Phelps Financial Group

Phelps Financial Group is a Financial Planner in Kennesaw, GA. The firm specializes in retirement planning, wealth management, annuities, and investment strategies, serving families, retirees, business owners, professionals, and faith-based institutions. Clients can schedule a meeting to develop personalized financial strategies and monitor their progress over time. The business holds a perfect 5.00 rating, reflecting consistent positive feedback from clients.

Phelps Financial Group was founded by Dwain Phelps, who has more than 29 years of experience in wealth management and financial services. Dwain holds a Bachelor of Science in business management and is committed to improving financial literacy in his community. He works with Advisors Excel to provide clients with products and services from major insurance and financial carriers. His team of qualified professionals focuses on identifying weak links in retirement plans and developing solutions to strengthen them. The firm's 4-step process includes discovery, evaluation, planning, and execution to help clients achieve their financial goals.

Phelps Financial Group has a well-optimized website that search engines read cleanly, making it easy for potential clients to find and understand the firm's offerings. This clarity supports the business's mission of helping clients build confidence in their financial future.

By combining experience, personalized service, and a clear process, Phelps Financial Group helps Kennesaw residents pursue retirement with clarity and confidence.