Wealth Management in Cumming, GA

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List of Firms

Cumming, GA Wealth Management Firms

Lanier Capital Management
Location 407 W Maple St, Cumming, GA 30040, USA
Phone (770) 205-6890
Language http://laniercapitalmanagement.com/
Directions
Rothstein Investment Management, LLC
5 out of 5
Location 4730 Hammond Industrial Dr #200, Cumming, GA 30041, USA
Phone (678) 845-6120
Language http://www.rothsteininvestments.com/
Directions
Evidential Wealth Advisors - Raymond James
Location 5400 Laurel Springs Pkwy STE 703, Suwanee, GA 30024, USA
Phone (678) 541-8885
Language http://www.evidentialwealth.com/
Directions
Merrill Lynch Wealth Management Advisor Michael Cromer
Location 2170 Satellite Blvd Suite 400, Duluth, GA 30097, USA
Phone (678) 474-1874
Language https://fa.ml.com/georgia/duluth/mike.cromer
Directions
Omega Advisory LLC
Location 410 Peachtree Pkwy Suite 4245, Cumming, GA 30041, USA
Phone (770) 361-3034
Language https://omegaadvisory.net/
Directions
legacy financial investments llc
Location 3955 Griffin Trail Way, Cumming, GA 30041, USA
Phone (678) 783-4417
Directions
MH Wealth Management LLC
5 out of 5
Location 3180 North Point Pkwy Suite 107, Alpharetta, GA 30005, USA
Phone (404) 400-2266
Language http://www.mhwealthllc.com/
Directions
Owenby Jones Wealth Management - Alpharetta
Location 5755 North Point Pkwy, Alpharetta, GA 30022, USA
Phone (678) 224-8480
Language https://www.owenbyjones.com/
Directions
Mayer Private Wealth Management
5 out of 5
Location 8000 Avalon Blvd suite 100, Alpharetta, GA 30009, USA
Phone (678) 566-0635
Language http://www.mayerprivatewealthmanagement.com/
Directions
Sicner Asset Management
Location 7965 Lanier Dr, Cumming, GA 30041, USA
Phone (770) 521-0055
Directions
B M O Asset Management Corporation
Location 4855 Bagley Terrace Dr, Alpharetta, GA 30004, USA
Directions
Gibbs Financial Group & Gibbs Wealth Management
SEC File# 801-123227
CRD# 281621
5 out of 5
Location 3980 Old Milton Pkwy, Alpharetta, GA 30005, USA
Phone (678) 694-8770
Language http://www.gibbsfinancialgroup.com/
Directions
Beautiful Homes- Financial Advisory
Location 925 Sanders Rd Suite 24, Cumming, GA 30041, USA
Phone (770) 231-9908
Language http://www.maptofinancialsecurity.com/
Directions
Rodney Hill - Thrivent
Location 6425 Lakeaires Dr, Cumming, GA 30040, USA
Phone (404) 545-4785
Language https://connect.thrivent.com/rodney-hill?utm_source=GMB&utm_medium=Yext&y_source=1_MTU4NzY1MDctNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Merrill Lynch Wealth Management Advisor Alvaro A Galvis Pineda
Location 10000 Avalon Blvd, Alpharetta, GA 30009, USA
Phone (678) 746-5720
Language https://fa.ml.com/georgia/alpharetta/mg_group
Directions
Wealth Management in Cumming, GA

Where Wealth Management Advisors in Cumming, GA Serve

Cumming, GA is a bustling city in Forsyth County, Georgia, that is home to a plethora of landmarks, top employers, major highways and streets, and neighborhoods. The city's landmarks include the Cumming Fairgrounds, Sawnee Mountain Preserve, and the Cumming Playhouse. The Cumming Fairgrounds is a popular venue for various events such as the Cumming Country Fair and Festival, while Sawnee Mountain Preserve is a breathtaking natural attraction that offers hiking trails, picnic areas, and stunning views of the city. The Cumming Playhouse is a historic theater that features live performances and events throughout the year. Top employers in Cumming, GA include Northside Hospital, Forsyth County Schools, and The Home Depot. Northside Hospital is a leading healthcare provider in the region, while Forsyth County Schools is the largest employer in the county, providing education to over 50,000 students. The Home Depot is a home improvement retailer that has a significant presence in the city.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Cumming, GA can benefit from the services of a bank in various ways. One of the most common ways is through access to loans and credit facilities that can help them start or expand their businesses. Cumming is a rapidly growing city located in Forsyth County, which has a thriving economy driven by various industries such as healthcare, education, and technology. As such, residents may require financial assistance to start a new business or expand an existing one. Additionally, banks can assist residents in managing their finances by providing them with savings accounts, checking accounts, and other financial products that can help them save money and earn interest. Moreover, banks can offer financial advice and investment opportunities to residents who want to grow their wealth and secure their financial future. Overall, banks play a crucial role in the economic development of Cumming, GA, and can help residents achieve their financial goals.

Insurance Broker

Residents of Cumming, GA would greatly benefit from the services of an insurance broker. The broker can help them navigate the complexities of insurance policies and find the best coverage for their needs. One specific aspect of Cumming, GA that the broker can assist with is the high risk of flooding in the area. With the city being located near Lake Lanier and the Chattahoochee River, there is a significant likelihood of flooding during heavy rainfalls. An insurance broker can help residents obtain flood insurance to protect their homes and belongings from the devastating effects of flooding. Additionally, the broker can provide guidance on other types of coverage, such as auto, health, and life insurance, to ensure that residents are fully protected in all aspects of their lives.

