Meagher Financial Services

Meagher Financial Services is an independent, family-run financial advisory firm that offers asset management, goal-based financial planning, retirement planning, annuities and life insurance. The firm is led by Charlie R. "Bubba" Meagher and his son, John "Taylor" Meagher, and it says it does not sell products or lead with investments. Advisors start with a conversation about a client's goals and then build a plan that covers investments, insurance and estate matters.

The firm works with families and individuals across the Atlanta metro area and the Southeast. Its office is at 515 East Crossville Road in Roswell, Georgia, and the first consultation is described as having no obligation. Clients can reach the team by phone or schedule a meeting through the website.