Financial Services

Financial Services

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Wealth 360, LLC
Wealth 360, LLC
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1400 Buford Highway, Suite M-4
Buford, GA 30518
Work Phone: (678) 392-1155(678) 392-1155
Member Since 2019
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Summerfield Mortgage, LLC
Summerfield Mortgage, LLC
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3060 Kimball Bridges Road, Sutie 155
Alpharetta , GA 30022
Work Phone: (678) 615-3732(678) 615-3732
Member Since 2023
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Transworld Business Advisers - Lawrenceville/Athens
Transworld Business Advisers - Lawrenceville/Athens
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279 W. Crogan Street
Lawrenceville, GA 30046
Work Phone: (770) 727-1442(770) 727-1442
Member Since 2022
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Moneycopilot, LLC
Moneycopilot, LLC
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P.O. Box 803
Suwanee, GA 30024
Work Phone: (770) 844-7100(770) 844-7100
Member Since 2021
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POWER 10
POWER 10
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174 Meeting Lane
Sandy Springs, GA 30342
Work Phone: (404) 550-6167(404) 550-6167
Member Since 2014
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Smith + Howard Wealth Management
Smith + Howard Wealth Management
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271 17th Street, Northwest
Suite 1600
Atlanta, GA 30363
Marvin WillisMarvin Willis
Work Phone: (404) 874-6244(404) 874-6244
Member Since 2016
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Automatic Data Processing - ADP
Automatic Data Processing - ADP
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5680 New Northside Drive
Atlanta, GA 30328
Mr. Lindsey SchneiderMr. Lindsey Schneider
Work Phone: (678) 319-5532(678) 319-5532
Member Since 2010
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Northwestern Mutual
Northwestern Mutual
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2160 Satellite Blvd.
Suite 100
Duluth, GA 30097
Work Phone: (770) 612-4623(770) 612-4623
Member Since 2021
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LoanUnited.com, LLC
LoanUnited.com, LLC
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3235 Satellite Blvd. #3314
Duluth, GA 30096
Work Phone: (770) 450-6700(770) 450-6700
Member Since 2021
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True North Holdings
True North Holdings
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1000 Peachtree Industrial Blvd, Suite 226
Suwanee , GA 30024
Ken HalleyKen Halley
Work Phone: (770) 335-9685(770) 335-9685
Member Since 2022
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Delta Community Credit Union- Johns Creek
Delta Community Credit Union- Johns Creek
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6700 McGinnis Ferry Road
Johns Creek, GA 30097
Work Phone: (404) 715-4725(404) 715-4725
Member Since 2023
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Gabriel Money
Gabriel Money
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1190 North Highland Ave
Suite 8629
Atlanta, GA 30306
Danielle HirschDanielle Hirsch
Work Phone: 67878713996787871399
Member Since 2023
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Silverton Mortgage
Silverton Mortgage
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3224 Islesworth Trace
Duluth, GA 30097
Ms. Katrina LucisanoMs. Katrina Lucisano
Work Phone: (678) 778-6858(678) 778-6858
Member Since 2011
Silverton Mortgage is a recognized industry leader within the mortgage community. Our  team members recognize that home loans are as diverse as the people who seek them and work  closely with borrowers to find the right program to fit their unique needs.
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New York Life- Beth Hardy, Financial Professional
New York Life- Beth Hardy, Financial Professional
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3655 Brookside Pkwy
Suite 400
Alpharetta, GA 30022
Work Phone: (678) 595-3223(678) 595-3223
Member Since 2020
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JPMorgan Chase
JPMorgan Chase
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3424 Peachtree Road, Northeast
Suite 2300
Atlanta, GA 30326
Nora BryantNora Bryant
Work Phone: (404) 926-2605(404) 926-2605
Member Since 2012
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CMA Financial Services
CMA Financial Services
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1 Dunwoody Park, South - Suite 105
Atlanta, GA 30338
Work Phone: (770) 493-7578(770) 493-7578
Member Since 2006
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JGH Consulting, LLC
JGH Consulting, LLC
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6634 Hwy 53 Ste 100
Braselton, GA 30517
Work Phone: (678) 540-1111(678) 540-1111
Member Since 2019
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Seed Capiltal Investments
Seed Capiltal Investments
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3112 Main Street
Suite 200
Duluth, GA 30096
Work Phone: (678) 776-5137(678) 776-5137
Member Since 2022
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Reed Financial Group
Reed Financial Group
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2795 Main Street, West, Building 23
Snellville, GA 30078
Work Phone: (678) 252-2110(678) 252-2110
Member Since 2017
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Toney Financial Services
Toney Financial Services
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2154 North RD
Snellville, GA 30078
Jamey ToneyJamey Toney
Work Phone: 770-765-1950770-765-1950
Member Since 2024
Toney Financial Services is an independent financial advisory firm helping families, business owners and high net worth individuals plan for financial freedom. As financial professionals, we are committed to helping people just like you create strategies
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Oconee State Bank
Oconee State Bank
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2055 Sugarloaf Circ, STE 50
Duluth, GA 30097
Joe GodfreyJoe Godfrey
Work Phone: (706) 769-3642(706) 769-3642
Member Since 2017
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Side By Side Financials, Inc.
