ALPHARETTA, GA
HUB Retirement
and Wealth Management
Dedicated to helping you and your organization get ready for tomorrow.
Our Services
Our Story
Events
Office InfoLogin Links
Office Addresses:
2300 Lakeview Pkwy Suite 700 Alpharetta, GA 30009
Office Contact:
(Main) 844-401-5772
Let’s take your next financial step together!
How We Help
Whether you want to promote better outcomes for your workforce or pursue your individual financial planning goals, we can help.
Retirement
Private Wealth
Financial Wellness
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.
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
Upcoming Events
Take a look at upcoming events hosted by our firm.
Events
List of events in Photo View
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Master Your Money Moves: Invest Smart and Catch Up with Confidence
October 5 - December 31
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Office Information
Hours of Operation:
Mon – Fri: 8:00 AM – 5:00 PM
Office Addresses:
2300 Lakeview Pkwy Suite 700 Alpharetta, GA 30009
Office Contact:
(Main) 844-401-5772
We’re by your side for all your needs, in business and in life.
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