Morales Business Services
“Me and my entire family have been going to see Roxana for years and we recommend her to everyone!”
Best Financial Advisors in Norcross, GA
15 firms listed · 5 in Norcross · 1 open 24/7 · 4 open weekends · 12 rated 4.5+
Data verified October 18, 2026
Prehmus Financial
“They are professional and responsive and always looking for ways to help me grow not just financially but in my life.”
Rockridge Financial Services
Beacon 1040
27th Investments
Fricke & Associates
“The joining of the two firms seems to allow, for quick responses and anyone who answers the phone puts you in touch with someone who is anxious to assist.”
The 15 firms listed for Norcross, 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: Norcross, GA
Of the 15 firms we list here, 5 are in Norcross itself and 10 come from towns including Alpharetta (4, 10 mi), Atlanta (3, 17 mi) and Peachtree Corners (1, 4 mi). 13 of the firms on this page have a rating, from 4.2 to 5.0 across 617 reviews; 4 have 50 or more reviews and 12 are rated 4.5 or higher. 1 is open around the clock; 4 are open on Saturdays and 2 on Sundays. 1 lists staff certifications (CPA) 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 2000. 1 offers urgent consultations; 2 offer payment plans and 2 offer a free initial consultation. We have a website on file for 14 of the firms on this page; 9 publish a contact page; 10 list a public email and 5 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 Norcross take financial planning bookings online?
5 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.
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Investor Friendly CPA
“Ashish is very knowledgeable and going through tax planning and preparation helped my tax situation tremendously.”
David J Bradford: Financial Advisor – More With David
“As a result of the partnership with David, we have saved thousands on Taxes while structuring a solid and thorough retirement plan - providing us comfort and assurance as we move into the next phase of our lives.”
Elm3 Financial Group
“The professionals at Elm3 Financial Group have been my "go to" advisers on everything from deciding when I should/could retire, how to handle my retirement funds, and getting my taxes done painlessly each year.”
Benjamin Yin, Founder/Owner - Generational Financial Partners
“Excellent team, always available and give the most honest advice with extremely competitive fees, would not ever go to another financial advisor.”
Georgia Financial Advisors
“I am extremely happy with the results so far (I'm about one year in) and I'm right on target to retire earlier than originally planned.”
Bella Advisors
“They take great pride in educating their clients on financial products and services to best suite your financial goals and objectives which help you to understand what choices you are making.”
Ramone Preston Enterprises
“Spreading the word about entrepreneurship's legal structure is his calling.”
Georgia Advisory Group
“Great Job by all at the Firm.”
Active Wealth Management
“Really helpful information and smart guy.”
Why these companies made our list
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