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32 matches were found for
Financial Planning
Our members are presented equally regardless of their alphabetical positioning.
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Merrill Lynch
Matt Currie
Resident Director
272 West Hancock Ave
Suite 200
Athens, GA 30601
United States
706-548-4281
mcurrie@ml.com
Member Since: 2020
Listed in:
Financial Planning
Edward Jones Sandra Allen
MS Sandra Allen
Financial Advisor
2971 Monroe Hwy
Suite 113
Bogart, GA 30622
USA
770-725-4647
Fax: 800-760-2146
sandra.allen@edwardjones.com
Member Since: 2021
Listed in:
Financial Planning
White Oak Wealth Group LLC
Tim Rine
Financial Advisor
35 North Main Street
Watkinsville, GA 30677
US
706-769-3665
Fax: 706-769-6990
tim.rine@lpl.com
https://www.oconeestatefinancialservices.com/
Photo Available
Member Since: 2022
Listed in:
Financial Planning
,
Financial Planning Consultants
Bret Huett - Country Financial Insurance
Bret Huett
Agency Owner
1800 Hog Mountain Rd
bldg 100-ste 101
Watkinsville, Ga 30677
706-769-0586
Fax: 706-769-5468
bret.huett@countryfinancial.com
Visit Our Website...
Member Since: 2023
Listed in:
Insurance
,
Financial Planning
Pinnacle Bank
Keri Taylor
1081 Parkway Place
Athens, GA 30606
(706)425-8002
keritaylor@pinnaclebank.com
http://www.pinnaclebank.com
Member Since: 2009
Listed in:
Banks
,
Financial Planning
,
Mortgages
Peach State Federal Credit Union
Stacy Gilbert
AVP/Regional Manager
1307 West Spring Street
Monroe, GA 30655
770-207-3090
sgilbert@peachstatefcu.org
http://www.peachstatefcu.net
Member Since: 2011
Listed in:
Credit Union
,
Financial Planning
,
Mortgages
Edward Jones Investments
Wesley Scott
1031 Park Drive, Suite 2
Watkinsville, GA 30677
706-769-1156
melissa.a.atkinson@edwardjones.com
http://www.edwardjones.com/en_US/fa/index.html&CIRN=206473
Member Since: 2002
Listed in:
Financial Planning
,
Investment Advisory Services
Synovus
Evan Elder
1855 Barnett Shoals Rd
Athens, GA 30605
7063577012
(706)425-3495
evanelder@synovus.com
https://www.synovus.com/local/athens-ga/
Member Since: 1989
Listed in:
Banks
,
Financial Planning
,
Mortgages
Synovus
Jennifer Stimpson
Community Development Manager NE GA/South Carolina Assistant Vice President
2100 Experiment Station Road
Watkinsville, GA 30677
(706)425-3472
jenniferstimpson@synovus.com
http://www.synovus.com
Photo Available
Member Since: 2001
Listed in:
Banks
,
Financial Planning
,
Mortgages
,
Business Loans
Synovus
Oonagh Benson
2100 Experiment Station Road
Watkinsville, GA 30677
(706) 353-6285
oonaghbenson@synovus.com
https://www.synovus.com/local/athens-ga/
Member Since: 1989
Listed in:
Banks
,
Financial Planning
,
Mortgages
,
Business Loans
,
Commercial Loans
First American Bank & Trust Company
Shakeeta Daniel
Universal Banker
1681 Experiment Station Rd.
Watkinsville, GA 30677
706-254-5796
shakeeta@fabt.bank
https://www.firstamericanishere.com
Member Since: 1995
Listed in:
Banks
,
Financial Planning
,
Mortgages
BankSouth
Lorie Petersen
Business Development Officer
7911 Macon Hwy
Watkinsville, GA 30677
7068176705
lpetersen@banksouth.com
http://www.banksouth.com
Photo Available
Member Since: 2000
Listed in:
Banks
,
Financial Planning
,
Mortgages
Stearns Retirement Group
David Stearns
President, Investment Advisor Representative
2410 Hog Mountain Road
Ste. 307
Watkinsville, GA 30677
706-769-3346
emma@stearnsretirementgroup.com
http://www.stearnsretirementgroup.com
Member Since: 2024
Listed in:
Financial Planning
Sugarloaf Wealth Management
Jason Connolly
Managing Principal
3651 Mars Hill Rd
Suite 1000A
Watkinsville, GA 30677
United States
770-985-5473
Fax: 770-972-0534
jconnolly@swmllc.com
http://www.swmllc.com
Member Since: 2018
Listed in:
Investment Advisory Services
,
Financial Planning
Pinnacle Bank
Tommy Jackson
1081 Parkway Place
Athens, GA 30606
(706)425-8002
tommyjackson@pinnaclebank.com
http://www.pinnaclebank.com
Member Since: 2009
Listed in:
Banks
,
Financial Planning
,
Mortgages
Peach State Federal Credit Union
Ryan Hawk
Executive Director of BD & Community Outreach
1505 Lakes Parkway
Suite 100
Lawrenceville, GA 30043
(678) 889-4328
rhawk@peachstatefcu.org
http://www.peachstatefcu.net
Member Since: 2011
Listed in:
