Questions, answered straight.

755 Financial is a Woodstock, Georgia financial firm that coordinates wealth management, tax, estate, and insurance under one roof — so the same team works on every part of your financial life instead of four firms guessing in isolation.

The office is at 330 Creekstone Ridge, Woodstock, GA 30188, open Monday–Friday 8:00 AM–5:00 PM, with Saturday and Sunday by appointment.

755 Financial offers four current service areas, all coordinated by one team:

• Wealth management — portfolio management, retirement strategies, cash-flow analysis, and small-business owner planning.
• Tax — proactive tax planning that talks to the rest of your plan.
• Estate — estate and charitable/legacy strategies.
• Insurance — life insurance and risk management.

Home financing (mortgage) is a planned service and is not yet offered.

Not yet. Mortgage and home financing are a planned addition to 755 Financial’s integrated model, not a current service. The goal is to one day coordinate a loan with your wealth, tax, and estate plan from inside the same team.

If you’d like to be told when in-house financing becomes available, let your team know on the mortgage page or the contact page.

Advisory services are provided through a Registered Investment Adviser (RIA), which acts as a fiduciary on advisory accounts — meaning advice is given in your interest. The firm is in transition to an independent RIA, so the specific adviser entity, registration status, and required disclosures are being confirmed.

Before working with any adviser, review their Form CRS and Form ADV and verify their record on FINRA BrokerCheck. See our disclosures page for the current detail.

755 Financial is based in Woodstock, Georgia and serves clients in Georgia and Florida, with additional states under confirmation. Greater-Atlanta clients are within easy reach of the Woodstock office, and meetings are available in person or remotely.

Reach out through the contact page or call 678-567-7915 to schedule a conversation. The first step is a no-obligation introductory call so the team can understand your full financial picture and point you to the right starting place.

The 755 Financial team includes Graham Bailey (Founder & Director of Wealth Management), Fiona Van Stout (Financial Planner), Chandler Jones (Operations Manager), Edward Ahrens (Wealth Manager Assistant), Curi Ahrens (Director of Client Service), and Casey Stancell (Business Development Manager). Meet them on the team page.