Broker Check

2326 Wisteria Drive, Suite 110
Snellville, GA 30078-2657

LinkedIn   

(770) 979-8880

 

Products & Services

We provide assistance in the following areas:

Accounting

  • Tax Preparation & Planning
  • Business Development Services
  • Corporate Tax Preparation
  • Payroll Tax Returns
  • Small Business Accounting
  • Cash Flow Improvement
  • Financial Statements & Reviews
  • QuickBooks Set-Up & Training

Financial Services

  • Retirement Plans*
  • Tax Plans
  • 401(k) Planning*
  • 403(b) Planning*
  • College Plans*
  • Estate Plans
  • Money Purchasing Plans*
  • Profit Sharing Plans*

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

Investments*                                

  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Government Securities
  • Variable Annuity

*These services are offered by Bob Hamilton, Richard Hamilton and Andy Mercer through their affiliation with HD Vest.