Marietta, GA

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Marietta, GA
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Best Financial Advisors in Marietta, GA

The highest-rated Financial Planning & Wealth Management companies out of 186 vetted & reviewed in the Marietta area.

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Wiser Wealth Management

Wiser Wealth Management

(50)
Business Owners, Retirement Planning, Airline Pilots
“Casey and his team are very professional, thoroughly explain the investment strategy and results, review your goals and plans, and are responsive to any requests.”
Remote Consultations Available
In Business Since 2004
Licensed, BBB Accredited
125 Church St #220, Marietta, GA
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Nicholas Wealth Management

Nicholas Wealth Management

(38)
Legacy Planning, Investment Planning, Health Care Planning
“David and his team are not just knowledgeable and abreast of trends and tendencies, but are extremely adept at communicating financial concepts that helped us make informed decisions about how to invest.”
In Business Since 2018
Licensed, BBB Rating: A+
218 Roswell St NE Suite 200, Marietta, GA
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SBS Accounting & Advisors

SBS Accounting & Advisors

(29)
Solutions For Quickbooks, Budgeting and Forecasting, KPI Tracking
“My organization has been working with SBS for about two years and we've been extremely impressed by their responsiveness, work quality, and professionalism.”
Accepts All Major Credit Cards
In Business Since 2011
Transparent Fees & Pricing
Licensed, BBB Rating: A+
363 Lawrence St NE, Marietta, GA
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Steele Law Firm

Steele Law Firm

(39)
  • Evaluation
  • Trust
  • Questions
“I'm glad I made the decision to hire her as my estate planner and I'm sleeping a lot better knowing if anything happens to me, my estate and family are well taken care of based on my wishes.”
In Business Since 2018
Family Business
376 Powder Springs St #130, Marietta, GA
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CFO Navigator

CFO Navigator

(19)
​consulting & Advisory, Tax, ​
“Robert and his staff at CFO Navigator have done an outstanding job helping our business grow by organizing, and more importantly, understanding our financial data.”
In Business Since 1998
Offers Financing Options
732 Kennesaw Ave NW #210, Marietta, GA
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Jodee Bowen CPA

Jodee Bowen CPA

(8)
Tax Services, Industries, Services For Individuals
“Her rate to sit with her was very reasonable and she consulted me on my Chart of Accounts, gave me lots of advice and caught a lot of mistakes and wrote down a lot of notes for me to take with me.”
Offers Financing Options
In Business Since 2011
Free Initial Consultation
Transparent Fees & Pricing
2645 Dallas Hwy Suite 200, Marietta, GA
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Senior Financial Planning

Senior Financial Planning

(1)
“Tim and his team helped us with retirement advice and finances.”
In Business Since 2007
Licensed, BBB Rating: A+
2551 Roswell Rd Suite 209, Marietta, GA
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Baer Wealth Management

Baer Wealth Management

“What you value, what you want to achieve, and what is most important to you – these are the things that shape everything we do for you. Life Matters Most.”
Accepts All Major Credit Cards
In Business Since 2005
Licensed, BBB Rating: A+
101 Village Pkwy NE, Marietta, GA
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Davis, Pechter & Associates

Davis, Pechter & Associates

(2)
Tax Services, Industries, Services For Individuals
“Derek Davis and his staff provide CPA services for two businesses with which I am involved The firm has done a stellar job with our tax filings and related advice, for over 20 years.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2019
Offers Financing Options
2655 Dallas Hwy #530, Marietta, GA
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Charles R. Burford CPA

Charles R. Burford CPA

(3)
Tax Services, Industries, Services For Individuals
“Very nice and very helpful”
Offers Financing Options
In Business Since 2018
Transparent Fees & Pricing
127 Church St Suite 340, Marietta, GA
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Barnett & Stegall

Barnett & Stegall

(5)
“I continue to refer clients to Barnett & Stegall, and highly recommend them.”
Offers Financing Options
In Business Since 2011
Transparent Fees & Pricing
244 Roswell St NE UNIT 400, Marietta, GA
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Corporate Financial Options

