Firm Overview

One firm, six coordinating practices.


755 Financial was built around the way wealth actually shows up in your life: across investment, tax, lending, insurance, estate, and sports-management decisions, all coordinated under one roof.

Practices

What the firm coordinates.


  • Wealth Management

    Comprehensive planning and disciplined investment management for every life stage.

  • Mortgage

    Residential, investment, and commercial real-estate financing, plus securities-based and business credit, designed around your plan.

  • Accounting

    Year-round tax strategy, tax return prep, and a dedicated back-office concierge, not just April filings.

  • Insurance

    Life, disability, long-term care, and property, sized to fit the plan, not the salesperson.

  • Estate Planning

    Trusts, wealth transfer, and charitable planning that turn intention into a documented legacy.

  • Sports Management

    Contract advisory, brand strategy, and the post-career plan that protects what you earn now.

Coordination model

One coordinating team.


Each practice at 755 is led by a specialist who collaborates daily with the others. The wealth manager and the CPA aren't strangers on a shared client roster; they're on the same call, looking at the same plan, two desks apart.

Office & contact

Woodstock, Georgia.


330 Creek Stone Ridge
Woodstock, GA 30188
678-567-7915
service@755financial.com
Continue the conversation

Email service@755financial.com.

For the full overview conversation, email service@755financial.com and we'll take it from there.

Email service@755financial.com