There are many financial products in the market, and so choosing the ones that best meet an individual client's needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.
Products and services include:
Fee Based Managed Accounts
Guaranteed Income Retirement Accounts
Judy Ward, Decatur
For over twenty years we have been clients of Georgia Advisory Group. We have not only used them for building our retirement nest egg, but I'm now enjoying the benefits of their efforts. I lost my husband 5 years ago and with their help they navigated me through the estate process. They have handled our taxes from the beginning and help me have a steady and growing income that I can't outlive.
I have been able to help my son and his family when needs have arisen and they are now clients of this firm. Dave has come to my house more than we ever visited them. Losing my husband was devastating but having Dave handle my finances has been a God send. Please call me at any time for any additional questions you may have.
Mildred H. - Cumming
My entire life I have lived in Cumming Georgia. Eighteen years ago I decided to let Dave and Georgia Advisory Group handle all my business from finances to accounting to my estate planning. As a large land owner I needed estate work and trust work done. They handled every aspect and I not only feel great about where I'm at, but after I'm gone my grandkids, who are now clients, will know they are in great hands also.
Mary Ann M.- Decatur
For 15 years Dave Duley has been my advisor. At 76 I need to know my assets would outlive me. We have gone through good and bad markets and yet my finances have not wavered. Protection was their main concern which is exactly why I decided to use them. I'm enjoying retirement and am secure in the fact I have Georgia Advisory Group handling my affairs.
Hundreds of References
Donald M.- Roswell Ga.- 16 years- Grew up in Roswell Barry Jordan- Roswell Ga. – 12 years Stuart and Denise M.- Alpharetta Ga- Over 10 years Bonnie and Foster C.-Alpharetta Ga. – Over 15 years- City employee for 30 years. Dr. Laurie D. and George- Roswell Ga.- 4 years David and Kristy P.- Milton Ga.- 5 years Jim P.- Alpharetta Ga.- 15 plus years- 40 year resident of Alpharetta. City councilman and Pro Tem Mayor Dennis and Deborah S.- Lawrenceville Ga. Tim and Christy B.- Snellville Ga. Scott and Kim H.- Milton Ga. John and Farris B.- Alpharetta Ga.- 18 year client- resident of Alpharetta for 90 Years!! Dave and Terri K.- Marietta Ga. Kay N.- Alpharetta Ga. Barbara N.- Alpharetta Ga. Kendra R.- Cumming Ga. Hundreds more as references!