Best of Gwinnett 2015: Finance & Banking Best of Gwinnett 2015: Finance & Banking

Best of Gwinnett 2015: Finance & Banking

Last modified: May 9, 2016
Keep calm and take good care of your finances. For most of us, life is busy enough without having to constantly think about our... Best of Gwinnett 2015: Finance & Banking

Keep calm and take good care of your finances.

For most of us, life is busy enough without having to constantly think about our finances and expenses. We want money to work the way we think it should; want to check our account balances and transfer money on our phones; want to pay our bills online; and want our checkbook to balance each month with as little complex math as possible.

We are all in need of qualified experts when it comes to keeping track of and managing our income and savings. Accountants, tax return preparers, credit unions, financial consulting and counseling services, as well as mortgage companies all play a role and help customers go further faster.

Whether you need a mortgage or car loan, business banking or retirement planning, it’s good to know that Gwinnett’s best of finance and banking winners are available to help. Lean on our local bean counters, bankers and credit unions to make some dollars and sense!

Accounting Firms

The Best
Houston, Myers & Company
McClain & Company
McMullan & Company
Moore Stephens Tiller
Rector, Reeder & Lofton
Reed Quinn & McClure
Rhodes, Young, Black & Duncan
TJS Deemer Dana
Westbrook, McGrath, Bridges, Orth & Bray
Wilson Lewis Accounting
Among the Best
10 Key Solutions
David Whitten & Company
Forrestall CPAs
Joshua Wilson CPA
Melissa Probst CPA
Paul G. Calvin CPA
Philip L. Manley CPA
Poe’s Accounting Services
R. Lee Pennington, CPA
Robin Smith CPA

 

Banks & Credit Unions

The Best
Associated Credit Union
BrandBank
Keyworth Bank
Piedmont Bank
United Community Bank
Among the Best
Delta Community Credit Union
Georgia ‘s Own Credit Union
Georgia United Credit Union
Gwinnett Community Bank
Quantum National Bank

 

Financial Advisor

The Best
Cowan & Kohne Financial Group
Dogwood Capital Management Inc
Edward Jones: Gwinnett Financial Advisors
Green Financial Resources LLC
JPH Advisory Group
Reed Financial Group
Sugarloaf Wealth Management
Wealth Horizon Inc.
Weaver Capital Management LLC
Among the Best
Atlanta Wealth Partners
Aufleger & Associates – Ameriprise
BB&T Advisory Services
GFS Advisory
Joseph E Cooley- Ameriprise
Kevin O’Brien – Ameriprise
Levine and Associates
Mark S. Wilson- Ameriprise
Sherry L. Murphy – Amerprise
The Cross Group – Merrill Lynch

 

Mortgage Companies

The Best
Brand Mortgage
Bridgeway Financial
Fairway Independent Mortgage
Success Mortgage Partners
The Perpetual Financial Group
Among the Best
First Option Mortgage Suwanee
Homestar Financial Corporation
On Q Financial
Open Home Mortgage
Southeast Mortgage of GA, Inc.

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