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Moonan Wealth Management is a highly experienced and reputable wealth management firm based in Roswell, GA. Led by Thomas P. Moonan Jr, a Certified Financial Planner with over three decades of industry experience, the firm specializes in providing personalized attention and tailored investment strategies to high-net-worth individuals and families. With a strong focus on understanding clients' priorities and goals, Moonan Wealth Management is dedicated to helping clients pursue their desired outcomes while building, managing, and preserving their wealth for current and future generations. Offering a comprehensive range of services, including education planning, financial planning, investment solutions, portfolio management, retirement planning, and risk management, Moonan Wealth Management is committed to delivering disciplined and customized strategies to meet the unique needs of each client. With a team of knowledgeable professionals and a client-centric approach, the firm strives to provide exceptional service and guidance to help clients navigate the complexities of wealth management and achieve their financial objectives.Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy