Preston and Cleveland Wealth Management

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(770) 898-4235

1611 S Zack Hinton ParkwayMcDonough, GA 30253   map »

Business overview

Service Area

  • Buckhead
  • Clayton/Fayette County
  • Conyers
  • Decatur
  • Downtown
  • Duluth
  • Gwinnett County
  • Henry/Spalding County
  • Jonesboro
  • Lawrenceville
  • Marietta
  • McDonough
  • Peachtree City
  • South Atlanta
  • Stockbridge

Investments

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

Services

  • Brokerage Services
  • Financial Education Workshops

Minimum Investment

  • More than $100,000

Planning Types

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

Certifications

  • Certified Financial Planner
  • Certified Public Accountant
  • 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
  • 4:00pm
  • SAT
  • SUN

* By Appointment Only

* 24-Hour Service Available

Year Established

2002

Languages Spoken

  • English

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