Clements Financial Services

Clements Financial Services is a financial planner in Dunwoody, GA. The firm provides wealth management, retirement planning strategies, and investment services to individuals and affluent families throughout Atlanta, Dunwoody, and the Metro Atlanta area. With over three decades of experience, the firm offers specialized expertise in asset management, tax planning, estate planning, and insurance.

The firm specializes in helping individuals develop sound retirement strategies, particularly for those who are retired or approaching retirement. Their approach focuses on creating customized, hands-on strategies tailored to the unique needs and goals of each client. The professional team utilizes a collaborative approach to address complex financial needs, including wealth building, college saving planning, and business incorporation. Their services extend to specialized tax preparation, such as expatriate tax filing and tax negotiations with state and federal agencies.

Located on Dunwoody Club Drive, the office is situated near the Dunwoody Country Club and a short drive from the Marcus Jewish Community Center of Atlanta.

The firm is recognized for its commitment to excellence, maintaining high ethical and moral standards in all business dealings. They are known for building long-term, trusting relationships and providing personalized care that aims to instill peace of mind. Their dedication to client satisfaction is reflected in their consistent receipt of referrals from satisfied clients and their families.

Clements Financial Services provides expert wealth management and retirement planning for families throughout Dunwoody.