
Find a Financial Advisor in Forsyth County, GA
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We did the hard work of finding trustworthy partners in Forsyth County, GA.
We Only Work With The Best Forsyth County Financial Advisors
We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.
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Our partners will never sell investment products they receive a commission from
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All of our partners have been in business for 10+ years
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All of our partners are advisors who hold the proper designations from FINRA
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All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC
Our Process for Choosing
An Independent Financial Advisor in Forsyth County, GA
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Financial Advisor Close to Forsyth County, GA
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Required Education and Designations
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Expertise with Client’s Specific Needs
The Value of Working With the Best Financial Planners in Forsyth County, GA
A good financial planner can increase your returns by as much as 3% annually.
Vanguard
$2,010,221.91
Without Advisor
$4,643,687.46
With Advisor
Find a Fee-Only Financial Planner Near Forsyth County, GA
We evaluated over 13,000 RIA firms to bring you the best of the best Forsyth County financial advisors.
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.)
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The Top Financial Advisor Firms in Forsyth County, GA
GER LOFTIN WEALTH ADVISORS, LLC
(404) 419-2311410 Peachtree Parkway, Suite 4245
Cumming, GA 30041
SEC#: 801-117350
Years in Business: 2 years
INVESTMENT PLANNING ADVISORS
(770) 205-4394327 Dahlonega Street, Suite 503
Pmb 538
Cumming, GA 30040
SEC#: 801-117561
Years in Business: 2 years
CAPE INVESTMENT ADVISORY, INC.
(770) 654-45421940 Ridge Gate Drive
Cumming, GA 30041
SEC#: 801-71349
Years in Business: 12 years
CHURCHILL MANAGEMENT CORP
(404) 942-13546690 Country Lake Road
Cumming, GA 30041
SEC#: 801-4211
Years in Business: 55 years
STRATOS WEALTH PARTNERS, LTD
(770) 552-15003830 Windermere Pkwy
Suite 302
Cumming, GA 30041
SEC#: 801-71457
Years in Business: 11 years
STRATOS WEALTH PARTNERS, LTD
(770) 552-15003830 Windermere Pkwy
Suite 302
Cumming, GA 30041
SEC#: 801-71457
Years in Business: 11 years
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
(888) 556-3846410 Peachtree Pkwy
Bldg 400 Ste 4245
Cumming, GA 30041
SEC#: 801-57198
Years in Business: 22 years
CHURCHILL MANAGEMENT CORP
(404) 942-13546690 Country Lake Road
Cumming, GA 30041
SEC#: 801-4211
Years in Business: 55 years
STRATOS WEALTH PARTNERS, LTD
(770) 552-15003830 Windermere Pkwy
Suite 302
Cumming, GA 30041
SEC#: 801-71457
Years in Business: 11 years
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Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.