Golden Bell Financial Planning in Alpharetta, GA is a boutique financial advisory firm dedicated to providing objective, honest, and independent financial advice to mid-career professionals and early retirees. With a commitment to personalized service, they limit their client base to 70 individuals, ensuring tailored solutions and full-time fiduciary accountability.
Led by a seasoned industry thought leader holding both CFP and CFA designations, Golden Bell emphasizes comprehensive, evidence-based financial planning to help clients navigate their financial decisions with candor, integrity, and a focus on minimizing unnecessary risks while maximizing growth and consistency.
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