Melissa L George and Associates, LLC

Financial ServicesGeorgia, United States2-10 Employees

Melissa L George and Associates, LLC is a small financial services firm based in Atlanta, Georgia. The firm treats financial planning as an ongoing process aligned with client goals, focusing on building, protecting, spending, and distributing assets as life changes. It concentrates on three core areas: Tactical Asset Management, Retirement Income Maximization, and Wealth Transfer to address clients aiming to reach new financial thresholds.

Its services span retirement planning, wealth transfer, business planning, and enrollment solutions, including insurance and investment reviews, income allocation, estate conservation, and employee benefits. Its clients include individuals seeking retirement and wealth-transfer planning, as well as organizations needing business planning and enrollment solutions.

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