Upcoming events

Laura (Lolly) Ward

 

Member profile details

Membership level
Regular Membership
First name
Laura (Lolly)
Last name
Ward
Phone
404-388-7511
 

Member Application

Business Name
LMW Personal Financial Services
Establishment Date
2018
National Board Member
  • No
Accepting New Clients
  • Yes
Services Offered
  • Bill Payment for ind/fam
  • Financial record management
  • Budgeting
  • Fiduciary services
  • Working with fiduciaries
  • Financial coaching
  • Financial fraud
  • Notary
Expertise Working With
  • Adult Children
  • Busy Professionals
  • High Net Worth Individuals & families
  • People in life transition
  • Seniors and Older Adults
  • Fiduciary
Works Remotely
  • Yes
Certifications
  • CPA
Business Info
I develop a personalized plan to bring order to your financial affairs. I take the stress out of handling day to day financial matters. Leave the details to me. I bring extensive experience and professionalism to manage your finances taking your individual needs and concerns into account. I also specialize in helping solo seniors by serving as their financial power of attorney and can serve as a trustee.
Service Areas
  • Atlanta/Buckhead/Midtown
  • Cherokee County
  • Dekalb County
  • Cobb County - East
  • Cobb County - West
  • Fulton County - North
Avatar
Position on Board
Vice President
Powered by Wild Apricot Membership Software