Donald I Rosen CLU Chfc is a wealth management firm based in Macon, GA, offering a comprehensive range of financial services including investment management, strategic tax planning, estate planning, retirement planning, and insurance. With a team of experienced professionals, they work closely with clients to optimize their investments, taxes, and estate plans, ensuring that their money is working as hard as possible. Their personalized approach sets them apart from other firms, providing clients with a richer journey towards their financial goals.
Creative Planning, led by President and CEO Peter Mallouk, is a trusted partner in the finance industry, offering a unique approach to wealth management. As fiduciaries, they prioritize their clients' best interests, providing guidance that is tailored to their individual needs. With a focus on comprehensive wealth management, they optimize investments, taxes, and estate plans to work together harmoniously. With a vast amount of assets under management and advisement, Creative Planning serves clients nationwide and worldwide, delivering a richer way to wealth.
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