portrait of Steve Frederick
FINANCIAL ADVISOR

Steve Frederick

CFP®, AAMS™
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Business Retirement Plans

Certifications

  • CFP®

    Certified Financial Planner™

  • AAMS™

    Accredited Asset Management Specialist™

Team Members

  • Namrata Hensley
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Phone

(770) 423-9298

Fax

(877) 222-7142

Office Address

140 Vann St Suite 300
Marietta, GA 30060opens in a new window

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