Five Talents Wealth Management is a financial planner in Canton, GA. This comprehensive financial consulting firm provides services including retirement planning, taxation, estate planning, risk management, and education planning. They serve a diverse range of clients, from recent college graduates starting their careers to individuals nearing retirement. Their specialized offerings include asset allocation, portfolio optimization, 529 plans, and various IRA and 401(k) services, as well as life insurance and long-term care.
Established in May 2007, the firm operates with a mission centered on faith and the principle of investing time, talents, and treasures well. The firm maintains a low client-to-advisor ratio to ensure a personal, trusted advisory relationship. The team includes Susan Reznor Moone, a CERTIFIED FINANCIAL PLANNER professional with over 16 years of industry experience, and the firm partners with Commonwealth Financial Network.
The office is located on Eagles Nest Dr, near Edward Creek and a short distance from Garrison Lake, Canton Creek, and Cherokee Veterans Park.
The firm is recognized for its high standards, maintaining a 5.00 rating. They are known for their commitment to personalized care and their ability to guide clients through various market cycles and life stages with integrity.
Five Talents Wealth Management provides dedicated financial guidance and personalized investment strategies for the Canton community.
Browse: Businesses in Canton, GA · Financial Planner in Georgia · Businesses in Georgia
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