Capital Insight Group
Categories
Financial & Investment Services
- 3930 East Jones Bridge Road Suite 150 Peachtree Corners GA 30092
- 770-441-3553
- (770) 825-0408
- Send Email
- Visit Website
Hours:
Monday - Friday, 9am - 5pm, or by Appointment
Driving Directions:
Located near the corner of Peachtree Parkway (141) & E Jones Bridge Road. In the office building at the North end of The Forum Shopping Center in Peachtree Corners.
About Us
We specialize in providing personal financial planning and asset management to successful families and high net worth individuals.
Independent. The only way we can do our job properly is by being independent advisors, which allows for decision-making that is objective, honest and personalized for each individual client.
Client-centered. It is vital for individuals that provide financial advice to act as a fiduciary, and make recommendations that are truly in the client's best interest.
Right. We believe in doing what is right.
Securities and advisory services offered through The Strategic Financial Alliance, Inc. (SFA), Home Office: 678.954.4000, member FINRA, SIPC. Jeffrey McClenning and Andrew Crane are registered representatives and investment advisor representatives of SFA which is otherwise unaffiliated with Keen Insight Group.
Images
