Financial Advisors in Duluth, GA

No cost, no obligation initial consultations ... whatever is on your mind, we are here to help! Call us to schedule your in-person or Zoom

Jerry Hansen, CFP ® , CRPC ® , ChFC ® , MBA, LPL Registered Principal Jerry Hansen is a CERTIFIED FINANCIAL PLANNER ™, professional,

My Story Melanie Walton is a CFP®, Financial Advisor and First Vice President at Morgan Stanley in Duluth, GA. With over two decades of experience in financial

What happens when financial planning reaches beyond finances and enhances life itself? When retirement means more than the end of work, but also the beginning

Robert E. Szymanski is celebrating his 37 h year in the financial service industry. He is the founder of Szymanski Financial Group (LLC) and Georgia Financial

Our job it to help you make better decisions with your money. We provide services in: retirement income planning, financial planning, tax sensitive investing,

We specialize in comprehensive financial planning with retirement planning and retirement income planning being our primary focus.  We also specialize

We specialize in comprehensive financial and retirement planning and retirement income planning being our primary focus.  Annette is the founder and