Shaltis, Mary
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Financial Planners, Financial Planning Consultants, Financial Services
2786 N Decatur Rd, Decatur, GA 30033
404-294-8280
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2987 Clairmont Road, Atlanta, GA 30329
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- General Info
- The advisor listed is an Ameriprise financial advisor in Decatur. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I take a holistic approach to the financial planning process. My emphasis is on getting to know clients on a deep and personal level so I can understand their values and needs, as well as their financial situation and goals. By fostering these relationships and following through with high-quality advice and information, I help them create a tailored financial plan that focuses on helping them feel more confident and secure. Our team brings knowledge for this process in a wide array of strategies, including retirement income, asset management, socially responsible investing, protection planning, charitable giving, estate planning, education funding, tax planning, wealth preservation, domestic partner planning, and multi-generational advice for elder parents and young adult children.
- Hours
- Regular Hours
Mon - Fri: - Categories
- Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Securities
- Associations
- CFP,CPA
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