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1725 Windward Concourse
Suite 150
Alpharetta, GA 30005

(770) 516-7747


Legal & Estate Planning Services

Through the years, we've learned that a comprehensive estate plan not only addresses the client’s needs in the traditional areas of investment advisory, insurance & retirement planning, but addresses the legal aspects surrounding a client’s business, family and estate. To that end, we have developed a professional relationship with the firm of Hartman-Imbriale. Their depth of expertise in the areas of contract law, real estate & estate planning have proved a terrific complement to our overall client service model.

If you have a need to speak with an attorney on an issue concerning the establishment of a corporation, trust, will or any real estate matter, please contact Andy Hartman at Hartman-Imbriale @ 678-445-7423 or by visiting their website @ You can also find his contact information under the resource page of our website. expertise. Mr. Hartman is not affiliated with First Allied Securities, Inc., Member FINRA/SIPC