Montag Wealth Management

Active Wealth Management Inc, based in Atlanta, GA, is an independent investment firm catering to individuals and businesses in the local area. They offer a variety of investment strategies such as small cap growth investments, mutual funds, and extended small cap growth. With assets spanning across industries such as the public sector, corporate, and health care, Active Wealth Management Inc provides comprehensive financial services to help clients achieve their investment goals. Generated from their available business information

KAM South is an independent, fee-only financial planning and fiduciary investment management company based in Atlanta, GA. They offer expert advice for investment management, retirement planning, financial planning, and tax strategies, with a focus on low-cost, long-term, value investing. Founded by Dr. Christian Koch, a highly experienced and certified financial planner, KAM South is committed to helping clients achieve their financial goals through their unique process and custom plans. With a belief in the combination of concentrated value investing and financial planning for higher-level retirement outcomes, KAM South provides personalized solutions to secure clients' financial futures. They have been recognized as a Five Star Professional Wealth Manager for five consecutive years, showcasing their expertise and dedication to their clients' success.Generated from the website

At Senior Financial Planning, LLC, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around investments that can help create a hedge against outliving their income, the impact of inflation, taxation, or rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill. We offer a wide range of financial planning services, including retirement planning, tax planning, college planning, estate planning, and insurance planning. We can help you create a comprehensive financial plan that meets your individual needs and goals.