Georgia Advisory Group

Have Any Questions?

(770) 746-6511

Visit Us Daily

2440 Old Milton Pkwy Suite 200 Alpharetta, GA 30004 USA

Creating Your Retirement Withdrawal Plan

Georgia Advisory Group, first and foremost, is Experienced. Our Team has over 120 years of combined service in the financial industry.  

Our focus is Growth with Protection inside your Portfolio.

In house we have a Fulltime CPA, Investment Advisors, Money Managers, Insurance experts and Estate Planning professionals.

    Ready to take the next step?

    Request your appointment now

      Ready to take the next step?

      Request your appointment now

      Creating Your Retirement Withdrawal Plan

      Georgia Advisory Group, first and foremost, is Experienced. Our Team has over 120 years of combined service in the financial industry.  

      Our focus is Growth with Protection inside your Portfolio.

      In house we have a Fulltime CPA, Investment Advisors, Money Managers, Insurance experts and Estate Planning professionals.

      Why Us ?

      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 are famous

      Have succussful portolios with
      armond
      darkside
      bastil
      bolier
      digit
      0
      TRUSTED CLIENTS
      0
      YEARS OF EXPERIENCE
      0
      ASSETS UNDER MANAGEMENT

      We have proven promises

      Reaching retirement age Having Dave Duley and his team working to grow my SEP account Knowing my investment window is 5 years Protecting the Principal is Paramount Slow and Steady Wins the Race
      john
      1 month ago
      Georgia Advisory Group is unique in the personal attention they give their clients. I feel better knowing that they are looking out for my family's financial well-being on a daily basis. Dave Duly is not only a financial advisor but a family friend. I wouldn't trust anyone else with my family's future.
      d
      1 month ago
      Dave and team effectively employ a variety of tools in the execution of a well-explained strategy. Unfortunately, I missed being with them during the pre-2022 boom times but they have navigated well through the 2022 downturn, saving me from enduring the significant losses I would have certainly seen with my previous money manager.
      robert
      Few days ago

      We help to plan the retirement life you want

      You are just one click away.

      Our Retirement Success Plan is aimed at your retirement vision and creates customized solutions for your retirement needs.
      financial reports with specs over them

      IRA Rollovers

      Retiree calculating his savings and return on investments

      Guaranteed Retirement Income

      Tax preparation reports

      Tax Preparation

      Retirees enjoying their retirement

      401k Advisory Services

      investment investment

      Investment
      Management

      Pile of coins

      Annuity Advisory Services

      Financial Advisor sharing Life insurance reports

      Life Insurance

      Financial advisor signing Estate planning documents

      Estate Planning

      Location and Contact Information

      Ga Advisory Group Building

      Headquarters

      2440 Old Milton Pkwy Suite 200 Alpharetta, GA 30004 USA

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      Have a question? Call us and let a team member help you find an answer.

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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.

      Contacts

      Visit Us Daily

      2440 Old Milton Pkwy Suite 200 Alpharetta, GA 30004 USA

      Have Any Questions?

      (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