Fully Financial - Athens, Georgia

Introduction to Fully Financial

For individuals and families seeking comprehensive and personalized financial advice, Fully Financial stands out as a dedicated and forward-thinking firm. Located in Athens, Georgia, Fully Financial offers a suite of services designed to help clients achieve their financial goals, from strategic investment planning to retirement preparation and ongoing wealth management. This detailed overview will explore the firm’s key features, location, and the compelling reasons why it’s a noteworthy choice for those prioritizing a supportive and knowledgeable financial partner.

Company Details and Location

Fully Financial operates from a professional office at 295 W Clayton St Suite 100-B, Athens, GA 30601, United States. This central location provides convenient access for clients in the Athens area and surrounding communities. The firm’s address reflects a commitment to accessibility and establishing a strong local presence. For those wishing to contact Fully Financial directly, they can utilize the provided telephone number: 7063898426. A convenient online resource is also available at their website: fullyfin.com. This website offers valuable insights into their services, team, and client testimonials.

Specialties and Services

Fully Financial specializes in providing a range of financial advisor, financial planner, and investment services tailored to meet diverse client needs. Their core offerings include:

• Financial Planning: They craft customized financial plans addressing budgeting, debt management, savings strategies, and long-term financial goals.
• Investment Management: Fully Financial offers investment management services designed to align with individual risk tolerance and investment objectives. This includes portfolio construction, asset allocation, and ongoing performance monitoring.
• Retirement Planning: The firm assists clients in developing strategies for a secure and comfortable retirement, encompassing retirement savings, income planning, and estate planning considerations.
• Estate Planning Consultation: They provide guidance on estate planning matters, ensuring assets are protected and distributed according to client wishes.

Commitment to Inclusivity and Accessibility

Beyond their professional expertise, Fully Financial distinguishes itself through its dedication to creating an inclusive and welcoming environment. The firm identifies as an LGBTQ+ owned business, reflecting their commitment to diversity and social responsibility. They actively prioritize accessibility for all clients, evidenced by the following features:

• On-site Services: Clients can schedule appointments and consultations directly at their Athens office.
• Wheelchair-Accessible Car Park: A designated parking area is available for individuals using wheelchairs.
• Wheelchair-Accessible Entrance: The building entrance is fully compliant with accessibility standards.
• Wheelchair-Accessible Seating: Designated seating areas accommodate wheelchairs.
• Wheelchair-Accessible Toilet: A fully accessible restroom is provided.
• Gender-Neutral Toilets: Recognizing the needs of all clients, gender-neutral restroom facilities are available.
• LGBTQ+ Friendly: Fully Financial fosters a culture of acceptance and respect for the LGBTQ+ community.
• Transgender Safe Space: The firm is committed to providing a safe and affirming environment for transgender individuals.

Client Feedback and Reputation

The positive experiences of their clients are clearly reflected in the company’s strong reputation. Fully Financial currently boasts 49 reviews on Google My Business, with an impressive average opinion of 5/5. These reviews consistently highlight the firm’s knowledgeable staff, personalized service, and commitment to client success.

Here's a summary of frequently mentioned strengths based on customer feedback:

These testimonials underscore the value that Fully Financial brings to its clients, reinforcing their position as a trusted and reputable financial planning firm.

Conclusion

In conclusion, Fully Financial represents a compelling option for individuals and families seeking a financial advisor who combines professional expertise with a genuine commitment to inclusivity and client well-being. Their strategically located office, comprehensive services, and overwhelmingly positive client feedback make them a valuable resource in Athens, Georgia, and beyond. For those desiring a financial planner who understands and appreciates their unique needs, Fully Financial is undoubtedly worth considering. The firm’s dedication to creating a welcoming and accessible environment further enhances its appeal, demonstrating a holistic approach to financial guidance.