Bryan R. Lewis - Financial Advisor

(404) 256-5555

3455 Peachtree Road NE Suite 1400Atlanta, GA 30326   map »

Business overview

Service Area

  • Acworth
  • Alpharetta
  • Barrow/Walton County
  • Bartow/Pickens County
  • Buckhead
  • Buford
  • Canton
  • Carroll/Coweta County
  • Cascade Heights
  • Cherokee/Forsyth County
  • Clayton/Fayette County
  • Cobb County
  • Conyers
  • Covington
  • Crabapple
  • Cumming
  • Decatur
  • DeKalb County
  • Douglas/Paulding County
  • Douglasville
  • Downtown
  • Druid Hills/Emory
  • Duluth
  • Dunwoody
  • East Atlanta
  • Fayetteville
  • Fort McPherson
  • Greenbriar
  • Grove Park
  • Gwinnett County
  • Henry/Spalding County
  • Jonesboro
  • Lakewood
  • Lawrenceville
  • Lilburn
  • Lithonia
  • Marietta
  • McDonough
  • Midtown
  • Newnan
  • Newton/Rockdale County
  • Norcross
  • Peachtree City
  • Riverside
  • Roswell
  • Sandy Springs
  • Smyrna
  • Snellville
  • South Atlanta
  • South Fulton County
  • Stockbridge
  • Stone Mountain
  • VA Highland/Morningside
  • West End
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Investments

  • Annuities
  • Bonds
  • CDs
  • Government Securities
  • International Securities
  • IRAs
  • Municipal Securities
  • Mutual Funds
  • Real Estate
  • Retirement Plans
  • Stocks
  • Tax-Exempt Securities

Services

  • Banking
  • Brokerage Services
  • Financial Education Workshops
  • Insurance Brokerage Services
  • Loans or Financing
  • Mortgage Loans

Minimum Investment

  • $10,000 - $100,000

Planning Types

  • Asset & Portfolio Management
  • Debt Management
  • Educational Savings Plans
  • Estate Planning
  • Financial Planning
  • Inheritance Planning
  • Investment Planning
  • Investment Research
  • Retirement Account Rollover Plans
  • Retirement Planning
  • Tax Planning
  • Trust Services

Certifications

  • Juris Doctor
  • Registered Investment Advisor

Hours of Operation

  • MON
  • 8:00am
  • 6:00pm
  • TUE
  • 8:00am
  • 6:00pm
  • WED
  • 8:00am
  • 6:00pm
  • THU
  • 8:00am
  • 6:00pm
  • FRI
  • 8:00am
  • 6:00pm
  • SAT
  • SUN

Reviews

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Very knowledgeable and helpful, 3/31/2005

Mr. Lewis sat down with me and really took the time to understand my financial situation. He did a great job teaching me about diversification and about investments in general

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Reviews

daniel

Reviews: 1

Very knowledgeable and helpful

Mr. Lewis sat down with me and really took the time to understand my financial situation. He did a great job teaching me about diversification and about investments in general

  • Overall
  • Quality
  • Service
  • Value

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