5195 Jimmy Carter Boulevard, Suite 202, Norcross, GA 30093

678-437-1764
Client Login
GW GROUP FINANCIAL SERVICES LLC Home
GW GROUP FINANCIAL SERVICES LLC Home
  • Home
  • About  
    • Team
    • FAQ
  • Services
  • Resource Center 
    • Retirement
    • Investment
    • Estate
    • Insurance
    • Tax
    • Money
    • Lifestyle
  • Tools 
    • Glossary
    • Tax Resources
  • Let's Build Your Plan
Client Login

Surprises

Making the most of surprises is a great reason to work with us.

Have A Question About This Topic?

Thank you! Oops!

Related Content

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Why Medicare Should Be Part of Your Retirement Strategy

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

Saving for College 101

Saving for College 101

Here's a crash course on saving for college.

Contact

Office: 678-437-1764

5195 Jimmy Carter Boulevard

Suite 202

Norcross, GA 30093

amontiel@ksifa.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Grace Lopez Williams is registered with and securities are offered through Kovack Securities, Inc. Member FINRA/SIPC. 6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308 (954) 782-4771.

Advisory Services offered through Kovack Advisors, Inc, a SEC registered investment advisory firm. GW Group Financial Services, LLC is   not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc.  Registered Representative may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy.  Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc. 

Link to Client Relationship Summary form can be found here.