Office information2300 Windy Ridge Pkwy.
Atlanta, GA 30339
|Monday||9:00 am - 5:00 pm|
|Tuesday||9:00 am - 5:00 pm|
|Wednesday||9:00 am - 5:00 pm|
|Thursday||9:00 am - 5:00 pm|
|Friday||9:00 am - 5:00 pm|
Atlanta, Georgia Branch
Branch Address2300 Windy Ridge Pkwy.
Atlanta, GA 30339
Atlanta, Georgia Branch
LaMont McIntoshBranch Manager
The Atlanta, Georgia branch of Cetera ® Investors is managed by LaMont McIntosh. He is a metro Atlanta native with more than two decades of service in the community and in the most recent years, a strategic focus on serving through leadership in the financial services industry. At Cetera Investors, we believe that our clients deserve more than a financial solutions provider—they deserve a partner who will help them prosper and improve their community. Schedule an appointment today to discover the Cetera Investors difference.
Services offered at this branch:
Ongoing education and training:
Our team stays up to date on the latest industry information and trends through on-demand training and live workshops and events—all designed to help us serve your needs better.
Your financial professional is backed by teams who can offer specialized guidance on complex financial scenarios, like tax and estate planning, insurance options, and more.
Support for retirement plans:
Cetera's experienced team of retirement specialists and technology tools can support small business owners and the retirement plan benefits they offer employees.
Technology that keeps you in sync:
Our proprietary platform, AdviceWorks™, ensures you're always connected with your professional—view your account information at any time, from any device and keep track of reports, statements, and other important financial information.
Our in-house research team, Cetera Investment Management, supports your financial manager with a wealth of independent, objective research and advice designed to make sense out of the complex, often-changing economic landscape.
About Cetera ® Financial ManagementCetera Investment Management LLC is an SEC registered investment adviser owned by Cetera Financial Group ® . Cetera Investment Management provides market perspectives, portfolio guidance, model management, and other investment advice to its affiliated broker-dealers, dually registered broker-dealers and registered investment advisers.
Financial Manager in Atlanta, GA
You deserve a financial manager who shares your dreams. At Cetera
Investors, our financial managers in Atlanta dedicate themselves to your goals so you can work toward a fulfilling financial future. Finding a trusted financial manager isn’t easy, but with Cetera Investors located right around the corner, the search won’t be difficult. Our team of financial managers are equipped with the necessary tools to help you succeed, from proprietary software to wealth management systems, so your assets are where they need to be.
Being new to asset management is daunting, and it can be hard to find a trusted financial manager. At Cetera Investors, our wealth managers offer an Advice-Centric Experience® framework to create a customized financial plan fit just for you. We understand the importance of staying in control of your own money, but being independent doesn’t mean you have to go it alone. Cetera Investors’ team of financial professionals in Atlanta offers guidance every step of the way while leaving you in charge.
Cetera Investors Frequently Asked Questions
Cetera Investors is a team of financial managers who work with your financial needs to provide a customized financial plan to help get you ahead. Our staff of wealth managers, backed by a nationwide network, diligently monitors your assets to seek opportunities for growth using tangible data to make sound financial decisions.
Our in-depth analysis of your finances is made possible by industry-leading resources that make your money work toward your goals. Our Atlanta Cetera Investors firm strives to provide excellent client service with open lines of communication, flexibility, and investing savvy. At Cetera Investors, you're family. With us, you can feel confident your assets are being handled professionally to make the most of your money.
Serving Atlanta, Sandy Springs, Marietta, and surrounding areas, Cetera Investors is here to help put your money to work. Located right outside of The Perimeter off I-75 on Windy Ridge Parkway, our Cetera Investors location is easy to get to, so you can enjoy all Atlanta has to offer without going out of your way. Led by Regional Vice President Kimberlee Mott, Cetera Investors in Atlanta is ready to build a custom investment portfolio that meets your needs. Whether you're saving for retirement or for your children to attend Georgia State, we can help make it happen.
When searching for a financial professional in Atlanta, you want to choose someone you can trust. Our team of financial managers is reliable, transparent, and knowledgeable—and are ready to use their skills to help you. The key to choosing a financial manager is understanding your needs. Are you looking to put the money in your savings to good use? Or are you trying to build a more robust retirement fund?
Whatever the case may be, Cetera Investors is here to help. You also want to choose a professional who offers a valuable package, flexible services, and has the necessary knowledge needed to manage your money properly. Cetera Investors meet these needs. Our wealth managers analyze your assets using advanced software solutions and industry-leading tools, so you can live life on your terms.
Cetera Investors' financial professionals are experienced professionals. From forecasting market trends to providing investment recommendations, our financial professionals can help get the job done. This way, you can enjoy a walk along the Chattahoochee River or grab some soul food in Midtown, knowing your finances are in good hands.
Our financial managers in Atlanta have access to a suite of tools at their disposal to help build your investment portfolio, including:
- AdviceWorks ™ : This proprietary platform ensures you're always connected with your manager—view your account information at any time from any device and keep track of reports, statements, and the info you need to keep an eye on your finances.
- Independent research: Our in-house research team, Cetera ® Investment Management, supports your financial manager with a wealth of independent research and advice designed to make sense out of the complex economic landscape. They offer insights that promote your financial well-being.
- Ongoing education and training: Our team of professionals stays on the cutting edge of industry information and trends through on-demand training, live workshops, and educational events—all designed to help our managers meet your needs.
- Experienced specialists: Your financial manager is backed by teams who can offer specialized guidance on complex financial scenarios, like tax and estate preparation, insurance options, and more.*
- Support for retirement plans: Cetera's experienced team of retirement specialists and technology tools can support small business owners and the retirement plan benefits they offer employees.
How Do I Get Started with Cetera Investors?
If you’re ready to get ahead on your finances, it’s time to give us a call at 770.818.0700 . At Cetera Investors, we’ll get to work to help you create a financial future you’re excited for.
*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Investors nor any of its representatives may give legal or tax advice.