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Akbar Kassam Financial Advisor,

533 Johnson Ferry Road, Marietta, GA 30068View on Map

Description

Akbar Kassam is a Financial Adviser at Proactive Wealth Strategies, LLC, a Financial and Estate Planning Firm that is dedicated in providing an academic approach to building customized financial plans for individuals and business owners. He has served as a personal financial consultant to numerous clients throughout the last 13 years, and continues to bring on more clients that share his same philosophies. Estate, Retirement, and College Savings Planning are big proponents of his business, and he strives to assist every client in achieving their financial goals and success.Advising clients on a personal basis takes on a new meaning, as Mr. Kassam holds a strict open door policy with all clients, allowing them to discuss freely any business or personal aspects of their lives, creating long-term personal relationships.Mr. Kassam actively conducts financial seminars for his clients, and is often asked to speak in community events, on many topics including: Estate Preservation, College Savings, and Employee Benefits.He has participated in over 50 lectures in the Southeast USA.

Basic Details

  • Legal Service
  • Accountant Services, Tax Consultants Services, Tax Preparation Services
    Accountant Services, Tax Consultants Services, Tax Preparation Services, Payroll Processing, Finance & Accounting Training, Income Tax Filing, Personal Tax Planning, Financial statement Analysis, Sales Tax Services, Income Tax Preparation, Auditing Services, Financial Planning
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  • 10 - 15 Years
  • 533 Johnson Ferry Road
  • By Appointment

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