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Financial Friends List

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The goal of this list to provide services to individuals who may be in need of specific financial services.

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Financial Friends List

  1. 1. Kendrick Advisory & Advocacy Group, LLC (KAAG) * www.KAAG.co * “Providing Everyone Access to Capital Markets” 1 | P a g e Financial Friends of KAAG Disclaimer: By downloading and/or using this list, you agree to and understand the following: KAAG has not endorsed or vetted any of the providers below. The information included below has been self-reported by each of the individuals and entities on a publicly available form. KAAG is not responsible for any loss or harm that accrues out of use, misuse or not any of these providers. You understand that you will need to conduct your own due diligence on any of these providers as this list is for information purposes only. (Last Updated: 12/31/2020) 1. Sidney Divine sidney@divinewealthstrategies.com * (404) 937-7459 www.divinewealthstrategies.com Services: Financial Life Planning ➢ How to Get Out of Debt ➢ Budgeting/Savings ➢ Investment Advice ➢ Financial Life Planning “We deliver our clients into the lives they want and deserve to live!” 2. Melissa Preston, CPA/MBA melissa@prestoncpa.com * (404) 217-1742 www.prestoncpa.com * Twitter/Facebook: Prestoncpa Services: We are an accounting firm specializing in wealth and business growth. We are uniquely hands on with our clients and our mission is replace anxiety surrounding financial issues and replace with unwavering confidence. ➢ How to Get Out of Debt ➢ Budgeting/Savings ➢ Auditing ➢ Taxes ➢ Accounting “We are accessible and friendly. We are patience [sic] with our clients because we care that they understand every step of the way.” 3. Rhonda Robinson rhondagrobinson@gmail.com * (770) 337-8738
  2. 2. Kendrick Advisory & Advocacy Group, LLC (KAAG) * www.KAAG.co * “Providing Everyone Access to Capital Markets” 2 | P a g e www.linkedin.com/in/rhonda-robinson-6141708a Services: Financial Solutions Services ➢ How to Get Out of Debt ➢ Investment Advice ➢ Taxes ➢ Credit ➢ Shifting Income from W2 to 1099 and ➢ Self/Land Banking “Unlimited certified expert access and advice” 4. LaMont McIntosh Lamont.mcintosh@ceterais.com * (770) 818-0700 *On LinkedIn Services: Comprehensive Financial Services Provider ➢ Investment Advice “My approach is holistic when helping clients identify their overall financial objectives. I start with discovery on prospective clients’ experiences with finances. Ascertain their thoughts of money and wealth accumulation. I assist potential clients with disclosing what’s most important to them and their families.” 5. Christopher Seabrook Christopher.seabrook@countryfinancial.com * (770) 392-0724 www.christopherseabrook.com Services: Comprehensive planning services ➢ Insurance ➢ Investment Advice “I am a unique service provider because I focused on client education. My goal is to make sure clients don’t have to wait until claims time to find out how their policies work. On the retirement side, I work with clients to help them understand risk and the resources that are available before, during and after retirement. We also participate in workshops throughout the year.” 6. Markell Bryant Markell.bryan@edwardjones.com * (770) 513-2131 www.edwardjones.com/Markell-Bryant Services: Serving individual and small business owners with their long term plans ➢ Investment Advice 7. Rod Parham, CLU Rod.parham@prudential.com * (678) 613-6564
  3. 3. Kendrick Advisory & Advocacy Group, LLC (KAAG) * www.KAAG.co * “Providing Everyone Access to Capital Markets” 3 | P a g e *On Facebook Services: Prudential Advisors ➢ Budgeting/Savings ➢ Investment Advice ➢ Annuity and Insurance Vehicles “Comprehensive Financial Advisor 24 years experience.” 8. Adam Tolliver atolliver@artisanfsonline.com * (404) 210-9311 artisanfsonline.com Services: Premium financial services firm dedicated to providing an exception client experience and a technically sophisticated approach ➢ Budgeting/Savings ➢ Investment Advice ➢ Financial Planning ➢ Retirement Planning ➢ Risk Management “Two advisor practice with one advisor focus in female breadwinners and other in Business succession and exit strategy planning.” 9. Shameka Burrell admin@theburrellzenterprises.com * (678) 608-2329 www.theburrellzenterprise.com Services: Accounting company that specializes in bookeeping for small businesses and well as financial literary/workshops ➢ How to Get Out of Debt ➢ Budgeting/Savings ➢ Accounting “Our service is unique because we specialize in helping building successful individuals and businesses at the same time.” 10. George Arrivas George.arrivas@ml.com * (408) 283-3056 www.fa.ml.com/george-arrivas Services: Wealth management ➢ Budgeting/Savings ➢ Investment Advice ➢ Finding Companies Capital
