HUB Retirement and Wealth Management
Alpharetta, Georgia
Office Address
2300 Lakeview Pkwy
Suite 700
Alpharetta, GA 30009
Hours of Operation:
Mon – Fri: 8:00 AM – 5:00 PM
Our Story
At HUB Retirement and Wealth Management – Alpharetta, our mission is to create an exceptional retirement plan experience for employers and their employees. We help plan sponsors deliver the highest quality program by providing services that save time, help manage exposure to fiduciary liability, and address both IRS and DOL requirements. Through our financial wellness benefit, we assist participants in improving their financial literacy and retirement outcomes. Our advisors have more than 100 years of combined experience in assisting with the design of qualified, non-qualified retirement and employee benefit programs, and call on this extensive experience and industry knowledge to analyze and optimize your plan.
How We Help
Whether you want to promote better outcomes for your workforce or pursue your individual financial planning goals, we can help.
Retirement
We help you attract and retain employees with innovative retirement plan solutions
Private Wealth
Our mission is to help you define where you want to go and help you get there
Financial Wellness
We strive to help your employees reduce financial stress at work and pursue better outcomes
Our Team
When you work with one of our Financial Consultants, you can count on a partnership founded on knowledge and motivated by an authentic desire to help. Whether you want advice or need a plan, helping you pursue your financial goals will be their priority.
Financial Consultants
Addie George
Lee Applebaum
Michael Kane
We’re by your side for all your needs, in business and in life.
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