Side By Side Financials, Inc.
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3475 Corporate Way
Suite D
Duluth, GA 30096
Work Phone: (212) 564-2464(212) 564-2464
Member Since 2019
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North Georgia Low Income Taxpayer Clinic
North Georgia Low Income Taxpayer Clinic
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234 Luckie Street
Lawrenceville, GA 30046
Work Phone: (888) 267-6891(888) 267-6891
Member Since 2020
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Edward Jones - Mike Allee, CFP(R) - Financial Advisor
Edward Jones - Mike Allee, CFP(R) - Financial Advisor
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390 West Crogan Street
Suite 280
Lawrenceville, GA 30046
Work Phone: (770) 962-0831(770) 962-0831
Member Since 1993
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Fordham Financial Services, Inc.
Fordham Financial Services, Inc.
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3100 Five Forks Trickum Road
Suite 701
Lilburn, GA 30047
Robert Fordham, CFP, CPA, MBARobert Fordham, CFP, CPA, MBA
Work Phone: (770) 736-6854(770) 736-6854
Member Since 2000
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Edward Jones - Brian Blough - Financial Advisor
Edward Jones - Brian Blough - Financial Advisor
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2089 Teron Trace Suite 225
Dacula, GA 30019
Work Phone: (770) 831-1946(770) 831-1946
Member Since 2001
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Delta Community Credit Union
Delta Community Credit Union
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3250 Riverwood Parkway
Atlanta, GA 30339
Christopher BrownChristopher Brown
Work Phone: (800) 544-3328(800) 544-3328
Member Since 2007
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BizPayPros
BizPayPros
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Work Phone: (720) 480-7800(720) 480-7800
Member Since 2024
LinkedIn
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Edward Jones - Dave Cook - Financial Advisor
Edward Jones - Dave Cook - Financial Advisor
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3883 Rogers Bridge Road, Northwest
Suite 303-A
Duluth, GA 30097
Work Phone: (770) 476-5080(770) 476-5080
Member Since 2001
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Bank of America Private Wealth/Private Bank
Bank of America Private Wealth/Private Bank
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3455 Peachtree Road NE, 16th Fl
GA7-024-16-02
Atlanta, GA 30326
Nicolle LandressNicolle Landress
Work Phone: 404-607-5911404-607-5911
Member Since 2017
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State Farm - Huashi Amy Park
State Farm - Huashi Amy Park
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2550 Pleasant Hill Rd, Suite 428
Duluth, GA 30096
Huashi Amy ParkHuashi Amy Park
Work Phone: (678) 417-7078(678) 417-7078
Member Since 2022
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Capital City Home Loans
Capital City Home Loans
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1255 Lakes Parkway
Suite 300 - Building 300
Lawrenceville, GA 30043
Greg ShumateGreg Shumate
Work Phone: (770) 963-3044(770) 963-3044
Member Since 2002
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Pension Financial Service, Inc.
Pension Financial Service, Inc.
