Business Directory

Financial
 
Accident Fund Insurance Company of America
Mr. Ron Spiker
200 N. Grand Ave.
Lansing, MI 48933
Phone: (866) 206-5851
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Member Since: 2018

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Alliant Insurance Services, Inc.
John Garner
1125 Sanctuary Pkwy
Ste. 300
Alpharetta, GA 30009
Phone: (470) 878-7044
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New Member

Member Since: 2024

See Also Insurance - Business & Commercial, Insurance, Risk Management, Employee Benefit Plans, Financial - Planning & Investments, Insurance - Vehicle, Insurance - Homeowners/Renters, Insurance - Health, Insurance - Life
Bank of America
Mr. Shawn Strohpaul
3455 Peachtree Road NE, 21st Floor
Atlanta, GA 30326
Phone: (404) 607-3879
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Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 66 million consumer and small business clients with approximately 4,300 retail financial centers, including approximately 2,200 lending centers, 2,400 financial centers with a Consumer Investment Financial Solutions Advisor and 1,700 business centers; approximately 16,600 ATMs; and award-winning digital banking with more than 37 million active users, including approximately 28 million mobile users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 3 million small business owners through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and approximately 35 countries. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange.
Member Since: 2019

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BankSouth
Monique Gabriel
3290 Northside Pkwy NW
Suite 100
Atlanta, GA 30327-2215
Phone: (678) 551-7125
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Member Since: 2021
Bey-Douglas Investment Counsel
Mr. George Beylouni
1640 Powers Ferry Road
Building 22, Suite 200
Marietta, GA 30067
Phone: (770) 858-0001
Fax: (770) 858-0005
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Member Since: 2008
Capital City Bank
Ron King
237 Roswell Street
Suite 150
Marietta, GA 30060
Phone: (706) 331-0571
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Member Since: 2021

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Checks & Balances, Inc.
Ms. Fran Rogers
3330 Cumberland Blvd, Ste 610
Atlanta, GA 30339
Phone: (404) 233-0560
Fax: (404) 233-0580
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Member Since: 2018

Eagle Business Credit, LLC
Mr. Ian Varley
615 Molly Lane, Suite 130
Woodstock, GA 30189
Phone: (678) 905-1596
Fax: (678) 9995154
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Member Since: 2015
Edge Healthcare Partners
Bryan Pope
3350 Riverwood Parkway
Suite 2150
Atlanta, GA 30339
Phone: (404) 814-1809
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Member Since: 2023
Family Capital Management, LLC
Lauren Johnson
2281 Akers Mill Rd SE
Bldg 4100
Atlanta, GA 30339
Phone: (678) 202-1257
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Member Since: 2020

Fifth Third Bank
Mr. Mike Knowles
745 Chastain RD
Bldg 4000
Kennesaw, GA 30144
Phone: (404) 279-4524
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Fifth Third Bank has been serving customers for more than 150 years, and we're growing in Cobb County and Metro Atlanta. Our combination of financial strength and local decision-making allows us to provide the products and services you need and deliver them with the superior customer service you deserve. We have 5 locations in Cobb County, most of which are open 7 days a week inside select Kroger stores, and 20 locations around metro Atlanta. With 1,300 Financial Centers and 2,329 ATMs throughout the Midwest and Southeast, we operate five main businesses: Commercial and Branch Banking, Consumer Lending, Investment Advisors and Fifth Third Processing Solutions.
Member Since: 2006

See Also Banks, Financial - Lending
Fifth Third Bank - Big Chicken
Mr. Robert Shell
1017 Roswell St NE
Marietta, GA 30062
Phone: (770) 308-0029
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Member Since: 2018

See Also Banks, Financial - Lending
Fifth Third Bank - Cascade
Ms. Zina Smith
590 Cascade Ave SW
Atlanta, GA 30310
Phone: (404) 682-3479
Fax: (404) 816-7350
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Member Since: 2018

See Also Banks, Financial - Lending
Fifth Third Bank - Kennesaw
Ms. Vickey McNeany
3895 Cherokee Street NW
Kennesaw, GA 30144
Phone: (678) 285-1120
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Member Since: 2006

