St. John & Associates Inc

5 star rating 17 Reviews

(678) 400-4700(678) 400-4700 View Website »

500 Sun Valley Dr, Suite D-3 & D-4Roswell, GA 30076

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Reviews

  • St. John & Associates Inc - Roswell, GA -  fmnert

    Reviews: 1

    Solid finacial advice
    fmnert (1 review)
    8/03/2012

    When I retired I felt I needed consolidate my IRAs, 401 and equities in an effort to develop a plan and direction to carry my wife and I the rest of the way. Dick and his staff have provided the financial information and advice that I was looking for. In addition, SJA has directed me to and worked with my estate lawyer, accountant and banker to assist and advise as we developed a total finanical plan.

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  • St. John & Associates Inc - Roswell, GA -  ckgreene

    Reviews: 1

    Great financial planning
    ckgreene (1 review)
    7/24/2012

    St John & Associates has a very knowledgeable financial team. They offered portfolio management, retirement planning and assistance with every aspect of our finances. With their help, we have a complete retirement plan, helping us to feel prepared and secure in our future. The personal touch and attention to detail with this company has been wonderful.

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  • St. John & Associates Inc - Roswell, GA -  Wrapman

    Reviews: 1

    Best in the Southeastern US!!!
    Wrapman (1 review)
    7/23/2012

    Fast, Efficient, Thorough, Precise, Professional and the lady that answers the telephone is FANTASTIC!!! The only people I allow to handle my money and they do it very well! Retirement made easy!!!

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  • St. John & Associates Inc - Roswell, GA -  LauraLAJ

    Reviews: 3

    SJA Lets You Sleep at Night
    LauraLAJ (3 reviews)
    7/21/2012

    We sought a financial adviser after the market collapse that started the Great Recession. After interviewing several firms, we chose St. John & Assoc., and we've never been sorry. They are trustworthy, competent and caring, plus their fiduciary standard means we never have to worry that a recommendation is more about them than about us. We've been able to relax during the market's ups and downs, knowing that they're watching over our investments for us and doing a far better job than we could do ourselves. Highly recommended.

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  • St. John & Associates Inc - Roswell, GA -  jamacollins

    Reviews: 1

    Reliable and Trustworthy
    jamacollins (1 review)
    7/21/2012

    We have been clients of St.John & Associates for years and find peace of mind knowing that they are fully invested in giving the best advice for any particular circumstance. Having a company you can rely on and trust means everything when making financial decisions.

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  • St. John & Associates Inc - Roswell, GA -  gdhamil

    Reviews: 1

    Wonderful Service
    gdhamil (1 review)
    5/22/2012

    Very helpful and knowledgeable people who really look out for your best interests when giving financial advice. Wish we had found them sooner!

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  • St. John & Associates Inc - Roswell, GA -  aosmgr

    Reviews: 1

    Great personalized service
    aosmgr (1 review)
    4/24/2012

    St. John and Associates Inc has been a valuable resource in helping with retirement planning and with college savings planning.

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  • St. John & Associates Inc - Roswell, GA -  KJLittle

    Reviews: 1

    The very best!
    KJLittle (1 review)
    4/23/2012

    The staff at St. John & Associates are top notch. They have been handling our finances and investments for years and treat us like part of their family! We are so thankful to have St John & Assoc on our team! You will never receive this type of customer service and attention from any other firm.

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  • St. John & Associates Inc - Roswell, GA -  samdiagnostic

    Reviews: 1

    Valued Partner
    samdiagnostic (1 review)
    4/12/2012

    St. John and Associates does a fantastic job managing my personal and business investments. They are diligent, honest and always put my best interest, first. If you like a boutique-like shop, they are a great place to be.

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  • St. John & Associates Inc - Roswell, GA -  Aardvark1

    Reviews: 1

    Outstanding Financial Management!
    Aardvark1 (1 review)
    4/12/2012

    St.John and Associates provides great service and is knowledgeable and trustworthy. All three attributes are essential when managing your hard earned money. I have used their wide range of services for my family's needs over 15 years and have been extremely satisfied. I can relax, knowing someone is taking care of my financial interests.

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  • St. John & Associates Inc - Roswell, GA -  MaxineHull

    Reviews: 1

    Life Support
    MaxineHull (1 review)
    4/12/2012

    St John and Associates offer much more than financial support: they offer life support in any financial situation. For me,a single woman that meant that I always had professional backup wisdom when needed throughout my 20+ years with them. The confidence that offers is immeasureable.

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  • St. John & Associates Inc - Roswell, GA -  Mona RA

    Reviews: 1

    A Peace of Mind
    Mona RA (1 review)
    4/12/2012

    Since joining the SJA Family, they have helped me to consolidate all my various financial activities, prepare for retirement and support the move from corporate life to entrepreneurial business ownership. They "have my back" now and my beach chair for later.

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  • St. John & Associates Inc - Roswell, GA -  010239

    Reviews: 1

    Fully meets our needs
    010239 (1 review)
    3/03/2012

    Advisor is proactive in partnering with us to meet our current and future financial and investment needs. Services including personal financial planning and portfolio management are well done. I know that the advisors at St. John & Associates are working on my behalf. I recommend them without reservations.

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  • St. John & Associates Inc - Roswell, GA -  Consumer13

    Reviews: 12

    Outstanding level of expertise
    Consumer13 (12 reviews)
    12/14/2010

    These guys handle complicated stuff. My situation was beyond that of a stockbroker and I'm not going to pay someone to sell me something. They work with doctors, business owners, executives that type of client and know their stuff.

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  • St. John & Associates Inc - Roswell, GA -  allied1

    Reviews: 1

    Best in Financial Services
    allied1 (1 review)
    12/14/2010

    Getting a recommendation from a friend got me to St John & Associates almost 4 years ago, when I realized that I could no longer manage my myriad of activities. To get the level of trust and care that I have gotten from SJA has been a tremendous service to me. I recommend SJA to anyone who needs to get their "financial house" in order, particularly when it becomes complicated.

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Business details

Services

  • Debt Consolidation
  • Financial Education Workshops
  • Insurance Brokerage Services
  • Litigation Support
  • Loans or Financing
  • Mortgage Loans

Minimum Investment

  • More than $100,000

Planning Types

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

Certifications

  • Certified Financial Planner
  • Masters of Business Administration
  • Registered Investment Advisor

Kudzu's "Best Of" Winner

2012

Hours of Operation

  • MON
  • 8:30am
  • 6:30pm
  • TUE
  • 8:30am
  • 7:00pm
  • WED
  • 8:30am
  • 6:30pm
  • THU
  • 8:30am
  • 6:30pm
  • FRI
  • 8:30am
  • 6:30pm
  • SAT
  • SUN

* By Appointment Only

Payments Accepted

  • Personal Checks

Year Established

1990

Languages Spoken

  • English
  • French

Photos

Album: Photos of our Staff
1 of 7




RICHARD J. ST. JOHN, PRESIDENT