Financial Planning

Atlanta Legal Aid Long-Term Ombudsman Care »

Florence K. Boehm
Community Ombudsman
flob07@comcast.net
fkboehm@atlantalegalaid.org
www.georgiaombudsman.org
246 Sycamore St
Suite 248
Decatur, GA 30030
404-371-3806 Phone
404-370-3811 Fax
The Long Term Care Ombudsman Program seeks to improve the quality of life for residents in long-term care facilities.

Brill Financial Group »

Wes Prior
Financial Advisor
jprior@finsvcs.com
5435 Sugarloaf Parkway, Suite 2200
Lawrenceville, GA 30043
Phone:  770-241-4717 

Specializes in working with families of seniors in Gwinnett County and advising them about Long-Term Care Insurance and Estate Planning.

Genworth Reverse Mortage »

Genworth Reverse Mortage
85 Old Powers Place
Atlanta, GA 30327
770-984-0125  fax- 770-984-2667
Dan Wolbe- Contact person
Daniel.Wolbe@genworth.com
www.genworth.com/danielwolbe

Lupas Financial Services »

Larry Lupas
Owner 
larrylupas@yahoo.com
1935 Timberidge Point
Cumming, GA 30041
Phone: 770-205-1076
Cell: 678-428-5216

Full financial services and Life Insurance for individuals and families.  Focus on income strategies and tax reduction non-fee basis.   Free, no obligation full consultation.

National Financial Services Group »

Barry Calano, CFS
Financial Advisor
calano_barry@nlvmail.com
http://www.nationalfinancialservicesgroup.com
1015 Grace Court
Suwanee, GA 30024
770-623-3317 Phone

Full-service, comprehensive financial advisory services to achieve financial security.

Prudential Financial »

John Winters, MBA, CLTC
Financial Representative
John.winters@prudential.com
www.prudential.com/us/j.winters
3445 Lawrenceville-Suwannee Rd
Suite D
Suwannee, GA 30024
678-987-2636 phone
678-987-2629 fax
Provides full financial services including investments, life, health and long term care insurances, retirement planning, advice for seniors and families, annuities and fixed income investments;  ie. CDs.