Edward Jones - Financial Advisor: Jeff Lee, CFP®|CRPC™

Hamilton Financial is a Snellville, GA, CPA firm dedicated to achieving clients' financial confidence through personalized money management and investment strategies. With a focus on fostering long-term relationships, their team of CPAs and Financial Advisors works closely with clients to understand their unique goals and risk tolerances. In addition to investment management, Hamilton Financial emphasizes the importance of tax strategies and efficient mortgage solutions tailored to individual needs. The firm's commitment to open communication ensures that clients are well-informed and supported in navigating their financial challenges. Generated from the website

BetaVest is an investment technology firm founded in 2000 by registered financial advisors and IT professionals that is dedicated to streamlining the process of client management and of dynamic asset allocation utilizing advanced financial simulation systems.Unlike other software firms, BetaVest bases all of its products on the reality of investing rather than the misconceptions that have come to be accepted as fact in the financial industry.We have modeled our products on a combination of years of industry experience both in the financial and software development industries, and we have gathered input and feedback from financial advisors and product managers at every level. The response is clear, BetaVest products not only make sense, but fill a huge void between the Advisor's ability and the Client's expectation.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.