Zercher & Associates

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

WealthCreation Atlanta specializes in financial planning for business owners and professionals, particularly dentists. Their team of professionals focuses on optimizing wealth accumulation, improving cash flow, and ensuring efficient estate planning to help clients achieve their financial goals. The firm offers a comprehensive service called The WCA Process, designed to maximize financial efficiencies both for individuals and businesses. WealthCreation Atlanta prides itself on creating financial harmony for its clients, allowing them more free time to focus on what matters most to them. Generated from the website

MG Consulting is a multi-location consulting firm with offices in Roswell, Georgia, Essex Junction, Vermont, and Sarasota, Florida. With a team led by Mike Grobman, they offer a range of services and resources to help businesses thrive and succeed.Generated from the website