Helfer & Company Cpas

When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and partnering to provide continuous guidance and support through every stage of life.

"We hold ourselves to the highest levels of integrity and accountability to ensure that we are doing our absolute best for each and every one of our clients, providing a high level of fiduciary care. We feel blessed and privileged to work with the families who come to us for wealth and retirement planning and are passionate about making their lifelong dreams come true. We value our clients and build a relationship that last a lifetime."

US Asset Management, located in Duluth, GA, specializes in providing straightforward financial planning solutions aimed at helping clients make informed decisions regarding their money. With a focus on integrity, prudent investment guidance, and attentive client service, the firm addresses a wide range of financial needs, including retirement planning, inheritance, and divorce-related financial strategies. Founded by David Cross, a Certified Portfolio Manager with over 25 years of experience in managing investments, US Asset Management is dedicated to serving individuals, businesses, and charities. The company prides itself on its commitment to trust, fair costs, simplicity, and frequent communication with clients to ensure their financial goals are met effectively. Generated from the website