Magnolia Financial Advisors, LLC.

(678) 889-7945 www.magnoliafa.com »

208 S Hill StreetBuford, GA 30518   map »

Business overview

Service Area

  • Alpharetta
  • Buford
  • Cherokee/Forsyth County
  • Cumming
  • Duluth
  • Gwinnett County
  • Lawrenceville
  • Norcross

Investments

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

Services

  • Brokerage Services
  • Financial Education Workshops
  • Insurance Brokerage Services
  • Tax Return Preparation

Minimum Investment

  • $10,000 - $100,000

Planning Types

  • Asset & Portfolio Management
  • Educational Savings Plans
  • Estate Planning
  • Financial Planning
  • Inheritance Planning
  • Insurance Planning
  • Investment Planning
  • Retirement Account Rollover Plans
  • Retirement Planning
  • Tax Planning

Certifications

  • Registered Investment Advisor

Hours of Operation

  • MON
  • 9:00am
  • 5:00pm
  • TUE
  • 9:00am
  • 5:00pm
  • WED
  • 9:00am
  • 5:00pm
  • THU
  • 9:00am
  • 5:00pm
  • FRI
  • 9:00am
  • 5:00pm
  • SAT
  • SUN

* By Appointment Only

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