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Client Centered

"Know what you own, and know why you own it."  — Peter Lynch

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

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.

Meet Our Leadership

Leadership

Gary Reed

Gary W. Reed

President & Founder, Financial Professional

(678) 442-0255

(678) 442-0256

Abby Reed

Abby Reed

Co-CEO, Financial Advisor

(678) 442-0255

(678) 442-0256

April Reed Crews

April Reed Crews

Co-CEO, 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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