Allgood Financial Advisory

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

1361 Jennings Mill Rd Ste 420, Watkinsvi...

Phone Number

(706) 353-7215

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Allgood Financial Advisory

Allgood Financial Advisory is a financial services firm based in Watkinsville, GA, specializing in wealth management, financial planning, retirement planning, investment management, estate planning, and tax planning. The firm aims to assist clients from various backgrounds in achieving their vision of true wealth, which encompasses more than just financial assets. Their services are designed for individuals at different life stages, including young professionals, those preparing for retirement, and retirees looking to protect their legacy. Allgood Financial Advisory positions itself as a coach and advocate, providing personalized support to help clients navigate their financial journeys.Explore more
Allgood Financial Advisory's Social MediaPopular SearchesAllgood Financial AdvisoryAllgood FinancialAllgood Financial Advisory - IncAllgood Financial Advisory IncAllgood Financial Advisory'sSIC Code 62,628NAICS Code 52,523Show more

Allgood Financial Advisory Org Chart

PhoneEmail
RL
United States flag for contact location.

Client Service Coordinator

PhoneEmail
AJ
United States flag for contact location.

Certified Financial Planner

PhoneEmail
CA
United States flag for contact location.

Financial Advisor & Founder

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Allgood Financial Advisor...

<$5M
1-10
Private
-
2010
RL
Robin LewisClient Service Coordinator
$5.7M
11-50
Private
-
1983
MB
Mark BainManaging Director, Senior Wealth Advisor
<$5M
11-50
Private
-
1995
AR
Azman RamathullaChief Operating Officer
<$5M
11-50
Private
-
2018
Brent Dome, Managing Partner and Wealth Advisor at Driven Wealth Strategies
Brent DomeManaging Partner and Wealth Advisor
<$5M
1-10
Private
-
-
Toby Lafont, Founder & Wealth Advisor at Parish Wealth Partners
Toby LafontFounder & Wealth Advisor
<$5M
1-10
Private
-
-
Hal Otey, Founder & Owner & Wealth Advisor at Hal Otey Financial
Hal OteyFounder & Owner & Wealth Advisor
<$5M
1-10
Private
-
2015
AB
Adam BaczkiewiczWealth Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Allgood Financial Advisory is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Allgood Financial Advisory is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Allgood Financial Advisory.

Allgood Financial Advisory Tech Stack

A closer look at the technologies used by Allgood Financial Advisory

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Frequently Asked Questions Regarding Allgood Financial Advisory

What is Allgood Financial Advisory's official website?
Allgood Financial Advisory's official website is www.allgood-financial.com
What is Allgood Financial Advisory's Revenue?
Allgood Financial Advisory's revenue is <$5 Million
What is Allgood Financial Advisory's SIC code?
Allgood Financial Advisory's SIC: 62,628
What is Allgood Financial Advisory's NAICS code?
Allgood Financial Advisory's NAICS: 52,523
How many employees does Allgood Financial Advisory have?
Allgood Financial Advisory has 1-10 employees
What industry does Allgood Financial Advisory belong to?
Allgood Financial Advisory is in the industry of: Finance, Securities Trading
What is Allgood Financial Advisory competition?
Allgood Financial Advisory top competitors include: Bain Wealth Management, BMY Wealth Management Group, Parish Wealth Partners, Driven Wealth Strategies
What technology does Allgood Financial Advisory use?
Some of the popular technologies that Allgood Financial Advisory uses are: WooCommerce, WordPress.org, Cloudflare Website Optimization, Proofpoint
How do I contact Allgood Financial Advisory?
Allgood Financial Advisory contact info: Phone number: (706) 353-7215 Website: www.allgood-financial.com
What does Allgood Financial Advisory do?

Allgood Financial Advisory is a financial services firm based in Watkinsville, GA, specializing in wealth management, financial planning, retirement planning, investment management, estate planning, and tax planning. The firm aims to assist clients from various backgrounds in achieving their vision of true wealth, which encompasses more than just f... inancial assets. Their services are designed for individuals at different life stages, including young professionals, those preparing for retirement, and retirees looking to protect their legacy. Allgood Financial Advisory positions itself as a coach and advocate, providing personalized support to help clients navigate their financial journeys.Read More

What are Allgood Financial Advisory social media links?
Allgood Financial Advisory Linkedin page Allgood Financial Advisory Facebook page
Is Allgood Financial Advisory a public company?
Allgood Financial Advisory is private company therefore does not currently have an official ticker symbol
See more information about Allgood Financial Advisory

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