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About American Financial Advisors, LLC |
American Financial Advisors, LLC is full service RIA firm that provides complete financial planning, investment management, 401k, IRA, retirement planning & income distribution, Social Security optimization, 529 planning, etc. We have over $650M in assets under management. In 2017 the firm was ranked in the top 300 in the U.S. by Financial Times. 95% of our new business & clients come to us via word of mouth from existing clients. We also have a weekly radio show in Atlanta called "Common Sense". The last 60 shows are archived commercial free on the website. |
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General Information |
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States Willing to do Business in: |
Acworth,Alpharetta,Atlanta,Austell,Avondale Estates,Ball Ground,Canton,Cartersville,Clarkston,Conley,Cumming,Dallas,Decatur,Douglasville,Duluth,Emerson,Hiram,Kennesaw,Lawrenceville,Lilburn,Lithia Springs,Mableton,Marietta,Norcross,Pine Lake,Powder Springs,Roswell,Scottdale,Smyrna,Stone Mountain,Suwanee,Tucker,Waleska,White,Woodstock
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Frequently Asked Questions |
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Do you have a customer satisfaction or refund policy? |
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Yes. We request a 30 day notice to be fair to both sides if the relationship does not work out as desired. |
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What is your approach to financial planning? |
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What services do you offer? |
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We will earn your trust and be transparent about everything we do for your family. We give you good, sound advice based on 40 years experience and won't let you make bad choices. |
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What services do you provide? What are your specialties? |
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Complete financial plans, portfolio management of taxable accounts, 401k, Traditional IRA & Roth IRA, 529 plans, Income distributions, Social Security optimization |
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What is your experience? How many clients do you currently manage? |
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40+ years experience. Over 1,000 family/client relationships. |
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What financial institution(s) do you represent? |
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Schwab, Fidelity, Ameritrade |
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