The Avalon Financial

Investing | Cartersville, GA

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about this business

Avalon Financial specializes in retirement planning and investments designed to minimize portfolio volatility and maximize income. Brandy Seats is the founder/CEO of Avalon Financial. She is passionate about her clients’ financial education and wants to share the impact that smart money planning can have on their financial future. Avalon Financial strives to reveal smart planning strategies for all generations – from baby boomers to millennial. Away from the office, Brandy also has a non-profit that is active in various projects through the community from animal advocacy to education initiatives.

Avalon Financial makes financial advice, education, and planning accessible to everyone.

additional information

Hours of Operation

  • monday 8:00am - 5:00pm
  • tuesday 8:00am - 5:00pm
  • wednesday 8:00am - 5:00pm
  • thursday 8:00am - 5:00pm
  • friday 8:00am - 5:00pm

Services

  • 401K Rollover
  • 403B & 457 plans
  • College Planning
  • Estate Conversions
  • Health Insurance Solutions
  • Investment/Retirement Strategies
  • Life Insurance
  • Lifetime Income
  • Long Term Care
  • Roth IRA/IRA

Awards/Recognitions

Certified Financial Fiduciary

testimonials

  • Brandy was able to service me and my 3 children perfectly well! Her knowledge and expertise in the industry is very impressive! Much better than anyone else in the area. She actually cares and wants to help which is hard to find these days from financial advisors. 10 out of 10 and would definitely recommend anyone to at least talk to her and hear what she has to say- Daniel "Yelp"

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