Wealthwise Partners

Conveniently located near downtown Woodstock, GA.

Fidelity Financial Group Inc is a commercial finance business located in Roswell, GA. They cater to both business and individual clients, offering services such as financial planning, life insurance, mortgage planning, and business consultation. Their expertise lies in providing comprehensive financial solutions to meet the diverse needs of their clients, making them a trusted partner in navigating the complexities of personal and business finance in the Roswell area. Generated from their available business information

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