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Financial Planning Resources for Federal & Postal Employees

Financial Professionals in Georgia

Listings below are alphabetized by city. Listings in the same city are alphabetized by the name of the firm or professional.

Mark J. Orr, CFP RICP
Alpharetta, GA
Mark has been a practicing Certified Financial Planner since 2000. Certified Financial Planners are held to the strictest ethical and fiduciary standards — always putting client interest first and foremost….

Retirement Systems Solutions
Atlanta, GA
Our consultation process is supported by over 40 years of federal government experience and 80 plus years of combined financial services experience. We are one of the few firms that will provide you with a COMPLIMENTARY federal benefits consultation and printout…

Financial Matters
Mariettta, GA
My goal are your goals. I will diligently work to help you find those solutions based upon your needs that will truly make your retirement years Golden. “There is no time like the present to plan for your retirement security.”…

JM Financial Planning, LLC
Greater Atlanta Area / Peachtree City, GA
Comprehensive fee-based Financial Planning. Our initial hour meeting and your FERS/CSRS pension estimate is no charge…

Safe Harbour Benefit Solutions
Snellville, GA
We are a veteran-owned agency specializing in the financial needs of Federal employees. Our goal is to help you effectively incorporate your benefits into your overall financial plan. Since 2002 we have helped Federal employees from various agencies including…

Hampton Tax and Financial Services, LLC
Stockbridge, GA
I help federal employees make smart, confident decisions about their money—so they can retire on time, protect their family, and stop worrying about whether they are “missing something” in their benefits…

Griggers Wealth Management
Warner Robins, GA
The team at Griggers Wealth Management works with federal employees to help you understand your retirement benefits, guide you through the retirement process, and assist you in setting and pursuing your retirement goals…

Other Professionals Serving Georgia

Listings below are alphabetized by state. Listings in the same state are alphabetized by city.

The Connolly Retirement Group
Anaheim, CA
Since 1992, Pete Connolly has been dedicated to helping federal employees build wealth and protect their assets. We recommend only those products and services that can be tailored to suit our clients’ unique needs. The Connolly Retirement Group is independent so our loyalty belongs exclusively to our clients and NOT a financial institution…

Arthur Stein Financial, LLC
Bethesda, MD
Art is a Certified Financial Planner® with 29 years of experience providing assistance to Federal employees and retirees. He is known for his knowledge of the Thrift Savings Plan (TSP) and other Federal retirement benefits…

Dillard Financial Solutions, Inc.
Sumter, SC
Dillard Financial Solutions, Inc. is a company that specializes in Federal Benefits. We help individuals understand their benefits, so they can effectively plan and make choices for a confident retirement…

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