BBB Accredited Business Profile

Elm3 Financial Group, LLC

Elm3 Financial Group, LLC

(678) 297-9500

Elm3 Financial Group, LLC

10 years in business

5755 N Point Pkwy Ste 57
Alpharetta, GA 30022-1145

BBB File Opened: 10/04/2007
Business Started: 2/06/2006
Type of Entity
Limited Liability Corporation
Contact Information
  • Ms. Stacey Nickens, Principal/Owner
  • Principal: Ms. Stacey Moore, Principal/Owner
  • Mr. Michael Moore, President, SBS
Business Category
  • Accountants - Certified Public
  • Financial Planning Consultants
  • Annuities
  • Insurance Consultants
  • Investment Advisory Service
  • Investment Securities
  • Mutual Funds
  • Retirement Planning Service
  • Financial Services
  • Investment Management
  • Accountants
  • Accounting Services
  • Bill Paying Service
  • Consultant - Employee Benefit Plans
  • Estate Planning & Management
  • Tax Reporting Service
  • Tax Return Preparation
  • Taxes - Consultants & Representatives
  • Portfolios

Products & Services
This company offers licenced CPA Specialized tax planning and preparation, financial planning and investments for individuals and small businesses.
Alternate Business Names
  • American Tax & FInancial Group, LLC
  • American Money Management, LLC
  • ATFG

Licensing, Bonding or Registration:  This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Number of Employees:  4

A+

Overview


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BBB reports on known significant government actions involving the business's marketplace conduct.

BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.

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Elm3 Financial Group, LLC

Elm3 Financial Group, LLC

BBB ACCREDITED SINCE 6/22/2012

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