Business Directory

Financial - Planning & Investments
 
ABG Financial Services, Inc.
William T. Parker
3043 Riverstone Trail
Suite 100
Atlanta, GA 30339
Phone: (888) 463-0440
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Member Since: 2023
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, Insurance - Vehicle, Insurance - Homeowners/Renters, Insurance - Health, Financial, Insurance - Life
Baer Wealth Management
Lisa Kay Helin
101 Village Pkwy NE, Bldg 1-200
Marietta, GA 30067
Phone: (770) 984-2312
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Member Since: 2018
Beane Financial Consulting
Brian Beane
800 Battery Ave. SE
Suite 100
Atlanta, GA 30339
Phone: (770) 573-7159
Fax: (770) 573-7159
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Member Since: 2023
Boyer Ramey Wealth Management
Mr. Tripp Boyer
123 Church St.
Ste. 125
Marietta, GA 30060
Phone: (678) 809-1050
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Member Since: 2019
Brown Capital Advisors
Mr. Chris Brown
506 Roswell Street
Suite 210
Marietta, GA 30060
Phone: (770) 462-2747
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Member Since: 2019
Chancellor Wealth Management, Inc.
Mr. Vince Clanton
100 Galleria Parkway SE
Suite 995
Atlanta, GA 30339-8134
Phone: (770) 661-0280
Fax: (888) 479-7935
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Member Since: 2005
Cobb Community Foundation
Ms. Shari Martin
1100 Circle 75 Parkway
Suite 1000
Atlanta, GA 30339
Phone: (770) 859-2329
Fax: (770) 690-4029
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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.

Member Since: 1998

See Also Non-Profit Organizations
Credit Union of Georgia (Kennesaw)
Mrs. Kathy Winiarczyk
4178 Jiles Rd.
Building 100
Kennesaw, GA 30144
Phone: 678-486-1111
Fax: (678) 486-1190
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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!

 

Member Since: 1980

See Also Credit Unions, Relocation Services, Mortgage - Companies
Credit Union of Georgia (West Cobb)
Chandler Ardis
2667 Dallas Highway SW
Marietta, GA 30064
Phone: (678) 486-1111
Fax: (678) 486-1190
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Member Since: 1980

See Also Credit Unions, Mortgage - Companies, Relocation Services
Endurance Planning Group
Mr. Jonathon Posada
2859 Paces Ferry Road, Suite 1160
Atlanta, GA 30339
Phone: (770) 431-5120
Fax: (770) 431-1878
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Member Since: 2020
FinoBlue Planning Group
Mr. Casey Patrick
Riverwood 100
3350 Riverwood Pkwy, Ste. 1500
Atlanta, GA 30339
Phone: (770) 432-7787
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Member Since: 2013
FirstCommand
Mr. Steve Cyr
1640 Powers Ferry Road
Bldg. 24, Ste. 100
Marietta, GA 30067
Phone: (404) 350-8443
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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.
Member Since: 2016

See Also Financial Advisor
Fourscore Capital Partners
Ican Osinjolu
1000 Abernathy Road NE, Bldg.400
Suite 1425
Atlanta, GA 30328
Phone: (678) 259-3902
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Member Since: 2023

Henssler Financial
Mr. Keith Palmer
3735 Cherokee Street
Kennesaw, GA 30144
Phone: (678) 797-3717
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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.
Member Since: 1999

See Also Accountants - Certified Public
Homrich Berg
Ms. Tricia P Mulcare
3550 Lenox Rd. NE
Ste. 2700
Atlanta, GA 30326
Phone: (404) 264-1400
Fax: (404) 237-5114
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Member Since: 2017
Id-Deen Investments
Portia Id-Deen
3376 Split Wood Way
Powder Springs, GA 30127
Phone: (510) 374-0307
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Member Since: 2023
Inlet Investment Holdings
Mr. John Chastain
3246 Lost Mill Trce
Marietta, GA 30062
Phone: (770) 690-0122
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Member Since: 2020
The Keystone Financial Alliance
Mr. Brian Henderson, CFP
3350 Riverwood Parkway, Suite 2200
Atlanta, GA 30339
Phone: (404) 260-0710
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Member Since: 2004
Legacy Capital Advisors
Christopher Kirkland
4401 Northside Pkwy.
Suite 900
Atlanta, GA 30327
Phone: (404) 267-1358
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Member Since: 2022
Life and Benefit Services, Inc.
Mr. Jamie Vann
1354 Murrays Loch Place, NW
Kennesaw, GA 30152
Phone: (678) 355-6022
Fax: (678) 355-5532
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Member Since: 1999
LOUD Wealth Management of Raymond James
Joshua Loud
1100 Abernathy Road NE
Building 500, Suite 1850
Atlanta, GA 30328
Phone: 6784711299
Fax: (770) 673-2150
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Member Since: 2021

See Also Financial Advisor
MasterPlan Retirement Consultants
Mark Fricks
410 Villa Rica Way SW
Ste. 100
Marietta, GA 30064
Phone: (770) 980-9262
Fax: 6789528124
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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.

