Kevin Clary, Financial Advisor located in Gainesville, GA

Financial Advisor
Kevin M Clary

CFP®, AAMS®
210 Washington St NW Ste 201, Gainesville, GA 30501opens in a new window
New Client Waitlist
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Intergenerational Planning
  • Special Needs Financial Considerations
  • Charitable Giving
  • Values and Faith Based Investing
  • Estate & Legacy Strategies
  • Employee Stock Options

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Basketball
  • Traveling
  • Spending Time with Family
  • Personal Fitness
  • Pickleball

Team Members

  • Lisa Echols
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:30AM - 04:00PM
Tue 09:30AM - 04:00PM
Wed 09:30AM - 04:00PM
Thu 09:30AM - 04:00PM
Fri 09:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(678) 546-6816

Fax

(877) 299-8655

Office Address

210 Washington St NW Ste 201
Gainesville, GA 30501opens in a new window

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