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 - Hamilton Mill
Delta Community Credit Union - Hamilton Mill
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3300 Hamilton Mill Road
Buford, GA 30519
Mr. Brandon StuckeyMr. Brandon Stuckey
Work Phone: (770) 271-8238(770) 271-8238
(770)(770)
Member Since 2009
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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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The Mortgage Firm
The Mortgage Firm
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3305 Breckinridge Blvd
Suite 122
Duluth, GA 30096
Work Phone: (404) 903-4818(404) 903-4818
Member Since 2021
FacebookLinkedIn
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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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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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IDA - Independent Dealers Advantage, LLC
IDA - Independent Dealers Advantage, LLC
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780 Buford Highway
Building C - Suite 100
Suwanee, GA 30024
Work Phone: (678) 720-0555(678) 720-0555
Member Since 2004
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BankersLife
BankersLife
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3805 Crestwood Pkwy NW
Suite 200
Duluth, GA 30096
Work Phone: (770) 622-0039(770) 622-0039
Member Since 2021
New Member
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Atlantic Capital Bank
Atlantic Capital Bank
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945 East Paces Ferry Road, Northeast
16th Floor - Resurgens Plaza
Atlanta, GA 30326
Alex SimmerAlex Simmer
Work Phone: (404) 995-5846(404) 995-5846
Member Since 2007
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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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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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Movement Mortgage
Movement Mortgage
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530 Lake Center Parkway, Suite F
Cumming, GA 30040
Work Phone: (678) 212-5480 (678) 212-5480
Member Since 2016
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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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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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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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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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Georgia Wealth Advisors
Georgia Wealth Advisors
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2 Ravinia Drive
Suite 1500
Atlanta, GA 30346
Work Phone: (678) 638-6363(678) 638-6363
Member Since 2020
LinkedIn
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Automatic Data Processing - ADP
Automatic Data Processing - ADP
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5680 New Northside Drive
Atlanta, GA 30328
Rob MorinRob Morin
Work Phone: (678) 319-5532(678) 319-5532
Member Since 2010
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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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Raymond James - Maxwell Wolk
Raymond James - Maxwell Wolk
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1100 Abernathy Road
1800
Atlanta, GA 30028
Work Phone: (678) 982-1903(678) 982-1903
Member Since 2021
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Wealth Horizon, Inc.
Wealth Horizon, Inc.
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2750 Peachtree Industrial Boulevard
Suite B
Duluth, GA 30097
Jerri HewettJerri Hewett
Work Phone: (770) 840-8440(770) 840-8440
(770) -(770) -
Member Since 2009
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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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Oconee State Bank
Oconee State Bank
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1755 North Brown Road
Suite 125
Lawrenceville, GA 30043
Mr. Mike FultonMr. Mike Fulton
Work Phone: (678) 982-0499(678) 982-0499
Member Since 2017
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Capital Group
Capital Group
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1230 Peachtree Street, Northeast, Suite 2300
Atlanta, GA 30309
Work Phone: (404) 685-4229(404) 685-4229
Member Since 2019
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LeClair & Martin Tax Consultants
LeClair & Martin Tax Consultants
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2389 Scenic Highway
Snellville, GA 30078
Work Phone: (770) 972-3000(770) 972-3000
Member Since 2001
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Excel Federal Credit Union
Excel Federal Credit Union
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5070 Peachtree Industrial Boulevard
Norcross, GA 30071 1550
Work Phone: (770) 441-9235(770) 441-9235
Member Since 1997
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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: (678) 646-5661(678) 646-5661
Member Since 2020
FacebookLinkedIn
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Kendou Tax Services, Inc.
Kendou Tax Services, Inc.
