Wealth Management in Decatur, GA

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List of Firms

Decatur, GA Wealth Management Firms

Navin Jayasekar - TIAA Wealth Management Advisor
Location 280 Elizabeth St NE Suite A, Atlanta, GA 30307, USA
Phone (844) 458-9101
Edward Jones - Financial Advisor: David Ewing
4 out of 5
Location 125 Clairemont Ave Ste 180, Decatur, GA 30030, USA
Phone (404) 373-0237
Haven Wealth Advisors
5 out of 5
Location 3438 Peachtree Rd NE Ste 1200, Atlanta, GA 30326, USA
Phone (404) 846-3600
Eagle Creek Wealth Management - Sanders / Dukes - UBS Financial Services Inc.
Location 3560 Lenox Rd NE 28th Floor, Atlanta, GA 30326, USA
Phone (404) 760-3296
Apex Wealth Management - UBS Financial Services Inc.
Location 3560 Lenox Rd NE 28th Floor, Atlanta, GA 30326, USA
Phone (404) 760-3311
Chastain Wealth Management
Location 7000 Central Pkwy 11th Floor, Atlanta, GA 30328, USA
Phone (404) 736-1261
Coats Investments LP
Location 1486 Leafmore Pl, Decatur, GA 30033, USA
Phone (404) 634-0307
Boardwalk Capital Management
Location 1275 E Rock Springs Rd NE, Atlanta, GA 30306, USA
Phone (404) 343-2026
Hat Har Asset Management LLC
Location 895 Gatehouse Dr # B, Decatur, GA 30032, USA
Phone (478) 978-5343
Sell Structured Settlement Advisors
Location 3500 Lynview Ct W, Decatur, GA 30034, USA
Phone (888) 509-5553
Element Wealth Advisors - Ameriprise Financial Services, LLC
5 out of 5
Location 800 Mount Vernon Hwy Ste 350, Atlanta, GA 30328, USA
Phone (678) 871-2222
Merrill Lynch Wealth Management Advisor Najee Sanders
Location 3455 Peachtree Rd NE, Atlanta, GA 30326, USA
Phone (404) 231-7894
Wealth Management in Decatur, GA

Where Wealth Management Advisors in Decatur, GA Serve

Decatur, GA is a vibrant city located in DeKalb County, Georgia. It is home to a plethora of landmarks, including the historic Decatur Courthouse and the Decatur Square, which is a bustling hub of activity with plenty of shops, restaurants, and entertainment options. The city is also home to several top employers, such as Emory University, DeKalb County School District, and the Centers for Disease Control and Prevention. When it comes to major highways and streets, Decatur is conveniently located near several major thoroughfares, including Interstate 285, Interstate 20, and U.S. Route 78. This makes it easy for residents and visitors alike to get around the city and explore all that it has to offer. Decatur is also home to several unique neighborhoods, each with its own distinct character and charm. From the historic homes of Oakhurst to the trendy shops and restaurants of Decatur Heights, there is something for everyone in this vibrant city.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Decatur, GA can benefit from a bank in several ways. Firstly, a bank can provide financial assistance for those looking to purchase a home in the city. Decatur, GA is known for its beautiful historic homes, and a bank can help residents secure a mortgage to make their dream of homeownership a reality. Additionally, a bank can assist residents with their small business needs, as Decatur is home to a thriving entrepreneurial community. From loans to merchant services, a bank can provide the necessary financial tools to help small businesses succeed. Furthermore, a bank can offer various savings and investment options to help residents plan for their future. With the high cost of living in Decatur, GA, having a reliable savings plan can make all the difference. Overall, a bank can provide invaluable support and resources to help residents of Decatur, GA achieve their financial goals and thrive in their community.