  4. 4. Kendrick Advisory & Advocacy Group, LLC (KAAG) * www.KAAG.co * “Providing Everyone Access to Capital Markets” 4 | P a g e 11. Keith R. Miles info@estateplanesq.com * (770) 817-7366 www.Estateplanesq.com Services: Law Firm ➢ Estate planning (Trusts, wills, POAs, advanced directive) “Also practice Elder law (special needs trusts, medicaid) 12. Desarie Anderson desarie@andersonaccounting3.com * (404) 300-3175 https://andersonaccounting2.com * https://businessfinancialliteracy.school.invanto.com Services: Certified Public Accounting Firm ➢ How to Get Out of Debt ➢ Budgeting/Savings ➢ Taxes ➢ Accounting “I am honest, straightforward, and I genuinely care about my clients.” 13. Wayne Johnson, PA wayne@OHE.fund * (954) 998-2490 www.OceansideHealthEquity.com Services: Commercial real estate and investment services firm, specializing in healthcare and multifamily ➢ Find companies capital ➢ Exit planning ➢ Business brokerage “Our firm specializes in healthcare and multifamily investment properties.” 14. Jeanie Adkins adkins@investorprotecting.org * (202) 796-5031 www.investorprotection.org and on social media under “Investor Protection Trust” Services: Independent non-profit organization that advances investor protection by conducting and supporting unbiased research and groundbreaking education programs. ➢ Budgeting/Savings ➢ Investment Advice ➢ Investor education and investor protection “We provide unbiased, noncommericial and independent information and complimentary toolkits through programs….and also work with several partners through programs.” 15. Chloe Moore
  5. 5. Kendrick Advisory & Advocacy Group, LLC (KAAG) * www.KAAG.co * “Providing Everyone Access to Capital Markets” 5 | P a g e chloe@financialstaples.com * (770) 742-8609 http://www.financialstaples.com/ Services: Comprehensive, fee only financial planning firm based in Atlanta and serving clients nationwide. We are dedicated to helping clients align their finances with their values and purpose so they can live their greatest lives. ➢ Investment advice ➢ Comprehensive financial planning (insurance, estate planning, taxes, retirement, company benefits, etc.) “I am a fee-only certified financial planner (no commissions or product sales). In addition to providing comprehensive financial planning and investment management services, I also provide recommendations to outside advisors (accountants, attorneys, insurance agents, etc.) I have extensive knowledge in stock compensation for both public and private companies.” 16. Rashedia Mayhane Greenchipsfinancialfreedom@gmail.com * (404) 913-5737 https://www.greenchips-financialfreedom.com/ Services: Financial Freedom is to equip low and middle income individuals with the financial tools to help them success financially, live life more abundantly and create generational wealth. We are a non- profit organization dedicated to bridging the wealth gap and promoting the importance of financial planning and literacy. “Greenchips does not sell financial products. Instead, we give you a road map and charge a small fee for personalized coaching.” 17. Rudy James , Jr. Rudyjames751@gmail.com * (917) 535-5370 Services: Alternative lending for businesses looking for additional working capital. ➢ We find companies capital ➢ Credit card processing “Business owners that are turned down by traditional due to low credit score we can work with.” 18. B. Donovan Golden GWealthmanagement@gmail.com * (404) 682-9605 https://representatives.countryfinancial.com/donovan.golden/ Services: A wide range of insurance and financial products. ➢ Investment advice ➢ Auto, Home and Life insurance “We are able to not only provide a financial plan for clients but our system allows for ones insurance products to be in correlation with their investments all under one umbrella.” 19. Sibyl S. Slade
  6. 6. Kendrick Advisory & Advocacy Group, LLC (KAAG) * www.KAAG.co * “Providing Everyone Access to Capital Markets” 6 | P a g e sibyl@lifeplanfin.com * (770) 283-9574 www.lifeplanfin.com Services: Comprehensive financial planning for small business owners and professionals. ➢ Budgeting/Savings ➢ Investment advice ➢ Retirement plans ➢ Succession plans “[We] provide concierge level services to first generation business owners and professionals.” 20. Eric Billingslea Eric.billingslea@fmr.com * 1-800-544-5315 Ext. 54695 www.fidelity.com Services: Customized planning, advice and investment management ➢ Investment advice “Best online broker by Investor’s Business Daily” 21. Homer Caravan (Xan) xcarvan@sxcap.com * (251) 609-2634 www.sx-cap.com Services: Strategic Capital Consulting Firm/Private banker/Private Equity firm ➢ We find companies capital ➢ Oversite and capital management “Must be legal, fair, balanced, equitable and ethical. We also contract underwrite and have a heavy involve due diligence documentation process.” 22. Camille Pacht Camillepacht1@gmail.com * (678) 938-1602 Services: Budgeting, Strategic planning and business valuation ➢ Budgeting/Savings ➢ Budgeting Strategic Planning ➢ Business Valuation “I help companies with budgeting and strategic planning services with a focus on building business valuation.” 23. Darryl Cavitt darryl@genequitypartners.com *(972) 821-6673 www.genequitypartners.com Services: Private Equity Firm ➢ Taxes ➢ Accounting
