Contact Us
Our communication options are designed to accommodate our clients' needs and preferences.
Meet at our office
When meeting at our office, we can sit down together in a relaxed environment and discuss your finances face-to-face. Meeting this way can be more personal and there are no distractions.
Meet remotely
When meeting remotely, you can discuss your finances with me from the comfort of your own home or office. Through secure web-based technology, we can share computer screens and online documents as needed.
Some clients choose to mix the two methods, where initial meetings are at the office and subsequent reviews are remote.
If you are traveling or do not live in the Cumming area, no problem. That does not stop us from working together. If you are close to the Cumming area, the choice is yours.
Contact UsConversations are free.
Echols Financial Services
1205 Peachtree Parkway
Suite 1104
Cumming, GA 30041
Contact Us
We do our best work with people who are retired or nearing retirement, who are optimistic but cautious, and who need help with retirement planning, tax planning (not tax preparation), and investing. If you think we may be a good fit for you, schedule a 15-minute phone call on our calendar now.
WHY:
To help you evaluate the value of our services and make an informed decision about hiring our firm.
WHAT: A free Retirement & Tax Assessment. We will show you how to improve your retirement success and reduce your tax bill before paying us a single dollar.
WHO: Diligent savers over age 50 who have accumulated investment & retirement assets of $500,000 or more (excluding real estate.).
This phone call will give us both a chance to make sure your situation
matches our expertise.
Schedule Your 15-Minute Retirement & Tax Call
We intentionally limit the number of new clients we take each year to ensure we are delivering the highest level of personalized service to our current clients, who are our top priority. If our calendar is full, please email us and we will respond immediately to let you know when we will be taking on new clients again and will be happy to add you to the waiting list.
Directions to the Office:
From GA 400, take exit 13, Peachtree Parkway (Hwy 141) southeast toward Atlanta. Travel approximately 1.7 miles to Peachtree Parkway Center, looking for the two brown brick buildings 1205 and 1225 on the left. You'll need to make a u-turn just past the buildings in order to make a right turn into Peachtree Parkway Center. The office is Suite 1104 on the first floor of building 1205.