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Fifth Third Bank - Madison Place
Mr. David Lewis
745 Chastain Road
Building 4000
Kennesaw, GA 30144
Phone: (770) 308-6373
Fax: (770) 792-9329
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Member Since: 2011

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Fifth Third Bank - Mansell Village
Ms. Sy Moore
570 East Crossville Road
Roswell, GA 30075
Phone: (678) 638-4571
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Fifth Third Bank has been serving customers for more than 150 years, and we're growing in Cobb County and Metro Atlanta. Our combination of financial strength and local decision-making allows us to provide the products and services you need and deliver them with the superior customer service you deserve. We have 5 locations in Cobb County, most of which are open 7 days a week inside select Kroger stores, and 20 locations around metro Atlanta. With 1,300 Financial Centers and 2,329 ATMs throughout the Midwest and Southeast, we operate five main businesses: Commercial and Branch Banking, Consumer Lending, Investment Advisors and Fifth Third Processing Solutions.
Member Since: 2014

See Also Banks, Financial - Lending
Fifth Third Bank - Merchant's Walk
Mr. Terrell Mathis
4209 Roswell Road
Marietta, GA 30062
Phone: (770) 973-0229
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Member Since: 2006

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Fifth Third Bank - Newchastain Corners
Mr. Chris Bays
3595 Canton Road
Marietta, GA 30066
Phone: (678) 738-7530
Fax: (678) 445-2187
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Member Since: 2006

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Fifth Third Bank - Powers Ferry Road
Ms. Myrlande Roumain
1920 Powers Ferry Road
Marietta, GA 30067
Phone: (678) 224-9470
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Member Since: 2014

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Fifth Third Bank - Roswell

2100 Roswell Road
Suite 2140
Marietta, GA 30062
Phone: (678) 741-3280
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Member Since: 2006

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Fifth Third Bank - Sandy Plains
Mr. Blake Waits
4701 Sandy Plains Road
Roswell, GA 30075
Phone: (678) 352-4496
Fax: (770) 643-4943
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Member Since: 2012

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Fifth Third Bank - Smyrna Cobb Parkway
Ms. Lakesha Johnson
2197 Cobb Pkwy SE
Smyrna, GA 30080
Phone: (678) 224-9113
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Member Since: 2014

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Fifth Third Bank - Southeast Cobb
Mr. Kyle Walters
4520 South Cobb Drive
Smyrna, GA 30080
Phone: 7702812037
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Member Since: 2014

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Fifth Third Bank - The Crossings Smyrna
Mr. Edren Rhodes
3315 South Cobb Dr SE
Suite 1
Smyrna, GA 30080
Phone: (770) 250-7490
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Member Since: 2014

See Also Banks, Financial - Lending
Fifth Third Bank - Varner Crossings
Ms. Tiffany Winfree
4150 Macland Road
Powder Springs, GA 30127
Phone: (678) 453-5030
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Member Since: 2006

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Focused Financial Group
Parker Smith
3625 Cumberland Blvd.
Suite 1000
Atlanta, GA 30339
Phone: (770) 250-7588
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Member Since: 2023
Iron Oaks Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC
Rick Saunders
3475 Lenox Rd. NE STE. 600
Atlanta, GA 30326
Phone: (404) 995-8670
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We instill comfort for lifetimes and generations.

At Iron Oaks Wealth Advisors, we build relationships before we ever build portfolios. We deliver personalized advice based on individual goals. We begin with a conversation about hopes and desires, the people who are important to you, and what you’d like to accomplish. From there, we provide a customized financial strategy to help you reach your goals with confidence. Throughout the year, we stay connected, analyze your progress and help you stay on track. As markets change and your goals evolve, we continue to make recommendations in your best interest and update your strategy to reflect your needs. We provide anytime access to technology that allows you to access your investments and accounts, and track your progress — from any device, safely and securely.

We’re proud of what we do, and all that our clients have accomplished.

We go beyond standard financial and retirement plans to provide personalized advice and an exceptional service experience.

