INTELLIPLAN ADVISORS
Updated 15 days ago
6600 Peachtree Dunwoody Road, Embassy Row 600 Suite 575 Atlanta GA 30328
We offer fee-only financial counseling and Investment advisory services on the east coast. We are a member of Advisory Services Network, LLC. We believe we stand apart because we do not sell proprietary products to our clients or accept commissions from third parties. This allows us to provide objective advice that is free from product conflicts of interest. Our counsel to our clients is comprehensive in scope... We believe our clients are better served when we integrate client benefit and compensation with strategies for Retirement Planning, Tax Planning, Investment Planning, Risk Management and Estate Planning. We believe long term relationships are very important for our business. We work vigorously to become the trusted advisor for our clients and their families... We provide independent, objective, comprehensive, implementation oriented financial counseling based on a strong commitment to client service. We strive to create long term relationships and we have a disciplined..
Also known as: IntelliPlan Corporation