About
Overview
Retire Wise, LLC
344 SCENIC HWY
Lawrenceville, GA 30046
See Hours
| Monday | 9:00 AM - 5:00 PM |
|---|---|
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
BBB Accreditation & Rating
About This Business
Products and Services
We are a fiduciary firm who helps clients grow and protect their retirement savings so they can Retire Happy! Giving them peace of mind about their future using our transparent, comprehensive approach to planning and our “Retire Happy Framework”.
Customized, proven, and holistic strategies designed to meet your goals and risk tolerance. We analyze your situation to make personalized recommendations. Building long- and short-term strategies that help you realize your retirement success.
Every successful retirement/financial plan starts with an excellent client relationship. Our mission and values include providing unmatched service and exceeding our client’s expectations. Being a fiduciary, we make sure your best interest is always upheld.
We believe in being transparent and educating clients as we go, not just throwing numbers and a plan at them. Part of the planning also includes what else goes into your retirement happiness and wellbeing, beyond the finances.
Services:
- Retirement planning & strategy
- Complimentary Consultation
- Investment Portfolio / Wealth Management
- Rollovers (401k's, 403’b’s, IRA's, Etc…)
- Financial Planning
- Social Security Optimization
- Estate Planning
BBB Accredited Since: 3/24/2025
Years in Business: 5
Photos and Videos
Business Details
- Local BBB:
- BBB Atlanta & NE Georgia
- BBB File Opened:
- 3/21/2025
- Business Started:
- 5/17/2020
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management:
- Shawn Maloney, CEO / Founder / Financial Planner
Additional Contact Information
- Principal Contacts
- Shawn Maloney, CEO / Founder / Financial Planner
- Customer Contacts
- Shawn Maloney, CEO / Founder / Financial Planner
- Social Media
Licensing information
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.
Additional Information
- Business Categories
- Retirement Planning Services, Financial Planning Consultants, Wealth Management
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