FMB Advisors - Scott Kallish

  • Financial & Investment Services
  • Business Services
  • Insurance Agents/Benefits
4151 Ashford Dunwoody Road
Suite 225
Atlanta, GA 30319
(770) 879-8007
(678) 681-6493 (fax)
Hours:
Monday-Friday 8am-5pm; Early evening hours by appointment only; Saturday morning by appointment only

About Us

Serving our community as a Financial Advisor & Consultant for the past 14 years, I have a wealth of experience! I work in your best interest, as a fiduciary, providing financial planning, investment read more
  • About

    Serving our community as a Financial Advisor & Consultant for the past 14 years, I have a wealth of experience! I work in your best interest, as a fiduciary, providing financial planning, investment strategies, wealth management & risk management. I help people plan for tax-efficient retirements, personal & family financial goals, investment & wealth goals and business planning. As a licensed Financial Advisor, I'm here to take the time to understand your personal situation, as part of my holistic approach to serve you. I believe that wealth management requires more than understanding your financial situation – it's also important to understand the person, their values, personal goals & desires, because these hold the key to creating an effective long-term plan and relationship. My relationship with my clients is collaborative. As in all relationships, success or failure depends on the ability of each of us to work effectively together. To this end, everyone I work with receives a high level of customer service that includes regular meetings (in person, virtually, and by phone), an introduction to my team of skilled colleagues and assistants and a plan of strategies to pursue each of your personal goals. I track your progress to each goal in your secure online account that you have access to anytime, anywhere on any device. I'll also collaborate with your specified outside professionals (i.e., your accountant, attorney, insurance agent, etc.) to help you implement your financial, retirement, estate and/or business plan to attain your short-term and long-term goals.

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  • Whom to Contact

    • Scott Kallish
      Partner, Business and Financial Planning
      4151 Ashford Dunwoody Rd Ste 225
      Atlanta, GA 30319
      Phone: (770) 296-0104
  • Directions

    Intersection of I 285 and Ashford Dunwoody Road on Ashford Dunwoody Road at 4151 Ashford Dunwoody Road, Atlanta, GA 30319