Hess Segal Group

Financial Planning Consultants, Financial Planners, Financial Services

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Today: 8:30 am - 5:00 pm

Tomorrow: 8:30 am - 5:00 pm

(404) 475-4884Call Visit WebsiteVisit Website Map & DirectionsDirections3300 Cumberland Blvd SE Ste 300Atlanta, GA 30339 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 5:00 pm

Places Near Atlanta with Financial Planning Consultants

Vinings (1 miles)
Smyrna (5 miles)
Marietta (12 miles)
Mableton (13 miles)

More Info

Payment method: amex, cash, discover, master card, visa
Location: City View Bldg
Neighborhood: Vinings
AKA: Hess Segal Grp
Other Link: https://www.hesssegal.com
Categories: Financial Planning Consultants, Financial Planners, Financial Services, Insurance, Investment Advisory Service, Investment Management, Investments, Retirement Planning Services, Stock & Bond Brokers, Taxes-Consultants & Representatives

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Details

Phone: (404) 475-4884

Address: 3300 Cumberland Blvd SE Ste 300, Atlanta, GA 30339

Website: https://www.hesssegal.com

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Hess Segal Group

Tax Planning
Each person’s financial situation is unique. We recognize this and can adeptly help you navigate less common areas, such as tax planning, mortgage solutions, and second opinions.
Charitable Giving
This commitment is something we share on a professional level, too. Many of our clients are at a point in their lives where charitable giving is a key component of their financial plans. To best assist such investors, we believe we must first set our own noteworthy example.
Income Tax

Bonds
Wealth Management
We understand that no two financial goals are exactly the same and neither are the concerns that come with them. Whatever keeps you up at night—leaving a legacy for future generations, being able to make charitable gifts, retiring on your terms—it’s our mission to remove the uncertainty and keep you on track.

Financial Planning
At Hess Segal Group, we understand successful financial planning starts by setting you up with the right strategies to achieve what you want in the future. We’ll look at your current situation, discuss your goals and risk tolerance, and put the right steps in place.
Retirement Planning
Long Term Care
Insurance is key to protecting the assets in your plan. We can set you up with the right solutions for everything from individual and group life and health to property and casualty to long-term care evaluation.
Asset Management
Your portfolio should always be aligned with your needs and goals. To ensure it is, we’ll work with you to outline your objectives, identify your risk preferences, and set the appropriate asset allocation and protection strategies.
Gifting Strategies
It’s important that your wealth passes to your heirs in the way you’d like it to, correctly and seamlessly. From generational wealth planning to charitable and gifting strategies to allocating assets among dependents, we’ll work with you to make sure your wishes are followed. Among the estate services we provide are...
Asset Protection

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