Best Financial Advisors in Cumming, GA

20 firms listed · all 20 in Cumming · 2 open weekends · 12 rated 4.5+ · 1 shows a license

Data verified October 19, 2026

Financial Consultants Group

Financial Consultants Group

5.0 16 reviews
“The Financial Consultants Group team is very knowledgable, helpful, friendly and great communicators!”
Free consultationSince 2018
1080 Sanders Rd #300
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Jon W Newcomer, CPA

Jon W Newcomer, CPA

4.3 10 reviews
“He is absolutely a great man that has your best interest at heart.”
Since 1998FinancingPrices online
106 Pilgrim Village Dr STE 300
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Investment Planning Advisors

Investment Planning Advisors

5.0 22 reviews
“Ken has been our financial planner for several years now and we could not be happier with the guidance, planning and management he provides.”
Since 2007
327 Dahlonega St Suite 503
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Map To Financial Security

Map To Financial Security

5.0 6 reviews
“Mike is very knowledgeable and professional in assisting with financial planning and life insurance.”
Since 2021Family-owned
925 Sanders Rd Suite 24
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Andrew Johnson & Associates

Andrew Johnson & Associates

4.9 10 reviews
“Calm, cool, collected and willing to answer any questions and do research with you.”
LicensedSince 2021
2404 Stoney Point Rd
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Day's Tax Service & Financial Planning

Day's Tax Service & Financial Planning

4.5 10 reviews
“Brian does an absolutely outstanding job, makes sure to search for every deduction possible to review with you when he's finished preparing your return.”
Since 2005
2410 Bethelview Rd
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The 20 firms listed for Cumming, GA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Cumming, GA

All 20 firms we list here are in Cumming itself. 13 of the firms on this page have a rating, from 4.3 to 5.0 across 127 reviews; 12 are rated 4.5 or higher. 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are estate planning (2), our firm (2) and our qualifications (2). 1 shows a license on its website. 10 have ten or more years of experience, the longest 28 years. 1 offers payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 19 of the firms on this page; 13 publish a contact page; 12 list a public email and 1 takes bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do any financial advisers listed for Cumming offer a free first meeting?

2 of the 20 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.

Wealth Management Outfitters

Wealth Management Outfitters

5.0 1 review
“He puts his clients first, even when it's not the best for himself.”
Free consultationSince 2017
315 Allen St First Floor
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Le Roy, Cole & Stephens

Le Roy, Cole & Stephens

5.0 1 review
“His knowledge, integrity, and giving spirit has made it a joy to work with Jeff.”
Since 1976Prices online
101 Samaritan Dr
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Arseneau Advisory Group

Arseneau Advisory Group

5.0 3 reviews
“I've been a client for several years now and I'm always glad I chose Arseneau Advisory Group.”
Since 2017
5822 N Vickery St
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Financial Focus

Financial Focus

4.8 11 reviews
“He did an excellent job of holding us accountable and was respectful and diplomatic when I was being dumb or digging in my heels, thinking my "best" thinking.”
Since 2006
202 Canton Rd Ste 103
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Bales Financial Group

Bales Financial Group

5.0 2 reviews
“Have been a client for 2 years now and never regretted joining the Bales family.”
Since 2010
212 Webb St Suite 101
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Rothstein Investment Management

Rothstein Investment Management

Since 2016
4730 Hammond Industrial Dr #200
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Eckel Financial Network

Eckel Financial Network

Since 2017Prices online
105 Pilgrim Village Dr STE 500
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Omega Advisory

Omega Advisory

Since 2017
410 Peachtree Pkwy Suite 4245
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Capital Planning & Investments

Capital Planning & Investments

Since 2009
4210 Summerwood Dr
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Rushton

Rushton

4 attorneysServes North GeorgiaSince 1981
108 Colony Park Dr Suites 500/600
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LPL Financial

LPL Financial

5.0 3 reviews
“I've been with these guys for 5 years now and they've helped me navigate through alot of things I didnt understand as a younger man/investor.”
327 Dahlonega St #1804a
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The CFO

The CFO

Since 2015
6265 Allison Rd
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Cetera Advisors

Cetera Advisors

Since 2023
4480 Wildener Way
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Joshi Capital Management

Joshi Capital Management

Since 2023
3425 Bentbill Crossing
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Why these companies made our list

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