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Financial Planner

    2013
  • UGA HR's 360 PFC (full circle personal financial planning) is really great and FREE to UGA employees. Here's the link to their website: http://www.hr.uga.edu/360-pfc

2008
I recommend AMICUS Financial Advisors (Phone: 706-540-9989). They are located on Research Dr. - very close to campus. They have high ethical standards, level of expertise, and practice of always working in the best interest of their clients. Ask for Lindsay, she is a Certified Financial Planner, who specializes in working with university staff and faculty. You can meet with her for a 1-2 hour free consultation meeting. You'll learn a lot and benefit from this meeting even if you decide not to use their services! They provide comprehensive financial planning services, including retirement planning and investment management. They do NOT sell any commission-based investment products.