Financial Planner

If you’re looking for Personal Finance Services from a Financial Planner who truly has your best interests at heart, contact Connally, Jordan & Associates, P.C.

If You Need a Personal Financial Planner or Financial Adviser, Trust Connally, Jordan & Associates, P.C.

For well over 50 years, the professionals from Connally, Jordan & Associates, P.C. have been among Metro Atlanta’s most trusted Financial Advisers both for Personal Finance and for Business Financial Planning Services. There are around 300,000 registered Financial Planners in the United States, and we contend that none of them can offer you the same level of experience, expertise, and savvy financial planning that Connally, Jordan & Associates, P.C. can. Headquartered in Douglasville, GA, our professionals are available for financial consultations over the phone, online, or in person by appointment. We love helping our valued clients, whether new clients or established clients, plan their short-term and long-term finances, mobilize towards those goals with specific steps, and ultimately reach those financial goals. Whether you’ve been using a financial planner for years, or you’re just now considering Personal Finance services, no other local CPA firm can offer you the same combination of skills and experience as Connally, Jordan & Associates, P.C.

For Personal Financial Planning or Individual Retirement Planning, Call Connally, Jordan & Associates, P.C.

Financial advisers, planners, and retirement planning professionals all hold a few major things in common. Perhaps the most common shared characteristic among people with these shared professional titles is that they all have an innate desire to see their clients succeed. Or perhaps you could say that it’s the successful financial planners who truly care about their clients’ long-term financial success. The smart ones know that their own success, both in the short-term and long-term situations, resides largely in the potential success of their clients. In this situation, success truly breeds success. When you choose Connally, Jordan & Associates, P.C. as your principal financial planning experts, we take your personal finances seriously. Whether you need our expertise and experience on your side for short-term financial goal-setting, long-term financial goals, or individual retirement planning, we always have your best interests at heart.

Need a Local Certified Account Who Specializes in Financial Planning Services? Call Our Professionals Today!

Since the very beginning, we have known that the only way to build a reputation as a premiere financial advisement firm was through excellence, expertise, and outstanding financial services. Making lofty promises is one thing, but if a local financial planner can’t deliver on those promises, they won’t stay in business very long. They certainly won’t stay in business for over 50 years. When you choose Connally, Jordan & Associates, P.C. as your principal Finance Planning Firm, you get time-tested financial planning services from certified public accountants who have seen it all, time and time again. Our professionals are never caught off guard by any financial situation you might run into, whether old or new. When you need a successful Financial Planner on your side, look no further than Connally, Jordan & Associates, P.C.

Douglasville Financial Planning

It is important to work with a financial planner who has the experience and knowledge to provide sound financial advice.  In Douglasville, folks have full confidence in Connally Jordan & Associates, LLC, a tax expert and financial planner that has been providing financial services for individuals and businesses for many years. Our experienced professionals are well-versed in tax issues, tax law, and tax strategies that help our clients become tax efficient. We specialize in advanced tax & financial planning strategies, structuring business entities, audit representation, and IRS problem resolution. Folks highly recommend our services to those who need a financial planner with extensive knowledge of the ever-changing laws and regulations. No other Douglasville Financial Planning firm can give you top-level expert advisement like Connally, Jordan & Associates. We offer 5-star tax & financial services to business owners and residents in Douglasville, West Georgia, Metro Atlanta, and anywhere else in the Southeastern United States.

Individual Retirement Planning

Neglecting your retirement planning is never a good idea. Trusting an expert financial adviser with your long-term financial planning is a solid idea, especially when that firm is Connally, Jordan & Associates. We offer individual retirement planning services that are customized to your unique goals. Finding a tax expert with the experience and expertise to guide you through complicated financial decisions can be daunting. Thankfully, Connally, Jordan & Associates provides experienced tax professionals to help individuals manage their money properly. Finding a reliable financial planner is essential to ensure your tax and investment affairs are handled efficiently, and ethical guidelines are adhered to. Therefore, it is important to research the credentials of any tax planner or retirement planning firm before making the commitment. Connally, Jordan & Associates have a long history of tax planning expertise and successful retirement planning, so look no further for an experienced long-term financial planning provider!