 

We are a hard-working and driven team of financial professionals.  We take pride in our dedication to skill building and learning, to stay ahead of the curve. We are reliable, professional, gritty, help-first and aim to cause joy!

Member Since: 2022
Janney
Mr. Richard Ballou
3630 Peachtree Road NE Suite 850
Atlanta, GA 30326
Phone: (404) 926-2027
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Member Since: 2020
John Hancock Retirement Plan Services
Mr. Michael Johnson
1050 Crown Pointe Pkwy.
Suite 1100
Atlanta, GA 30338
Phone: (706) 280-0584
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Member Since: 2017
KPMG, LLP
Eric Kimball
303 Peachtree St. NE
Suite 2000
Atlanta, GA 30308
Phone: (404) 222-3423
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Member Since: 2020

See Also Consultants

LGE Community Credit Union
Natalie Sakar
3100 Cumberland Blvd.
17th Floor
Atlanta, GA 30339
Phone: (770) 424-0060
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LGE Community Credit Union provides full-service, federally insured banking to over 100,000 people in northwest Georgia, with better rates and lower fees than you will typically find in a big bank. We serve all residents of Cobb, Paulding, Cherokee, and Fulton counties, offering both personal and business accounts, including SBA loans. Visit our website at www.LGEccu.org to learn more.
Member Since: 2000

See Also Credit Unions, Financial - Lending
LGE Community Credit Union - Acworth
Ms. Debbie Cordell
3891 Cobb Parkway
Acworth, GA 30101
Phone: (770) 424-0060
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LGE Community Credit Union provides full-service, federally insured banking to over 100,000 people in northwest Georgia, with better rates and lower fees than you will typically find in a big bank. We serve all residents of Cobb, Paulding, Cherokee, and Fulton counties, offering both personal and business accounts, including SBA loans. Visit our website at www.LGEccu.org to learn more.
Member Since: 2013

See Also Credit Unions, Financial - Lending
LGE Community Credit Union - Austell
Ms. Natessa Washington
2760 East West Connector SW
Austell, GA 30106
Phone: (770) 424-0060
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LGE Community Credit Union provides full-service, federally insured banking to over 100,000 people in northwest Georgia, with better rates and lower fees than you will typically find in a big bank. We serve all residents of Cobb, Paulding, Cherokee, and Fulton counties, offering both personal and business accounts, including SBA loans. Visit our website at www.LGEccu.org to learn more.
Member Since: 2013

See Also Credit Unions, Financial - Lending
LGE Community Credit Union - East Cobb
Ms. Tammara Austin
4101 Roswell Road
Suite 309
Marietta, GA 30062
Phone: (770) 424-0060
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LGE Community Credit Union provides full-service, federally insured banking to over 100,000 people in northwest Georgia, with better rates and lower fees than you will typically find in a big bank. We serve all residents of Cobb, Paulding, Cherokee, and Fulton counties, offering both personal and business accounts, including SBA loans. Visit our website at www.LGEccu.org to learn more.
Member Since: 2013

See Also Credit Unions, Financial - Lending
LGE Community Credit Union - Kennesaw
Ms. Dee Dee Printup
2050 Cobb Parkway NW
Kennesaw, GA 30144
Phone: (770) 424-0060
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LGE Community Credit Union provides full-service, federally insured banking to over 100,000 people in northwest Georgia, with better rates and lower fees than you will typically find in a big bank. We serve all residents of Cobb, Paulding, Cherokee, and Fulton counties, offering both personal and business accounts, including SBA loans. Visit our website at www.LGEccu.org to learn more.
Member Since: 2013

See Also Credit Unions, Financial - Lending
LGE Community Credit Union - Smyrna

2905 Atlanta Road
Suite 100
Smyrna, GA 30080
Phone: (770) 424-0060
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Member Since: 2018

See Also Credit Unions, Financial - Lending
National Insurance Brokerage
Mr. Jim Meaders
3535 Roswell Road
Suite 16
Marietta, GA 30062
Phone: (770) 321-2226
Fax: (770) 321-2558
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Member Since: 2012
Palmer Pension Services, Inc.
Julie Poske
4343 Shallowford Rd.
Suite 320
Marietta, GA 30062
Phone: (678) 215-0909
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Member Since: 2020
Peach Tree Commercial Capital
Mr Jesus J. Martinez
2551 Roswell Road
Suite 525
Marietta, GA 30062
Phone: (678) 269-4020
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Member Since: 2018

