Retirement Planning in Kennesaw, GA

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Top Retirement Planners in Kennesaw, GA

Charles Schwab
SEC File# 801-35905
CRD# 106753
5 out of 5
Location 1450 Ernest W Barrett Pkwy NW Suite 430, Kennesaw, GA 30152, USA
Phone (770) 281-3922
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Parrish Capital LLC
Location 1619 Collins Rd NW Suite 100, Kennesaw, GA 30152, USA
Phone (800) 618-1940
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Edward Jones - Financial Advisor: Mike Sesan, AAMS™
Location 1350 Wooten Lake Rd NW Ste 104, Kennesaw, GA 30144, USA
Phone (770) 422-4946
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Way Financial Group Inc
Location 1275 Shiloh Rd NW Suite 2130, Kennesaw, GA 30144, USA
Phone (770) 951-1040
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Phelps Financial Group
5 out of 5
Location 1300 Ridenour Blvd #100, Kennesaw, GA 30152, USA
Phone (678) 819-3765
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Ramey Asset Management, associated with Wells Fargo Advisor Financial Network, LLC
Location 125 Townpark Dr #300, Kennesaw, GA 30144, USA
Phone (770) 420-8229
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Retirement Planning in Kennesaw, GA

About Kennesaw, GA for Those Planning to Retire

Kennesaw, GA is a vibrant city located in Cobb County, Georgia. It is known for its rich history, diverse culture, and thriving economy. The city is home to several landmarks, including the Kennesaw Mountain National Battlefield Park, which is a popular destination for hiking and outdoor activities. The Southern Museum of Civil War and Locomotive History is another notable attraction that showcases the region's history. Kennesaw is also home to several top employers, including Lockheed Martin, The Home Depot, and WellStar Kennestone Hospital. The city's economy is driven by a variety of industries, including healthcare, education, and technology. Major highways and streets in the area include Interstate 75, Cobb Parkway, and Chastain Road. The city is divided into several neighborhoods, each with its own unique character and charm.

Other Financial Planning Services for Retirement

Banks and Credit Unions

As a bustling city in the state of Georgia, Kennesaw is home to a diverse community of residents who require the services of a reliable bank. A bank in Kennesaw, GA can assist residents in a number of ways, such as providing them with loans for starting a business or purchasing a home. Additionally, banks can help residents manage their finances through various services, such as savings accounts, credit cards, and investment opportunities. With the city's proximity to Atlanta and its reputation as a hub for technology and innovation, a bank in Kennesaw can also offer specialized financial services to entrepreneurs and startups looking to grow their businesses. Overall, a bank in Kennesaw, GA can provide invaluable support to residents looking to achieve their financial goals and build a prosperous future for themselves and their families.

Insurance Broker

Residents of Kennesaw, GA can benefit from the services of an insurance broker in a multitude of ways. For instance, an insurance broker can help residents navigate the complex and ever-changing insurance landscape, ensuring that they have the right coverage for their unique needs. This is particularly important in Kennesaw, GA, where the population has been growing steadily in recent years, and the local economy is thriving. With so many new businesses and residents moving to the area, it can be challenging to find insurance policies that fit their specific needs. Additionally, an insurance broker can help residents save money by finding the best deals on insurance policies, which is especially important in Kennesaw, GA, where the cost of living is relatively high. Overall, an insurance broker can be an invaluable resource for residents of Kennesaw, GA, helping them protect their assets, save money, and navigate the complex world of insurance.

Wealth Management

Residents of Kennesaw, GA can benefit greatly from the services of a wealth manager. With Kennesaw being one of the fastest-growing cities in Georgia, it is imperative for residents to have a solid financial plan that can help them navigate the uncertainties of the future. A wealth manager can assist with various financial needs, such as investment management, estate planning, tax planning, and retirement planning. Additionally, Kennesaw is home to many small business owners who may require the expertise of a wealth manager to help them manage their finances and grow their business. Furthermore, with the city's proximity to Atlanta and its bustling economy, residents may need guidance on how to navigate the complex financial landscape of the region. A wealth manager can provide tailored solutions to help Kennesaw residents achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Kennesaw, GA can benefit from the guidance of a financial advisor in various ways. Firstly, Kennesaw is a city that has a diverse economy, with various industries ranging from healthcare to education. A financial advisor can assist residents in navigating the complexities of their respective industries and help them make informed decisions regarding their finances. Additionally, Kennesaw is home to several colleges and universities, and a financial advisor can help students and their families plan for the high cost of education. Furthermore, Kennesaw has a growing population of retirees, and a financial advisor can help them manage their retirement savings and create a sustainable income stream. Finally, Kennesaw is also prone to natural disasters, such as tornadoes, and a financial advisor can help residents prepare for such events by creating emergency funds and insurance plans. Overall, a financial advisor can provide valuable assistance to the residents of Kennesaw, GA in various aspects of their financial lives.

Mortgage Loan Officer

Residents of Kennesaw, GA can benefit from the expertise of a mortgage loan officer in several ways. Firstly, with the booming real estate market in Kennesaw, a mortgage loan officer can help residents navigate the complexities of the mortgage process and secure the best possible interest rates. Additionally, Kennesaw is home to several military bases, and a knowledgeable loan officer can assist military families in obtaining VA loans and other benefits. Moreover, Kennesaw is a rapidly growing city with a diverse population, and a mortgage loan officer can provide specialized services to different communities, such as bilingual assistance for Spanish-speaking residents. Finally, with the ongoing economic uncertainty caused by the pandemic, a mortgage loan officer can help Kennesaw residents refinance their homes and alleviate financial stress.

Tax Services

Kennesaw, GA residents could benefit from the expertise of a tax advisor in many ways. For instance, a tax advisor can help residents navigate the complex tax laws and regulations specific to Kennesaw, GA. They can also provide guidance on how to maximize deductions and credits, minimize tax liability, and avoid penalties and interest. Additionally, a tax advisor can assist residents with tax planning, including retirement planning, estate planning, and business planning. With the help of a tax advisor, Kennesaw, GA residents can make informed decisions about their finances and ensure compliance with local, state, and federal tax laws.

Estate Planning Lawyer

Residents of Kennesaw, GA would greatly benefit from the services of an estate planning lawyer. With the city's population growing rapidly, it is important for individuals to have a plan in place for their assets and property. An estate planning lawyer can assist with creating wills, trusts, and other legal documents that ensure a person's wishes are carried out after their passing. Additionally, Kennesaw is home to many small business owners who could benefit from the expertise of an estate planning lawyer in creating a succession plan for their business. With the complexity of estate planning laws and regulations, it is crucial to have a knowledgeable professional guide individuals through the process to avoid costly mistakes and ensure their loved ones are taken care of.

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