Allegiance Retirement Solutions - Lawrenceville, Georgia

Allegiance Retirement Solutions: Comprehensive Financial Planning in Lawrenceville, GA

Nestled in the heart of Lawrenceville, GA, Allegiance Retirement Solutions, an affiliate of Merit Financial Advisors, stands as a beacon of financial guidance and retirement planning. This dedicated team of financial planners is committed to helping clients navigate the complexities of retirement planning, investment strategies, and wealth management. Let's delve into the details of this esteemed financial services provider.

Main Services

• Retirement Planning: Allegiance Retirement Solutions specializes in creating customized retirement plans tailored to each client's unique needs and goals. Their expertise covers a wide range of retirement vehicles, including 401(k)s, IRAs, and Roth IRAs.
• Investment Management: The team offers personalized investment strategies to help clients grow and preserve their wealth. They provide ongoing portfolio management and regular reviews to ensure clients stay on track with their financial objectives.
• Wealth Management: Allegiance Retirement Solutions provides holistic wealth management services, encompassing financial planning, investment strategies, tax planning, and estate planning. They aim to simplify clients' financial lives and help them achieve long-term financial security.
• College Planning: The firm assists families in developing strategies to save for their children's or grandchildren's education expenses without compromising their own retirement goals.
• Tax Planning: Allegiance Retirement Solutions works closely with clients' tax professionals or can refer them to trusted tax professionals. They strive to understand each client's unique tax situation and develop strategies to minimize tax liability.

Location and Access

Allegiance Retirement Solutions is conveniently located at 1790 Atkinson Rd NW, Suite C, Lawrenceville, GA 30043, in the heart of Gwinnett County. The office is easily accessible via Gwinnett Place Drive and I-85, ensuring clients from nearby areas like Duluth, Snellville, and Grayson can reach the office with ease.

For those who prefer public transportation, the Gwinnett Place Transit Station is about a 10-minute walk from the office, servicing multiple bus routes. The office also offers ample parking space, including a wheelchair-accessible car park, ensuring accessibility for all clients.

Featured Characteristics

• Wheelchair Accessibility: Allegiance Retirement Solutions is committed to ensuring all clients can access their services comfortably. The office is wheelchair-accessible, with a ramp leading to the entrance and a wheelchair-accessible toilet on-site.
• Language Assistance: The team strives to provide financial guidance to clients from diverse backgrounds. They offer language assistance in Spanish and can provide interpretation services for other languages upon request.
• Appointment-Based Services: Allegiance Retirement Solutions operates on an appointment basis to ensure clients receive the full attention and dedicated support they deserve. Appointments can be scheduled by phone or through their user-friendly website.

Practical Information

• Phone: 404-815-9470
• Website: meritfinancialadvisors.com
• Hours: Monday - Friday, 9:00 AM - 5:00 PM (by appointment)
• Email: [email protected]

Client Testimonials and Positive Aspects

Allegiance Retirement Solutions boasts an impressive average rating of 5/5 on Google My Business, with one glowing review that highlights several positive aspects of the firm:

"I have been working with Allegiance Retirement Solutions for a few months now, and I couldn't be happier with their services. They took the time to understand my unique financial situation and created a customized plan that aligns perfectly with my goals. I appreciate their professionalism, attention to detail, and genuine care for their clients' well-being."

Conclusion

Allegiance Retirement Solutions, situated in Lawrenceville, GA, is more than just a financial services provider—it is a trusted partner committed to helping clients achieve their financial dreams. With a comprehensive range of services, a convenient location, and a dedication to accessibility and client care, Allegiance Retirement Solutions is an excellent choice for anyone seeking expert financial guidance and retirement planning.

👍 Reviews of Allegiance Retirement Solutions

Gregory W.

5/5