Roswell Asset Advisors

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

Summit Wealth Management, located in Roswell, GA, specializes in providing fee-based financial advisory services and comprehensive wealth management solutions. The firm caters to a diverse clientele, helping individuals navigate the complexities of investment management and private wealth planning. With a commitment to excellence, Summit Wealth Management has garnered a large following of satisfied clients, showcasing their expertise in the financial advisory sector. The firm covers a broad range of topics, ensuring clients are well-informed about their financial options and opportunities for growth. Generated from the website

Fidelity Investments in Alpharetta, GA offers a wide range of financial services and products to help individuals reach their financial goals. From retirement planning to investing and trading, Fidelity provides tools and resources to support customers in managing their wealth. With options for self-directed investing or working with a dedicated advisor, Fidelity caters to a variety of needs and preferences. Their straightforward pricing, insights, and security measures aim to provide customers with a seamless and reliable financial experience. Generated from the website