Business Directory

Alliant Insurance Services is among the largest and fastest-growing insurance brokerage and consulting firms in the United States. Fueled by entrepreneurialism and driven by results, Alliant operates on the belief that more is possible and expectations are meant to be exceeded. Our clients and partners have profound confidence in us to deliver in all market climates through the design and delivery of innovative solutions and services across a broad range of industry verticals. Our people stand as the backbone of our organization. We proudly employ a team of diverse, driven, and exceptional people and invest heavily in their success, giving our brokerage and consulting teams the freedom and resources they need to help their clients grow their businesses to remarkable heights. The result is a dynamic team of professionals who consistently perform at the highest level, while caring and giving back to causes that impact their communities and the world at large. Alliant is built on teamwork and collaboration, a philosophy that has guided our growth and evolution for almost 100 years. We rise together to meet challenges, think together to drive innovation, and thrive together in our business and in the diverse communities where we operate.

At Boyer Ramey Wealth Management Group, we believe that wealth management is more than just numbers.  It's about creating financial clarity, confidence, and lasting stability for you and your family. Based in Marietta, Georgia, our independent practice is led by seasoned CERTIFIED FINANCIAL PLANNER® professionals Tripp Boyer and David Ramey, who bring deep expertise and a commitment to personalized service.  

We offer a boutique-style approach to financial advisory, delivering tailored strategies designed to empower our clients at every stage of their financial journey. With a focus on your unique goals and aspirations, we ensure that you receive the attention, care, and structure needed to make informed decisions with confidence. Whether you're navigating complex financial landscapes or planning for the future, Boyer Ramey Wealth Management Group is your trusted partner in securing long-term success.  

The Cobb Community Foundation (“CCF”) was created in 1993 by a group of Cobb County business leaders to make it easy for everyone to give back to their community.

CCF provides multiple vehicles through which individuals, families, businesses and other organizations can contribute cash, marketable securities, real estate and other assets for charitable purposes. Donor Advised Funds allow most of the functionality of a private, family or corporate foundation without the corresponding complexities and costs.

You can create a Donor Advised Fund with as little as $5,000 with the completion of single form. You add to that fund whenever you choose, and with every contribution, you receive immediate tax benefits.

You can recommend which IRS-qualified public charities will receive grants from your Donor Advised Fund, when and in what amounts. You can even decide who will make those recommendations when you are no longer able to do so. Donor Advised Funds be funded with cash, although it often makes more sense to use low-basis assets or in some cases even real estate or closely-held business interests.

Likewise, these funds are often created in high income years, such as years when deferred comp is recognized, or real estate or other assets sold at a gain. While Donor Advised Funds can give to any public charity, including those outside of Cobb County, there are no requirements for when these grants must be made, giving the donor whatever time is needed to make those decisions.

A Scholarship Fund can be an ideal mechanism for companies, service clubs and other organizations to support the education of employees, family members of employees and other students meeting the selection criteria established. The Cobb Community Foundation can guide you through the process of defining your criteria, creating your application, appointing your selection committee, and evaluating and notifying your candidates. Likewise, we can simply handle all of it for you, if you would prefer.

A Designated Fund allows you to support a designated charity and make it easy for others to do so, as well. You can participate in decisions regarding the timing and amount of payments from the fund to your designated charity or simply have the Cobb Community Foundation coordinate those decisions with the charitable beneficiary.

Designated Funds are often created as endowments, although that is not a requirement. A Field of Interest Fund supports a particular cause, such as the arts, animal welfare, education or homelessness. Like a Designated Fund does for a single organization, a Field of Interest Fund makes it easy for you and others to ensure that resources are available to support those initiatives and organizations which focus on the causes that matter most to you.

Field of Interest Funds can be endowed or non-endowed. Unrestricted Funds are the choice of donors who want their gifts to address the community’s changing needs, both now and for generations to come. When you create a community endowment, or give to an existing one, you know that your gift will be available when and where it is needed most.

Credit Union of Georgia proudly provides financial solutions with value, convenience and exceptional service. We have been in Cobb County since 1960 and are a locally owned not-for-profit financial institution which means our profits are returned to our members in the form of better rates on loans and deposits. We offer membership to individuals who live or work in Cobb County. Our Mission at Credit Union of Georgia is to serve our local communities by providing financial solutions and guidance for every stage of life. We offer checking and savings, a variety of loan solutions including Mortgages, student checking and savings, commercial business accounts and loans, a no-cost financial advisor, financial education and even a kids club account. Experience the Credit Union of Georgia difference today!

