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      Details

      A Family Financial Practice That Puts Family First

      General Info

      A Family Financial Practice That Puts Family First. We've built our business on generations of families who know that they have a true financial advocate in their corner through every stage of their lives. Through these tight relationships we help our clients achieve success along their own individual life paths and journeys.

      HoursCLOSED NOW
      Regular Hours:
      Mon - Thu
      Fri
      Sat - SunClosed
      New Year's Day:
      2024/01/01Closed
      Thanksgiving Day:
      2024/11/28Closed
      Labor Day:
      2024/09/02Closed
      Christmas Day:
      2024/12/25Closed
      Independence Day:
      2024/07/04Closed

      Contact Info

      Phone:

      Main - 770-889-8991

      Address:
      5400 Laurel Springs Pkwy Ste 1302 Suwanee, GA 30024
      Email:

      Other Emails:

      Links:

      http://www.johnscreekfinancial.com

      http://strategicfinancialpartners.com

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      Categories
      Retirement Planning Services, Annuities & Retirement Insurance Plans, Financial Planning Consultants, Financial Services, Life Insurance
      Services / Products
      Investments Bonds Common Stock Educational IRA Exchange Traded Funds Real Estate Trusts Oil and Gas Hedge Funds Municipal Bonds Options Separately Managed Accounts 529 Plans Brokerage Accounts Government Securities Treasury Bills Treasury Notes Annuities Alternative Investments Financial Planning Retirement Planning College Plans Estate Plans Wealth Distribution Plans Wealth Accumulation Plans Wealth Protection Plans Insurance Disability Income Life Insurance Long Term Care Retirement Plans Traditional IRA Individual 401(k) Roth IRA SEP IRA Self - Directed IRA Simple IRA 401 (k) Plans 403 (b) Plans Profit Sharing Plans Money Purchase Plans 457 Plans Non-Qualified Plans Pension Plans
      Location
      We are located in The Gates business park on Laurel Springs Parkway.When entering the park, make a hard left turn.We are in the corner building on the first floor.
      Amenities
      We co-create your financial plan and offer ongoing coaching as needed.We offer analysis and reporting through eMoney, Black Diamond, and StockOpter.
      Associations
      Both partners hold CFP designations and have more than 65 years of combined financial experience.
      Data provided by one or more of the following: Thryv, Data Axle, Yext.