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Chairman's Club Member Contact: Lee Machen 4130 Steve Reynolds Boulevard Norcross, GA 30093 (map it!)Phone: (770) 921-2227, Fax: (770) 921-9545 Executive Advisor Group, LLC and Benefit Resource Group, LLC is a collaborative effort offering strategic solutions for individuals and businesses. EAG provides Financial Planning, Investment Management, Estate Planning, Executive Benefits, Life and Disability Solutions, and Retirement Strategies. BRG offers cost effective Employee Benefit Plans, Health and Long Term Care Solutions. Chairman's Club Member Contact: Kevin O'Brien, CFP, ChFC 350 Town Center Avenue Suite 300 Suwanee, GA 30024 (map it!)Phone: (678) 714-2036, Fax: (678) 714-4835 I have spent 12 years working with individual clients and small business owners to help them achieve their financial goals.
I provide wealth management services that help clients manage risk, plan for the future, and retire comfortably. I work with an experienced team and focus on clients who want the strengths of a reputable firm but seek individualized advice and service.
Ultimately the value I deliver my clients combines trust, expertise, and understanding of specific needs. My goal is to help clients achieve their financial goals while also gaining peace of mind.
Chairman's Club Member Contact: Donald Smith 3348 Peachtree Road Northeast Suite 800 Atlanta, GA 30326 (map it!)Phone: (404) 760-2302, Fax: (404) 760-2390 Contact: Terence Reilly 5845 Effington Drive Suwanee, GA 30024 (map it!)Phone: (770) 888-9159 Contact: James Calder Hamilton Mill Commons 3613 Braselton Highway, Suite 102 Dacula, GA 30019 (map it!)Phone: (678) 482-0681, Fax: (678) 730-4594 Contact: Paul Kidder 2775 Old Milton Parkway Suite 100 Alpharetta, GA 30004 (map it!)Phone: (678) 297-0763, Fax: (678) 297-7760 CMA Financial Services Contact: Chris Morris, MBA, CPA, CFP 2181 Northlake Parkway Building 6 - Suite 122 Tucker, GA 30084 (map it!)Phone: (770) 493-7578, Fax: (770) 491-7290 Special Offers:
Chamber members who come in to have their Financial Roadmap TM prepared will receive four free gifts:
1. One free signed copy of Values Based Financial Planning,
2. One free 15 minute financial consultation with Chris Morris (on the phone) plus,
3. Our monthly newsletters plus,
4. One free Financial Roadmap TM  Cornerstone Financial Partners, LLC Chairman's Club Member Contact: John Winters 3445 Lawrenceville-Suwanee Road Suite D Suwanee, GA 30024 (map it!)Phone: (678) 730-6100, Fax: (678) 987-2629 Contact: Jim Terwoord 3100 Breckinridge Boulevard Suite 725 Duluth, GA 30096 (map it!)Phone: 770) 817-6700 , Fax: 770) 817-6702 Chairman's Club Member Contact: David Cross 2170 Satellite Boulevard Suite 400 Duluth, GA 30097 (map it!)Phone: (678) 474-1800, Fax: (678) 810-0363 Contact: Rick Chandler 4350 South Lee Street Buford, GA 30518 (map it!)Phone: (770) 271-2991, Fax: (770) 271-2986 Contact: John Dunleavy 3230 Medlock Bridge Road Suite 105 Norcross, GA 30092 (map it!)Phone: (770) 662-8883, Fax: -770 Chairman's Club Member Contact: Frederick Apple, Jr. 3805 Crestwood Parkway Suite 175 Duluth, GA 30096 (map it!)Phone: (770) 923-2000, Fax: (770) 923-2553 Contact: Charles Ford 3780 Old Norcross Road Suite 103 - #226 Duluth, GA 30096 (map it!)Phone: (404) 547-9100, Fax: (888) 338-6270 Contact: Jacques Coquerel 3235 Satellite Boulevard Building 400 - Suite 300 Duluth, GA 