Introduction
We are a comprehensive flat fee financial planner and advisor. We serve clients who are mid to late career, and want sound advice that will help them achieve their goals, from someone who's been there/done that. Verbatim's full-service financial planning, advisory, and investment management services keep clients moving along the right path, giving them the freedom to focus on the things they really care about. We serve clients nationwide.
Contact Info
Address:
6095 Lake Forrest Drive #260
Sandy Springs
Georgia 30328
United States
Sandy Springs
Georgia 30328
United States
Tel:
404-781-9354
Website:
https://www.verbatimfinancial.com/
Offering
- Investment Management
- Tax Planning
- Estate Planning
- Retirement Income Planning
- Insurance Planning
Hours of operation
| From | To | From | To | From | To | ||
|---|---|---|---|---|---|---|---|
| Monday | Open | ||||||
| Tuesday | Open | ||||||
| Wednesday | Open | ||||||
| Thursday | Open | ||||||
| Friday | Open | ||||||
| Saturday | Open | ||||||
| Sunday | Open | ||||||
