Sullivan & Schlieman Wealth Management, LLC

Name: Sullivan & Schlieman Wealth Management, LLC
Address: 5755 North Point Pkwy STE 207, Alpharetta, GA, 30022, US
Telephone: (678) 867-0500

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Financial Planner·Closed Today·Alpharetta, GA

5755 North Point Pkwy STE 207

Alpharetta, GA 30022

(678) 867-0500

www.sswmllc.com

About this business

Sullivan & Schlieman Wealth Management, LLC is a leading financial planning firm in Alpharetta, GA. Our team of Certified Financial Planners (CFP) provides comprehensive wealth management, investment management, estate planning, retirement planning, and business succession planning services. We specialize in 401k rollover advice, tax-efficient wealth transfer, and social security planning. Our independent firm caters to high net worth individuals in Fulton County, offering personalized financial solutions for a secure future.

Products and Services

Financial Planning,Retirement Planning,Wealth Management,Portfolio Management,Investment Planning,Estate Planning,Tax Planning,Risk Management,Insurance Planning

bank, life insurance agency

tonya@sswmllc.com

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Mon 8:00 AM to 5:00 PM
Tue 8:00 AM to 5:00 PM
Wed 8:00 AM to 5:00 PM
Thu 8:00 AM to 5:00 PM
Fri 8:00 AM to 5:00 PM
Sat Closed
Sun Closed