Jeff Brandon
Smith + Howard Wealth Management
Atlanta,
Georgia
Contact
How to contact
404-879-3420
Professional Profile
Call Me When
financial planning or wealth management is needed or a connection is needed to CPA's that provide a wide variety of serivces.
Professions
Accountant
Insurance
Wealth Manager
Functional Expertise
Employee benefits
Estate planning
Financial Modelling
Investments
Retirement
Exit/Transition Planning
Business Focus
Wealth Management, Tax, Audit, and Advisory
Professional Certification
CFP, CEPA
Transition Planning Certification or Methodology
Certified Exit Planning Advisor
Client Industries
Business Services
Manufacturing
Real Estate/Construction
Transportation/Storage
Client Results
Personal Financial Planning, personal and business tax planning, audits, quality of earnings
Chapter information
Membership
Atlanta Individual
Member since
Member for 1 year
Why I'm a Member of XPX
I am looking to collaborate with professionals who can assist business owners with a successful exit.
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