Third Act Retirement Planning

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Third Act Retirement Planning — overview

Assets Under Management

Type

Wealth Manager

Location

Marietta, GA, US

Alternative Asset Classes

RE

About

Established in 2000, Third Act Retirement Planning is a Georgia-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on discretionary basis. The services it offers include financial planning, financial consulting, retirement planning, tax planning, estate planning, insurance planning, investment management, portfolio management and wealth management. The firm provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.

Third Act Retirement Planning - known decision makers (1)

Contact NamePositionLocationEmailTelephoneAsset Class
President & Financial PlannerMarietta, USGEN

Showing 1 of 1 known decision makers Third Act Retirement Planning

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