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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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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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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Silverton Mortgage
Silverton Mortgage
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3224 Islesworth Trace
Duluth, GA 30097
Work Phone: (678) 778-6858(678) 778-6858
Member Since 2011
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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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Human Interest
Human Interest
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Work Phone: 404-345-9526404-345-9526
Member Since 2022
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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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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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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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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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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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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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LoanUnited.com, LLC
LoanUnited.com, LLC
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3150 Holcomb Bridge Road
4th Floor
Norcross, GA 30071
Work Phone: (770) 450-6700(770) 450-6700
Member Since 2021
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Moneycopilot, LLC
Moneycopilot, LLC
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105 Satellite Blvd NW
Suite C (Inside FAST Training)
Suwanee, GA 30024
Work Phone: (770) 844-7100(770) 844-7100
Member Since 2021
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4C Capital LLC
4C Capital LLC
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2483 Heritage Village
Suite 16-132
Snellville, GA 30078
Work Phone: (407) 900-1663(407) 900-1663
Member Since 2022
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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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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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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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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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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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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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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
LinkedIn
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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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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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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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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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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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Peach State Financial Network
Peach State Financial Network
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4570 Sierra Creek Drive
Hoschton, GA 30548
Work Phone: (404) 408-0259(404) 408-0259
Member Since 2022
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New York Life- Beth Hardy, Financial Professional
New York Life- Beth Hardy, Financial Professional
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Atlanta, GA 30328
Work Phone: (678) 595-3223(678) 595-3223
Member Since 2020
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Cadence Bank
Cadence Bank
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1970 Satellite Boulevard
Duluth, GA 30097
Work Phone: (678) 495-1660(678) 495-1660
Member Since 2022
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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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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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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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Assurance Financial
Assurance Financial
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47 Perimeter Center East
620
Atlanta, GA 30346
Work Phone: (770) 558-6469(770) 558-6469
Member Since 2023
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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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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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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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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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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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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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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
New Member
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Centurion Advisory Group
Centurion Advisory Group
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1325 Satellite Blvd, Building 300, Suite 302
Suwanee, GA 30024
Randy BrunsonRandy Brunson
Work Phone: (770) 817-0525(770) 817-0525
Member Since 2005
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Excelis Capital Partners
Excelis Capital Partners
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6555 Sugarloaf Pkwy Ste 307-222
Duluth, GA 30097
Dainel PeretDainel Peret
Work Phone: 404-593-3445404-593-3445
866-407-7927866-407-7927
Member Since 2022
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SignatureFD- James Yost
SignatureFD- James Yost
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1230 Peachtree Street, Northeast
Suite 1800
Atlanta, GA 30309
Work Phone: (678) 557-1760(678) 557-1760
Member Since 2020
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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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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
New Member
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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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PRINGLE TECHNOLOGIES INC
PRINGLE TECHNOLOGIES INC
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2038 W GENEVA RD
PEORIA, IL 61615
Work Phone: (605) 220-5955(605) 220-5955
Member Since 2020
LinkedIn
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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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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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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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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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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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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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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
Fordham Financial Services, Inc. is a boutique financial services firm dedicated to helping clients age 55+ who are in retirement or planning for retirement. We help clients protect their retirement assets, minimize taxes, and discuss Social Security ben
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Side By Side Financials, Inc.
Side By Side Financials, Inc.
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1670 McKendree Church Road, Suite 50
Lawrenceville, GA 30043
Work Phone: (212) 564-2464(212) 564-2464
Member Since 2019
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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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New York Life Insurance Company
New York Life Insurance Company
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3655 Brookside Parkway
Suite 400
Alpharetta, 30022 30022
Work Phone: (770) 730-2000(770) 730-2000
Member Since 2023
FacebookLinkedIn
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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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Iron Oaks Wealth Advisors
Iron Oaks Wealth Advisors
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3475 Lenox Road NE
Suite 600
Atlanta, GA 30326
Work Phone: (404) 995-8670(404) 995-8670
Member Since 2023
Facebook
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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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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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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 - 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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Edward Jones - Ron Lee, Jr. - Financial Advisor
Edward Jones - Ron Lee, Jr. - Financial Advisor
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2089 Teron Trace Suite 225
Dacula, GA 30019
Work Phone: (770) 995-4069(770) 995-4069
Member Since 2011
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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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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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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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