60 Financial Employee Directory

Financial ServicesGeorgia, United States0-1 Employees

60 Financial operates in the financial services sector as a financial advisory firm based in Johns Creek, Georgia. Its approach centers on engaging clients to earn their trust and support their financial goals, while organizing activities and providing a platform for education and sharing best practices among clients. The company works with clients seeking securities guidance through Cetera Advisor Networks LLC and offers advisory services through Summit Financial Group, Inc., with the two entities affiliated yet independently owned. Targeted at individuals seeking qualified financial advice, 60 Financial focuses on organizing educational resources and facilitating client collaboration within its advisory and brokerage framework. The firm sits within a broader ecosystem of large national financial services firms, positioning itself as a local advisor supported by established networks in the industry. The organization is based in the United States, specifically in the Johns Creek area of Georgia, and operates with a small-scale team. A notable recent development is its collaboration structure with Cetera and Summit Financial Group to provide integrated advisory and brokerage services.

Sign up for free to view info

Company overview Email format