Piedmont Ir, 327 Dahlonega St, Ste B1701, Cumming, GA 30040, US

HistoryAfter working in several different area's of Financial Services, Pat Paxton opened up IPA in 2001 in Forsyth County so he could be independent and partner with his clients as they work towards retirement.SpecialtiesWe are passionate about helping people so that they can retire. We are an independent, fee based, fiduciary financial planning firm. Our clients range from seasoned investors to beginners. As a partner to you, we help you thru all stages of your life. The market is ever changing, it is great to have someone that is looking out for you daily and able to react quickly as the market changes. We communicate with you on a regular basis, have quarterly or annual meetings and are available for you at any time. The process is simple. Come and have a meeting with us for free and discuss your goals and your past financial life. We will make recommendations for you and explain how we can work for you. We spend a lot of time educating our clients about our industry. Our Managing Director Pat Paxton has been in the industry for 30 years. Don't hesitate to get started on your retirement planning, it is never too late to begin. Please call us and set up a time to meet.

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