WealthMD - Atlanta, Georgia

Okay, here’s a detailed description of WealthMD, formatted as requested, aimed at providing a helpful and informative overview for potential clients:

WealthMD: A Premier Financial Planning Solution

For individuals and families seeking comprehensive and personalized financial planning services, WealthMD stands out as a leading provider. This established firm, located in the heart of Atlanta, Georgia, offers a sophisticated approach to managing and growing wealth, prioritizing client needs and long-term financial security. They are dedicated to helping clients achieve their goals, from retirement planning to estate management and investment strategies.

Location & Contact Information: WealthMD’s primary address is 3550 Lenox Rd NE #1100, Atlanta, GA 30326, United States. Clients can easily reach them by phone at 404-926-1335. You can also explore their services and learn more on their website: wealthmd.com.

Key Features & Specialties: WealthMD specializes in providing tailored financial planning solutions. Their core services include:

• Retirement Planning: Developing strategies for a comfortable and secure retirement.
• Investment Management: Constructing and managing diversified investment portfolios.
• Estate Planning: Creating comprehensive estate plans to protect assets and ensure wishes are carried out.
• Tax Planning: Minimizing tax liabilities through strategic planning.
• Education Planning: Helping families save for their children’s higher education.

Accessibility & Client Experience: WealthMD is committed to providing a seamless and accessible experience for all clients. The office boasts several accessibility features, including a wheelchair-accessible car park, entrance, and toilet. Appointments are strongly recommended to ensure dedicated attention and personalized service. They currently have 1 review on Google My Business, with an impressive average rating of 5/5, reflecting client satisfaction.

Other Points of Interest: Beyond the core services, WealthMD provides a welcoming and convenient environment. They offer a wheelchair-accessible toilet, ensuring comfort and ease of use for all visitors. Appointments are highly recommended to maximize the value of your consultation.

👍 Reviews of WealthMD

Erika L.

5/5

I highly recommend J Wealth Delivery & Moving for all of your delivery and moving needs. This company is very professional and efficient. From the time that you express interest in receiving their services until your moving day, they’re on top of their game. They keep you informed every step of the way. The owner and his crew deliver top notch service. They handle your items with care and make sure that you’re satisfied with their service. Also, the owner and his crew are both friendly and witty. Their personalities help to make the move enjoyable instead of stressful. I give this company 5 stars! I will definitely recommend them to all who I know. Thank you for your assistance on my moving day!