CS
Courtney Stephens
at Homrich Berg
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Work Experience
N/A
Jul 2023 - Present · 1 years and 6 months
N/A
Jan 2023 - May 2023 · 4 months
Haber Investment Counsel / NRP
N/A
Feb 2022 - Jan 2023 · 11 months
Company Details
201-500 Employees
Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients. Homrich Berg manages over $17 billion for over 3600 client relationships nationwide.
Website
Year Founded
1989
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Administrative & Specialty Services, Employment Services, Human Resource Services, Marketing & Sales, Investment Services
HQ Location
3550 Lenox Rd NE
Atlanta, Georgia 30326, US
Keywords
Wealth ManagementInvestment ManagementFinancial PlanningEstate PlanningTax PlanningRisk ManagementFamily Office ServicesConsolidated Reporting
Contact Details
- Email AddressC**@homrichberg.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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