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Advisors near 30046

Out of 400,000+ nationwide

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James S

Series 65

Duluth, GA

Stanhouse Financial Planning and Management, LLC

General retirement planning Income planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Robert F

CFP®, Series 63, Series 65

Lilburn, GA

Fordham Financial Services, Inc.

General retirement planning General tax planning Wealth management Retired Founder/Business Owner Approaching retirement
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Akhilesh M

Series 65

Johns Creek, GA

Kuber Capital Management, LLC

Options & derivatives strategies
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Hieu N

Series 63, Series 65

Buford, GA

LegacITree Wealth Management, LLC

Active portfolio management Concentrated stock management
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James D

ChFC®, Series 63, Series 66

Duluth, GA

Legacy Partner Group

Active portfolio management
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Manishkumar J

Series 63, Series 66

Johns Creek, GA

BluePrism Wealth Management LLC

General retirement planning Cash flow / budgeting
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David J

Series 65

Duluth, GA

Trestle Wealth Advisory, LLC

Annuities
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Latoya M

CFP®, Series 63

Norcross, GA

Infinity Financial Wealth Management LLC

Income planning General tax planning Retirement income strategy Active portfolio management Options & derivatives strategies
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Mark D

CFP®, Series 63, Series 65

Brunswick, GA

Marathon Financial Strategies

Wealth management Passive / index investing Active portfolio management
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Edward F

CFA®

Johns Creek, GA

Fleming Wealth Management, LLC

Wealth management Active portfolio management Tax-loss harvesting
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