McCormack Financial Planning Inc, located in Brookhaven, GA, is a Registered Investment Advisor offering a range of financial services including financial planning, asset management, investment strategies, estate and trust planning, risk insurance management, education planning, closely held business planning, charitable planning, retirement planning, and tax planning. With a focus on integrity, the firm is committed to understanding clients' needs and goals to provide personalized and transparent financial solutions.
Established in 1998, McCormack Financial Planning prides itself on its hands-on experience, dedication to client service, and commitment to building trust and lasting partnerships with clients across generations. As an independent firm, they offer unbiased financial consulting services and strive to exceed expectations by anticipating clients' needs and delivering trusted, objective expertise to help clients achieve their financial objectives.
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