Investment Planning Advisors

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GA ›
Cumming, GA ›
Financial Planner ›
Investment Planning Advisors

Wendy Paxton: Operations Manager
(770) 205-4394

- Financial Planner

Recommendations & Reviews

327 Dahlonega St Ste. 503, Cumming, GA 30040, USA
Cumming, GA 30040 (map)

About us

Patrick Paxton opened the first IPA office in Cumming in 2005 with the vision of providing the residents of Northern Georgia a premier independent financial planning firm. Now, with 3 locations to serve you, our success is built from our emphasis on personalized attention, superior service and providing a comprehensive road-map to guide you through the years. We take the time to learn about your important lifetime goals and discuss all of the different components of your financial life. We explain how financial advisors are compensated and provide the pros and cons in language that you can understand. We want you to have the pertinent information so you can make the best decision for you and your family. Our desire is to work with our clients through the years in helping them achieve their financial goals.
We have been the Endorsed Local Provider/Smart Vestor for the Dave Ramsey Show since 2003. Please view the Dave Ramsey page for further information. Fee Based and Fidicuary.

Hours of operation

Monday8:30AM - 5:30PM
Tuesday8:30AM - 9:00PM
Wednesday8:30AM - 9:00PM
Thursday8:30AM - 9:00PM
Friday8:30AM - 5:30PM
Sat, SunClosed

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Recommendations and reviews from 1 person

Referral from January 14, 2016

Elizabeth W. asked:

Since I didn't win the lottery, guess I should start getting my finances in order! Looking for recommendations on a financial planner. I like most of the Dave Ramsey philosophy but really looking for someone to guide in investment decisions and make sure my retirement is set. Any advice?? Thanks!

Jessica B. replied:
Bill Hannah with IPA is a Dave Ramsey ELP. We have been using him for about 7 or 8 years now. Fantastic company! I can not say enough good thing about them. Tell him the Betz sent you his way! :) http://investplanadvise.com/bill-hannah/

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