John Welch

principal at Apogee Financial Partners - Atlanta, GA, US

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Apogee Financial Partners
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Apogee Financial Partners logo, Apogee Financial Partners contact details

Apogee Financial Partners

Atlanta, GA, US • 100 - 249 Employees
Financial Services

Apogee Financial Partners, formerly National Financial Services Group, is a values-based, comprehensive financial services firm that has built a solid reputation for excellence in service and enduring client relationships. Clients work with Apogee Financial Partners as their lead financial team for our integrity, accessibility, and sense of family.We offer personal, business, estate and legacy planning strategies which help give our clients the peace of mind that comes from knowing that steps have been taken to protect their futures. What this means to you is you gain a personal relationship with a financial professional who is on the same page with you.Your Financial Life In OrderWe help you get your financial life in order by breaking down information into simple terms and executing alongside you.A Sense Of OptimismWe are encouraging in our approach and bring a sense of optimism as we look at the rest of your life.A Sense Of Calmness The real benefit is feeling more confident in your decisions and a sense of calmness about planning for your future.As a values-based firm, we offer our associates and their clients a judgement-free environment in which to achieve their goals while helping their clients achieve theirs. Legal and tax advice are not offered. Please consult your advisors prior to implementing strategies to determine how they may affect your personal situation.Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA / SIPC, 1050 Crown Pointe Parkway Suite 1700, Atlanta, GA 30338, - main number 770-512-5100. Apogee Financial Partners / National Financial Services Group is independent of Equity Services, Inc. TC66537(0619)p

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Frequently Asked Questions about John Welch
John Welch currently works for Apogee Financial Partners.
John Welch's role at Apogee Financial Partners is principal.
John Welch's email address is ***@nationalfinancialservicesgroup.com. To view John Welch's full email address, please signup to ConnectPlex.
John Welch works in the Financial Services industry.
John Welch's colleagues at Apogee Financial Partners are Curtis Jr., Greg Straka, Leon Kearse, Joseph Yi, Carla Floratos, Carolyn Burgin, David Thompson and others.
John Welch's phone number is ["+13362452500","+13367226304"]
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