Retirement Planning

Residents of Cumming, GA can benefit from the guidance of a retirement planner in numerous ways. Firstly, a retirement planner can help residents of Cumming, GA to create a personalized retirement plan that is tailored to their unique needs and goals. This is especially important given the fact that Cumming, GA is a rapidly growing city with a diverse population that includes retirees, young families, and working professionals. Secondly, a retirement planner can help residents of Cumming, GA to navigate the complex world of retirement savings and investments. This is particularly relevant given the volatile nature of the stock market and the fact that many residents of Cumming, GA may not have the time or expertise to manage their own investments effectively. Lastly, a retirement planner can help residents of Cumming, GA to maximize their Social Security benefits and other retirement income streams, which is crucial given the fact that many retirees in Cumming, GA may be living on a fixed income.

Financial Advisor

Residents of Cumming, GA can benefit from the expertise of a financial advisor in various ways. One of the most common ways is through retirement planning. Cumming, GA has a growing population of retirees who need guidance on how to manage their finances during their golden years. A financial advisor can help them create a retirement plan that takes into account their current financial situation, future goals, and potential risks. Additionally, with the recent growth of the city's economy, many residents may be looking to invest in local businesses or real estate. A financial advisor can provide valuable insights and advice on the best investment options available in Cumming, GA. Furthermore, with the rising cost of healthcare, a financial advisor can help residents plan for medical expenses and navigate the complexities of Medicare and Medicaid. Overall, a financial advisor can provide residents of Cumming, GA with the necessary tools and strategies to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Cumming, GA can benefit from the expertise of a mortgage loan officer in a multitude of ways. With the city's growing population and booming real estate market, a loan officer can help residents secure financing for their dream home or investment property. Specifically, Cumming is known for its beautiful lakefront properties and scenic mountain views, making it a desirable location for those seeking a peaceful and picturesque lifestyle. A loan officer can assist residents in navigating the complex mortgage process, including understanding the various loan options available and finding the best rates and terms. Additionally, they can provide guidance on credit requirements and help residents improve their credit score, which is crucial in securing a mortgage. Overall, a mortgage loan officer can be an invaluable resource for residents of Cumming, GA looking to achieve their homeownership goals.

Tax Services

Residents of Cumming, GA can benefit from the expertise of a tax advisor in several ways. One of the most common ways is by receiving guidance on how to navigate the complex tax laws and regulations that are specific to Georgia. For instance, Cumming residents may be eligible for certain tax credits or deductions that are unique to the state, such as the Georgia Film Tax Credit or the Georgia Rural Hospital Tax Credit. A tax advisor can help residents understand these tax incentives and ensure that they are taking advantage of them. Additionally, a tax advisor can assist Cumming residents with tax planning and preparation, which can help them minimize their tax liability and maximize their savings. Whether it's helping residents file their taxes or providing advice on how to reduce their tax burden, a tax advisor can play a crucial role in helping Cumming residents achieve their financial goals.

Estate Planning Lawyer

Residents of Cumming, GA can benefit from the services of an estate planning lawyer in a multitude of ways. One of the most common ways is by helping individuals create a comprehensive estate plan that outlines their wishes for the distribution of their assets and property after they pass away. This is especially important in Cumming, GA, where there is a growing population of retirees and elderly individuals who may need to plan for long-term care and medical expenses. Additionally, an estate planning lawyer can assist with drafting important legal documents such as wills, trusts, and powers of attorney, as well as providing guidance on tax planning and asset protection strategies. By working with an experienced estate planning lawyer, residents of Cumming, GA can ensure that their affairs are in order and that their loved ones are taken care of in the event of their passing.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services offered by a qualified wealth manager in Cumming, GA can assist high-net-worth individuals in creating a comprehensive financial plan that aligns with their long-term goals. These services may include investment management, tax planning, estate planning, and risk management. In Cumming, GA, a wealth manager can also provide guidance on local investment opportunities, such as the rapidly growing real estate market in Forsyth County. With its proximity to Atlanta and access to top-rated schools, Cumming has become an attractive location for families and businesses alike. A wealth manager can help clients navigate the complexities of investing in the local market while also considering global economic trends and potential risks. By working closely with a wealth manager, clients in Cumming, GA can feel confident in their financial future and achieve their desired level of financial security.

Cumming, GA is the ultimate destination for anyone looking for a reliable wealth manager. The city boasts of a thriving economy and a vibrant financial sector that is home to some of the most competent financial advisors in the country. What sets Cumming apart from other cities is its unique blend of modern amenities and small-town charm. With its picturesque landscapes, rich history, and diverse culture, Cumming offers a perfect environment for financial planning and management. Whether you are a high-net-worth individual or a small business owner, you can trust the wealth managers in Cumming to help you achieve your financial goals. Their expertise and experience in the industry coupled with their deep understanding of the local market make them the go-to professionals for anyone seeking financial advice. So, if you are looking for a wealth manager that can help you navigate the complex financial landscape, look no further than Cumming, GA.