Atlanta Financial Associates
Office phone +1 770-261-****
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Homepage http://www.atlantafinancial.com
LinkedIn Profile https://linkedin.com/company/atl***financ***
HQ Location
United States , Georgia, Sandy Springs5901-B Peachtree Dunwoody Rd Suite 275, Atlanta, GA 30328
Since we were founded in 1992, people have been turning to the advisors at Atlanta Financial to help them build a wealth management plan that reflects their vision and can stand the test of time.
Led by principals Julie Andrews, Rick Henderson, and Cathy Miller, it is our mission to make a positive impact in our clients’ lives, helping them achieve all that is important to them. Each of our principals has decades of experience working with clients, like you, who are highly successful and have complex needs.
We take the time to understand your full life picture—your values and perspectives, as well as where you are now and where you want to go. We know that the decisions you make now will have a great impact on your future, and that collaboration is the key to success. Therefore we have assembled a team of professionals with deep and diverse experience led by an experienced wealth manager to guide each of our client’s relationships.
Five core values are at the center of our relationship with
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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