Magellan Planning Group
-
4170 Ashford Dunwoody Road Suite 480
, Suite 480
Atlanta, GA 30319 - (404) 257-8811
- Website
Hours
Chamber Rating
-
Tyler A.
Nov 27th, 2022 -
Robin Grazulis
Mar 1st, 2021 -
Nathaniel Deane
May 2nd, 2019 -
Daniel Barbosa A. Silva
Sep 19th, 2018
About
Magellan Planning Group
At Magellan Planning Group, we strongly believe in an advisor/client relationship that is not only mutually beneficial, but also mutually enjoyable. That is why, during your initial interview, we will review the four building blocks of our business philosophy to determine if we would be a good fit for each other: Chemistry Will we enjoy working together? Will we make a good long-term team? Goals Are your goals realistic? Are your goals achievable? Value Can we bring value to your plan? Will you value and heed our advice? Worth Are your account sizes sufficient? Does it make economic sense?
Contact Info
- (404) 257-8811
- Website
Services
- Written Financial Plans
- Retirement Income Plans
- Tax Advantaged Charitable Giving
- Professional Money Management
- Fee Only Investment Accounts
- Long Term Care Insurance
- Life Insurance Planning
- Personal Tax Returns
- Estate Tax Returns
- Will based Estate Plans
- Trust based Estate Plan (RLT)
- Life Insurance Trust (ILIT)
- Charitable Trusts (CRT)
- Limited Liability Companies and Corporations
- Family Limited Partnership (FLP)
- Linked Benefit Plans
- Charitable Remainder Trusts
- Protective Trusts
Vidoes
Questions & Answers
Q What is the phone number for Magellan Planning Group?
A The phone number for Magellan Planning Group is: (404) 257-8811.
Q Where is Magellan Planning Group located?
A Magellan Planning Group is located at 4170 Ashford Dunwoody Road Suite 480, Suite 480, Atlanta, GA 30319
Q What is the internet address for Magellan Planning Group?
A The website (URL) for Magellan Planning Group is: http://www.magellanplanning.com
Q What days are Magellan Planning Group open?
A Magellan Planning Group is open:
Thursday: 9:00 AM - 4:30 PM
Friday: 9:00 AM - 4:00 PM
Saturday: Closed
Sunday: Closed
Monday: 9:00 AM - 4:30 PM
Tuesday: 9:00 AM - 4:30 PM
Wednesday: 9:00 AM - 4:30 PM
Q How is Magellan Planning Group rated?
A Magellan Planning Group has a 4.0 Star Rating from 4 reviewers.
Hours
Ratings and Reviews
Magellan Planning Group
Overall Rating
Overall Rating
( 4 Reviews )
Tyler A. on Yelp
Robin Grazulis on Google
Nathaniel Deane on Google
Daniel Barbosa A. Silva on Google
Overall Rating
Overall Rating
( 4 Reviews )Write a Review
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