Northwestern Mutual
Alpharetta-North Fulton
Find a financial advisor in our Alpharetta-North Fulton office.
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Showing 18 advisor(s) and rep(s)
CLTC®, RICP®
Whether you are a new business owner, planning for your children’s education, or entering retirement, my team and I will create a financial plan uniquely designed to help achieve your goals. We work with our clients to develop well thought out objectives, clear action steps, and a realistic timetable to help ensure financial security, thereby, protecting the people and things they care about most.Visit my websiteExpertise: Financial Planning, Estate Planning, Business Risk Management, Business Succession Planning, Special Needs Planning, Education Funding, Disability Income Planning, Long Term Care Planning, Life Insurance Planning, Retirement Income Planning
Languages: English
Location: Alpharetta GA, 30005
FINRA BrokerCheck
CFP®, RICP®, ChFC®
Financial planning starts with a conversation about how you can accomplish what's most important to you. I work with successful professionals to build a solid financial foundation for their lives, bringing confidence and clarity to what can feel like a daunting process. I am passionate about the transformation that occurs when we work together to take strategic action in a financial plan.Visit my websiteExpertise: Disability Income Planning, Education Funding, Financial Planning, Life Insurance Planning, Long Term Care Planning, Retirement Planning, Investment Strategies, Retirement Income Planning, Wealth Management
Languages: English
Location: Atlanta GA, 30326
FINRA BrokerCheck
CLU®
Allen Bell is dedicated to professionalism, loyalty, education and integrity. We provide comprehensive financial planning for entrepreneurs, procedure-based medical professionals, families and organizations that support loved ones with special needs. In general, we align ourselves to be a trusted and professional resource to people who understand and appreciate the value of planning.Visit my websiteExpertise: Financial Planning, Retirement Planning, Business Continuation Planning, Estate Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Special Needs Planning, Life Insurance Planning, Disability Income Planning, Employee and Executive Benefits Planning, Education Funding, Long Term Care Planning
Languages: English
Location: Alpharetta GA, 30005
FINRA BrokerCheck
CLTC®
Luke was born in South Florida. Once graduating from FAU, he quickly took his financial knowledge to Northwestern Mutual. Luke takes extreme pride in helping business owners and families in the area toward achieving financial security. He dedicates his time to make a substantial impact in the community by building strong relationships to help others make the best financial decisions.Visit my websiteExpertise: Financial Planning, Wealth Management, Investment Strategies, Retirement Planning, Life Insurance Planning, Long Term Care Planning, Disability Income Planning
Languages: English
Location: Alpharetta GA, 30005
FINRA BrokerCheck
CLU®, ChFC®, CLTC®
Visit my websiteExpertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Estate Planning, Financial Planning, Qualified Plan Benchmarking, Qualified Plan Design Assistance, Qualified Plan Employee Education, Qualified Plan Fiduciary Education, Retirement Income Planning, Retirement Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Special Needs Planning
Languages: English
Location: Alpharetta GA, 30005
FINRA BrokerCheck
Expertise: Financial Planning, Retirement Planning, Employee and Executive Benefits Planning, Business Succession Planning, Estate Planning, Education Funding, Long Term Care Planning, Disability Income Planning, Special Needs Planning, Business Risk Management, Investment Strategies, Life Insurance Planning, Retirement Income Planning, Wealth Management
Languages: English
Location: Alpharetta GA, 30005
FINRA BrokerCheck
MBA, CLTC®
Nicole Garner Scott is based in Atlanta, Georgia. Nicole takes a unique approach in her practice by helping people achieve financial security through holistic integrative planning, connecting pieces of her client’s financial puzzle and determining if they are working together.Visit my websiteExpertise: Life Insurance Planning, Retirement Planning, Estate Planning, Business Risk Management, Business Succession Planning, Disability Income Planning, Financial Planning, Education Funding, Business Valuation Planning, Employee and Executive Benefits Planning
Languages: English
Location: Atlanta GA, 30326
FINRA BrokerCheck
CFP®, CLU®, ChFC®, RICP®, WMCP®
I grew up in metro-Atlanta where I graduated from Lassiter High School in Marietta. A lifelong Georgian, I chose to return to Atlanta after college to pursue my career. I live in the Atlanta area with my son. I love travelling, experiencing new cuisines, reading and spending as much time as I can with my son. I am a self-proclaimed fitness fanatic and enjoy power yoga and weight training.Visit my websiteExpertise: Fee-Based Financial Planning, Life Insurance Planning, Long Term Care Planning, Investment Strategies, Employee and Executive Benefits Planning, Education Funding, Special Needs Planning, Disability Income Planning, Business Continuation Planning
Languages: English
Location: Atlanta GA, 30326
FINRA BrokerCheck
CLU®, CFP®
Visit my websiteExpertise: Business Succession Planning, Estate Planning, Investment Strategies, Retirement Planning, Wealth Management, Fee-Based Financial Planning
Languages: English
Location: Alpharetta GA, 30005
FINRA BrokerCheck
CLTC®, CLU®
Visit my websiteLanguages: English
Location: Alpharetta GA, 30005
FINRA BrokerCheck