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3700 Crestwood Parkway, Northwest
Suite 550
Duluth, GA 30096
Work Phone: (678) 924-8888(678) 924-8888
Member Since 2011
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Innovative Administrative Services, LLC
Innovative Administrative Services, LLC
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554 West Main Street
Suite 400
Buford, GA 30518
Work Phone: (770) 932-1999(770) 932-1999
Member Since 2010
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Associated Credit Union - Branch
Associated Credit Union - Branch
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6251 Crooked Creek Road
Norcross, GA 30092 3107
Work Phone: (770) 448-8200(770) 448-8200
Member Since 1984
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Janney Montgomery Scott LLC
Janney Montgomery Scott LLC
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6340 Sugarloaf Parkway, Suite 130
Duluth, GA 30097
Work Phone: (678) 448-4842(678) 448-4842
Member Since 2021
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Edward Jones - Ron Lee, Jr. - Financial Advisor
Edward Jones - Ron Lee, Jr. - Financial Advisor
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3883 Rogers Bridge Road NW
Suite 303A
Duluth, GA 30097
Work Phone: (770) 995-4069(770) 995-4069
Member Since 2011
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JPMorgan Chase - Suwanee
JPMorgan Chase - Suwanee
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1052 Peachtree Industrial Boulevard, Suite 2
Suwanee, GA 30024
Ms. LaDonna MurphyMs. LaDonna Murphy
Work Phone: (678) 288-0053(678) 288-0053
Member Since 2016
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OrangePath Financial Inc.
OrangePath Financial Inc.
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2250 Satellite Blvd Ste 155
Duluth, GA 30097
Work Phone: (615) 839-1774(615) 839-1774
Member Since 2021
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Delta Community Credit Union
Delta Community Credit Union
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1980 Satellite Boulevard, Northwest
Duluth, GA 30097
Tom FontaineTom Fontaine
Work Phone: (404) 677-8766(404) 677-8766
(770) -(770) -
Member Since 2007
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Sugarloaf Wealth Management, LLC
Sugarloaf Wealth Management, LLC
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2055 Sugarloaf Circle, STE 200
Duluth, GA 30097
Work Phone: (770) 985-5473(770) 985-5473
Member Since 2001
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The Tax Center, LLC
The Tax Center, LLC
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7245 Rockbridge Rd SW
Suite 1900
Lithonia, GA 30058
Eric GriffinEric Griffin
Work Phone: (770) 817-3910(770) 817-3910
Member Since 2024
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Nexus Financial Private Client Group
Nexus Financial Private Client Group
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367 Athens Highway - Suite 600
Loganville, GA 30052
Brian PeartBrian Peart
Work Phone: (770) 908-1672(770) 908-1672
Member Since 2022
A private equity company doing fast commercial real estate loans to qualified borrowers. Closings in 3 weeks or less. We also offer Chairman’s Club  members the opportunity to invest in the fund for consistent 12% returns backed by commercial real estate
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Green Financial Resources, LLC / Roger S. Green
Green Financial Resources, LLC / Roger S. Green
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3700 Crestwood Parkway - Suite 140
Duluth, GA 30096
Work Phone: (770) 931-1414(770) 931-1414
Member Since 1998
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Titan Asset Management
Titan Asset Management
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3550 Engineering Drive
Suite 220
Peachtree Corners, GA 30092
Work Phone: (877) 681-6730(877) 681-6730
Member Since 2023
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Primerica
Primerica
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One Primerica Parkway
Duluth, GA 30097 0001
Kathryn KieserKathryn Kieser
Work Phone: (770) 381-1000(770) 381-1000
Member Since 1986
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Nvestfit, LLC
Nvestfit, LLC
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195 West Pike St., STE 209
Lawrenceville, GA 30046
Work Phone: (770) 648-2348(770) 648-2348
Member Since 2020
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Lighthouse Financial Network, LLC
Lighthouse Financial Network, LLC
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575 Broadhollow Road
Melville, NY 11747
Work Phone: (631) 465-9090(631) 465-9090
Member Since 2019
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Human Interest
Human Interest
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Work Phone: 404-345-9526404-345-9526
Member Since 2022
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Charles Schwab
Charles Schwab
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3264 Buford Drive
Suite 80
Buford, GA 30519
Work Phone: (470) 655-3355(470) 655-3355
Member Since 2019
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EB-5 Advisory International
EB-5 Advisory International
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6340 Sugarloaf Parkway, Suite 200
Duluth, GA 30097
Work Phone: (678) 640-9810(678) 640-9810
Member Since 2024
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CAVU HCM
CAVU HCM
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115 E. Main Street
Suite A1B-1003
Buford, GA 30518
Work Phone: (309) 686-1040(309) 686-1040
Member Since 2023
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Equity Home Mortgage, LLC
Equity Home Mortgage, LLC
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1922 Wildcat Falls Lane
Lawrenceville , GA 30043
Work Phone: (678) 896-9739(678) 896-9739
Member Since 2024
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Edward Jones - Marc Thompson - Financial Advisor
Edward Jones - Marc Thompson - Financial Advisor
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3169 Holcomb Bridge Rd
Suite 205
Norcross, GA 30071
Work Phone: (770)452-9532(770)452-9532
Member Since 2023
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Georgia United Credit Union - Duluth
Georgia United Credit Union - Duluth
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6705 Sugarloaf Parkway
Duluth, GA 30097
Work Phone: (404) 273-7531(404) 273-7531
Member Since 2003
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Business Pros Inc.
