49 FINANCIAL
3101 Cobb Parkway SouthEast, Suite 124, Atlanta, GA 30339 DIRECTIONS
Here’s The Deal:
49 Financial is working toward revolutionizing the financial services industry for the better through its associates’ fierce loyalty, steadfast integrity, selfless teamwork, abundant gratitude, and deep conviction. They strive to serve people by taking a holistic approach to their financial situation. They follow through on their commitments to their clients and each other. They believe in the power of planning for finances together, rather than alone, for both clients and their associates, so they all get a better return for their labor.
SPECIALTY:
Investments, Retirement, Education Planning, Personal and Business Planning, Portfolio, Asset Management, Insurance & Risk Management
TBR® Inspection Report:
APEX FINANCIAL SERVICES, INC
2295 Parklake Drive, Suite 456, Atlanta, GA 30345 DIRECTIONS
Since 1998
Here’s The Deal:
Apex Financial Services is a comprehensive financial planning firm dedicated to helping individuals and companies achieve their goals. They are dedicated to helping individuals and businesses achieve their goals. The firm helps its clients sleep better at night by developing and implementing effective financial strategies. They provide their clients with both comprehensive financial planning and asset management. Their mission is to help its clients sleep better at night by developing and implementing effective financial strategies. They offer personalized and hands-on service. They focus on money management and other critical issues to your economic well-being. They discuss investment philosophy and the money management approach.
SPECIALTY:
Design Portfolio and Allocate Assets, Investment and Money Management Approach, Portfolio Diversification, Financial, Retirement, Tax, Estate and Insurance Planning
TBR® Inspection Report:
BRIGHTWORTH
3344 Peachtree Road Northeast, Suite 2000, Atlanta, GA 30326 DIRECTIONS
Since 1997
Here’s The Deal:
Brightworth gives custom wealth management solutions to individuals, families, and corporations. Their advisor's approach and expertise foster lasting relationships with clients and helps them. Their experts build custom strategies to address your unique priorities, resources, and values. Their succession plan is designed to operate independently into the future and includes plans for multiple generations of shareholders. They have established career paths at many levels of their organization to provide growth opportunities for Brightworth associates. They design a sophisticated investment portfolio to build and preserve your wealth for the future. They continue to develop long-term partnerships with clients to help them build a secure financial future. They are proud to have encouraged a warm, professional environment where their clients know their finances are in capable hands.
SPECIALTY:
Business Transition, Financial, Cash Flow and Income Tax Planning, Wealth, Trust and Risk Management, Estate Planning, Philanthropy, Long-Term Strategic Asset Allocation, Intermediate-Term Tactical Adjustments, Compensation Plans, Cash and Investment Accounts, Education Funding and Retirement Analyses, Executive Compensation & Related Benefits