Barnes Merritt & Barne

The Oak Insurance Group, based in Atlanta, GA, is dedicated to providing clarity and convenience in the insurance process for families and business owners throughout Georgia. Known for their seamless service and technology-driven approach, the agency simplifies the task of finding the best insurance policies by comparing options from numerous top providers. With a focus on personalized customer service, The Oak Insurance Group offers a range of products, including personal, commercial, and high net worth insurance. Their commitment to understanding unique customer needs allows them to deliver tailored coverage solutions while supporting the local economy as an independent agent. Generated from the website

Our mission is to assist in the efficient accumulation of wealth for retirement so that we can further help create and identify steady streams of income that support the lifestyles of those we serve through a process of education, discovery and goal setting.

CPA Allies is an independent registered investment advisory firm based in Atlanta, GA, exclusively serving CPAs and accounting firms. With a deep understanding of the needs of this talented group of professionals and their clients, CPA Allies provides investment management and wealth planning advice, working on a comprehensive approach that supports and educates clients on any decision related to their finances. As a firm rooted in the accounting community, CPA Allies aims to help clients create a personal financial strategy that adapts to their changing lives. With a focus on providing unbiased opinions and upholding their fiduciary duty, CPA Allies strives to help clients make better decisions that lead to more freedom and better options, allowing them to achieve their financial goals and create lasting memories.Generated from the website