Best Financial Advisors in DeKalb County, GA

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List of Firms

DeKalb County, GA Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Thomas E Brown Jr
SEC File# 801-3297
CRD# 250
Location 5380 Peachtree Rd, Chamblee, GA 30341, USA
Phone (770) 452-9532
Directions
Isaac Developments & Investment
Location 3039 E Chapel Cir, Decatur, GA 30034, USA
Phone (404) 243-6677
Directions
Simone Pacely - Financial Advisor, Ameriprise Financial Services, LLC
Location 2300 Henderson Mill Rd Ste 130, Atlanta, GA 30345, USA
Phone (770) 496-8965
Directions
JAE Financial Group
Location 2321 Main St, Tucker, GA 30084, USA
Phone (470) 775-4964
Directions
Chamberlain Financial Advisors
Location 124 Glenn Cir, Decatur, GA 30030, USA
Phone (678) 938-0372
Directions
Edward Jones - Financial Advisor: Della Woodward
Location 125 Clairemont Ave Ste 180, Decatur, GA 30030, USA
Phone (404) 373-0237
Directions
The Strategic Financial Alliance Inc.
Location 2200 Century Pkwy NE Suite 500, Atlanta, GA 30345, USA
Phone (678) 954-4000
Directions
Georgia Financial Associates
Location 2960 N Dekalb Dr, Atlanta, GA 30340, USA
Phone (770) 234-0274
Directions
Edward Jones - Financial Advisor: Troy D Strong
Location 125 Clairemont Ave, Decatur, GA 30030, USA
Phone (404) 321-1409
Directions
FMB Advisors - Ameriprise Financial Services, LLC
Location 4151 Ashford Dunwoody Rd Ste 225, Atlanta, GA 30319, USA
Phone (770) 879-8007
Directions
Financial Advisors in DeKalb County, GA

Where Certified Financial Advisors in DeKalb County, GA Serve

DeKalb County, GA is a vibrant and diverse area located in the heart of the Atlanta metropolitan region. Known for its rich history and cultural offerings, this county boasts a plethora of landmarks that are sure to captivate visitors and locals alike. From the iconic Stone Mountain Park to the historic Decatur Square, DeKalb County is home to some of the most recognizable landmarks in the state of Georgia. Other notable points of interest include the Fernbank Museum of Natural History, the Michael C. Carlos Museum, and the Martin Luther King Jr. National Historic Site. In terms of employment opportunities, DeKalb County is home to some of the top employers in the region. These include Emory University, the Centers for Disease Control and Prevention, and the DeKalb County School District. Other major employers include AT&T, Coca-Cola, and Delta Air Lines.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of DeKalb County, GA can benefit from the services of a financial advisor in numerous ways. One of the most common ways is through retirement planning. With a growing population of retirees in DeKalb County, a financial advisor can help residents navigate the complexities of social security benefits, pension plans, and 401(k) accounts to ensure they have a secure financial future. Additionally, a financial advisor can assist residents with managing debt and creating a budget, especially in a county where the cost of living is higher than the national average. With the help of a financial advisor, residents of DeKalb County can gain a better understanding of their financial situation and make informed decisions to achieve their financial goals.

Insurance Broker

Residents of DeKalb County, GA can greatly benefit from the services of an insurance broker. With the high cost of healthcare and the unpredictable nature of accidents, it is important to have the right insurance coverage. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their specific needs. In DeKalb County, which has a large population of immigrants and non-native English speakers, an insurance broker can be especially helpful in explaining the nuances of insurance policies in a clear and understandable way. Additionally, with the frequent severe weather events in the area, such as tornadoes and hailstorms, an insurance broker can assist residents in finding the right coverage for property damage and other weather-related incidents.

Retirement Planning

Residents of DeKalb County, GA could benefit greatly from the services of a retirement planner. A retirement planner can help individuals plan for their future financial needs, including retirement income, healthcare costs, and estate planning. With the high cost of living in DeKalb County, GA, it is important for residents to have a solid retirement plan in place. A retirement planner can help residents navigate the complex world of retirement planning, including understanding Social Security benefits, creating a budget, and investing wisely. By working with a retirement planner, residents of DeKalb County, GA can ensure that they are prepared for a comfortable and financially secure retirement.

Wealth Management

Residents of DeKalb County, GA could be helped by a wealth manager in a number of ways. For example, a wealth manager can help individuals create a financial plan that aligns with their goals and values, and provides a roadmap for achieving them. This is particularly important in DeKalb County, which has a diverse population with varying financial needs and circumstances. A wealth manager can also provide guidance on investment strategies that are tailored to the unique economic conditions and opportunities in the county, such as the booming technology sector or the growing healthcare industry. Additionally, a wealth manager can help residents navigate complex financial situations, such as estate planning or retirement planning, to ensure that they are prepared for the future and can enjoy financial security and peace of mind.

Mortgage Loan Officer

Residents of DeKalb County, GA can benefit from the expertise of a mortgage loan officer in several ways. Firstly, given the rising property prices in the county, a loan officer can help residents secure a mortgage that fits their budget and financial goals. They can also provide guidance on the various loan options available, such as fixed-rate and adjustable-rate mortgages. Additionally, with the county's diverse population and local economy, a loan officer can assist residents in navigating the unique challenges and opportunities of the housing market in DeKalb County. For instance, they can advise on the best neighborhoods to invest in, taking into account factors such as job growth, school districts, and transportation infrastructure. Ultimately, a mortgage loan officer can be a valuable partner for residents looking to achieve their homeownership dreams in DeKalb County.

Tax Services

Residents of DeKalb County, GA can benefit greatly from the services of a tax advisor. With the county's population of over 760,000 people, there are a variety of tax situations that residents may encounter. A tax advisor can help individuals navigate the complexities of the tax code, ensuring that they are taking advantage of all available deductions and credits. Additionally, with DeKalb County being home to several major universities and numerous small businesses, a tax advisor can provide valuable guidance to students, entrepreneurs, and small business owners on tax planning and compliance. Overall, a tax advisor can help residents of DeKalb County, GA save money, avoid penalties, and achieve their financial goals.

Estate Planning Lawyer

Residents of DeKalb County, GA can benefit greatly from the services of an estate planning lawyer. These professionals can help individuals and families create a comprehensive plan for the distribution of their assets and property after they pass away. In DeKalb County, where the population is diverse and includes many elderly residents, estate planning can be particularly important. An experienced lawyer can help ensure that a person's wishes are carried out, and that their loved ones are provided for in the event of their death. Additionally, estate planning lawyers can assist with other important matters, such as setting up trusts, establishing guardianships, and creating powers of attorney. Overall, working with an estate planning lawyer can provide peace of mind and security for residents of DeKalb County, GA.

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