A Registered Investment Adviser firm, First Command assists all individuals and families who aspire to greater financial well-being and security in their efforts to reduce debt, build wealth, and pursue their financial goals and lifetime dreams. We embrace time-tested financial principles and a client-first philosophy, advocating consistent saving, disciplined investing, and a thoughtful insurance strategy to manage risks to financial well-being. First Command develops and delivers comprehensive financial plans.

First Horizon Corporation (NYSE: FHN), with $83.2 billion in assets as of September 30, 2025, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states concentrated in the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.

Henssler Financial provides financial solutions that incorporate a range of services including wealth management, financial planning, tax preparation and consulting and estate planning. Customer intimacy is key, as we seek clients who are interested in long-term strategies designed and managed to meet their financial goals.

Advisory services offered through MasterPlan Retirement Consultants, Inc. Insurance services offered through Fricks and Associates, Inc. Tax services offered through MasterPlan Tax Services, Inc. The aforementioned are affiliated companies.

For more information TEXT masterplan to 21000.

The Oak Tree Group Ltd. is a full service independent financial advisory firm. They help individuals and small businesses maximize their financial resources. Let them help you manage your financial future, utilizing a variety of financial tools. The Oak Tree Group offer securities through Kovack Securities, Inc. Member FINRA/SIPC 6451 North Federal Highway, Suite 1201, Fort Lauderdale, FL 33308 (954) 782-4771.Investment Advisory services offered through Kovack Advisors, Inc. The Oak Tree Group is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc.

Paraklete® Financial Inc designs and implements comprehensive financial planning strategies without asset management or product placement; our focus is financial education. Our firm serves individuals, families, businesses, estates, trusts and non profits. We affiliate with CPA firms throughout the United States integrating comprehensive financial planning into their practices.

Few individuals have a wealth management plan that adequately supports their current and long-term goals, concerns and objectives. Fewer still have a plan that maintains the flexibility and receives the attention needed to efficiently and effectively adapt to the inevitable changes that occur in life. Leveraging the investment knowledge along with the scope of Raymond James, clients are provided with the advice, guidance and services needed to help them align their financial resources to the goals that matter most to them. Understanding that trust and confidence are not confined to your investment and banking needs, as a client you are also provided with the level of care you desire and the attention you deserve. The objective in working with clients is to provide you with personalized services that cultivate and nurture a long-term relationship. These services include the development and review of financial strategies that help you achieve the goals that matter most to you and your family.

Regions Bank provides the backing of a top U.S. financial institution and the local focus of a community hometown bank. This means customers receive the quality services of a financial industry leader in addition to the confidence and convenience of banking with people at a neighborhood company they know.

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.

Located in Atlanta, Smith + Howard provides the personal service of a local firm, with the depth of services and global reach of a national firm. The firm’s clients operate in countries around the globe and include many US subsidiaries of foreign corporations, encompassing a wide range of industry sectors including manufacturing, distribution, construction, real estate, hospitality, technology and nonprofits. In addition to traditional audit and tax services, Smith + Howard serves clients with advisory services that include international consulting, sales and use tax, internal control reviews, SOC reporting and litigation support.

This depth of services is delivered by a group of experienced professionals who bring an unusually strong commitment to serving our client family. This is evidenced by the firm’s inclusion as a Top 100 Workplace in Atlanta (Atlanta Journal-Constitution), Top Accounting Firm to Work For by Accounting Today and a best of the best firm among accounting firms in the nation by INSIDE Public Accounting (“IPA”) for more than a decade.

Smith + Howard Wealth Management, LLC, the sister-firm of Smith + Howard is a Registered Investment Adviser serves as the “family CFO” to affluent individuals and families, providing investment management, tax planning, financial planning and estate planning. Synexus Tax Solutions™ is a member of Smith + Howard’s family of companies and provides multistate indirect tax solutions that help businesses navigate the intricacies of state and local tax jurisdictions so the business can focus on growth.

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!

Headquartered in Atlanta, GA, Veracity Capital is a wealth management firm that provides customized investment solutions and comprehensive financial planning to clients. Veracity’s financial planning process is designed to drive investment decisions with an aim to achieve specific goals.  We believe our depth and breadth of experience allow us to maintain and grow wealth responsibly, focusing on maximizing value and minimizing taxes.

Comprehensive Wealth Management & Planning

Over 40 years serving the Atlanta community providing solutions for all insurance and financial needs. Our services include homeowners, auto, and business insurance as well as investment and financial planning.