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"An investment in knowledge pays the best interest." - Benjamin Franklin

In The News

Check out the latest news articles. These are need to know for today's economic world.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

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Meet Our Leadership

Leadership

Gary Reed

Gary W. Reed

President & Founder, Financial Advisor

(678) 442-0255

(678) 442-0256

Abby Reed

Abby Reed

Vice President, Financial Advisor

(678) 442-0255

(678) 442-0256

April Reed Crews

April Reed Crews

Chief Executive Officer, Financial Advisor

(678) 252-2110

(678) 252-2113

Daniel Crews

Daniel G. Crews

Chief Operations Officer, Financial Advisor

(678) 252-2110

(678) 252-2113

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