Corporate Financial Options

(2)
“After an hour of talking with John, the burden I have carried for the last 12 years started to slowly fade away, I left my first meeting with him with a huge sigh of relief as I floated away to my car knowing that there is a light at the end of a ver...”
In Business Since 2001
Licensed, BBB Rating: A+
1640 Powers Ferry Rd building 19 suite 100, Marietta, GA
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Yeomans Consulting Group

Yeomans Consulting Group

(6)
“They are extremely knowledgeable, responsive, easy to work with and are really good at educating us so that we can understand our whole financial picture.”
In Business Since 2002
Free Initial Consultation
61 Atlanta St SE, Marietta, GA
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Chandler Wealth Management

Chandler Wealth Management

(6)
Estate Planning, Insurance Reviews, Investment Strategies
“Craig is a seasoned financial planner that I have successfully worked with for over a decade, he's courteous, professional, knowledgeable, patient, and will go the extra mile for you, unlike most other planners I've encountered.”
In Business Since 2019
Licensed
320 Cherokee St NE suite a, Marietta, GA
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Elliott & Associates Wealth Advisors

Elliott & Associates Wealth Advisors

(1)
Careers, Cetera Investment Management
“I would recommend anyone to call the office for a complementary consultation.”
In Business Since 2007
Remote Consultations Available
1225 Johnson Ferry Rd #600, Marietta, GA
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Chaffins, Batdorf, & Austell Accounting Service

Chaffins, Batdorf, & Austell Accounting Service

“Take a look at our Home page. Chaffins & Batdorf, LLC is a full service tax, accounting and business consulting firm located in Marietta, GA.”
Offers Financing Options
In Business Since 1996
Transparent Fees & Pricing
707 Whitlock Ave SW, Marietta, GA
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Masterplan Retirement Consultants

Masterplan Retirement Consultants

Insurance & Health Care, Retirement Income Planning, Social Security Strategies
“We are an experienced team of fiduciary advisors focused on one thing – helping our clients achieve their retirement goals. Our focus is to serve as your chief financial officer overseeing a wide range of financial services and support as we help you...”
In Business Since 2012
Family Business
410 Villa Rica Way SW Suite 100, Marietta, GA
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Incompass Financial

Incompass Financial

(8)
  • Plan
  • Knowledge
  • Goals
“They have taken the time to work hand in hand with us to understand our financial goals, create a personalized plan that is tailored to our needs, and ensure that we are on track towards reaching our financial objectives.”
In Business Since 2017
Accepts All Major Credit Cards
4994 Lower Roswell Rd # 4, Marietta, GA
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Sentara Capital

Sentara Capital

(1)
“They everything with the customers best interests in mind”
In Business Since 2012
Transparent Fees & Pricing
900, 3225 Shallowford Rd, Marietta, GA
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Virtual Accounting Group

Virtual Accounting Group

(4)
“Amazing job in a very professional .”
In Business Since 2019
Licensed
1040 W Marietta St NW, Atlanta, GA
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Waterstone Wealth Strategies

Waterstone Wealth Strategies

(1)
“Ben is consistent with communication and always takes the time to explain strategy, answer questions and provide updates.”
In Business Since 2020
127 Church St Suite 230, Marietta, GA
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American Financial Advisors

American Financial Advisors

Inheritance and Gifting Strategies, 401k and dc Plans, Financial Plans - Complete Holistic Overview
“Our loyalties are always aligned with your best interests. As a fiduciary, being independent allows us to make objective decisions on behalf of the families we serve. We help you achieve your goals through experienced guidance, discipline, asset allo...”
In Business Since 2001
2551 Roswell Rd Ste 310, Marietta, GA
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Qwickrate

Qwickrate

(1)
“Nice working place...”
In Business Since 1997
1350 Church Street Ext NW # 200, Marietta, GA
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Capital Management Advisors

Capital Management Advisors

In Business Since 2011
1800 Parkway Pl #850, Marietta, GA
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Retirement Planning and Investment Management Services in Marietta, GA Cost Estimates

Minimum cost
$1075
Maximum cost
$9130
National Average
$3223
Avg Per Hour Rates
$323
$2149
$5908
Typical price range is based on 379 cost profiles
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Average Cost $3223
Minimum cost $1075
Maximum cost $9130
Avg Per Hour Rates $323

Typical range $2149 to $5908 is based on 379 cost profiles.

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