3 Best Gold IRA Investment Companies Near Me in Decatur, GA – Retirement Planning Services
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Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Edward Jones – Financial Advisor: David Ewing
ADDRESS: 125 Clairemont Ave #180, Decatur, GA 30030, United States
NUMBER: +1 470-946-6522
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – David and his staff are excellent. The have treated us like family for many years. They are honest, patient, knowledgeable and care about their clients. – Bryan Robinson
***** MORE REVIEWS PENDING FOR THIS BUSINESS ****
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Minerva Planning Group
ADDRESS: 315 W Ponce de Leon Ave #915, Decatur, GA 30030, United States
NUMBER: +1 404-816-6688
DESCRIPTION FROM BUSINESS: We are a fee-only financial advisor serving Decatur and Atlanta’s in-town neighborhoods. We collaborate with our clients to build and implement financial plans to help them reach their financial goals and achieve financial peace-of-mind.
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Amy did an excellent job with developing our financial plan. She developed multiple personalized scenarios to help us understand the impact of some major life decisions on our long term plan. They were great to work with, the process was smooth, and we felt the service provided a great value. We are looking forward to continuing our relationship with Minerva Planning Group the next time we need a financial plan check in. – Matt Slaven
REVIEW #2 – Amy was a delight to work with – professional guidance who understood our goals and needs. Came away with a much clearer picture of our financial situation and how we can plan for retirement. We appreciated that we could ask for good advice without being pushed particular investment or insurance products – no sales, just great information. Would highly recommend, and will be working with Minerva Planning Group in the future. – Andrew Reynolds
REVIEW #3 – We highly recommended Amy Mawson, CFP. Amy is so knowledgeable, personable, and professional. She explained everything in terms that we could understand. We feel that she covered all the details, came up with a plan that is in our best interest, and will be easy for us to follow. Thanks to Amy! – Pamela Temple
REVIEW #4 – I had an excellent experience with Amy developing my financial plan. She is a great listener and has an intuitive sense of her client’s needs. I was very pleased with our engagement and feel much more confident about my financial picture. Highly recommended. – Stephen Seals
REVIEW #5 – It was a true pleasure working with Amy! I have such peace of mind about our financial situation. Neither my husband nor I have any financial planning background, so we were looking for someone who could advise us on retirement savings, education savings, etc, and Amy was able to walk us through all the options and explain everything to two people who don’t spend all day thinking about finance. Highly recommend! – Collins Desselle
REVIEW #6 – Micah and Amy were simply awesome! They took time to address every one of our questions, and did so with a friendly and professional demeanor that left us feeling good about where we are with our future goals and plans! We highly recommend the Minerva Planning Group! Thank you! – Thomas George
REVIEW #7 – We needed help determining if we were “on track” to retire. After we sent a lot of information/data to Minerva and answered their questions, they were able to put together a “do-able” retirement plan that took into consideration our eccentricities and specific needs/desires. They did a wonderful job translating complicated financial terminology and calculations into something we could understand. Micah and Amy are such great communicators. We never felt talked down to when we asked what were probably incredibly dumb questions and they were always super patient with us. All follow-up questions (and we asked a LOT of them) were answered clearly and quickly. We walked away feeling that we got a lot of value for the services offered. We feel much more “covered” moving forward. We definitely recommend them. And apparently we will be able to retire! – Mindy Stombler
REVIEW #8 – We have always been DIY with investing, but with retirement approaching, we finally admitted that we needed professional guidance. Amy gave us a clearer picture of where we stand and how our situation might change under different economic scenarios. She helped us consider a lot of factors besides investment strategies, too–withdrawal strategies, medical expenses, taxes, and whether Roth conversions might be worthwhile. We met with her twice, and I had several questions between meetings that she answered promptly. Her familiarity with Social Security and pension nuances for federal and state employees was especially helpful for us. We really debated whether to spend the money for this guidance. But it was definitely worth it. We now have a solid path forward, instead of our usual MO of winging it and hoping for the best. – Nancy Saltmarsh
REVIEW #9 – We’ve had a wonderful experience working with Amy Mawson as our financial advisor. She took the time to truly understand our goals and helped us create a clear, personalized plan for both our current finances and our retirement future. Amy explained everything in a way that was easy to follow and made sure we felt confident in every decision.
Her professionalism, knowledge, and genuine care for her clients really stand out. We now feel much more secure and prepared for the years ahead. We highly recommend Amy to anyone looking for expert financial guidance and peace of mind about their financial future. – Cesar Santana
J.A. Lawrence Wealth Management
ADDRESS: 120 N Candler St, Decatur, GA 30030, United States
NUMBER: +1 470-598-4032
DESCRIPTION FROM BUSINESS: Family owned retirement planning consultants. We specialize in financial planning and portfolio management.
OFFICE HOURS
| Mon | 9:00 AM – 7:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 7:00 PM | |
| Wed | 9:00 AM – 7:00 PM | |
| Thu | 9:00 AM – 7:00 PM | |
| Fri | 9:00 AM – 7:00 PM | |
| Sat | 9:00 AM – 7:00 PM | |
| Sun | 9:00 AM – 7:00 PM |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’ve known John many years, including before he moved into the finance space. He’s always been an upfront and honest person as well as a sharp guy. I’ve greatly enjoyed my finance conversations with him around investing. Good info! (PS – I wish I bought Snowflake a couple of months ago when he suggested it! 🙂 ) – Dave Kennedy
REVIEW #2 – Absolutely stellar experience with J.A. Lawrence Wealth Management! John and Mollie are knowledgeable, attentive, and genuinely care about your financial goals. I appreciate their personalized approach and clear communication. Highly recommend for anyone seeking expert financial guidance! – Mason Meredith
REVIEW #3 – Very thankful to have met and now be working with John and Mollie! Finally, a financial advisor team that sincerely wants to meet my needs and does so with comprehensible and caring communication – Brenda Superko
REVIEW #4 – John and Mollie are knowledgeable, kind, and able to cater your financial goals specifically for you. They are a wonderful resource and also awesome community members. – Adam Woodford
REVIEW #5 – John gets to the bottom of the clients needs instead of a one size fits all approach that a lot of “financial advisors” use. He is knowledgeable about a variety of investments that suit the different needs of clients. – Matt DuBose
REVIEW #6 – I have been with J.A. Lawrence since the beginning. I have been nothing but impressed with Mr. Lawrence and his team. They’ve have guided me through the whole process of their investment strategies. My favorite part of working with them is that they transparent and honest, so I know I have peace of mine with my wealth. I could not recommend them more. – K MY
REVIEW #7 – John is a great person and very easy to work with. He’s reliable, smart and trustworthy. I would recommend working with him to anyone! – Sara Martyn
REVIEW #8 – John was great to work with. Took his time to explain everything to me. Will use him exclusively. – kevin monaghan
REVIEW #9 – I was initially referred to John by a close friend who invests with him. Over the years, John has always been accessible and honest. He has helped me a great deal. Thank you, John 💯 – Mark Boyles
REVIEW #10 – The best financial experience I’ve ever had. We are relaxed knowing everything is just taken care of to the best of its ability. – Tori Payton
REVIEW 11 – Wow, John and Mollie execute on everything they promise. They set the expectation and deliver. Can’t ask for more! – Riley Rogers
REVIEW #12 – Thank you for taking the patience to go through my retirement plan step by step! I felt naive in the beginning and now have confidence in my situation. Very easy to work with. Thank you! – Brenna Canales
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