 

 

 

Member Since: 2019
Meridian Investments
Matt Fassnacht
1000 Parkwood Circle STE 900
Atlanta, GA 30339
Phone: (404) 585-5946
Fax: 404585946
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Member Since: 2022

See Also Financial Advisor, Accountants - Certified Public
Narwhal Capital Management
Luke Burton
531 Roselane St.
Ste. 420
Marietta, GA 30060
Phone: (770) 344-0172
Fax: (770) 344-0175
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Member Since: 2019

See Also Financial Advisor
Northwestern Mutual: The Callaway Black Group
Mr. Dwaan Black
2859 Paces Ferry Rd SE Ste 1200
Atlanta, GA 30339
Phone: (770) 955-6611
Fax: (770) 612-4694
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Member Since: 2003

See Also Insurance
The Oak Tree Group
Ms. Kelly Miller
1337 Canton Road
Suite A
Marietta, GA 30066
Phone: (770) 319-1700
Fax: (770) 319-1676
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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.
Member Since: 1997
Oppty, LLC
Shavon Roman
3961 Floyd Road, Suite 300359
Austell, GA 30106
Phone: (770) 353-0486
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Member Since: 2020
Paraklete Financial, Inc.
Ms. Susan Tillery
1230 Valley Reserve Drive NW
Kennesaw, GA 30152
Phone: (678) 290-3930
Fax: (678) 290-3901
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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.
Member Since: 2012
Parrish Capital
Ryan Moledor
1619 Collins Rd. NW
Suite 100
Kennesaw, GA 30152
Phone: (404) 955-4721
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Member Since: 2023
Piedmont Office Realty Trust
Alex Valente
5565 Glenridge Connector
Ste. 450
Atlanta, GA 30342
Phone: (770) 418-8800
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Member Since: 2020
Planmark Financial Management, LLC
Mr. Mark H. Winston
11720 Amber Park Drive
Suite 150
Alpharetta, GA 30006
Phone: (770) 410-4088
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Member Since: 2014
Raymond James
Mr. Harry Pence
3050 Peachtree Rd. Suite 600
Atlanta, GA 30305
Phone: (770) 284-2279
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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.

Member Since: 2022

See Also Financial Advisor

Regions Bank
Mr. Mark Rohs
1650 Cumberland Parkway SE
Smyrna, GA 30080
Phone: (770) 366-1779
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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.
Member Since: 2010

See Also Banks, Financial - Lending
Regions Bank - Acworth

1728 Mars Hill Rd NW
Acworth, GA 30101
Phone: (770) 366-1779
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Member Since: 2018

See Also Banks, Financial - Lending
Regions Bank - Austell Office
Ms. Diana Keller
1593 Mulkey Road
Austell, GA 30106
Phone: (678) 945-1954
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Member Since: 2010

See Also Banks, Financial - Lending
Regions Bank - East Marietta Office
Lina Rozier
2486 Roswell Road NE
Marietta, GA 30062
Phone: (770) 971-9833
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Member Since: 2010

See Also Banks, Financial - Lending
Regions Bank - Macland Office
Mr. Spencer Heil
2048 Macland Crossing
Marietta, GA 30008
Phone: (770) 792-7277
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Member Since: 2010

See Also Banks, Financial - Lending
Regions Bank - Parkaire Landing Branch

680 Johnson Ferry Rd.
Marietta, GA 30068
Phone: (678) 931-6700
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Member Since: 2019

See Also Banks, Financial - Lending
Regions Bank - Smyrna Office

888 Concord Road
Smyrna, GA 30080
Phone: (770) 434-8185
Fax: (770) 434-8043
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Member Since: 2010

See Also Banks, Financial - Lending
Ridley International
Mr. Michael Crawford
2400 Herodian Way SE Suite 110
Smyrna, GA 30080
Phone: (770) 933-8974
Fax: (770) 953-1216
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Member Since: 1996
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, Mortgage - Companies
Smart Investments LLC
Judy W. Young
305 hawience ST.
Marietta, GA 30060
Phone: (770) 428-6601
Fax: (770) 420-2056
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Member Since: 2013
Smith + Howard
Ms. Terri Bunten Guthrie
271 17th Street NW, Suite 1600
Atlanta, GA 30363
Phone: (404) 874-6244
Fax: (404) 874-1658
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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.

Member Since: 2012

See Also Financial Advisor, Accountants - Certified Public, Accounting - Services
Sweetwater Financial, LLC
Mr. Kevin Hyland
732 Kennesaw Avenue
Suite 210
Marietta, GA 30060
Phone: (770) 421-9909
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Member Since: 2012
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
Terry Investment Group, Inc.
Mr. Mike Terry
1225 Johnson Ferry Road
Suite 880
Marietta, GA 30068
Phone: (770) 578-6140
Fax: (770) 578-0496
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Member Since: 2003

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

See Also Banks, Financial, Financial - Lending
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, Financial - Lending
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, Financial - Lending
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, Financial - Lending
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, Financial - Lending
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, Financial - Lending
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, Financial - Lending
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

See Also Banks, Financial, Financial - Lending
Truist - Town Park

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

See Also Banks, Financial, Financial - Lending
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

See Also Banks, Financial, Financial - Lending
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

See Also Banks, Financial, Financial - Lending
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

See Also Banks, Financial, Financial - Lending
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, Financial - Lending
Veracity Capital, LLC
Kevin Boutwell
2859 Paces Ferry Rd SE Suite 635
Atlanta, GA 30339
Phone: (678) 888-4952
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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.

Member Since: 2021

See Also Financial Advisor, Insurance - Life
Way Financial Group
Jeffery Hanna
1275 Shiloh Rd
Ste 2130
Kennesaw, GA 30120
Phone: (770) 951-1040
Fax: (678) 238-5606
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Member Since: 2023

See Also Financial Advisor
Way Financial Group
Jeffery Hanna
1275 Shiloh Rd
Ste 2130
Kennesaw, GA 30120
Phone: (770) 951-1040
Fax: (678) 238-5606
Map

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Member Since: 2023

See Also Financial Advisor
Wells Fargo Advisors, LLC

732 Kennesaw Avenue
Building 300
Marietta, GA 30060
Phone: (770) 425-0104
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Member Since: 2018
Wickham Financial & Insurance Services

331 Washington Ave
Marietta, GA 30060
Phone: (770) 424-8711
Fax: (770) 425-9479
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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.
Member Since: 2013

See Also Insurance