Trish Overton's Contact Details

Trish Overton's Company Details

Calandra Financial Group

Vinings, GA, US • 10 - 19 Employees
Financial Services

Apella Atlanta's mission is to create extraordinary value in the lives of our clients'​ through strategies that help them achieve what matters most in their lives. We strive to provided added protection to our clients in any economy.Our comprehensive approach can give you the flexibility you need to develop your portfolio effectively - even in today's economy - by providing:- Predictable, stable income planning- Investments designed to be resistant to excess market losses- Tax-advantaged planning - allowing you to keep more and the government to keep less of your hard-earned asset-Work extremely hard to understand our clients'​ motivations and financial situations-Empower our clients with the financial control and understanding to make educated decisions-Create lifelong clients by making customer service and relationships a priority and not an afterthoughtInvestment Advisory Services offered through Retirement Wealth Advisors. Calandra Wealth Management, LLC. - A Georgia Registered Investment Advisor & Retirement Wealth Advisors are not affiliated. Disclosure: Apella Capital, LLC ("Apella"), is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. Apella provides this communication as a matter of general information. Any data or statistics quoted are from sources believed to be reliable but cannot be guaranteed or warranted. No one should assume that any discussion or information contained in this material serves as a receipt of, or as a substitute for, personalized investment advice. Apella does not approve or endorse any third party communications posted on this site and will not be liable for any such posts.