Rd Suite 425, Atlanta, GA 30350, USA
Phone (470) 575-0221
Directions
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Marmos Property International Inc
4 out of 5
Location 1240 GA-54, Fayetteville, GA 30214, USA
Phone (678) 324-1356
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Advocacy Wealth Management Services, LLC
1 out of 5
Location 3350 Riverwood Pkwy, Atlanta, GA 30339, USA
Phone (678) 606-9814
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Dunlap & Associates Wealth Management
Location 1401 Georgian Park #210, Peachtree City, GA 30269, USA
Phone (770) 632-2674
Directions
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Smith Conley & Associates
5 out of 5
Location 135 Brandywine Blvd # A, Fayetteville, GA 30214, USA
Phone (770) 461-1115
Directions
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Dyche Wealth Management, Inc
Location 335 N Jeff Davis Dr, Fayetteville, GA 30214, USA
Phone (770) 461-8191
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Fayette Financial Planning, LLC
Location 1832 GA-54, Fayetteville, GA 30214, USA
Phone (678) 364-9330
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Stewardship Financial Advisors, LLC - Peachtree City
Location 2011 Commerce Dr, Peachtree City, GA 30269, USA
Phone (770) 507-0025
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Linea Private Wealth Management
Location 300 Galleria Pkwy SE Suite 630, Atlanta, GA 30339, USA
Phone (770) 731-8500
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The Smoot Group
Location 101 Devant St 606 A, Fayetteville, GA 30214, USA
Phone (678) 489-5917
Directions
Wealth Management in Fayette County, GA

Where Wealth Management Advisors in Fayette County, GA Serve

Fayette County, GA is a charming and vibrant community located just south of Atlanta. This picturesque county boasts a variety of landmarks, including the historic courthouse in downtown Fayetteville, the Fayette County Library, and the beautiful Starr's Mill. The county is also home to a number of top employers, such as Piedmont Fayette Hospital, Fayette County Public Schools, and Pinewood Atlanta Studios. Major highways and streets in the area include I-85, GA-74, and GA-54, providing easy access to Atlanta and other nearby cities. Fayette County is also home to a number of unique and diverse neighborhoods, each with its own distinct character and charm. Whether you're looking for a quiet and peaceful community or a bustling and vibrant neighborhood, Fayette County has something to offer everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

The residents of Fayette County, GA could benefit from a bank in numerous ways. For instance, the bank could provide financial assistance to small businesses, which is essential for the growth of the county's economy. Additionally, the bank could offer mortgage loans to residents looking to purchase homes in Fayette County, which has a diverse range of neighborhoods with varying home prices. The bank could also provide educational resources to residents on how to improve their credit scores, which is important for obtaining loans and credit cards. Furthermore, the bank could offer investment opportunities to residents who are interested in growing their wealth. Overall, a bank in Fayette County would provide much-needed financial services and resources to the community, ultimately helping to improve the overall quality of life for its residents.

Insurance Broker

Residents of Fayette County, GA can benefit from an insurance broker in numerous ways. The broker can assist in finding the most suitable insurance policies for individuals or businesses, taking into account the specific risks and needs of Fayette County. With its growing population and thriving economy, Fayette County has unique insurance needs that require a broker's expertise. For instance, the broker can help businesses in the county navigate the complex workers' compensation laws and requirements, ensuring compliance and protecting them from financial liability. Additionally, the broker can provide guidance on the best insurance options for homeowners in the county, taking into account the risks of natural disasters such as tornadoes and floods. By working with an insurance broker, residents of Fayette County can secure the best insurance coverage and peace of mind.

Retirement Planning

Residents of Fayette County, GA can benefit from the expertise of a retirement planner in various ways. One of the most common ways is by helping them create a comprehensive retirement plan that is tailored to their specific needs and goals. This can include strategies for maximizing Social Security benefits, managing retirement savings, and minimizing taxes. Additionally, retirement planners can provide guidance on healthcare and long-term care options, which is especially important in Fayette County where the population is aging rapidly. With its proximity to Atlanta and access to world-class healthcare facilities, Fayette County residents have a unique advantage when it comes to planning for retirement. A retirement planner can help them take advantage of these resources and ensure they have a secure and comfortable retirement.

Financial Advisor

Residents of Fayette County, GA could benefit from the expertise of a financial advisor in a multitude of ways. With a population of over 114,000 people, Fayette County is a rapidly growing area that is home to a diverse group of individuals with varying financial needs. A financial advisor could help these residents in a number of ways, such as creating a personalized investment plan to help them meet their long-term financial goals, providing guidance on how to manage debt and improve credit scores, and offering advice on how to save for retirement. Additionally, a financial advisor could help residents navigate the unique financial challenges that come with living in a county that is home to both rural and suburban areas. For example, residents living in rural areas may have different financial needs than those living in more urban areas, and a financial advisor could help them develop a plan that takes into account these differences.

Mortgage Loan Officer

Residents of Fayette County, GA would benefit from the services of a mortgage loan officer in a multitude of ways. With a population of over 110,000 people and a median home value of $260,000, many residents may require assistance in securing a mortgage loan. A knowledgeable loan officer can assist residents in navigating the complex process of obtaining a mortgage, including determining eligibility, selecting the best loan options, and securing favorable interest rates. Additionally, Fayette County's thriving economy and strong job market make it an attractive location for new homebuyers, and a mortgage loan officer can help residents take advantage of these opportunities by providing expert guidance and support throughout the homebuying process.

Tax Services

Residents of Fayette County, GA can benefit from the expertise of a tax advisor in various ways. For instance, a tax advisor can help them navigate the complex tax laws and regulations of Fayette County, GA, which can be overwhelming for most people. They can also provide advice on tax planning strategies that can help residents minimize their tax liabilities and maximize their tax savings. Additionally, a tax advisor can assist residents in preparing and filing their tax returns accurately and on time, thus avoiding penalties and interest charges. With their knowledge and experience, a tax advisor can help residents of Fayette County, GA make informed decisions about their finances and ensure that they are in compliance with all applicable tax laws and regulations.

Estate Planning Lawyer

Residents of Fayette County, GA can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can assist in creating a comprehensive estate plan that ensures the smooth transfer of assets to beneficiaries upon death. This is especially important in Fayette County, GA, where the population is rapidly growing, and property values are increasing. Secondly, an estate planning lawyer can help residents minimize estate taxes, which can be a significant financial burden. Thirdly, an estate planning lawyer can help residents establish trusts to protect their assets and ensure that they are distributed according to their wishes. Lastly, an estate planning lawyer can provide guidance on the legal and financial implications of long-term care, which is particularly important in Fayette County, GA, where the population is aging. In summary, an estate planning lawyer can provide invaluable assistance to residents of Fayette County, GA, in protecting their assets and ensuring their wishes are carried out.

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