Best Financial Advisors in Lawrenceville, GA
15 firms listed · 4 in Lawrenceville · 2 open weekends · 10 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Navigate Financial
“Derek at Navigate financial is an incredible Advisor and care of our money and we would recommend to anyone!!!”
The Lloyd Group
“I became a client of Lloyd Group in 2013 and have been well pleased with their financial advice and investments on my behalf.”
The Gentry Group
“Not only where they able to resolve my tax issues but they explained them in simple human terms that I could understand.”
Brightsmith Advisors
Nvestfit
The 15 firms listed for Lawrenceville, 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: Lawrenceville, GA
Of the 15 firms we list here, 4 are in Lawrenceville itself and 11 come from towns including Snellville (3, 6 mi), Suwanee (3, 8 mi) and Duluth (2, 10 mi). 12 of the firms on this page have a rating, from 4.0 to 5.0 across 153 reviews; 1 has 50 or more reviews and 10 are rated 4.5 or higher. 2 are open on Saturdays. 1 shows a license on its website and 1 has a BBB rating of A or A+. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers payment plans and 3 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 13 list a public email and 7 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Lawrenceville take financial planning bookings online?
7 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
PAZ Enterprise Services
“I had the opportunity to call them and tell them about my immigration problem and today I thank God for putting them on my path...”
Wealth 360
Hamilton Financial
“I had an appointment to meet with the CPA and l was seen promptly.”
Provider Planning
“He and his team take the time to answer our questions, and give us permission to be honest on what we can accomplish——even what we stand to lose.”
Retire Wise
“His wisdom, knowledge, and experience, along with his great personality make him a valuable resource!”
Book onlineBook
U.S. Asset Management
“My wife and I have been working with David and his team for over 20 years, and we've benefited greatly from their expert knowledge and sound planning.”
John R Ulmer CPA
“They are always ready to help with any issues that arise and lend helpful solutions to any situations.”
Green Financial Resources: Roger S. Green, Msfs, CFP
“It's been a few years since I last saw them because the financial advice they gave me as to my status toward retirement was great!”
Frank Passmore, Certified Financial Fiduciary
“Frank and his team demonstrated their dedication to customer service by patiently explaining the differences between IR As, 401(K)s, and 403(B)s, as well as the benefits and potential drawbacks of each rollover option.”
Why these companies made our list
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