Northwestern Mutual
Buckhead
Find a financial advisor in our Buckhead office.
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Showing 148 advisors and reps
CFP®, CPA, CLU®, CLTC®, RICP®
A New Orleans native, I've lived in Atlanta since 2006. I'm married to Kimberly and we're proud parents to Cole, Annie, Case, and Crew. I specialize in comprehensive financial planning for pre-retirees, business owners, & physicians. Conversations with my clients revolve around creating a long-term financial game plan encompassing managing wealth, mitigating risk, and saving money tax efficiently.Visit my websiteExpertise: Wealth Management, Financial Planning, Investment Strategies, Retirement Planning, Education Funding, Estate Planning, Business Risk Management, Employee and Executive Benefits Planning, Life Insurance Planning, Retirement Income Planning, Disability Income Planning, Long Term Care Planning, Special Needs Planning, Business Succession Planning
Languages: English
Location: Peachtree Corners GA, 30092
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CFP®, RICP®
An Atlanta native who specializes in financial planning for attorneys, physicians, and small business owners; Sam prides himself on working diligently to help his clients achieve their financial goals. The exceptional team Sam has built around him encompass his philosophy to provide a comprehensive and consultative approach to planning.Visit my websiteExpertise: Business Continuation Planning, Retirement Planning, Financial Planning, Business Risk Management, Business Succession Planning, Estate Planning, Disability Income Planning, Life Insurance Planning, Education Funding, Employee and Executive Benefits Planning, Long Term Care Planning
Languages: English
Location: Atlanta GA, 30326
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Expertise: Retirement Planning
Languages: English
Location: Atlanta GA, 30326
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CLTC®, RICP®
Whether you are a new business owner, planning for your children’s education, or entering retirement, my team and I will create a financial plan uniquely designed to help achieve your goals. We work with our clients to develop well thought out objectives, clear action steps, and a realistic timetable to help ensure financial security, thereby, protecting the people and things they care about most.Visit my websiteExpertise: Financial Planning, Estate Planning, Business Risk Management, Business Succession Planning, Special Needs Planning, Education Funding, Disability Income Planning, Long Term Care Planning, Life Insurance Planning, Retirement Income Planning
Languages: English
Location: Alpharetta GA, 30005
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CLU®, ChFC®
Visit my websiteExpertise: Financial Planning, Retirement Planning
Languages: English
Location: Macon GA, 31210
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CLU®, AEP®, CFP®
Visit my websiteExpertise: Business Succession Planning, Estate Planning, Life Insurance Planning, Disability Income Planning, Long Term Care Planning, Employee and Executive Benefits Planning, Investment Strategies
Languages: English
Location: Dublin GA, 31027
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MSFS, CFP®, RICP®, ChFC®, CASL®
I am passionate about helping couples retire well. Most of the people I meet have collected financial products over their life but have not completed a planning process that allows them to have peace around retirement. My team and I will help put together strategies and tactics that will help ensure you know how much money you can spend, save money on taxes and live the retirement you've dreamed of.Visit my websiteExpertise: Financial Planning, Retirement Income Planning, Wealth Management, Long Term Care Planning
Languages: English
Location: Peachtree Corners GA, 30092
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CFP®, RICP®, ChFC®
Financial planning starts with a conversation about how you can accomplish what's most important to you. I work with successful professionals to build a solid financial foundation for their lives, bringing confidence and clarity to what can feel like a daunting process. I am passionate about the transformation that occurs when we work together to take strategic action in a financial plan.Visit my websiteExpertise: Disability Income Planning, Education Funding, Financial Planning, Life Insurance Planning, Long Term Care Planning, Retirement Planning, Investment Strategies, Retirement Income Planning, Wealth Management
Languages: English
Location: Atlanta GA, 30326
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CLU®
Allen Bell is dedicated to professionalism, loyalty, education and integrity. We provide comprehensive financial planning for entrepreneurs, procedure-based medical professionals, families and organizations that support loved ones with special needs. In general, we align ourselves to be a trusted and professional resource to people who understand and appreciate the value of planning.Visit my websiteExpertise: Financial Planning, Retirement Planning, Business Continuation Planning, Estate Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Special Needs Planning, Life Insurance Planning, Disability Income Planning, Employee and Executive Benefits Planning, Education Funding, Long Term Care Planning
Languages: English
Location: Alpharetta GA, 30005
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