See Also Financial - Lending, Consultants, Business Consulting & Coaching, Real Estate - Brokers/Consultants/Developers, Real Estate, Mortgage - Brokers, Real Estate - Investments/Management, Mortgage - Companies
Private Family Wealth Advisors
Scott MacKenzie
3350 Riverwood Parkway, SE
Suite 650
Atlanta, GA 30339
Phone: (404) 848-0950
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Member Since: 2022
Relay Payments
Adam Ginsberg
400 Galleria Pkwy
Ste. 500
Atlanta, GA 30339
Phone: (877) 735-2910
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Founded in 2019, Relay Payments is an Atlanta-based, venture-backed fintech company building a modern, instant and secure payment network in the transportation, logistics, and supply chain industries.

Co-founders Ryan Droege and Spencer Barkoff have spent years cultivating a deep-rooted understanding of the industry. Together they have developed a transformative business strategy to modernize payment processing in an industry historically reliant on cash and checks to conduct business.

Trusted to process more than 300,000 transactions every month, Relay has helped more than 500,000 drivers save over 1,000,000 hours in the last year. Focused on a customer-centric approach, Relay streamlines the payment process of industry giants like Coyote Logistics, Estes, Old Dominion Freight Lines, and Southeastern Freight Lines so they can optimize their operations.

In 2021, Relay Payments moved into our new company headquarters in Cobb County. The offices overlook the I-85 interstate highway as a daily reminder of who we serve.

Learn more at www.relaypayments.com.

Member Since: 2022

See Also Transportation Services
ServisFirst Bank
Mr. Lawson Kirkland
300 Galleria Pkwy SE
Ste 350
Atlanta, GA 30339
Phone: (678) 504-2100
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ServisFirst is a community business bank with locations in the metro Atlanta area ready to serve the needs of individuals and businesses in our markets. ServisFirst was awarded the Raymond James Community Bankers Cup and recognized in the top 10 percent of community banks nationwide. ServisFirst ranked third out of 306 community banks with assets between $500 million and $10 billion. Our focus is on providing exceptional customer service and offering the latest technology for local businesses and entrepreneurs. We offer expanded cash management services as well as mortgages. Our name is our mission.
Member Since: 2009

See Also Banks, Financial - Lending, Financial - Planning & Investments, Mortgage - Companies

SouthState Bank
Nicole Laffely
307 North Marietta Parkway
Marietta, GA 30060
Phone: (770) 799-5662
Fax: (770) 792-8873
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With more than 5,000 dedicated team members, SouthState is one of the leading regional banks in the Southeast – serving more than one million customers in Florida, Alabama, Georgia, the Carolinas, and Virginia. We offer robust banking solutions, including consumer banking, mortgage, small business banking, commercial banking and wealth management.

Member Since: 2008

See Also Banks, Mortgage - Brokers, Financial - Lending
Stallings Financial Group, Inc.
Ms. Janet Stallings
407 Atlanta St.
Marietta, GA 30060
Phone: (770) 428-2454
Fax: (770) 429-0864
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Boasting nearly 50 years of experience in the revenue cycle management and collections, we have strategically maintained a slow but steady growth pattern making sure to use the “mid-size minority owned” moniker as a customer service advantage industry.
Member Since: 2020
Synovus
Mr. Charlie Barnwell
3400 Overton Park Drive
Atlanta, GA 30339
Phone: (770) 751-4733
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Member Since: 1989

See Also Banks, Financial - Planning & Investments
The K M Walker Insurance Agency
Ms. Kisa M. Walker
3225 Cumberland Blvd
Suite 100
Atlanta, GA 30339
Phone: (770) 989-1822
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Member Since: 2023
The Waters Team, Affinity Home Lending
Mr. Jason Waters
84 Church St.
Ste. A
Marietta, GA 30060
Phone: (404) 418-7547
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Member Since: 2017