Insurance Broker

Decatur, GA residents can benefit from the services of an insurance broker in a multitude of ways. For instance, an insurance broker can assist residents in finding a health insurance plan that meets their specific needs and budget. With the rising cost of healthcare, this service is crucial for many Decatur residents who may be struggling to afford medical care. Additionally, an insurance broker can help Decatur residents find the best auto insurance policies to protect their vehicles and finances in case of an accident. Furthermore, an insurance broker can help Decatur business owners navigate the complex world of commercial insurance, ensuring that they have the coverage they need to protect their businesses from unforeseen risks. With all the unique industries and businesses in Decatur, having a knowledgeable insurance broker can make all the difference in securing the right coverage.

Retirement Planning

Residents of Decatur, GA can benefit immensely from the services of a retirement planner. With the city's growing population and diverse demographics, a retirement planner can help individuals navigate the complexities of retirement planning, including investment strategies, tax planning, and estate planning. Decatur's proximity to Atlanta and its booming economy also presents unique opportunities and challenges for retirees. A skilled retirement planner can help residents of Decatur maximize their retirement income and ensure a comfortable and secure future. Additionally, Decatur's vibrant community and cultural scene offer a wealth of opportunities for retirees to stay engaged and active during their golden years. A retirement planner can help individuals identify and pursue these opportunities, ensuring a fulfilling and rewarding retirement experience in Decatur, GA.

Financial Advisor

Residents of Decatur, GA can greatly benefit from the expertise of a financial advisor. With the city's growing population and diverse economy, there are many unique financial challenges that residents may face. For example, Decatur is home to a large number of small business owners who may require assistance with retirement planning, tax management, and investment strategies. Additionally, the city's housing market is rapidly expanding, and a financial advisor can help residents navigate the complexities of purchasing a home or refinancing a mortgage. Furthermore, Decatur is known for its vibrant arts and culture scene, and a financial advisor can help individuals plan for expenses related to hobbies and entertainment. Overall, a financial advisor can provide tailored guidance to help Decatur residents achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Decatur, GA can greatly benefit from the assistance of a mortgage loan officer. These professionals can help residents navigate the complex process of obtaining a mortgage loan, ensuring that they secure the best possible terms and rates. They can also provide guidance and support throughout the entire process, from pre-qualification to closing. One specific way that residents of Decatur, GA can benefit from working with a mortgage loan officer is by taking advantage of the various loan programs available to them. For example, the Georgia Dream Homeownership Program offers down payment assistance and reduced interest rates to eligible borrowers. A mortgage loan officer can help residents determine if they qualify for this or other programs, and can assist them in completing the necessary paperwork and applications. With the help of a skilled and knowledgeable mortgage loan officer, residents of Decatur, GA can achieve their dreams of homeownership.

Tax Services

Residents of Decatur, GA can benefit from the expertise of a tax advisor in various ways. For instance, a tax advisor can help Decatur residents in navigating the complex tax laws and regulations unique to the state of Georgia. Decatur is home to many small businesses, and a tax advisor can assist these businesses in filing their taxes, managing their finances, and maximizing their tax deductions. Additionally, a tax advisor can help residents in Decatur to understand and comply with the tax implications of major life events such as marriage, divorce, and retirement. Furthermore, a tax advisor can provide valuable advice on estate planning, helping Decatur residents to minimize their tax liabilities and maximize their assets for future generations. In summary, a tax advisor can provide comprehensive tax planning and preparation services to the residents of Decatur, GA, ensuring that they are compliant with state and federal tax laws and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Decatur, GA can benefit greatly from the services of an estate planning lawyer. These professionals can help individuals and families create a comprehensive plan for their assets and property, ensuring that their wishes are carried out after they pass away. This is especially important in Decatur, where the population has grown significantly in recent years and the real estate market is booming. With so many new residents and businesses moving into the area, it's important for locals to have a solid estate plan in place to protect their assets and ensure that their loved ones are taken care of. An estate planning lawyer can also help with other important legal matters, such as drafting wills and trusts, establishing powers of attorney, and navigating complex tax laws. By working with an experienced lawyer, residents of Decatur can have peace of mind knowing that their assets and property are protected and their wishes will be honored.


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