Carter Terry & Co Inc

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Stock & Bond Brokers, Annuities & Retirement Insurance Plans, Financial Planners

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(404) 364-2070Visit WebsiteMap & Directions3060 Peachtree Rd NWAtlanta, GA 30305 Write a Review

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Extra Phones

Fax: (404) 364-2079

TollFree: (800) 848-9555

Location

One Buckhead Plz

Neighborhoods

Buckhead, Peachtree Park

Other Link

https://www.carterterry.com/contact-us

Categories

Stock & Bond Brokers, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services

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Phone: (404) 364-2070

Address: 3060 Peachtree Rd NW, Atlanta, GA 30305

Website: https://www.carterterry.com/contact-us

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Carter Terry & Co Inc

Estate Taxes
Tax Services
Income Tax
To make sure that you and your CT&C broker have access to securities that meet your needs, we have access to comprehensive inventories of government, corporate, and local municipal securities. Interest on municipal bonds is exempt from federal income taxes, and usually from the income taxes of the issuing state. In addition, Carter, Terry & Company offers certificates of deposit from a nationwide inventory, available through RBC Dain CS, with attractive yields and maturities of six months, one year, and longer. RBC Dain CS acts as agent in offering CD’s insured (up to $100,000 per account) by FDIC. The minimum investment is $5,000.

Investment Management
Carter, Terry & Co would like to welcome our newest advisor Jeff Colbath. He brings 43 years of industry experience in individualized portfolio management and retirement planning.
Mutual Funds
An automatic payment feature – monthly debits for payments like mortgages, insurance drafts, car payments, and mutual-fund investments.
Bonds
Wealth Management
Jeff is a Senior Vice President who has over 43 years of industry experience. According to Jeff, “Wealth management planning can often seem complex. My goal is to eliminate the ‘Wall Street jargon’ and serve as a sounding board for clients, to identify their immediate needs and long-term goals. Then I am able to educate my clients on the appropriate products and strategies for now and in the future. Even the most complex plans are based on a few basic principles and can be built one block at a time.” Jeff is an active member of his community, church and volunteers for the Atlanta Vietnam Veterans Business Association and Business Executives for National Security. Jeff and his wife, Mary Katherine, have two children and five grandchildren. He spends his free time with his grandchildren, golfing, hunting, fishing, traveling and participating in autocross. He is also a member of Les Marmitons Atlanta, an organization for men who share a common interest in fine food, wine and the culinary arts. Jeff holds FINRA Registrations for Series 5, 7, 63 and 65.

Accounting Services
Payroll Services
Cash Flow Analysis
One of the things long-term prosperity means today is being ready, at age 65, to fund as much as 25 more years of comfortable, active living. Our Asset Choice program, the first program designed specifically for retired investors, has been reviewed and approved by The National Council on the Aging, Inc. It provides a number of value-added services – a financial security analysis, an income-tax review, a cash-flow analysis, an estate-planning profile, an annual financial checkup, a periodic newsletter, and more – all at no cost or obligation. Through Asset Choice, Carter, Terry & Company can help you plan a secure retirement.

Financial Planning
Our Financial Review includes a detailed overview of your assets and how they might be used to reach your financial goals. It is designed to identify ways of increasing cash flow and reducing taxes. Our FINRA Registered Representatives use information that you provide, along with a computer-assisted program which incorporates the latest tax changes and financial-planning strategies, to generate the Financial Review. This document provides the foundation for properly developing plans for your long-term investment objectives. To obtain your free Financial Review, please call us at
Retirement Planning
JoAnn works with individuals and small- to mid-size businesses for retirement planning, investing, cash management, and liability management, to name a few. Using a holistic approach, JoAnn helps guide her clients to financial goals, while monitoring and minimizing risk.
Annuities
Carter, Terry & Company Banking Services Division was created to offer discount brokerage services, mutual funds, annuities and participation in private placements to community banks throughout the Southeast.
Asset Management
Carter, Terry & Company is a full-service investment brokerage, investment banking, asset management, and banking services firm. Founded in 1985 and headquartered in Atlanta, Georgia, the firm has had a consistent pattern of dynamic growth through the leadership of Timothy J. Terry, President and CEO, and Belfield H. Carter, Jr., Chairman.
401(k) Plans
Mr. Takacs joined Carter, Terry & Company, Inc. in 2012 to generate institutional sales and placements for the private equity division. He serves as business development partner and develops relationships between institutional investors and corporate clients. Prior to joining Carter, Terry & Company, Inc., he worked for Wachovia Securities where he developed corporate services in the area of deferred compensation and 401-K plans. During his tenure at Deutsche Bank, he managed in excess of $100 million in client assets focusing on developing corporate services in the areas of deferred compensation programs and corporate cash. While at Lehman Brothers he served high net worth individuals while concentrating on middle market institutional trading and asset allocation. Mr. Takacs is a graduate from Kent State University with BA in Political Science. He also received his Masters International Management from American Graduate School of International Management.
College Funding
Carter, Terry & Company offers many options to help you achieve your college planning goals. For more information, please call us at

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