Elm3 Financial & CPA Group Information
Contact top employees from
Elm3 Financial & CPA Group
Summary
Elm3 Financial Group is an independent, investment advisory and financial planning firm located in Alpharetta, Georgia. We provide comprehensive financial services for our clients, including portfolio...Show more
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Specialties
wealth management, tax planning and preparation, investment management, financial planning, insurance services, bookkeeping and payroll, QuickBooks ProAdvisor, small business services, retirement planning, life insurance, long-term care insurance
Founded
2006
L
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at Elm3 Financial & CPA Group shows a diverse range of experience levels:
23% for 1–2 years15% for 3–4 years23% for 5–7 years8% for 8–10 years31% have over 11 years of service at Elm3 Financial & CPA GroupContact top employees from
Elm3 Financial & CPA Group
Margaret Nickens
Chief Compliance Officer
Stacey Nickens
Principal
Kelly Wagner
Director of Accounting
Heike Gurley
Enrolled Agent (EA) and Senior Accountant
Kylee Wagner
Business Development Analyst
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FAQ
The headquarters of Elm3 Financial & CPA Group are located in Alpharetta, United States.
You can contact Elm3 Financial & CPA Group by phone at 678-297-9500.
Elm3 Financial & CPA Group currently employs 1-10 people.
