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2440 Old Milton Pkwy Suite 200 Alpharetta, GA 30004 USA

Estate Planning

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    Founded in 1983

    Providing fee-only fiduciary advice for almost 40 years


    Not owned by bank or brokerage firm

    Conservative Approach

    Focusing on
    "Growth with Protection"

    Getting your Legal house in order prior to investing or growing wealth is the most important aspect of Wealth Creation.

    Having your Wills up to date, having power of attorneys in place and healthcare directives are crucial.

    Placing certain assets in Trusts maybe an important planning tool.

    These steps are provided by some of the most experienced Tax attorneys we have full access to here at Georgia Advisory Group for over 40 years.

    financial advisor analyzing Estate Planning reports
    Financial advisors approving investments

    We Keep are relationship independent so there are no conflicts of interest. By doing this you save thousands of dollars by us knowing exactly what you need and getting fixed pricing without getting charged hourly.

    Take our Quiz to receive more answers to what you need

    Location and Contact Information

    Ga Advisory Group Building


    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