Have you ever noticed that your financial landscape tends to get more complex over time? It’s no wonder, especially with so many moving parts to take into consideration.
Seeking help from multiple professionals to serve your various needs can also add to that complexity.
That’s why we’ve built a diverse team, including two Certified Financial Planners™, to be on your side. Your financial goals will evolve from a general strategy to a fully integrated plan of action – leveraging financial planning, investment management, insurance, tax and estate planning strategies.
Voted Best Financial Planner in Woodstock 2020 & 2021!
CFP® Led Integrated planning to suit your desired outcome .
Protect assets & future earnings.
Coordinate & Execute strategy
Ensure you’re on track to life the style of life you desire upon retirement.
We know all individuals have their own special circumstances, just as you have a unique set of goals and concerns. We are here to adress most of your financial needs with thoughtful and innovative planning strategies. We give guidance to families, businesses, professionals, & executives.
How it Works
Give us a call or request a call through our online form.
We meet to understand your end goals & gather information.
Based on your unique situation – a full financial strategy is created.
Over 30 high quality professionally designed pre-built website concepts to choose from.
Checkout our recent yet amazing blog and get your knowledge enlightened
Exponent WordPress theme is insanely flexible and amazingly easy to use. This alone would be enough for a 5 star rating. On top of a great tool is even better customer support. The only theme you will ever need.
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Vincent Financial Group
9200 Main Street
Woodstock, GA 30188
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC), to residents of: AL, CA, FL, GA, IL, MD, MO, MS, NC, OH, PA, SC, TX, VA. Investment Advisors Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Vincent Financial Group are not affiliated.
Vincent Financial Group does not offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.
Check out the background of firms and investment professionals on FINRA’s BrokerCheck http://brokercheck.finra.org
These are the opinions of Vincent Financial Group and not necessarily those of Cambridge Investment Research, are for informational purposes only, and should not be construed or acted upon as individualized investment advice.