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3 Best Financial Services in Athens, GA

Expert recommended Top 3 Financial Services in Athens, Georgia. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

MICHELE K PEARSON TUCKER

690 Highway 29 North, Suite 100, Athens, GA 30601 DIRECTIONS

Since 2014

Here’s The Deal:
Michele K Pearson Tucker is a financial adviser in Edward Jones. The office is located in Kroger Marketplace, Athens, Georgia. She has been serving in the financial industry since 2014. She works closely with your professional circle, and she can help determine the most appropriate financial strategies for you and your business. She understands your financial needs and offers personalized financial plans because she knows the importance of developing a financial strategy in a complex situation. Becky White is the office administrator at the Athens branch. If you are looking for help to prepare for retirement, and save for your child education, she is ready to assist you.

SPECIALTY:
EDWARD JONES - Retirement Income, Estate and Legacy Strategies, Insurance and Annuities, Entrepreneurs and Business Owners, Socially Conscious Investing & LGBT Finances

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edwardjones.com/financial...

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Mon-Thu: 9am - 5pm
Fri: 9am - 3pm
Sat: By Appointment Only
Sun: Closed

TBR® Inspection Report:

HIGHLAND TRUST PARTNERS

1077 Baxter Street, Suite 600, Athens, GA 30606 DIRECTIONS

Since 2015

Here’s The Deal:
'Highland Trust Partners' is a comprehensive financial planning firm with certified financial planner professionals in Athens. Mark Cross, Jason Norton, and Chris Caldwell are founding partners of the 'Highland Trust Partners'. The team brings over 100 years of collective experience in the financial services industry to each client engagement. Their clients are individuals, families, business owners and corporations who are seeking experienced guidance and a personalized approach to achieving and maintaining financial independence. With their client-centred, team approach, they develop customized strategies to help address the unique challenges and opportunities you face. 'Highland Trust Partners' offers a no-obligation consultation.

SPECIALTY:
Wealth and Portfolio Management, Business Retirement Plans, Financial, Investment, Retirement, Estate, Charitable, Education, Corporate and Personal Tax Planning, Cost Segregation Study, Corporate Structure, Insurance Analysis & Debt Analysis

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highlandtrustpartners.com

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Mon-Fri: 9am - 5pm
Tue - Thu: 8am - 5pm
Fri: 8am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

VICKERY FINANCIAL SERVICES, INC.

190 Hawthorne Park, Athens, GA 30606 DIRECTIONS

Since 1982

Here’s The Deal:
Vickery Financial Services, Inc. is the financial planner in Athens, Georgia. Charles J. Vickery is the founder and wealth adviser of the Vickery Financial Services, Inc. He specializes in comprehensive wealth management planning for retirees and pre-retirees. He has been regularly teaching evening retirement planning classes since 1994. Deanne S. Rosso is the president and wealth adviser of the firm. She works closely with their clients to understand their requirements and build customized financial solutions by investigating the current situation, researching investment opportunities, and organizing the plan’s implementation. Vickery Financial Services, Inc. provides no-obligation consultation.

SPECIALTY:
Advanced Planning, Tax Efficient Investing, Insurance Reviews, Estate Planning, Withdrawal Strategies, Relationship Management, Ongoing Education, Wealth Coaching, Personal Reviews, Professional Partnerships, Investment Recommendations, Portfolio Design, Disciplined Rebalancing & Low-Cost Solutions

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vickeryfinancial.com

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Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report: