Parsa Investments II, LLC

Letson Investment Management Inc. is an independent, fee-only investment management firm based in Atlanta, Georgia, specializing in strategic wealth management for individuals, corporations, trusts, estates, and retirement plans. With over 25 years of experience, the firm emphasizes a tailored investment process focusing on quality investments and risk management to ensure sustained growth for their clients' futures. The firm's team of expert financial planners upholds a fiduciary responsibility, prioritizing clients' best interests above their own without selling financial products or receiving referral fees. Co-founded by James Letson in 1987, the firm is dedicated to providing unparalleled personal service and tailored financial solutions, ensuring peace of mind for high net worth clients navigating complex financial needs. Generated from the website

Creative Planning is a wealth management firm based in Atlanta, GA, providing a range of financial services to clients. Their offerings include investment management, strategic tax planning, estate planning, financial planning, retirement planning, insurance, and outsourced accounting. The company caters to a diverse clientele, from personal wealth management to institutional business services, covering areas like audit, business tax, payroll, legal, and technology services. Creative Planning also offers insights on various financial topics through podcasts, market trends analysis, and financial calculators. With a client-centric approach, Creative Planning aims to help individuals and organizations grow their wealth effectively by offering tailored solutions and expert advice. Their team of professionals across different locations ensures personalized attention and comprehensive financial guidance to meet the unique needs of each client. Generated from the website content

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.