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Marjorie Edenfield is a financial advisor with Creative Planning, Inc. in Atlanta, GA. Marjorie is a CERTIFIED FINANCIAL PLANNER™ professional with a proven track record of assisting clients in achieving their financial goals. With over 8 years in the financial industry, Marjorie has a deep understanding of various financial planning concepts and strategies. Marjorie is dedicated to building long-term relationships with clients and providing them with personalized advice tailored to their specific needs.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
10/14/2020 - Present
Creative Planning (Atlanta GA)
Active
Inactive
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