Duluth, GA Financial Advisors and Resources



Financial Advisor Firms in Duluth, GA


SUGARLOAF WEALTH MANAGEMENT, LLC

Website

(770) 985-5473

2055 Sugarloaf Circle
Suite 200
Duluth, GA 30097

SEC#: 801-62810
Years in Business: 17 years

PRIMERICA ADVISORS

Website

(800) 544-5445

1 Primerica Parkway

Duluth, GA 30099

SEC#: 801-72263
Years in Business: 10 years

ADVISORY SERVICES NETWORK, LLC

Website

(678) 894-0630

1960 Satellite Blvd.
Suite 2200
Duluth, GA 30097

SEC#: 801-71112
Years in Business: 11 years

CETERA ADVISORS LLC

Website

(770) 931-1414

3700 Crestwood Pkwy Ste 140

Duluth, GA 30096

SEC#: 801-33020
Years in Business: 32 years

ADVISORY SERVICES NETWORK, LLC

Website

(678) 894-0630

1960 Satellite Blvd.
Suite 2200
Duluth, GA 30097

SEC#: 801-71112
Years in Business: 11 years

IFG ADVISORY, LLC

Website

(770) 840-8440

2750 Peachtree Ind. Blvd.
Suite B
Duluth, GA 30097

SEC#: 801-80184
Years in Business: 7 years

IFG ADVISORY, LLC

Website

(770) 840-8440

2750 Peachtree Ind. Blvd.
Suite B
Duluth, GA 30097

SEC#: 801-80184
Years in Business: 7 years

IFG ADVISORY, LLC

Website

(770) 840-8440

2750 Peachtree Ind. Blvd.
Suite B
Duluth, GA 30097

SEC#: 801-80184
Years in Business: 7 years

ADVISORY SERVICES NETWORK, LLC

Website

(678) 894-0630

1960 Satellite Blvd.
Suite 2200
Duluth, GA 30097

SEC#: 801-71112
Years in Business: 11 years


How Retirement-Friendly is Duluth, GA?

  • Population: 29,370
  • % of Population 62 Years and Over: 15.1%
  • Average Home Value: $238,200
  • Average Monthly Housing Cost: $1,353
  • Average Household Income: $83,420
  • Georgia Total Tax Burden: 7.91% (16th Lowest in U.S.)
  • Georgia Property Tax: 2.59% (18th Lowest in U.S.)
  • Georgia Individual Income Tax: 2.38% (23rd Highest in U.S.)
  • Georgia Sales and Excise Tax: 2.94% (15th Lowest in U.S.)


Duluth, GA Financial Advisor FAQs

The main goal of a financial advisor is to help get you get closer your financial goals. The process can take months or even years depending on what you are trying to work towards.
You should ask what role they play in your financial investment, whether or not there are conflicts of interest that will likely arise if they are advising you on both the purchase of a car and investing your money for retirement, how legal their practices are, and why they're the best person to balance your family's needs.
It all depends on the person's services and package, but be ready to pay a monthly fee in addition to an initial consultation fee for their advice.
Financial advisors are just like any other professional. Ask them for their license, certifications, and qualifications. Ask about their fee structure, don't sign on the dotted line without reading through an agreement first. Finally, make sure they provide independent investment advice - financial planners who work for banks often don't give up commission-based incentives that will muddy your expectations of performance.