Steven R Fehlenberg & Company

Vann Planning is a Marietta, GA-based firm offering a comprehensive range of financial services tailored for both individuals and businesses. Their expertise includes personal financial planning, estate planning, elder care, and various tax services, ensuring clients receive thorough guidance in managing their financial futures. In addition to individual services, Vann Planning provides specialized support for small businesses, including accounting, QuickBooks services, and strategic financial planning. Their team is dedicated to assisting clients with essential processes such as bank financing, succession planning, and nonprofit organization management. Generated from the website

We at Cumberland Financial have been working with individuals and businesses in the area since 1991. Our practice is built on integrity, relationships, and communication. While we offer services in wealth management, taxes & accounting, we have found that rather than compartmentalize your financial picture, it is most advantageous to examine and advise you on how each impacts the other. Our staff has extensive personal and professional experience. We work hard to stay current on tax law changes while following the fluctuations in the market. Much like you, we want to protect and secure our families and businesses.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Marietta, GA area, James DeLaurier will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.