
James W. Giddens
Giddens Financial Services
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $100,000
Minimum client income required: $50,000
Title: CFP
Offering advice since: 1979
Areas of expertise:
- Annuities
- Elder Issues (long-term care, pre-mortem planning)
- Portfolio Management
- Retirement Planning
- Securities
- Stocks and Bonds
Further information about James W. Giddens:
Bill Giddens has been helping people become and remain financially independent for over two decades. His practice has grown by developing long-term, high-trust client relationships.
A dedicated financial planning professional, Bill speaks of his work with keen enthusiasm: "Preparing for and understanding how to help maximize your retirement income is clearly the most important financial concern most people have today. Through comprehensive hands-on seminars and consultations, we offer a clear understanding of the retirement planning process and strategies for the conservation of wealth." Bill assists his clients during the entire inplementation of their personal financial plans and consults also on all aspects of business and estate planning.
As a graduate of Auburn University, Bill enjoyed a successful career as a pharmacist before entering the financial services industry.
Bill's professional affiliations include The Financial Planning Association and Georgia Society of the Institute of Certified Financial Planners where he served as a past president and chairman of the Board of Directors. He is a Registered Representative, Registered Principal and Investment Advisor Representative with FSC Securities Corporation. He earned his Certified Financial Planner (CFP) designation from the International Board of Standards and Practices for Certified Financial Planners.
An avid outdoorsman, Bill enjoys hunting, fishing, and gardening. He is a member of Roswell United Methodist church and resides in Roswell with his wife of 28 years, Jeannie.
*Securities offered through FSC Securities Corporation, a registered broker dealer and Member FINRA/SIPC.
Compensation and Fee Structures:
Fee/Commission
Licenses, Certifications & Affiliations:
Certified Financial Planner
Education:
BS degree from Auburn University in 1967
Will provide references upon request?
Yes
Further information about Giddens Financial Services:
(Size of firm: 0-9 advisors)
At Giddens Financial Group we take pride in the fact we have been in business three decades and have an excellent staff qualifications to help you meet your financial goals to the fullest.
We also work closely and continuously with professionals from related fields for added specialization and services in specialty areas. All of our resources strive to bring you the kind of investment* opportunities that meet your individual needs and values.
This enables us to recommend a plan tailored exclusively for each individual client - a plan based on priorities set by the client.
Securities and advisory services offered through FSC Securities Corporation, a registered broker/dealer, a member FINRA/SIPC, and a registered investment advisor. Giddens Financial Services, Inc . is not affiliated with FSC Securities Corporation and is not registered as a broker/dealer or investment advisor.
Contact Information for James W. Giddens
Phone: (770) 518-4988
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Fax: (770) 640-1906
Address for James W. Giddens:
1745 Woodstock Road
Suite 110
Roswell, GA, 30075
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