Credit Union
,
Financial Planning
,
Mortgages
First American Bank & Trust Company
John Loftis
1681 Experiment Station Rd.
Watkinsville, GA 30677
(706) 354-5030
johnl@firstamericanishere.com
https://www.firstamericanishere.com
Member Since: 1995
Listed in:
Banks
,
Financial Planning
,
Mortgages
The Wilkinson Agency of Horace Mann Insurance
Mr. David Wilkinson
Principal
1361 Jennings Mill Road
Building 300, Suite 321-A
Watkinsville, GA 30677
United States
7063403832
david.wilkinson@horacemann.com
http://agents.horacemann.com/DaveWilkinson
Photo Available
Member Since: 2020
Listed in:
Insurance
,
Financial Planning
,
Schools
Oconee State Bank
Brooke Waters
Business Development Officer
P.O. Box 205
Watkinsville, GA 30677
(706)769-6611
bwaters@oconeestatebank.com
http://www.oconeestatebank.com
Member Since: 1989
Listed in:
Banks
,
Financial Planning
,
Mortgages
Athens Area Community Foundation
Mrs. Sarah McKinney
President | CEO
PO Box 1543
Athens , GA 30603-1543
678-386-2582
smckinney@athensareacf.org
http://athensareacf.org/
Member Since: 2017
Listed in:
Civic Organizations
,
Community Services
,
Financial Planning
,
Organizations
Synovus (Athens, GA)
Christina Moore
Retail Market Manager
150 W. Hancock Ave
1st Floor
Athens, GA 30601
706-357-7075
ChristinaMoore@synovus.com
https://www.synovus.com/local/athens-ga/
Member Since: 1989
Listed in:
Banks
,
Financial Planning
,
Mortgages
Joseph DeLoach Agency with Allstate Fiancial Services, LLC
Mr. Joseph DeLoach
Financial Representative
105 Whispering Springs
Athens, GA 30605
USA
404-323-1456
Fax: 833-877-3756
josephdeloach@allstate.com
Visit Our Website...
Member Since: 2019
Listed in:
Insurance
,
Financial Planning
,
Financing Servies
,
Financial Planning Consultants
,
Investment Advisory Services
Peachtree Planning
Mr Dustin DeMersseman
Field Representative
Po box 5457
Athens, GA 30604
7067144121
dustin.demersseman@peachtreeplanning.com
Member Since: 2024
Listed in:
Financial Planning
,
Insurance
,
Investment Advisory Services
Edward Jones
Maury Adcock
2 South Main Street
Suite 208
Watkinsville, Ga 30677
706-310-9057
770-289-2083
maury.adcock@edwardjones.com
http://www.edwardjones.com
Member Since: 2017
Listed in:
Financial Planning
Lanier Financial Group LLC
Nathan Hriczo
Managing Partner
PO Box 6694
Athens, GA 30604
404-882-2628
nhriczo@lanierfinancialgroup.com
http://lanierfinancialgroup.com
Member Since: 2022
Listed in:
Investment Advisory Services
,
Financial Planning
,
Investment Advisory Services
,
Business Consulting
Oconee State Bank
Philip Bernardi
P.O. Box 205
Watkinsville, GA 30677
(706)769-6611
PBernardi@oconeestatebank.com
http://www.oconeestatebank.com
Member Since: 1989
Listed in:
Banks
,
Financial Planning
,
Mortgages
Peach State Federal Credit Union
Kimberly Thomas
Branch Manager
1505 Lakes Parkway
Suite 100
Lawrenceville, GA 30043
(678) 889-4328
kathomas@peachstatefcu.org
http://www.peachstatefcu.net
Member Since: 2011
Listed in:
Credit Union
,
Financial Planning
,
Mortgages
Highland Trust Partners
Amy Parrish
1077 Baxter Street
Suite 600
Athens, Ga 30606
706-850-4965
amy.parrish@highlandtrustpartners.com
http://www.highlandtrustpartners.com
Photo Available
More Info...
Member Since: 2015
Listed in:
Financial Planning
,
Investment Advisory Services
,
Estate Planning & Investment
,
Insurance
,
Lectures & Seminars
Information on this member:
More Business Information
Map to Facility
Online Appointment System
External Website
Elevate Wealth Advisory
Mrs. Deanne Rosso
President & CEO
190 Hawthorne Park
Athens, GA 30606
USA
706-353-2728
deanne.rosso@elevate-wealth.com
http://www.elevate-wealth.com
Photo Available
Member Since: 2021
Listed in:
Financial Planning Consultants
,
Financial Planning
Oconee State Bank
Cristi Donahue
EVP Chief Administration Officer
P.O. Box 205
Watkinsville, GA 30677
(706)769-6611
cdonahue@oconeestatebank.com
http://www.oconeestatebank.com
Member Since: 1989
Listed in:
Banks
,
Financial Planning
,
Mortgages
Oconee State Bank
Haley Reed
P.O. Box 205
Watkinsville, GA 30677
(706)769-6611
hreed@oconeestatebank.com
http://www.oconeestatebank.com
Member Since: 1989
Listed in:
Banks
,
Financial Planning
,
Mortgages
Peach State Federal Credit Union
Develon Davis
1505 Lakes Parkway
Suite 100
Lawrenceville, GA 30043
706-227-8404
ddavis@peachstatefcu.org
http://www.peachstatefcu.net
Member Since: 2011
Listed in:
Credit Union
,
Financial Planning
,
Mortgages