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 92
Alpharetta, GA 30022-1150
Additional Email Addresses
  • accounting@elm3financial.com
BBB File Opened: 10/04/2007
Business Started: 02/06/2006
Type of Entity
Limited Liability Company
Contact Information
  • Principal: Ms. Stacey Moore, Principal Owner
  • Mr. Michael Moore, President
  • 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.

Elm3 Financial Group, LLC

Elm3 Financial Group, LLC

BBB ACCREDITATION SINCE 06/22/2012

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