Best Financial Advisors in Gwinnett County, GA

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List of Firms

Gwinnett County, GA Fiduciary Financial Advisors

Edward Jones
SEC File# 801-3297
CRD# 250
Location 2070 Sugarloaf Pkwy #700, Lawrenceville, GA 30045, USA
Phone (770) 513-2031
Reed Financial Group
SEC File# 801-68010
CRD# 141413

5 out of 5

Location 2795 Main St W building 23, Snellville, GA 30078, USA
Phone (678) 252-2110
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 3:30 PM Saturday: Closed Sunday: Closed
Green Financial Resources: Roger S. Green, MSFS, CFP
SEC File# 801-33020
CRD# 10299

5 out of 5

Location 3700 Crestwood Pkwy NW #140, Duluth, GA 30096, USA
Phone (770) 931-1414
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Ray Rumble
SEC File# 801-3297
CRD# 250
Location 242 S, Culver St S #100, Lawrenceville, GA 30046, USA
Phone (770) 513-2131
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Edward Jones
SEC File# 801-3297
CRD# 250
Location 390 W Crogan St Suite 280, Lawrenceville, GA 30046, USA
Phone (770) 962-0831
Andy McClung Certified Financial Planner
Location 295 Culver St S, Lawrenceville, GA 30046, USA
Phone (770) 381-7155
Fordham Financial Services Inc.

4 out of 5

Location 3100 Five Forks Trickum Rd SW Suite #701, Lilburn, GA 30047, USA
Phone (770) 736-6854
Edward Jones - Financial Advisor: Micah J Gear
SEC File# 801-3297
CRD# 250
Location 1760 Spectrum Dr # 103, Lawrenceville, GA 30043, USA
Phone (770) 339-1449
Prehmus Financial
SEC File# 801-108531
CRD# 284840

5 out of 5

Location 3930 E Jones Bridge Rd # 175, Norcross, GA 30092, USA
Phone (770) 825-0248
Wealth Integrity Financial
Location 6340 Sugarloaf Pkwy #200, Duluth, GA 30097, USA
Phone (770) 495-3463
Cowan Financial Group
Location 175 Langley Dr suite b1, Lawrenceville, GA 30046, USA
Phone (770) 962-2082
Edward Jones - Financial Advisor: Markell Bryant, CFP®
SEC File# 801-3297
CRD# 250
Location 242 Culver St S Ste 100, Lawrenceville, GA 30046, USA
Phone (770) 513-2131
Jason Bright - Thrivent
Location 195 W Pike St Suite 101, Lawrenceville, GA 30046, USA
Phone (470) 330-1289
Edward Jones - Financial Advisor: Don Bradford, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 161 Gwinnett Dr, Lawrenceville, GA 30046, USA
Phone (770) 682-3075
D - Edward Jones - Financial Advisor: Damond A Wilson
SEC File# 801-3297
CRD# 250
Location 1250 Scenic Highway Suite 1208, Lawrenceville, GA 30045, USA
Phone (678) 344-6501
Donald Goldsmith - Thrivent

5 out of 5

Location 292 Culver St S, Lawrenceville, GA 30046, USA
Phone (770) 982-0420
Raymond James
Location 1755 N Brown Rd STE 200, Lawrenceville, GA 30043, USA
Phone (678) 407-4445
Edward Jones - Financial Advisor: Jordan M Fidanza
SEC File# 801-3297
CRD# 250

5 out of 5

Location 485 S Perry St STE C, Lawrenceville, GA 30046, USA
Phone (770) 962-2289
Edward Jones - Financial Advisor: Mike Sullivan, AAMS™
Location 485 S Perry St STE C, Lawrenceville, GA 30046, USA
Phone (770) 962-2289
Lee Ann Gregg - Financial Advisor, Ameriprise Financial Services, LLC
Location 2180 Satellite Blvd Ste 100, Duluth, GA 30097, USA
Phone (770) 497-5725
Kingsview Partners
SEC File# 801-79198
CRD# 148107
Location 425 Buford Hwy #205a, Suwanee, GA 30024, USA
Phone (678) 616-1040
Edward Jones - Financial Advisor: Heidi L Lue

