Best Financial Advisors in Kennesaw, GA

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List of Firms

Kennesaw, GA Fiduciary Financial Advisors

Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
Location 2778 Cobb Pkwy NW, Kennesaw, GA 30152, USA
Phone (404) 865-3340
Directions
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 4286 Bells Ferry Rd # 207, Kennesaw, GA 30144, USA
Phone (404) 964-9810
Directions
Edward Jones - Financial Advisor: Jenny Jones
5 out of 5
Location 1925 Vaughn Rd NW Suite 120, Kennesaw, GA 30144, USA
Phone (678) 903-0331
Language https://www.edwardjones.com/us-en/financial-advisor/jenny-jones
Directions
Krause Wealth Management Group Inc
5 out of 5
Location 1690 Stone Village Ln NW # 301, Kennesaw, GA 30152, USA
Phone (770) 425-2224
Language https://krausewealth.com/
Directions
Rachel M. Molina - Financial Advisor, Way Financial Group, Inc.
5 out of 5
Location 1275 Shiloh Rd NW Suite 2130, Kennesaw, GA 30144, USA
Phone (678) 431-0183
Language https://www.facebook.com/rachelmolinafa
Directions
White's Financial Services
Location 1301 Shiloh Rd NW, Kennesaw, GA 30144, USA
Phone (678) 265-8195
Directions
American Advisors Group
4 out of 5
Location 600 Townpark Ln, Kennesaw, GA 30144, USA
Phone (770) 419-1461
Directions
OneAtlanta Wealth Advisors, LLC
5 out of 5
Location 1275 Shiloh Rd NW #2220, Kennesaw, GA 30144, USA
Phone (678) 842-8301
Language http://www.oneatlwealth.com/
Directions
Fifth Third Securities - Mark Wyrobek
Location 745 Chastain Rd NW bldg 4000, Kennesaw, GA 30144, USA
Phone (312) 368-2209
Directions
Financial Advisors in Kennesaw, GA

Where Certified Financial Advisors in Kennesaw, GA Serve

Kennesaw, GA is a bustling city in Cobb County, Georgia, known for its rich history and vibrant community. It is home to several landmarks, including the Southern Museum of Civil War and Locomotive History, which houses an extensive collection of Civil War artifacts and exhibits. The city is also home to the Kennesaw Mountain National Battlefield Park, a popular destination for hiking and outdoor recreation. Top employers in Kennesaw include the Cobb County School District, Kennesaw State University, and Yamaha Motor Manufacturing Corporation. The city is conveniently located near major highways, including I-75 and I-575, as well as several major streets, such as Barrett Parkway and Chastain Road. Kennesaw is comprised of several unique neighborhoods, each with its own distinct character. These include the historic downtown district, known for its charming shops and restaurants, as well as the upscale Legacy Park community and the family-friendly Kennesaw Farms neighborhood.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Kennesaw, GA could benefit from the expertise of a financial advisor in a number of ways. One of the most common ways is by receiving guidance on how to save for retirement. Kennesaw, GA has a growing population of retirees, many of whom may not have saved enough for their golden years. A financial advisor can help these individuals create a retirement plan that takes into account their unique needs and goals. Additionally, Kennesaw, GA is home to many small business owners who could benefit from the advice of a financial advisor on how to manage their finances and grow their businesses. By working with a financial advisor, these entrepreneurs can gain the knowledge and tools they need to make smart financial decisions and achieve long-term success.

Insurance Broker

Residents of Kennesaw, GA can benefit from the services of an insurance broker in a variety of ways. For example, an insurance broker can help Kennesaw residents navigate the often-confusing world of insurance policies and find the coverage that best fits their unique needs and budget. Additionally, Kennesaw is home to a large number of small businesses, and an insurance broker can help these business owners find the right insurance policies to protect their assets and employees. Furthermore, Kennesaw is located in an area that is prone to severe weather, including tornadoes and hailstorms, and an insurance broker can help residents find policies that provide adequate coverage for these types of events. Overall, an insurance broker can provide valuable assistance to Kennesaw residents in a variety of ways, helping them protect their assets and achieve peace of mind.

