Melissa L. George Bailey, CFF®, CFS®, financial advisor Atlanta GA

Melissa L. George Bailey, CFF®, CFS®

CRD Number: 2900237
Current Firm: Investher Fiduciary Solutions, LLC
Compensation Model: Both

InvestHER Fiduciary Solutions is a dedicated partner in achieving financial success, offering a comprehensive range of services tailored to meet your unique needs. Whether you are an individual looking for expert investment planning, a business seeking 3(21) retirement plan fiduciary services, or an ambitious entrepreneur looking to grow and scale your business, we can help you RETIRE WITH CONFIDENCE.

 

Our team of seasoned professionals brings a wealth of experience and a client-centric approach to the table. We take the time to understand your goals, aspirations, and challenges to craft personalized strategies that align with your vision. From investment management and retirement planning to risk assessment and tax optimization, we offer holistic solutions that lay the groundwork for a secure and thriving financial future.

 

As specialists in 401k fiduciary services, we understand the importance of protecting your retirement assets for the benefit of your plan participants. Rest assured, our fiduciary duty is at the core of everything we do, ensuring that your financial interests are always prioritized.

 

At IFS, we believe that every dream is worth nurturing, and every milestone deserves proper planning. Join us on this journey towards financial independence.

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Company Name Location Dates Years
Melissa L George & Associates Atlanta, GA Sep 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2009
S65 NASAA Investment Advisors Law Examination Feb 1999
Contact Info for Melissa L. L. George Bailey, CFF®, CFS®
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Firm Disclaimer:

Securities and investment advisory services are offered through StreamSong Advisors, LLC., a Registered Investment Advisor. InvestHER Fiduciary Solutions, LLC is a Registered Investment Advisory firm, independent of StreamSong Advisors, LLC

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