Master Financial Employee Directory

Investment ManagementGeorgia, United States11-50 Employees

Master Financial is a Georgia-based investment management firm that also provides individual income tax preparation, planning, and financial advisory services. The practice focuses on helping clients set and achieve investment and retirement portfolio goals and establishing income streams, indicating a client-centric approach to financial planning and wealth management. Located in Alpharetta, the firm positions itself within the broader investment management industry, serving individuals seeking comprehensive guidance on taxation, retirement planning, and income strategy. The company operates from a small to mid-sized office footprint and serves a local client base, with the description emphasizing advisory support across tax and investment planning rather than large-scale institutional services.

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