Proactive Wealth Strategies

Baer Wealth Management, based in Marietta, is an independent Registered Investment Advisory (RIA) firm dedicated to providing comprehensive financial, business, and estate planning services. Serving individuals, professionals, and institutions, they act as fiduciaries to safeguard clients' assets and lifestyles while assisting in achieving both current and future financial goals. With a focus on protecting and enhancing clients' financial well-being, Baer Wealth Management offers tailored guidance and planning to help individuals and organizations navigate their financial journeys with confidence. Their mission is to empower clients to make informed decisions and secure a stable financial future. Generated from their website's infomation

Located in Marietta, GA, Michael E Terry - Raymond James is a distinguished financial services establishment. Specializing in wealth management, investment banking, asset management, and capital market solutions, this company caters to a diverse clientele comprising individuals, businesses, and municipalities. By offering comprehensive financial planning, portfolio advisory strategies, and tailored assistance aligned with client-specific objectives, they stand out for their commitment to delivering detailed analysis and personalized care. With a focus on prudent risk management and a dedication to fostering financial growth, protection, and seamless resource transfer, Michael E Terry - Raymond James combines global expertise with a local community-centered ethos. Their approach is rooted in providing attentive, meaningful, and objective-based solutions, ensuring that each client receives the necessary guidance to navigate the complexities of their financial landscape with confidence and clarity. Generated using this brand's available information

COVID-19 Update: Whether you come in to your local Marietta H&R Block office to work with your tax pro or drop off your documents and go, your well-being is our top priority. By deep cleaning offices, disinfecting high-touch areas after each appointment, and social distancing, we’re doing our par...