BBB Accredited Business Profile

Elm3 Financial Group, LLC

Elm3 Financial Group, LLC

(678) 297-9500

Elm3 Financial Group, LLC

11 years in business
5755 N Point Pkwy Ste 57
Alpharetta, GA 30022-1145
BBB File Opened: 10/04/2007
Business Started: 02/06/2006
Type of Entity
Limited Liability Corporation
Contact Information
  • Principal: Ms. Stacey Moore, Principal/Owner
  • Mr. Michael Moore, President, SBS
  • Ms. Stacey Nickens, Principal/Owner
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.


BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.

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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.

BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.

BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.

BBB reports when mail sent to the business was returned by the Postal Service.

Elm3 Financial Group, LLC

Elm3 Financial Group, LLC


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