Tailored Wealth Management
Your choice for Financial Services
Welcome to Avery Financial Services (AFS), where we strive to provide,“Financial Services with Excellence.” We are an independent firm and have years of successful experience helping clients with their financial planning and retirement needs. We strongly believe in educating our clients, to assist them in finding the solutions to live the lifestyle they desire. AFS believes that you should feel comfortable with your Advisor and the plans you put in place. By working together, we help you build the retirement you work so hard to deserve.
Our services can help you whether you're new to financial planning, nearing retirement, or in retirement. We serve a diverse clientele which includes newlyweds, divorce, inheritance, retirement, business financial planning, having children, losing a spouse; or those that simply decide “not to do it themselves” anymore. Achieving your goals and dreams, is not too big for AFS. We tack a personal approach with each client and take the time to understand your unique situation. We treat each client respectfully, no matter where you are in your financial life.
We welcome you to contact our office to learn more about the AFS Experience.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours everyday.
Want to learn more about retirement, social security, or estate strategies?
You want to learn from experience, but you want yo learn from other people's experience when you can.
Diana Avery is the founder of Avery Financial Services, located in Atlanta, Georgia, and is an investment advisor representative of USA Financial Securities Corp. She says that using managed accounts and the services of third-party investment managers “provides several benefits for our firm and our clients,” including the following:
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.