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(770) 746-6511

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2440 Old Milton Pkwy Suite 200 Alpharetta, GA 30004 USA

Have Any Questions?

(770) 746-6511

Visit Us Daily

2440 Old Milton Pkwy Suite 200 Alpharetta, GA 30004 USA

Tax Preparation

Founded in 1983

Providing fee-only fiduciary advice for almost 40 years

Independent

Not owned by bank or brokerage firm

Conservative Approach

Focusing on
"Growth with Protection"

We have an in house a fulltime CPA who currently handles over 75% of our clients.

Tom smith has been part of the team for over 25 years and knows Business and Family Tax preparation.

Always thinking out of the box on ways to take advantage of all the laws made available to you.

Tax efficiency is critical to success in Retirement!

Take our Tax Quiz

Location and Contact Information

Headquarters

2440 Old Milton Pkwy Suite 200 Alpharetta, GA 30004 USA

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We make this belief a reality by putting clients first, leading with exceptional ideas, doing the right thing, and giving back.

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2440 Old Milton Pkwy Suite 200 Alpharetta, GA 30004 USA

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(770) 746-6511

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Investment Advisory services through Georgia Advisory Group LLC. A registered investment advisory firm. Custodian services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC and Non- Bank Affiliate of Wells Fargo and Company. Investing involves risks, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses. brokercheck.finra.org / www.sipc.org

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