Business Pros Inc.
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1100 Peachtree Street
Sute 200
Atlanta , GA 30309
Work Phone: 770-866-8568770-866-8568
Member Since 2022
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Edward Jones - Bernard Ethridge - Financial Advisor
Edward Jones - Bernard Ethridge - Financial Advisor
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956-A Killian Hill Road
Lilburn, GA 30047
Work Phone: (770) 923-1914(770) 923-1914
Member Since 2001
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J. Galt Finance Suite
J. Galt Finance Suite
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992 Pathview Court
Dacula, GA 30019
Work Phone: (404) 376-0570(404) 376-0570
Member Since 2022
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FC International
FC International
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3351 n berkeley lake rd nw,
Unit 210
Berkeley Lake, ga 30096
Work Phone: (404) 790-7932(404) 790-7932
Member Since 2023
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Delta Community Credit Union - Hamilton Mill
Delta Community Credit Union - Hamilton Mill
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3300 Hamilton Mill Road
Buford, GA 30519
Mariela CarmonaMariela Carmona
Work Phone: (770) 271-8238(770) 271-8238
(770)(770)
Member Since 2009
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Southern Payroll Services
Southern Payroll Services
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P.O. Box 3274
Suwanee, GA 30024
Work Phone: (678)436-0111(678)436-0111
Member Since 2023
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PRI Financial Services
PRI Financial Services
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5950 Live Oak Parkway
Suite 350
Norcross, GA 30093
Work Phone: (404) 906-8271(404) 906-8271
Member Since 2023
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Intelsys
Intelsys
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4355 Shackleford Road
Norcross, GA 30093 2948
Work Phone: (770) 381-2900(770) 381-2900
Member Since 1978
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Team Nancy Du - Ashford Advisors
Team Nancy Du - Ashford Advisors
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900 Ashford Parkway
Suite 400
Atlanta, GA 30338
Work Phone: (770) 543-9709(770) 543-9709
Member Since 2024
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Direct Payroll Services, Inc.
Direct Payroll Services, Inc.
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6055 Atlantic Boulevard, Suite M-2
Norcross, GA 30071
Work Phone: (770) 446-8882(770) 446-8882
Member Since 2020
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Delta Community Credit Union - Snellville
Delta Community Credit Union - Snellville
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1708 Scenic Highway
Snellville, GA 30078
Tracy WorrellTracy Worrell
Work Phone: (404) 677-4576(404) 677-4576
(770)(770)
Member Since 2009
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4C Capital LLC
4C Capital LLC
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2483 Heritage Village
Suite 16-132
Snellville, GA 30078
Renee McCalla-TaylorRenee McCalla-Taylor
Work Phone: (407) 900-1663(407) 900-1663
Member Since 2022
4C Capital is a private investment firm that makes investments in companies for long term growth.  We deliver capital, capacity, competitiveness and commitment that aligns with management’s  vision to drive the next level of enterprise value. We leverage
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Ameriprise Financial-Suwanee
Ameriprise Financial-Suwanee
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350 Town Center Avenue
Suite 300
Suwanee, GA 30024
Work Phone: (678) 714-2036(678) 714-2036
Member Since 2008
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Peach State Federal Credit Union-Corporate
Peach State Federal Credit Union-Corporate
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1505 Lakes Parkway
Suite 100
Lawrenceville, GA 30043
Work Phone: (678) 889-4328(678) 889-4328
Member Since 1995
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Excelis Capital Partners
Excelis Capital Partners
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6555 Sugarloaf Pkwy Ste 307-222
Duluth, GA 30097
Eunicia PeretEunicia Peret
Work Phone: 404-593-3445404-593-3445
866-407-7927866-407-7927
Member Since 2022
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Assurance Financial
Assurance Financial
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47 Perimeter Center East
Atlanta, GA 30346
Work Phone: (770) 558-6469(770) 558-6469
Member Since 2023
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Fricke & Associates, LLC
Fricke & Associates, LLC
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3500 Parkway Lane
Suite220
Peachtree Corners , GA 30092
Work Phone: (770) 216-2226(770) 216-2226
Member Since 2023
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