Investments and Estate Planning
here are several Chamber members that can help with your investment and/or retirement plans. Click here for a listing.
Edward Jones Investments is located in the Creekside Plaza on Hwy. 17 in Hayesville, NC. The firm offers its clients a variety of investments, including certificates of deposit, taxable and non-taxable bonds, stocks and mutual funds. Also, retirement plans, rollovers, business retirement plans, mutual funds, stocks, tax-free investments, trust service, annuities, bonds, custodial accounts, loans, insurance, cash management, college savings programs, credit cards, estate planning, investment reviews, online account access, systematic investing, FDIC insured CD's and money market funds. For more information call (828) 389-1950.
The Georgia Association of Planning Partners (GAPP) is a coalition of professionals in the financial services industry in the areas of estate planning/conservation, long term care, retirement/investment strategies and charitable giving planning. The Association is comprised of a network, primarily in North Georgia and Western North Carolina, bringing together professionals who's emphasis of practice includes the fields of law, accounting, investments, retirement planning, insurance and geriatric care consultation and management. The coalition has over 100 years of combined experience. The focus of GAPP is mainly with the senior population 50 years of age and older, however we do find that our services extend to younger age groups who need and desire to plan for their businesses and families. GAPP is located on Main Street in Young Harris. For more information, call (706) 379-1471 or visit their website at www.fillthegapps.org.
Davenport Insurance & Financial Services is located in Hiawassee, Georgia. Marvin B. Davenport's agency has advised the communities and families of North Georgia and Western North Carolina with specialized planning and financial services for the past twenty five years. Mr. Davenport provides personal planning incorporating Life Insurance, Medicare Supplements, Long-Term Care, and College Planning. Also, Retirement Planning includes IRA's, 401K, TSA and Rollovers using Annuities and Mutual Funds. As a Registered Sammons Securities Representative (Member NASD and SIPC) and non-captive agent, Mr. Davenport represents a variety of Insurance organizations and Mutual Funds for his clients. For more information, call 706-896-6632 or email at .
Raymond James Financial Services provide individual investors, corporations and municipalities with investment, financial planning, investment banking, asset management, banking and trust services throughout the United States, Canada and internationally. The local office for Raymond James is located in the main Bank of Hiawassee branch on Main Street in downtown Hiawassee. For more information, call (706) 896-7283.
Health-Life-Retirement Plans/Capital Investments are regional insurance and investment brokerage firms serving North Carolina, Georgia, Florida and Tennessee and are family owned by John Martin and DeLouras Martin of Hayesville, NC. The Martins specialize in helping small business owners with tax, investment, insurance, and estate planning to create, accumulate, and preserve wealth in order to provide financial independence for their families. In addition they help clients with Business Continuation Planning, Asset Preservation and Allocation Strategies, Pre-Tax Benefit Plans & Tax Deductible Capital Transfer Programs, Tax Free Retirement Plans, Employer and Employee Benefit Plans, Living Trusts, Charitable Planned Giving Programs, Charitable Gift Annuities Wealth Replacement Trusts and Family Limited Partnerships.
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