Atlanta's Financial Advisors

Teri Allgaier

Teri Allgaier

Biography

Financial Consultant & NSSA

Email: teri@scarletoakfs.com
Phone: 800.871.1219

Teri brings with her a successful 22-year career in finance and a passion for helping people. Her background in corporate treasury management and financial consulting offers a unique perspective to her business clients in managing their cash flow. Her desire to assist individuals and business owners in all stages of life properly plan and manage their finances sets her apart in this industry.
Teri has a bachelor’s degree in accounting from Kennesaw State, a master’s degree in finance from Georgia State, and is a Certified Treasury Professional. She is in the process of obtaining her insurance and Series 65 licenses.  Teri is a mother of three children, a member at Woodstock City Church and is a native of New York.

About Advising

Specialties

  • Social Security Planning and Prepreation
  • Financial Planning and Wealth Management
  • Insurance and Disability Planning
  • Investment Strategies
Being an Atlanta Financial Planner I get to meet all kinds of people that are looking to become financially secure. Look for upcoming events in the Atlanta Metro Area. Looking forward to meeting with you.

Our Contacts

We are committed to delivering only premium quality comprehensive financial services to our clients. We will work through the process to identify your needs and goals, and put your plan into action.
  • Monday – Friday
    from 8:00 to 5:00
  • 123 – 456 – 7890
More Information
Please follow and like us: