Gwinnett County, GA Financial Advisors and Resources



Financial Advisor Firms in Gwinnett County, GA


CATALYST WEALTH MANAGEMENT

Website

(678) 679-6950

5400 Laurel Springs Parkway
Suite 203
Suwanee, GA 30024

SEC#: 801-112814
Years in Business: 3 years

LEGACY PLANNING ADVISORS, LLC

Website

(770) 919-2075

5400 Laurel Springs Parkway
Suite 101
Suwanee, GA 30024

SEC#: 801-112270
Years in Business: 3 years

WEAVER CAPITAL MANAGEMENT, LLC

Website

(678) 341-1333

5400 Laurel Springs Parkway
Suite 303
Suwanee, GA 30024

SEC#: 801-110518
Years in Business: 4 years

THE LLOYD GROUP

Website

(770) 932-0387

3575 Lawrenceville Suwanee Road

Suwanee, GA 30024

SEC#: 801-117056
Years in Business: 2 years

AFS ADVISORS, LLC

Website

(678) 473-0324

1325 Satellite Boulevard
Building 1300, Suite 1301
Suwanee, GA 30024

SEC#: 801-112322
Years in Business: 3 years

SA STONE INVESTMENT ADVISORS INC.

Website

(678) 828-2599

1325 Satellite Blvd
Suite 1407
Suwanee, GA 30024

SEC#: 801-80747
Years in Business: 6 years

KINGSVIEW WEALTH MANAGEMENT, LLC

Website

(678) 616-1040

425 Buford Hwy, Suite 205A

Suwanee, GA 30024

SEC#: 801-79198
Years in Business: 7 years

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

Website

(678) 730-1603

4411 Suwanee Dam Road
Suite 555
Suwanee, GA 30024

SEC#: 801-62277
Years in Business: 18 years

KINGSVIEW WEALTH MANAGEMENT, LLC

Website

(678) 616-1040

425 Buford Hwy, Suite 205A

Suwanee, GA 30024

SEC#: 801-79198
Years in Business: 7 years


How Retirement-Friendly is Gwinnett County, GA?

  • Population: 915,046
  • % of Population 62 Years and Over: 12.4%
  • Average Home Value: $220,700
  • Average Monthly Housing Cost: $1,318
  • Average Household Income: $91,502
  • 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.)


Gwinnett County, GA Financial Advisor FAQs

Financial advisors help clients manage their finances to reach long-term goals. They work with those who have a large investment portfolio, as well as those who are just beginning to invest.
Financial advisors provide advice and guidance on financial decisions such as retirement, taxes, investments, insurance and lending. They help assess the needs of an individual or business and find the best solutions to suit their existing situation.
A good financial advisor should be a fiduciary. This means they will have a legal obligation to put their clients' needs ahead of any potential conflict that may arise from their work.
Financial advisors get paid in a variety of ways, which can include commissions, fees or both. Commissions are determined by the investment products that they recommend to their clients. Fees are typically assessed as a percentage of assets under management (AUM).