VICKERY FINANCIAL SERVICES, INC.

4.6/5 (70)

Name	VICKERY FINANCIAL SERVICES, INC.
Address	190 Hawthorne Park, Athens, GA 30606
City	Athens Ga
Category	Financial Services
Phone	+1-706-353-2728
Email ID	[email protected]
Speciality	Advanced Planning, Tax Efficient Investing, Insurance Reviews, Estate Planning, Withdrawal Strategies, Relationship Management, Ongoing Education, Wealth Coaching, Personal Reviews, Professional Partnerships, Investment Recommendations, Portfolio Design, Disciplined Rebalancing & Low-Cost Solutions
About	Vickery Financial Services, Inc. is the financial planner in Athens, Georgia. Charles J. Vickery is the founder and wealth adviser of the Vickery Financial Services, Inc. He specializes in comprehensive wealth management planning for retirees and pre-retirees. He has been regularly teaching evening retirement planning classes since 1994. Deanne S. Rosso is the president and wealth adviser of the firm. She works closely with their clients to understand their requirements and build customized financial solutions by investigating the current situation, researching investment opportunities, and organizing the plan’s implementation. Vickery Financial Services, Inc. provides no-obligation consultation.
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