30096 (map it!)Phone: (770) 666-6798, Fax: (770) 979-1669 Contact: Brenda Jones 4411 East Jones Bridge Road Norcross, GA 30092 (map it!)Phone: (678) 375-3000, Fax: (678) 375-2025 Contact: Ryan Behrens PO Box 105205 Atlanta, GA 30348 (map it!)Phone: (404) 874-1166, Fax: (404) 575-1813 IDA - Independent Dealers Advantage, LLC Chairman's Club Member Contact: Larry Pearson 780 Buford Highway Building C - Suite 100 Suwanee, GA 30024 (map it!)Phone: (678) 720-0555, Fax: (678) 720-0556 Contact: Bonnie Herron 4355 Shackleford Road Norcross, GA 30093-2948 (map it!)Phone: (770) 381-2900, Fax: (770) 381-2808 Contact: Tim Koenning 208 South Hill Street Buford, GA 30518 (map it!)Phone: (678) 889-7945, Fax: (678) 889-7948 Contact: Tom Singh 2170 Satellite Boulevard Suite 400 Duluth, GA 30097 (map it!)Phone: (678) 474-1800, Fax: (678) 383-4664 Morgan Stanley - Lynne Kytle Contact: Lynne Kytle 5 Concourse Parkway Suite 2000 Atlanta, GA 30328 (map it!)Phone: (770) 698-2100, Fax: (770) 698-2135 Contact: John Markway 5909 Peachtree-Dunwoody Road Suite 1100 Atlanta, GA 30328- (map it!)Phone: (770) 730-2000 , Fax: (770) 730-2006 Oneround Enterprises, Inc. Contact: Ivan Harris 945-A Six Oaks Circle Norcross, GA 30093 (map it!)Phone: (770) 921-4039, Fax: (770) 921-2576 Contact: Robert White 495 Mosswood Shoals Stone Mountain, GA 30087 (map it!)Phone: (770) 469-9122, Fax: (770) 497-4089 Chairman's Club Member Contact: Barbara King 3120 Breckinridge Boulevard Duluth, GA 30099-0001 (map it!)Phone: (770) 381-1000, Fax: (770) 564-6116 Contact: Andy Gentile 3500 Lenox Road Suite 1200 Atlanta, GA 30326 (map it!)Phone: (404) 262-2600, Fax: (404) 262-1835 Contact: Emily Sanders 5550 Triangle Parkway Suite 300 Norcross, GA 30092 (map it!)Phone: (770) 448-5111, Fax: (770) 448-5133 Sanders Financial Management has a national reputation for providing emerging affluent clients with customized solutions that help them achieve their financial goals. Whether performing money management or comprehensive financial planning, we care about our clients and work hard to build relationships that ensure the best possible results. A highly personalized service is delivered with experience and knowledge from the Fortune 500 corporate finance world. First generation wealth builders, with $300,000 - $3,000,000 in investable assets with a low debt-to-net worth ratio, will find that Sanders Financial Management provides unparalleled service and expertise. Contact: Robert Gebhardt 3040 Peachtree Road Unit 1310 Atlanta, GA 30305 (map it!)Phone: (607) 229-0618 Services Plus Contact: Al Culbreth 2459 Heritage Village Suite 12 Snellville, GA 30078 (map it!)Phone: (770) 979-1301, Fax: (770) 979-6669 Contact: Tony Erwin PO Box 330 Buford, GA 30515 (map it!)Phone: (678) 889-8649, Fax: (703) 991-2258 Contact: Phyllis Mitchell 2070 Sugarloaf Parkway Suite 600 Lawrenceville, GA 30045 (map it!)Phone: (678) 407-8110, Fax: (678) 407-8109 Wherever life's journey takes you, my team and I are here to help you keep your sense of direction. We specialize in auto, home, life and health insurance. Relocating to Georgia and the greater Duluth, Grayson, Lawrenceville or Suwanee area? Call us regarding all of your insurance, banking, 401 rollover and mortgage needs. Contact: Dao Phan 6455 Johns Crossing Suite 425 Duluth, GA 30097 (map it!)Phone: (917) 807-6414, Fax: (404) 529-4282
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