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- Team
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- T: 678.566.2500
- F: 833.890.5069
- TF: 800.564.3589
- 2400 Lakeview Parkway Suite 200 Alpharetta, GA 30009
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More than planners, partners
Our financial advisors offer the experience, perspective and knowledge of a seasoned professional team, but most important, we offer partnership. We believe in investing in your goals as if they were our own and helping you plan for life – and all its facets – as you see it.
Leadership Team
Your Team Members
Holcombe Wealth Management of Raymond James
View WebsiteWitt Retirement Strategies of Raymond James
View WebsiteCertified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner®, and
in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
- 2400 Lakeview Parkway Suite 200 Alpharetta, GA 30009
- T: 678.566.2500
- F: 833.890.5069
- TF: 800.564.3589
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