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Office One

1300 Ridenour Blvd, NW

Suite 221

Kennesaw, GA 30152
(678) 574-0080

Office Two

2207 Spalding Drive

Atlanta, GA 30350
770-797-5788
Our History
Our Process
Our Values
Our Resources
John & Sue Picardi

John & Sue Picardi

(678) 574-0080

Ed & Clare Stefan

Ed & Clare Stefan

(770) 797-5788

Are you taking too much risk or too little risk? Find out by taking this free portfolio risk analysis.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?
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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.