GA · Cumming

Fiduciary advisors in Cumming, GA

2 advisors with offices in Cumming. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Cumming

Echols Financial Services - Retirement Tax Planning, Financial Planning, and Investment Planning

Cumming, Georgia

Echols Financial Services specializes in retirement planning and tax strategy for individuals over age 50, with a particular focus on coordinating tax planning across the client's overall financial picture rather than annual tax return preparation alone. The firm offers investment management, retirement income planning, Social Security timing optimization, and insurance review through a six-step assessment and planning process that begins with a complimentary initial consultation. Based in Cumming, Georgia, the firm has operated for over 20 years and emphasizes forward-looking tax reduction strategies alongside portfolio analysis and retirement readiness evaluation.

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Financial Consultants Group

Fiduciary ★5.0(31)

Cumming, Georgia

Fee-Only

Investment Management

Financial Consultants Group, located in Cumming, Georgia, has provided fiduciary, fee-only financial planning and investment management services since 1996. The firm's team includes multiple CFP® professionals—David Fountain, Sandee Fricks, Carolyn Flournoy, and Joey Hampton—along with support staff, offering personalized financial planning that addresses savings, investments, taxes, and retirement. The firm follows a three-phase approach: initial assessment of a client's financial situation and goals, creation of a customized strategy, and ongoing implementation with continuous monitoring and adjustments.

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Financial advisors in Cumming, Georgia

Advisors serving Cumming specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Georgia's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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