5 out of 5

Location 2795 Main St W Ste 24B, Snellville, GA 30078, USA
Phone (678) 344-6501
Lawrence Fahrenkrug - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3725 Lawrenceville-Suwanee Rd Ste A-7, Suwanee, GA 30024, USA
Phone (770) 904-2918
Marcus Hunter - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 2180 Satellite Blvd Ste 100, Duluth, GA 30097, USA
Phone (770) 497-5747
Nvestfit, LLC
Location 195 W Pike St Suite 209, Lawrenceville, GA 30046, USA
Phone (770) 648-2348
Edward Jones - Financial Advisor: Bryan C Richards, CRPC™
Location 1879 Buford Hwy NE Suite 3, Buford, GA 30518, USA
Phone (770) 831-4782
Navigate Financial
SEC File# 801-78961
CRD# 169885
Location 3449 Lawrenceville-Suwanee Rd SUITE E, Suwanee, GA 30024, USA
Phone (404) 890-5692
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About Gwinnett County, GA

Gwinnett County is located in the north-east of Atlanta, Georgia. The county is home to over 920,000 residents and is one of the most populous counties in the US. Major landmarks in Gwinnett County include the Mall of Georgia, Lake Lanier, and Stone Mountain Park. Some of the top employers in the area include Gwinnett Medical Center, Delta Air Lines, and Home Depot. Major highways and streets in Gwinnett County include I-85 and US-29. Some of the most popular neighborhoods in Gwinnett County include Sugar Hill, Duluth, and Lawrenceville.

Where Certified Financial Advisors in Gwinnett County, GA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Gwinnett County, GA have a variety of banking services to choose from. All the major banks have branches in the county, and most of them also offer online and mobile banking. You can also find several credit unions and community banks in the area. Each bank has its own set of products and services, so it's important to shop around before you open an account. Some banks focus on personal checking and savings accounts, while others offer a wider range of products, including mortgages, car loans, and business loans.

Insurance Broker

Residents of Gwinnett County, GA can benefit from the services of insurance brokers. Insurance brokers can help residents compare rates and find the best deals on insurance policies. They can also help residents file claims and get their money back quickly after an accident or disaster.

Retirement Planning

Gwinnett County, GA residents can find financial advisors who can help with retirement planning. Financial advisors can provide guidance on how to save for retirement, what investments to make, and when to start withdrawing money from retirement accounts. They can also help plan for estate taxes and other expenses in retirement.

Wealth Management

Gwinnett County, GA is one of the most affluent counties in the United States. But with great wealth comes great responsibility. That's where wealth management comes in. Wealth management is a system that helps people manage their money and make the most of their resources. It can help Gwinnett County residents save money, invest money wisely, and avoid financial disaster.

Estate Planning Lawyer

Estate planning lawyers can help Gwinnett County, GA residents protect their families and their assets in the event of an unexpected death or disability. By creating wills, trusts, and other legal documents, estate planning attorneys can help ensure that your loved ones are taken care of after you're gone. They can also help you avoid costly and time-consuming probate proceedings. If you live in Gwinnett County, GA, it's important to consult with an estate planning lawyer to make sure your family is protected.

Mortgage Loan Officer

Mortgage loan officers in Gwinnett County, GA can help residents save money on their home loans.By shopping around for the best mortgage rates and terms, mortgage loan officers can help homeowners get the best deal on their mortgages. They can also help borrowers understand all of their financing options, and work with them to find the right loan for their needs.

Tax Services

Tax accountants can help Gwinnett County, GA residents save money on their taxes. They can help residents file their taxes correctly and claim all the deductions and credits they are eligible for. Tax accountants can also help businesses in Gwinnett County reduce their tax burden.

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FAQs About Personal Financial Advisors in Gwinnett County, GA