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Home > Financial Planner Directory > Georgia > Alpharetta > James A. Daniel, CFP®

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James A. Daniel, CFP®

The Advisory Firm

12600 Deerfield Pkwy
Ste 100
Alpharetta, GA 30004-6130
Phone: (678) 566-3711
Fax: (678) 302-6399

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Comprehensive Financial Planning
401(k)/403(b)/IRAs
Asset Allocation
Estate Planning
Investment Management
Mutual Funds
Retirement
Stocks & Bonds
Succession Planning

How Planner Charges

Fee Only

Considerations: A Fee-Only Practice providing Comprehensive Financial Planning, Retirement Planning and Portfolio Management services. We do not have a asset / income minimum, all clients are welcome.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.