Retirement Planning

Residents of Kennesaw, GA can benefit greatly from the services of a retirement planner. With a population of over 33,000, Kennesaw is a growing community with a diverse range of residents, including retirees. A retirement planner can help these individuals navigate the complex world of retirement planning, including investment strategies, tax planning, and estate planning. Specifically, Kennesaw residents may need guidance on how to maximize their retirement savings while taking advantage of local tax laws and regulations. A retirement planner can also help residents develop a comprehensive plan for their retirement years, taking into account their unique goals and circumstances. Whether it's creating a budget, managing investments, or planning for long-term care, a retirement planner can provide valuable advice and guidance to help Kennesaw residents achieve financial security in their golden years.

Wealth Management

Residents of Kennesaw, GA could benefit greatly from the services of a wealth manager. Kennesaw is a rapidly growing city with a diverse population, and a wealth manager could help residents navigate the complex financial landscape that comes with such growth. Specifically, a wealth manager could help residents with retirement planning, investment strategies, and tax planning. With the right guidance, residents could maximize their earning potential and secure a comfortable future for themselves and their families. Additionally, Kennesaw is home to many small business owners who could benefit from the expertise of a wealth manager in managing their finances and growing their businesses. Overall, a wealth manager could provide valuable support to the residents of Kennesaw, helping them achieve their financial goals and build a secure future.

Mortgage Loan Officer

Residents of Kennesaw, GA can benefit greatly from the assistance of a mortgage loan officer. These professionals can help residents navigate the complex world of home buying by providing guidance on the best mortgage options available to them. In a city like Kennesaw, which has a thriving real estate market, a mortgage loan officer can help residents secure the funds they need to purchase their dream home. Additionally, a mortgage loan officer can help residents understand the unique financial landscape of Kennesaw, such as the local property tax rates and housing market trends. With the help of a mortgage loan officer, residents of Kennesaw can make informed decisions about their home buying journey and achieve their homeownership goals.

Tax Services

Residents of Kennesaw, GA could greatly benefit from the expertise of a tax advisor in a variety of ways. One specific area where a tax advisor could be especially helpful is in navigating the unique tax laws of Georgia. For example, Georgia is one of only a few states that still charges sales tax on groceries, which can be confusing for residents who are used to shopping tax-free in other states. A tax advisor can help Kennesaw residents understand these nuances and ensure that they are taking advantage of all available deductions and credits. Additionally, a tax advisor can provide guidance on retirement planning, estate planning, and other financial matters that can have a significant impact on a resident's overall tax burden. By working with a tax advisor, Kennesaw residents can feel confident that they are making informed decisions about their finances and minimizing their tax liability.

Estate Planning Lawyer

Residents of Kennesaw, GA can benefit greatly from the services of an estate planning lawyer. One of the most common ways a lawyer can help is by creating a will. This legal document outlines how a person's assets will be distributed after their death and can prevent disputes among family members. Additionally, a lawyer can assist with setting up trusts, which can protect assets and provide for loved ones. In Kennesaw, GA, where there is a growing population of retirees and families with children, estate planning is especially important. A lawyer can also help with healthcare directives, which allow individuals to designate someone to make medical decisions on their behalf if they become incapacitated. Overall, an estate planning lawyer can provide peace of mind and ensure that a person's wishes are carried out.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Kennesaw, GA

A financial advisor in Kennesaw, GA can provide a range of financial advising services to individuals and businesses alike. These services may include investment advice, retirement planning, tax planning, estate planning, and risk management. Kennesaw, GA is a bustling city that is home to a diverse range of businesses and individuals, and a financial advisor in this area must be well-versed in the unique financial needs and challenges of this community. For example, Kennesaw is home to many small businesses, and a financial advisor in this area may need to provide specialized advice on cash flow management, business valuation, and succession planning. Additionally, Kennesaw is located in the greater Atlanta metropolitan area, which means that a financial advisor in this area must be able to navigate the complexities of a large and dynamic financial market. With their expertise and experience, a financial advisor in Kennesaw, GA can help individuals and businesses achieve their financial goals and navigate the challenges of the modern financial landscape.

Kennesaw, GA is the ultimate destination for individuals seeking financial advising services. The city is home to several financial institutions, including banks, credit unions, and investment firms, making it a hub for financial activity. The city's financial landscape is characterized by a diverse range of professionals with years of experience in the industry. Additionally, Kennesaw boasts a vibrant business community, with entrepreneurs and small business owners seeking advice on how to grow their businesses. With this in mind, financial advisors in Kennesaw are well-equipped to help clients navigate the complex financial landscape and make informed decisions that align with their long-term goals. Whether you're looking to invest, save for retirement, or start a business, Kennesaw's financial advisors have the expertise and experience to help you achieve your financial objectives.