Our Services
MY Financial Services was started up in May 2003 and is located in downtown Villa Rica. Our mission is to help serve the financial needs of our local community, and to assist people in protecting their hard earned assets.
Services include:
- Investment Services - Investment Advisory Services, Retirement Planning, 401k, 403b, IRA, Roth, SEP and Simples
- Health Insurance - Individual and Group, Medical and Dental, Disability and Long Term Care
- Medicare - Medicare Supplements, Part D (Drug) coverage, Medicare Advantage Part C
- Life Insurance - Term, Whole Life, Universal Life and Variable Universal Life
Our office strives to maintain the utmost level of customer service and convenience to our clients. We maintain a fully staffed office that also includes experienced licensed professionals.
Other areas of specialty include family financial planning, budget counseling, and Medicare planning. We also have an attorney available for consultation.
Additionally, as a "full-service" financial company, we have partnered with Villa Rica Tax to offer payroll, bookkeeping, and tax services.
Likewise, we work closely with Associated Insurance Markets to help provide our clients with comprehensive prices and coverage to meet their auto, home, and commercial liability insurance needs.
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