Review Money Concepts Wealth Management: Marietta, Georgia In cobb, georgia, united-states | Insurance In Cobb

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Money Concepts Wealth Management: Marietta, Georgia

Cobb,

Georgia,United-states - 30066

Detailed description is Money Concepts Disclaimer .
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In accordance with the US Securities and Exchange Commission rules, a "Like" should not be interpreted as an endorsement Money Concepts Wealth Management & Financial Planning Center.
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Jim Harris, RFC® .
Wealth Management President, .
Georgia Regional Director.
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Website: www.MoneyConcepts.com/JHarris.
E-Mail: JHarris@MoneyConcepts.com .
Branch Office: (770) 578-3555.
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“About My Practice”.
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Custom Solutions For Your Unique Challenges & Financial Goals….
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Solutions For Financial Success:.
Knowing exactly where you are and where you want to be is essential.
Understanding what it will take and how to get there is a truly vital part of achieving your dreams.
Utilize our comprehensive planning and wealth management services to develop a personalized road map for success.
We will provide our professional experience and guidance every step of the way.
Your Journey to success begins with proper planning and is achieved by following a disciplined approach designed Just For You..
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Comprehensive Discovery Process: .
Our in-depth discovery process enables us to assess your current financial situation and develop prudent strategies to accomplish your goals.
You can take comfort in knowing we will provide easy to understand explanations of our analysis, logic & recommendations.
We will walk you through our step by step planning process to assist in determining an appropriate course of action for each of your financial challenges.
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Balancing Risk and Reward.
Based on Your Personal Needs, .
Objectives, Attitudes and Unique Goals..
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Portfolio Management & Advisory Services:.
We provide customized portfolio management and a variety of advisory services to assist our clients in the management of their investment portfolios.
Our disciplined investment process is customized for each client and utilized to establish guidelines for the portfolio construction process and targets for the on-going management of their portfolios.
All portfolios are monitored and managed based on the client’s personal risk tolerance, time horizons, liquidity, income needs and other relevant factors to provide the best opportunity to meet the objectives and goals of their portfolios..
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As a wealth advisor, I rely on my 30 plus years of experience to assist in the development of core investment strategies and recommend the use of the same principles that were awarded the Nobel Prize in Economics as a backbone to customize each client’s portfolio.
We seek to maximize long term returns while minimizing short term risk through proper portfolio diversification.
This diversification involves an asset allocation strategy to reduce the overall risk of the portfolio by spreading risk across and within different asset classes.
Close attention is paid to asset correlations with the goal of achieving and maintaining efficient portfolios that produce high returns for an accepted level of risk..
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Independence & Flexibility:.
Because of our independence, our clients know we have access to a full roster of non-proprietary products and a complete menu of unbiased wealth management solutions.
Our independent association with Money Concepts provides direct access to one of the largest product lines in the industry.
This enables us to make unbiased recommendations utilizing the highest quality investments and planning solutions available anywhere in the market place..
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The flexibility we enjoy facilitates our ability to customize investment strategies, provide superior service and gives access to platforms for working on a fee basis or commission basis depending on your preference..
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Value, Quality & Seamless Service:.
We’re committed to helping you meet your own unique challenges, objectives and financial goals.
We pride ourselves on providing personalized service based on our can-do attitude.
Our promise is to treat you with the individual care and respect you deserve.
You can always expect the highest level of professionalism with a constant eye on the details..
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We provide value added services like our customized Portfolio Builder & Diversification Program and a personalized Client Service Roadmap to keep us on the straightest path to success..
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One of our goals is to keep you up-to-date and educate you all along the way via our monthly newsletter “Money Talk” and our on-going series of wealth management strategy letters.
Also be sure to ask about our customized portfolio reports to help you monitor your performance and progress..
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As always, we take satisfaction and extreme pride in the reputation we’ve built by providing seamless service and making recommendations we believe are in the best interest of our valued clients.
I am looking forward to a long and successful relationship..
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Sincerely,.
Jim Harris, RFC® Wealth Management President.
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Wealth Management & Financial Planning Services Since 1979.
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INDEPENDENT CONTRACTOR OF MONEY CONCEPTS INTERNATIONAL, INC..
All Securities through Money Concepts Capital Corp.
Member FINRA/SIPC.
11440 North Jog Road, Palm Beach Gardens, FL 33418 Tel: (561) 472-2000 .


Established in the recent years Money Concepts Wealth Management: Marietta, Georgia in cobb , georgia in united-states.


This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.

Over the course of its journey , this business has establihed a firm hold in the [category].

The belief that customer satisfaction is an important as it products and services , have helped this establihment garner a vast base of customers and continue to grow day by day

Foods is provided with high quality and are pretty much the highlight in all the events in our lives.

Sweets and food are the ideal combination for any foodies to try and this Money Concepts Wealth Management: Marietta, Georgia is famous for the same.

This has helped them build up a loyal customer base.

They have started a long journey and ever since they have ensure the customer base remains the same and growing month on month.

As they are located in favourable location , becomes the most wanted space for the tourist.

For any kind and assistance , it is better to contact them directly during their business hours.

Premises has a wide parking area and need to avail special permissions for parking.

Pets inside the premises are not allowed and require additional permission.

Cashless payments are available and extra charges for the credit cards are levid.

They are listed in many of the food delivery networks for home delivery with appropriate charges.

They accept cards , cash and other modes of payments

Tips are not actually encouraged but customers are willing to offer any benefit as needed.

There you can find the answers of the questions asked by some of our users about this property.

This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.

It is a effortless task in communiting to this establishment as there are various modes available to reach this location.

The establishment has flexible working timings for the employees and has good hygene maintained at all times.

They support bulk and party orders to support customers of all needs.

Qus: 1).what is the mode of payment accepted ?

Ans: Cash , Credit Card and Wallets

Qus: 2).What are the hours of operation ?

Ans: Open all days mostly from 9:30 to 8:30 and exceptions on Sundays. Call them before going to the location.

Qus: 3).Do they have online website?

Ans: Yes . They do have. Online website is - Click Here

Qus: 4).What is the Latitude & Longtitude Of the location?

Ans: Latitude of the location is 34.04008 Longtitude of the location is - -84.46196

Qus: 5).What is the phone number Of the location?

Ans: Phone number of the location is - (770) 578-3555

Qus: 6).What is the email of the business?

Ans: Email address is - jharris@moneyconcepts.com