St. John & Associates Inc

17 Reviews

(678) 400-4700 stjohnfinancial.com » View Website »

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

Business overview

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

Reviews

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Solid finacial advice, 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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Great financial planning, 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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Displaying 1-15 of 17

Reviews

fmnert

Reviews: 1

Solid finacial advice

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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ckgreene

Reviews: 1

Great financial planning

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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Wrapman

Reviews: 1

Best in the Southeastern US!!!

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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LauraLAJ

Reviews: 3

SJA Lets You Sleep at Night

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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jamacollins

Reviews: 1

Reliable and Trustworthy

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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gdhamil

Reviews: 1

Wonderful Service

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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aosmgr

Reviews: 1

Great personalized service

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

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KJLittle

Reviews: 1

The very best!

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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samdiagnostic

Reviews: 1

Valued Partner

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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Aardvark1

Reviews: 1

Outstanding Financial Management!

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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MaxineHull

Reviews: 1

Life Support

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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Mona RA

Reviews: 1

A Peace of Mind

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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010239

Reviews: 1

Fully meets our needs

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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Consumer13

Reviews: 12

Outstanding level of expertise

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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allied1

Reviews: 1

Best in Financial Services

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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Photos

Album: Photos of our Staff
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RICHARD J. ST. JOHN, PRESIDENT