We're here to help with your long-term dreams, whether it's retiring on your terms or saving for a life goal.
You don't need big finances to get big advice. Whether you're just entering the workforce or preparing for retirement, our knowledgeable Investment & Retirement Representative, Mona Bandoh, can determine what strategies are suitable for you. If you're newly married, planning for a child's education, or facing an unexpected job change, Mona can help you pursue your financial goals.
Through our services, you have access to a wide variety of financial management services at one location including:
It's never too late to invest in your future. Small steps today can make for a brighter tomorrow. Contact Mona today at (678) 553-5328 to schedule a no-cost, no-obligation appointment to discuss your individual needs.
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April 11, 6PM
Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security?
June 20, 6PM
There's no denying the facts: Women tend to earn less than men and live longer than men. If you're a woman who would like to retire one day, you may need to save more and invest more than men.