Our Service Areas: Local & Nationwide Financial Planning
From the bustling streets of Cumming to the expansive horizons of our nation, Financial Consultants Group proudly serves communities with an unwavering commitment to your financial well-being.
Local Presence, Nationwide Reach
With roots deeply planted in Cumming, Georgia, our services extend through Milton,
Alpharetta, Roswell, and beyond. Every corner of our local communities, from Dawsonville to Peachtree Corners, has a unique story, and we've been privileged to be part of many of them since 1996.
And now, with the digital age in full swing, our expertise is not limited by geographical boundaries. We’re proud to offer virtual financial planning sessions catering to clients nationwide.
Proudly Serving The North Georgia Region
We have clients from coast to coast but we are available for local meet-ups in the following areas:
We are also available for Nationwide (Virtual) Financial Consulting Calls.
We pride ourselves in providing the highest quality advice tailored to our client’s unique needs and goals. With years of experience, we are driven to help you reach your financial success quickly and efficiently. Get in touch with us today! Let us show you why so many individuals and businesses trust us to guide them through their financial journeys. We look forward to meeting you!
The Financial Consultants Group Promise
Financial Consultants Group, Inc. represents more than just our brand. It symbolizes the deep connection we nurture with every client we serve. As a registered Investment Adviser, our primary concern is your financial health. Our commitment to acting in your best interest remains steadfast. Every piece of advice we offer and every strategy we propose is tailored to prioritize your needs.
Advising North Georgia Residents With Uncompromising Adherence to the Fiduciary Standard.
In financial services, there have traditionally been two types of standards: the suitability standard and the fiduciary standard.
The suitability standard is defined as determining whether an investment product or strategy is “suitable” for the investor based on his or her financial objectives and risk comfort level. Many advisors operate under the suitability standard where the advisor simply determines whether a recommended product or strategy is suitable for the client.
The fiduciary standard is a higher level of responsibility for the advisor. The fiduciary standard goes beyond suitability and requires that any advice on products and strategies be provided in the best interests of the investor. The fiduciary standard of care requires that the advisor take into consideration whether the fees are reasonable, whether there are any conflicts of interest, and whether the investments are adequately diversified.
Our commitment to you
As your advisor, we adhere to the fiduciary standard, and we believe this model of disclosure and transparency is in your best interests. In our view, you deserve to have your needs put first and the strategies and investment products we recommend should align according to those needs.
Our fiduciary standard mandates that every single recommendation we make must be based on your best interests, and there is no circumstance when we can place our interests above yours. By adhering to the fiduciary standard, we believe we can provide you with the highest standard of care for all your investment and retirement needs.
Our Pledge to the Fiduciary Standard
- Always put your best interests first.
- Act with prudence, providing you with the skill, diligence and good judgment of a trusted advisor.
- Provide full and fair disclosure of all important facts.
- Ensure all investment advice and analysis is accurate and complete.
- Avoid conflicts of interest and fairly manage, in the clients’ favor, any unavoidable conflicts of interest.
CLIENT TESTIMONIALS
Join Us On Your Financial Journey
Countless clients have embarked on their journey to financial freedom at our Cumming, GA office. With wheelchair-friendly entrances, restrooms, and parking, client comfort and accessibility is a priority for us.
But if you can't make it in person, don’t fret. Our nationwide virtual services mean you get the same level of dedication and expertise no matter where you are. Additionally, with our strong online presence, you're always just a tap away from the latest financial advice and news via platforms like Facebook, Instagram, and LinkedIn.
