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24-Hour Financial Advisors in Roswell, GA — Always Available

Emergencies don't keep business hours. These financial advisors in Roswell are available 24 hours a day, 7 days a week — including holidays.

As of May 2026, RatingsNearMe ranks 18 financial advisors in Roswell, GA by verified customer ratings and review volume. The highest-rated is Goodwin Investment Advisory with a 5.0-star rating from 238 verified reviews. Also in the top tier: Elm3 Financial Group, LLC and Bella Advisors Inc. The average rating across all listed financial advisors in Roswell is 5 stars from 34 reviews per business on average.

Financial advisors in Roswell typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Local Market Snapshot

18

Businesses listed

5★

Avg rating

34

Avg reviews

May 17, 2026

Last updated

Top Rated Financial Advisors

🥇

Goodwin Investment Advisory

5.0(238 reviews)

238 River Park N Dr, Woodstock, GA 30188, USA

🥈

Elm3 Financial Group, LLC

5.0(82 reviews)

5755 North Point Pkwy #92, Alpharetta, GA 30022, USA

🥉

Bella Advisors Inc

5.0(61 reviews)

5090 Old Ellis Point, Roswell, GA 30076, USA

Financial Advisors Rankings in Roswell, GA

#BusinessRatingReviews
#1Goodwin Investment Advisory238 River Park N Dr, Woodstock, GA 30188, USA5.0238
#2Elm3 Financial Group, LLC5755 North Point Pkwy #92, Alpharetta, GA 30022, USA5.082
#3Bella Advisors Inc5090 Old Ellis Point, Roswell, GA 30076, USA5.061
#4Perkins Wealth Solutions200 Macy Dr, Roswell, GA 30076, USA5.01
#5oXYGen Financial, Inc. - Alpharetta35 Old Canton St, Alpharetta, GA 30009, USA4.611
#6Georgia Advisory Group, LLC - Alpharetta2440 Old Milton Pkwy Suite 200, Alpharetta, GA 30009, USA5.024
#7Roswell Asset Advisors904 Macy Dr, Roswell, GA 30076, USA5.017
#8Georgia Safe Retirement Planners1124 Canton St, Roswell, GA 30075, USA5.029
#9Forum Financial Management, LP500 Sun Valley Dr STE A6, Roswell, GA 30076, USA5.01
#10Edward Jones - Financial Advisor: Jennifer S Heal, CFP®2500 Old Alabama Rd Ste 22, Roswell, GA 30076, USA5.01

Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026

All Financial Advisors in Roswell

4

Perkins Wealth Solutions

5.0· 1 reviews

200 Macy Dr, Roswell, GA 30076, USA

5

oXYGen Financial, Inc. - Alpharetta

4.6· 11 reviews

35 Old Canton St, Alpharetta, GA 30009, USA

6

Georgia Advisory Group, LLC - Alpharetta

5.0· 24 reviews

2440 Old Milton Pkwy Suite 200, Alpharetta, GA 30009, USA

7

Roswell Asset Advisors

5.0· 17 reviews

904 Macy Dr, Roswell, GA 30076, USA

8

Georgia Safe Retirement Planners

5.0· 29 reviews

1124 Canton St, Roswell, GA 30075, USA

9

Forum Financial Management, LP

5.0· 1 reviews

500 Sun Valley Dr STE A6, Roswell, GA 30076, USA

10

Edward Jones - Financial Advisor: Jennifer S Heal, CFP®

5.0· 1 reviews

2500 Old Alabama Rd Ste 22, Roswell, GA 30076, USA

11

Common Wealth Financial Planners, Inc.

· 0 reviews

1033 Canton St, Roswell, GA 30075, USA

12

Commonwealth Financial Planners, Inc.

· 0 reviews

1033 Canton St, Roswell, GA 30075, USA

13

Paul Lang - Financial Advisor, Ameriprise Financial Services, LLC

5.0· 2 reviews

1401 Macy Dr, Roswell, GA 30076, USA

14

TandemGrowth Financial Advisors LLC

5.0· 12 reviews

3820 Mansell Rd Suite T30, Alpharetta, GA 30022, USA

15

Canton Wealth Partners

5.0· 19 reviews

1243 Canton St, Roswell, GA 30075, USA

16

Daner Wealth Management

5.0· 33 reviews

11475 Great Oaks Way Suite 340, Alpharetta, GA 30022, USA

17

Wealth Enhancement & Preservation

5.0· 13 reviews

5755 North Point Pkwy STE 232, Alpharetta, GA 30022, USA

18

Merit Financial Advisors

5.0· 4 reviews

2400 Lakeview Pkwy suite #550, Alpharetta, GA 30009, USA

Data from Google Business listings
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Frequently Asked Questions — Financial Advisors in Roswell

What is a fiduciary financial advisor and why does it matter in Roswell?

A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Roswell, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.

How do I verify a financial advisor is registered and legitimate?

Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.

How do financial advisors charge for their services in Roswell?

Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.

What credentials should I look for in a financial advisor?

CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.

How are the financial advisors on this page ranked?

Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.

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How Rankings Work on This Page

Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.

Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.

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About This Financial Advisors Directory — Roswell, GA

This page lists and ranks 18 financial advisors serving Roswell, GA as of May 2026. The average verified rating across all listings is 5 stars, with an average of 34 customer reviews per business. The top-ranked financial advisors in Roswell by our algorithm is Goodwin Investment Advisory (5.0 stars, 238 reviews). Financial advisors in Roswell typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Roswell: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the GA licensing board before hiring.

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