Coordinating Financial Planning^* for Individuals, Families and Family-Owned Businesses in Atlanta

 “Listen to Meredith Moore explain how we work”

 
Where are you now?
 
If you find yourself beginning to enjoy the fruits of your labor and already making some decisions regarding investments, your children’s educations and future planning...
 
If you’re nearing retirement or recently retired and need to revisit your investments to make sure they’ll last a lifetime...
 
If you’re running your family business and want to structure it not just for yourself, but also for coming generations...
 
Moore & Associates Wealth Management can provide the personalized, professional planning you desire through fee-based or transaction-based services.
 
Meredith Moore and the professionals at Moore & Associates Wealth Management build relationships before they touch portfolios. They listen, help educate, strategize, then listen again. That’s why, after more than a decade in business, more than 90 percent of their clients remain with them.
 
As a financial coordinator, Meredith will work with your other advisors and integrate the components you have already established to create a strategy to meet your specific goals. After meeting with you, she will present an assessment and plan of action in the form of a living document, which she reviews with you quarterly. Together, you will adjust your plans to changing conditions in your family and in the market.
 
Listen as Meredith explains financial planning, and give us a call today.

Meredith Moore is an agent licensed to sell insurance through New York Life Insurance Company, may be licensed with various other independent unaffiliated insurance companies in the states of Georgia, New York, Florida and North Carolina.  No insurance business may be conducted outside the states referenced.  Meredith Moore is a Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency.  10896 Crababpple Road, Roswell, GA 30075.  In this regard, this communication is strictly intended for individuals residing in the states of Georgia and Florida. No offers may be made or accepted from any resident outside the specific states referenced. Moore and Associates Wealth Management is not owned or operated by NYLIFE Securities LLC or its affiliates. *Meredith Moore is also separately registered as an investment adviser representative under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of Georgia, Florida, and New York. As such, these services are strictly intended for individuals residing in Georgia, Florida, New York and South Carolina. Meredith Moore is licensed to offer mutual funds and variable products.  Market Watch information is provided for informational purposes and is not considered an offering of securities.
Neither Moore and Associates Wealth Management, its employees nor Eagle Strategies LLC, or its subsidiaries and affiliates, offers provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional regarding your particular situation