Donnie B Sweat CPA
Donnie B Sweat CPA is a financial planning firm based in Wrightsville, GA. Founded in 1983 by a CPA, the firm offers tax-intelligent investment planning, wealth management, and retirement planning services. With a holistic approach that considers every facet of a client's financial plan through a tax-focused lens, Donnie B Sweat CPA aims to help individuals and businesses achieve their financial goals. As a part of the Avantax network, the firm is ranked as one of the Top 10 independent broker-dealer firms, managing over $80.6 billion in assets across all 50 states.
With a team of Avantax Financial Professionals, Donnie B Sweat CPA provides comprehensive financial advice and assistance in managing tax burdens, investment strategies, business assets, and retirement goals. The firm ensures that investments are appropriately allocated, future expenses are considered, and tax implications are taken into account. By offering a supportive community and a dedicated customer support team, Donnie B Sweat CPA strives to provide personalized financial solutions to its clients.
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