  7. 7. Kendrick Advisory & Advocacy Group, LLC (KAAG) * www.KAAG.co * “Providing Everyone Access to Capital Markets” 7 | P a g e ➢ Finding companies capital “We our a full service entrepreneurial company and we understand the concept of collaboration and team work. Therefore we're going to a high touch firm with deep analysis.” 24. Amber Robinson amber.robinson@edwardjones.com * Services: Edward Jones Investment Company ➢ How to Get out Of Debt ➢ Budgeting/Savings ➢ Investment Advice “Active Duty Navy Veteran, current Navy Reserve member, one of the 17% female advisors in the United stated financial industry. Being African American I can guide and relate to the African American community.” 25. Jason Murray jason.murray@tfaconnect.com * (404) 9569497 Tfaconnect.com Services: Independent Full Service Financial Agency ➢ How To Get Out of Debt ➢ Budgeting/Savings ➢ Investment Advice “I work with individuals regardless of their income level or financial resources level.” 26. Harlequin Murray HarlequinMurray@gmail.com * (404) 216-9955 www.FundingSourcePro.com Services Offered: Business Funding ➢ Finding companies capital “We have over 40 providers, so we are able to find the best offer for our clients. No application fees and no obligation. We typically fund in less than a week, sometimes in one day. FICO score of 500+ required. Equipment financing available as well.” 27. Karen Collier karen.collier2@eswardjones.com * 478 757-1857 www.edwardjones.com/Karen-collier2 Services Offered: Investment Advise to long term investors “Licensed CPA/MBA who has worked with sm business and individuals so I have a deep understanding of how to structure finances to maximize investment opportunities.” 28. Mario Robinson
  8. 8. Kendrick Advisory & Advocacy Group, LLC (KAAG) * www.KAAG.co * “Providing Everyone Access to Capital Markets” 8 | P a g e Robinsonmayhorn@gmail.com * 4049969104 Www.robinsonmayhorn.com Services Offered: CPA Firm ➢ How to Get Out Of Debt ➢ Auditing ➢ Taxes ➢ Accounting “Being the liaison between the business and the lending institution to tell a story through the prepared financials” 29. Derrick Jordan djordan.dac@gmail.com * 3187348066 www.davidallencapital.com/102299006 Services Offered: Alternative Financing Company ➢ Business capital ➢ equipment financing ➢ payment processing “Simple application, quick approval process, fast funding. No intrusive inquiries.” 30. Daryl Perry II thewayoflifegroup@gmail.com * 678.664.8517 https://www.linkedin.com/in/darylperry Services Offered: Insurance “Insurance is complicated, but I do my best to make it easy and personable so my Kings and Queens can utilize what has helped others for decades.” 31. Nia Jackson-McClure nia@transcendcommercialcaptial.com * 4047957035 https://www.transcendcommericialcapital.com Services Offered: We find companies capital “We can provide tailored funding options for business owners seeking capital in almost any industry and almost any stage”. 32. Daniel Richardson DRichardson@LewisJamesProfessional.com * Direct 6783573866 Main 7704081090 www.LewisJamesProfessional.com Services Offered: Project Consulting ➢ Staff Augmentation ➢ Direct Hire Placement “By taking the time to learn about our clients and becoming familiar with all of their needs, we form successful working relationships. Our staff members have executive recruiting and business consulting experience, and we use that expertise every day to help our clients. Our unique value proposition
  9. 9. Kendrick Advisory & Advocacy Group, LLC (KAAG) * www.KAAG.co * “Providing Everyone Access to Capital Markets” 9 | P a g e allows the firms we support to focus on their strategic business objectives, while we find them the best possible talent in the marketplace. Lewis James Professional is there when our clients need us, and we are looking for qualified talent for them even when they arena.” 33. Katharine Chatmon katherine.chatmon@hacapitalgroup.com * https://www.hacapitalgroup.com/ Services Offered: Value Planning ➢ Exit Strategy ➢ Business Capital “We plot the value-building activities necessary to achieve an owner's financial goals by his or her chosen exit date rather it is 3 years down the line or 30 years from now.” 34. Rudy James Jr. rudyjames751@gmail.com * 9175355370 Services Offered: Credit Card Processing ➢ Business Capital “Business owner that are turned down by a traditional due to low credit score we can work with them getting working capital.” 35. Ashley Triplett finance-sales@madmanagement2k.com * 4045008104 Services Offered: Financial analysis and organization ➢ How to get out of debt ➢ Budgeting ➢ Savings “We help individuals 16+ and small to medium sized businesses with business formation services and administration services. We also provide that same group with help in bettering financial organization and increasing their financial knowledge.”

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