See Also Financial - Lending, Accounting - Services, Mortgage - Brokers, Mortgage - Companies
Transamerica Financial Advisors, Inc.| Rusty Phillips
Mr. Rusty Phillips
3030 Royal Blvd., South
Suite 200
Alpharetta, GA 30022
Phone: (678) 469-4599
Fax: (678) 868-2028
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Member Since: 2018

Truist
Mr. Bill Kilburg
3175 Cobb Galleria Parkway
Atlanta, GA 30339
Phone: (770) 850-3904
Fax: (770) 850-3930
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BB&T is a full service banking and financial services provider. Our mission is to help our clients of all types achieve economic success and financial security. Our team of local world class bankers and professionals help large commercial businesses, non-profits, small business, personal, and high net worth clients with all needs relating to financial services (lending, deposits, investment etc.,) leadership development, employee engagement, insurance and financial planning. We bring the best parts of a large bank to you with the local empowered delivery of a community bank. We are as big as you need us to be, and as small as you want us to be!
Member Since: 1999

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Truist - Acworth
Mr. Joel Benitez
4900 Ross Road NW
Acworth, GA 30101
Phone: (770) 975-0606
Fax: (770) 975-4491
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Member Since: 1999

See Also Banks, Financial - Lending, Financial - Planning & Investments
Truist - East Cobb
Mr. Todd Zerbenski
4370 Roswell Road
Marietta, GA 30062
Phone: (678) 813-4220
Fax: (678) 813-4235
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Member Since: 1999

See Also Banks, Financial - Lending, Financial - Planning & Investments
Truist - Galleria
Mr. Philip Ashe
3175 Cobb Galleria Parkway
Atlanta, GA 30339
Phone: (770) 850-3911
Fax: (770) 850-3900
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Member Since: 1999

See Also Banks, Financial - Lending, Financial - Planning & Investments
Truist - Kennesaw
Ms. Tiffany Cook
2760 Cobb Parkway NW
Kennesaw, GA 30152
Phone: (770) 424-2403
Fax: (770) 428-0711
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Member Since: 1999

See Also Banks, Financial - Lending, Financial - Planning & Investments
Truist - Marietta Square
Mr Chris Bolick
155 North Marietta Parkway NE
Marietta, GA 30060
Phone: (770) 514-3185
Fax: (770) 794-8184
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Member Since: 1999

See Also Banks, Financial - Lending, Financial - Planning & Investments
Truist - Prominence Point
Mr. Patrick Bobo
152 Prominence Point Pkwy
Canton, GA 30114
Phone: (770) 345-4396
Fax: (770) 345-4478
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Member Since: 2013

See Also Banks, Financial - Lending, Financial - Planning & Investments
Truist - Smyrna
Mr. Kris Jolly
4575 South Cobb Drive SE
Smyrna, GA 30080
Phone: (770) 438-6243
Fax: (770) 438-7345
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Member Since: 1999

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Truist - Town Park

676 Chastain Road
Kennesaw, GA 30144
Phone: (770) 422-1841
Fax: (770) 428-9855
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Member Since: 1999

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Truist - Towne Lake
Ms. Melissa Madigan
936 Towne Lake Pkwy
Woodstock, GA 30189
Phone: (770) 308-7909
Fax: (770) 516-2745
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Member Since: 2017

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Truist - Tramore
Shaun Tinsley
3620 Tramore Pointe Parkway
Austell, GA 30106
Phone: (678) 384-0061
Fax: (770) 222-4358
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Member Since: 1999

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Truist - West Cobb
Ms. Marie Howe
2480 Dallas Highway
Marietta, GA 30064
Phone: (678) 594-9254
Fax: (678) 354-1328
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Member Since: 1999

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Truist - Woodstock

12178 Highway 92
Woodstock, GA 30188
Phone: (678) 388-5590
Fax: (678) 494-6933
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Member Since: 2013

See Also Banks, Financial - Lending, Financial - Planning & Investments
Waters Financial Group
Mr. Jason Waters
50 Whitlock Place
Suite 200
Marietta, GA 30064
Phone: (404) 403-8787
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Member Since: 2019