Sullivan & Schlieman Wealth

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

American Financial Advisors, located in Marietta, GA, specializes in offering a range of financial services including wealth management, retirement planning, IRAs, and other related products. In addition, the company provides consultation services for estate planning professionals, tax professionals, insurance professionals, and financial professionals, catering to a diverse array of financial needs. Generated from their available business information

Oxford Financial Group, based in Atlanta, GA, is a top-ranked Registered Investment Advisor (RIA) that specializes in providing comprehensive investment advisory services and family office solutions. The firm is committed to delivering bespoke generational solutions and fiduciary support through a team of experienced professionals, including managing directors with diverse financial expertise. With a focus on institutional consulting and retirement plan expertise, Oxford Financial Group offers tailored investment strategies and policy development to meet the unique needs of its clients. The firm operates multiple locations across the United States, ensuring a broad reach and personalized service for individuals and institutions alike. Generated from the website