If you don't have a lot of money, why in the world would you need a financial advisor? Change your school of thought: if you don't, your finances certainly won't change. There are actually a number of resources available online and across metro Atlanta to help get you started. Here are a few ideas:
Anthony Smith Advisors
In addition to retirement planning, this Atlanta-based firm also helps people with investment and wealth management and income, gift and estate tax planning. The company strives to "provide long term, personal guidance to those seeking financial counsel, in various stages of their financial lives."
Bank of America
Bank of America offers online advice from creating a budget to how to apply for a mortgage. However, when it comes to planning for the future, customers can set up a face-to-face meeting or a conversation by phone with a Merrill Edge Financial Solutions Advisor™. Take note: before the meeting happens, pull together all of the information you can find on your current financial status—including savings, current investment holdings and debts like credit card balances and student loans—to help your advisor tailor a plan that fits your needs.
Almost all credit unions offer retirement planning to members. Credit Union of Atlanta is no exception. If you are unsure which one to go with, do some online research. The Better Business Bureau may be able to provide some insight.
With over 40 years of experience, this Atlanta company specializes in advice for families. With an extensive list of expert counselors to choose from, clients are able to lock down a plan to invest successfully.
SunTrust approaches retirement planning from where you're at in life; just starting your career, mid-level professional, nearing retirement or retired. You can find pertinent questions online for each of these life stages, and even a retirement calculator to help you achieve your retirement planning goals. In addition, SunTrust offers some online advice about 401(k) rollovers and offers a free face-to-face meeting with a banker.
Wells Fargo hits the ground running with advice on how to hire a financial advisor. It also offers a face-to-face meeting with a banker to discuss your finance goals. It's easy to make an appointment. Call the nearest bank branch, or go online to make an appointment.
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