Montag Wealth Management

Legacy Financial Advisors is a reputable financial planning and wealth management firm located in Roswell, GA. With a team of experienced and certified professionals, they offer comprehensive and personalized services to pre-retirees and retirees, helping them achieve their retirement goals. As an independent advisor, they provide unbiased and objective advice tailored to each client's specific needs and situation, using prudent investment strategies to manage their portfolios and ensure long-term financial success. With over 13 years of experience in the industry, Legacy Financial Advisors takes a comprehensive approach to financial planning, addressing key retirement questions such as savings targets, investment strategies, Social Security benefits, tax optimization, asset protection, and legacy planning. Their commitment to the highest standards of ethics and excellence is demonstrated through their certifications as Certified Financial Planners (CFP), Accredited Investment Fiduciaries (AIF), and Retirement Income Certified Professionals (RICP). Clients can trust Legacy Financial Advisors to guide them through the complex financial landscape and help them enjoy a fulfilling retirement.Generated from the website

Dempsey Lord Smith LLC is a professional services firm based in Rome, GA, specializing in a range of legal and financial advisory services. With a team of experienced professionals, the firm offers personalized solutions to meet the unique needs of each client, ensuring quality and reliable assistance in navigating complex legal and financial matters. Generated from their business information