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Business Profile

Investment Advisory Services

Financial Consultants Group
BBB Accredited BusinessA+Rated by BBB
Visit Website(770) 627-2121Write a Review

About

Overview

Financial Consultants Group

1080 Sanders Rd Ste 300

Cumming, GA 30041-8598

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See Hours
Operating Hours
9:00 AM - 5:30 PM
9:00 AM - 5:30 PM
9:00 AM - 5:30 PM
9:00 AM - 5:30 PM
9:00 AM - 5:30 PM
Closed
Closed

Find a Location

Financial Consultants Group has 2 locations, listed below.

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    BBB Accreditation & Rating

    Financial Consultants Group is BBB Accredited.

    This business has committed to upholding the BBB Standards for Trust.

    Why choose a BBB Accredited Business?

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    About This Business

    Financial Consultants Group provides assistance with Investment Advisory Services, Financial Advising, Financial Planning and Consulting. We are a fiduciary, fee-only financial planning and investment management firm. 

    BBB Accredited Since: 6/24/2022

    Years in Business: 30

    Products and Services

    We partner with businesses, families, and individuals who need someone to take an educated, professional, and compassionate approach to any of their financial obstacles or opportunities. More specifically, we provide the following services:



    • Comprehensive Financial Planning 

    • Retirement Planning

    • Retirement Portfolio Analysis     

    • Cash Flow & Net Worth Analysis     

    • Risk Management

    • Fee-only Financial Advising     

    • Fiduciary Investment Management

    • Budgeting

    • Special Needs Planning

    • Tax Planning

    • Educational Funding Planning


    Estate Planningstate Planning

    Business Details

    Local BBB:
    BBB, Greater Atlanta
    BBB File Opened:
    6/23/2022
    Business Started:
    1/22/1996
    Business Incorporated:
    1/22/1996
    Type of Entity:
    Corporation
    Business Management:
    Mr. David Fountain CFP, Financial Planner
    Ms. Sandee Fricks CFP, Office Manager

    Additional Contact Information

    Principal Contacts
    Mr. David Fountain CFP, Financial Planner
    Ms. Sandee Fricks CFP, Office Manager
    Customer Contacts
    Ms. Sandee Fricks CFP, Office Manager
    Fax numbers
    Primary Fax: (770) 650-1740
    Additional Email Addresses
    Sales: Email this Business
    Technical Support: Email this Business
    Customer Service: Email this Business
    Additional Websites
    foryourfuture.net/index.h...
    Social Media

    Additional Information

    Payment methods
    Financial Consultants Group accepts most major credit cards
    Other Resources
    Department of Banking & Finance
    2990 Brandywine Rd Ste 200
    Atlanta GA 30341
    Phone Number: (770) 986-1633
    dbf.georgia.gov
    [email protected]
    Business Categories
    Investment Advisory Services, Financial Services, Financial Planning Consultants, Retirement Planning Services, Financial Consultants, Divorce Assistance, Wealth Management, Fee Only Financial Advisor, Asset Management

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