Steve Perry and Associates is a financial services company that focuses on the needs of clients as opposed to the hot product of the day. We represent many companies and many more financial services products.
We have the ability to research those companies that meet our strict standards of financial security and find the product that will provide our client the protection and growth that allows them to sleep at night.
For those in the workforce, we provide income protection, family security, retirement and college fund planning.
For those who are approaching or going into retirement we help our clients minimize the risk to their retirement funds, minimize tax liability and seek a rate of return that will cause the accumulated funds to last as long as possible. We also have innovative solutions to the risk that a client will need long term care.
Steve Perry and Associates
Voice (770) 498-0423
Fax (770) 498-4608
5114 Carole Place
Stone Mountain, GA 30087