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Work Phone: (678) 620-3373(678) 620-3373
Member Since 2020
Facebook
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Southern Staffing Benefits Corporation
Southern Staffing Benefits Corporation
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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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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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Edward Jones- Josh Bennett
Edward Jones- Josh Bennett
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465 Dacula Road, STE S
Dacula, GA 30019
Work Phone: 770-513-9977770-513-9977
Member Since 2020
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Primerica
Primerica
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One Primerica Parkway
Duluth, GA 30097 0001
Anne SoutterAnne Soutter
Work Phone: (770) 381-1000(770) 381-1000
Member Since 1986
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New York Life- Beth Hardy
New York Life- Beth Hardy
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5909 Peachtree Dunwoody Road, Building D, Floor 11
Atlanta, GA 30328
Work Phone: (678) 595-3223(678) 595-3223
Member Since 2020
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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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Preferred Capital Management
Preferred Capital Management
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6340 Sugarloaf Parkway
Suite 200
Duluth, GA 30097
Work Phone: (678) 584-2220(678) 584-2220
Member Since 2001
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Consolidated Planning Inc.-Christopher Echols
Consolidated Planning Inc.-Christopher Echols
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3565 Piedmont Rd NE
Bldg 4
Atlanta, GA 30305
Work Phone: (470) 266-6783(470) 266-6783
Member Since 2021
LinkedIn
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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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Lovely Financial Services
Lovely Financial Services
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1074 Bent Hickory Court
Lawrenceville, GA 30043
Work Phone: (678) 232-2113(678) 232-2113
Member Since 2021
New Member
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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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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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U.S. Asset Management
U.S. Asset Management
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One Sugarloaf Centre – Suite 2200
1960 Satellite Boulevard
Duluth, GA 30097
Work Phone: (678) 894-0696(678) 894-0696
Member Since 2006
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Castletop Investments
Castletop Investments
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Lawrenceville , GA 30045
Work Phone: (404) 434-1572(404) 434-1572
Member Since 2020
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Jamey Toney Financial Services
Jamey Toney Financial Services
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2092 Scenic Hwy
Suite A
Snellville, GA 30078
Jamey ToneyJamey Toney
Work Phone: 770-985-9757770-985-9757
Member Since 2020
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Delta Community Credit Union
Delta Community Credit Union
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1980 Satellite Boulevard, Northwest
Duluth, GA 30097
Rhys PageRhys Page
Work Phone: (404) 677-8766(404) 677-8766
(770) -(770) -
Member Since 2007
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Delta Community Credit Union - Suwanee
Delta Community Credit Union - Suwanee
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2121 Lawrenceville-Suwanee Road
Suwanee, GA 30024
Ms. Lakeisha CarterMs. Lakeisha Carter
Work Phone: (770) 236-9805(770) 236-9805
(770)(770)
Member Since 2009
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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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Repay
Repay
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3 W Paces Ferry Road NW, Suite 200
Atlanta, GA 30305
Work Phone: (470) 725-9766(470) 725-9766
Member Since 2019
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SBA Partners
SBA Partners
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PO Box 3340
Gainesville, GA 30503
Work Phone: (770) 536-7839(770) 536-7839
Member Since 2017
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Your Wealth Partners
Your Wealth Partners
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3605 Braselton Highway
Suite 104
Dacula, GA 30019
Work Phone: (770) 979-1301(770) 979-1301
Member Since 1988
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Centurion Advisory Group
Centurion Advisory Group
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6340 Sugarloaf Parkway
Suite 120
Duluth, GA 30097
Randy BrunsonRandy Brunson
Work Phone: (770) 817-0525(770) 817-0525
Member Since 2005
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Innovative Administrative Services, LLC
Innovative Administrative Services, LLC
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1400 Buford Highway, Suite G-1
Sugar Hill, GA 30518
Work Phone: (770) 932-1999(770) 932-1999
Member Since 2010
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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: (404) 323-6040(404) 323-6040
(770) -(770) -
Member Since 2007
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Atlantic Bay Mortgage Group
Atlantic Bay Mortgage Group
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10745 Westside Way
Suite 275
Alpharetta, GA 30009
Work Phone: (678) 665-9585(678) 665-9585
Member Since 2017
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Delta Community Credit Union - Snellville
Delta Community Credit Union - Snellville
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1708 Scenic Highway
Snellville, GA 30078
Mr. Jaime BenitezMr. Jaime Benitez
Work Phone: (404) 677-4576(404) 677-4576
(770)(770)
Member Since 2009
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Edward Jones - Sam Heath - Financial Advisor
Edward Jones - Sam Heath - Financial Advisor
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4536 Nelson Brogdon Boulevard
Building D, Suite 1
Sugar Hill, GA 30518
Work Phone: (678) 482-4504(678) 482-4504
Member Since 2017
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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
New Member
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Edward Jones - Dena Burnett
Edward Jones - Dena Burnett
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2800 Century Pkwy, STE 185
Atlanta, GA 30345
Dena BurnettDena Burnett
Work Phone: (404) 325-0441(404) 325-0441
Member Since 2020
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Allegiance Retirement Solutions, Inc.
Allegiance Retirement Solutions, Inc.
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1790 Atkinson Road, Suite C
Lawrenceville, GA 30043
Work Phone: (404) 815-9470(404) 815-9470
Member Since 2012
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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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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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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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Edward Jones- Samuel Richmond
Edward Jones- Samuel Richmond
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242 South Culver Street, Ste 100
Lawrenceville, GA 30046
Work Phone: (770) 513-2131(770) 513-2131
Member Since 2020
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Edward Jones - Ron Lee, Jr. - Financial Advisor
Edward Jones - Ron Lee, Jr. - Financial Advisor
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30 Lumpkin Street, Suite B
Lawrenceville, GA 30046
Work Phone: (770) 995-4069(770) 995-4069
Member Since 2011
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Edward Jones - Brian Blough - Financial Advisor
Edward Jones - Brian Blough - Financial Advisor
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3523 Braselton Highway
Suite C-100
Dacula, GA 30019
Work Phone: (770) 831-1946(770) 831-1946
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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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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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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Kingsview Partners Wealth Management
Kingsview Partners Wealth Management
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425 Buford Highway, Suite 205-A
Suwanee, GA 30024
Work Phone: (678) 616-1040(678) 616-1040
Member Since 2019
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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
Work Phone: (770) 736-6854(770) 736-6854
Member Since 2000
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Peach State Federal Credit Union
Peach State Federal Credit Union
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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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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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