At Magnolia Financial Group, we’re focused on helping people plan for what matters most. We understand the challenges that families and small businesses face balancing financial needs with real life, and we look out for your best interests with skill, care, and an eye to the future.
Whether you’re just starting the journey towards wealth-building and retirement, in need of a financial strategy specific to your business, or simply looking for good guidance along the way, our financial planning process helps bring clarity to the important things. Together we evaluate your goals, resources, and key concerns so we can work towards building a plan that matches your needs.
We believe the financial planning process is an evolution. Just like a tree starts growing from seed beneath the ground, pushing its way up, down, and around to become established, a good financial plan can anchor, prepare, and protect your family as life unfolds.
Our strategies are time-tested, our team is experienced, and dedicated financial planning is what we know. Expect hugs, not just handshakes when you walk through the door, and get used to the idea of being treated like family.
Securities offered through LPL Financial, a registered investment advisor, Member FINRA|SIPC. Advisory Services offered through IFG Advisory, LLC, a registered investment advisor. IFG Advisory, LLC, and Magnolia Financial Group are separate entities from LPL Financial.
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www.sipc.org
www.mfgplanning.com
Company Details
- Employees
- 6
- Founded
- -
- Address
- 143 Norcross St, Roswell,georgia 30075,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- mfgatlanta.com
- Keywords
- Financial Planning, Wealth Management, Investment Management, Personal Financial Planning, Business Planning, Families, Young Professionals, Multigenerational Wealth Management, Legacy Planning, Retirement Planning.
- HQ
- Roswell, Georgia
Magnolia Financial Group Questions
Magnolia Financial Group's website is mfgatlanta.com
Magnolia Financial Group's LinkedIn profile is https://www.linkedin.com/company/magnolia-financial-group
Magnolia Financial Group has
6 employees.
View email and phone details for 6
employees at Magnolia Financial Group.
Magnolia Financial Group's industry is
Financial Services
Magnolia Financial Group's top competitors are
Horizon Planning Group, Inc.,
Magnolia Financial Services Limited.
Magnolia Financial Group's categories are Financial Services
Magnolia Financial Group's founding year is 2015
