Ken Wingerter- S&Y Asset Management

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(404) 504-6232(404) 504-6232 View Website »

7 Piedmont Center NE, Suite 300Atlanta, GA 30305

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Business overview

Investments

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

Services

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

Minimum Investment

  • More than $100,000

Planning Types

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

Certifications

  • Registered Investment Advisor

Hours of Operation

  • MON
  • 8:30am
  • 6:00pm
  • TUE
  • 8:30am
  • 6:00pm
  • WED
  • 8:30am
  • 6:00pm
  • THU
  • 8:30am
  • 6:00pm
  • FRI
  • 8:30am
  • 6:00pm
  • SAT
  • SUN

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