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Mark S. Limmer, CFP®, ChFC, CLU

Limmer Wealth Management, LLC

3457 Lawrenceville Suwanee Rd
Ste B
Suwanee, GA 30024
Phone: (678) 541-0866
Fax: (678) 541-0867

Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Job Loss
  • Retirement
  • Life Planning
  • Long-term Care
  • Women's Finances

 

How Planner Charges

Considerations: "Securities & advisory services thru Commonwealth Financial Network, member FINRA/SIPC. For residents of (CA, FL, GA, PA,SC,TN, VA). Fixed insurance products & services offered by Limmer Wealth Management, LLC."

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