Forsyth County, GA Financial Advisors and Resources



Financial Advisor Firms in Forsyth County, GA


GER LOFTIN WEALTH ADVISORS, LLC

Website

(404) 419-2311

410 Peachtree Parkway, Suite 4245

Cumming, GA 30041

SEC#: 801-117350
Years in Business: 2 years

INVESTMENT PLANNING ADVISORS

Website

(770) 205-4394

327 Dahlonega Street, Suite 503
Pmb 538
Cumming, GA 30040

SEC#: 801-117561
Years in Business: 1 years

CAPE INVESTMENT ADVISORY, INC.

Website

(770) 654-4542

1940 Ridge Gate Drive

Cumming, GA 30041

SEC#: 801-71349
Years in Business: 11 years

CHURCHILL MANAGEMENT CORP

Website

(404) 942-1354

6690 Country Lake Road

Cumming, GA 30041

SEC#: 801-4211
Years in Business: 54 years

STRATOS WEALTH PARTNERS, LTD

Website

(770) 552-1500

3830 Windermere Pkwy
Suite 302
Cumming, GA 30041

SEC#: 801-71457
Years in Business: 11 years

STRATOS WEALTH PARTNERS, LTD

Website

(770) 552-1500

3830 Windermere Pkwy
Suite 302
Cumming, GA 30041

SEC#: 801-71457
Years in Business: 11 years

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Website

(888) 556-3846

410 Peachtree Pkwy
Bldg 400 Ste 4245
Cumming, GA 30041

SEC#: 801-57198
Years in Business: 21 years

CHURCHILL MANAGEMENT CORP

Website

(404) 942-1354

6690 Country Lake Road

Cumming, GA 30041

SEC#: 801-4211
Years in Business: 54 years

STRATOS WEALTH PARTNERS, LTD

Website

(770) 552-1500

3830 Windermere Pkwy
Suite 302
Cumming, GA 30041

SEC#: 801-71457
Years in Business: 11 years


How Retirement-Friendly is Forsyth County, GA?

  • Population: 228,383
  • % of Population 62 Years and Over: 14.3%
  • Average Home Value: $344,500
  • Average Monthly Housing Cost: $1,628
  • Average Household Income: $128,476
  • 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.)


Forsyth County, GA Financial Advisor FAQs

Financial advisors help you to personalize your investment plan by providing tools to analyze and approach an appropriate portfolio. Combining their expertise with the best products to meet what would be appropriate for your goals, they make sure that there is a sound and monitored process in place for success.
A financial advisor provides guidance, training and knowledge to enhance a client's personal finances. They often have a comprehensive understanding of investments, retirement planning, taxes and estate planning to give you the right course of action.
If possible, find someone without any commercial interest in any product that may be recommended as it will result in truly independent advice since they won't be earning commission from selling.
Financial advisors are compensated in a variety of ways, including through commissions the investment products they sell.