About GEORGIA SPECIALTY FINANCE CORPORATION
Incorporated in 1995, GEORGIA SPECIALTY FINANCE CORPORATION is a financial consulting firm based in Atlanta, Georgia. It provides comprehensive financial advice and services to individuals and businesses looking to achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning and investment management services
- Expertise in retirement planning, tax planning, and wealth management
- Utilizes a holistic approach to help clients achieve their financial goals
Facts and Insights
According to the company’s latest annual report, GEORGIA SPECIALTY FINANCE CORPORATION manages a total asset worth of $500 million and has a client base of over 1,000 clients. The company’s financial advisors have an average of 15 years of experience in the industry, and they stay up to date with the latest market trends and financial strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1995 | $500 million | 30 |
Financial Services Offered
- Retirement planning
- Tax planning and strategy
- Wealth management and investment advice
- Estate planning
- Risk management and insurance services
- Education planning
Client Types
GEORGIA SPECIALTY FINANCE CORPORATION serves a diverse range of clients, including individuals, families, small business owners, and high-net-worth individuals. The company caters to clients in different stages of life and offers customized financial strategies to meet their unique needs and goals.
Fees & Compensation
The fees and compensation structure at GEORGIA SPECIALTY FINANCE CORPORATION is transparent and based on the assets under management. The company charges a percentage of the total assets managed as its fee, and there are no hidden charges or commissions involved. This fee structure aligns the company’s interests with that of its clients, ensuring that the advisors work towards achieving the best possible returns for their clients.
Background
GEORGIA SPECIALTY FINANCE CORPORATION was founded with a mission to provide financial advice and services that focus on building long-term relationships with clients. The company believes in a client-first approach and works towards creating personalized strategies that help clients achieve their financial objectives.
Financial Advisor Disclosures to Know
- GEORGIA SPECIALTY FINANCE CORPORATION is a registered investment advisor with the Securities and Exchange Commission under the Investment Advisers Act of 1940.
- All advisors at GEORGIA SPECIALTY FINANCE CORPORATION are licensed and comply with industry regulations.
- The company has a fiduciary responsibility towards its clients, meaning that it always acts on their best interests.