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New Wave Financial | Atlanta, GA

  • Service Area: Atlanta, GA
  • Team Size: 1 employee
  • Business Duration: 5 years
New Wave Financial

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

  • Credit Card
  • PayPal
  • Venmo
  • Zelle

Services Offered

Service type

  • General financial planning
  • Retirement planning
  • Investment review
  • Tax planning
  • College planning
  • Trusts or estate planning
  • Mutual funds
  • Home purchase
  • Life insurance review
  • Annuities

Work location

  • My customers travel to me
  • I travel to my customers
  • I work remotely (phone or internet)

About

Hey, I’m Jon with New Wave Financial. Our firm, unlike many others, is a truly independent RIA. This means that our financial advisors have a fiduciary responsibility to always put your best interests first. Most advisors are affiliated with broker-dealers, or banks, which means more hands in the pot when it comes to your investments, and a higher likelihood of bias towards certain products.

Whether you choose New Wave Financial or another advisor, be sure to choose one who is affiliated with an independent RIA.

If you’d like to learn more about how we can provide you with truly objective advice, contact us now.

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License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

  • Background Check
    • Jon Monroe
    • Completed on 3/29/2023

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