About Us
we are financial advisors that not only mange people's money but help them reduce their annual tax burden and assist them in making the most important financial decisions
How We Got Started
Worked as a CPA for many years, and have always worked in the area of financial planning. Our practice has been around since 2002. Currently we have 2 licensed advisors including a CFP in the practice.
The products and services we offer
Recommendations Received (7)
"Decades of experience in the financial world. Very knowledgeable and client centric."
"1st class service, 1st class people and 1st class commitment to your financial success!"
Products & Services
When you need to count on expertise, we're here to help. Active Financial Group offers free consultation calls to clients in and around Marietta. L...
A certified financial planner can make a huge difference in the growth and stability of your wealth and investments over your lifetime. Active Fina...
A Roth IRA can be a great tax-efficient way to prepare for retirement. Active Financial Group can help you open and manage your Roth IRA account fo...
Recent Activity
did you apply for an Identity Protection PIN via the IRS website?
Go to the IRS website (IRS.gov) and seach for
Get An Identity Protection PIN (IP PIN)
(more)
did you apply for an Identity Protection PIN via the IRS website?
Go to the IRS website (IRS.gov) and seach for
Get An Identity Protection PIN (IP PIN)
we are not using this. for financial advisors salesforce is probably the best solution. Redtail is also very good and less expensive
(more)
we are not using this. for financial advisors salesforce is probably the best solution. Redtail is also very good and less expensive
Creating investment plans that not only build wealth but assist in saving taxes
(more)
Creating investment plans that not only build wealth but assist in saving taxes
