Employee Retirement Plan Providers near Atlanta, GA

Smith Barney

2300 Windy Ridge Parkway
Suite 550 North
Atlanta, GA 30339

Company Description: Smith Barney is the wealth management division of Citigroup, serving individual and business clients.

UBS Financial Services Inc.

1200 Abernathy Rd
Suite 1850
Atlanta, GA 30328

Company Description: UBS is a 140 year old Full service investment firm. We are one of the largest wealth management firms in the world with branches in 50 countries.

Additional Services
Full investment service advisory. No-cost, no obligation portfolio review.

Brands Sold
All major providers offered including Hartford, John Hancock, Putnam, etc.

401(k) Advisors USA

17.0 miles from
Atlanta, GA

1121 Queensgate Dr
Smyrna, GA 30082

Company Description: 401(k) Advisors USA is a qualified retirement plan consulting company that helps to protect plan fiduciaries from the enormous financial liability related to the 401(k) plan, while enhancing potential investment return opportunities and ¿ ultimately ¿ helping plan participants achieve financial security.

Primerica Financial Services

21.9 miles from
Atlanta, GA

810 FRANKLIN CT
STE J
Marietta, GA 30087

Company Description: Anleading marketer of financial services, Primerica is a division of Citigroup. A financial powerhouse ranked #1 on the Forbes Global 2000 with more than $1 trillion in assets.

Freeman & Associates-Retirement and Estate Planning for Seniors

43.6 miles from
Atlanta, GA

1863 Riverton Drive
null
Suwanee, GA 30024

Company Description: Freeman & Associates is an independent agency that provides Retirement and Estate Planning for Seniors. Our services include retirement planning, choosing the appropriate strategy for Long Term Care needs, and planning for the distribution of your estate. Mr. Freeman is a Certified Senior Advisor and a Registered Representative who has a passion to help Seniors reach their financial goals.

Carengie Wealth Strategies, Ltd.

45.1 miles from
Atlanta, GA

5252 Roswell Road
Suite 101
Boston, GA 30342

Company Description: Carnegie Wealth Strategies, LTD. is a financial planning and investment advisory firm founded in 1986. Based in Atlanta, we have offices in Boston, Rome, GA and Sharpsburg, GA. At Carnegie we develop financial strategies for businesses, retirement plans, and high net-worth individuals. We also specialize in counseling physicians, attorneys, seniors, executives and business owners.