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HUB Retirement

and Wealth Management

Dedicated to helping you and your organization get ready for tomorrow.

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Firm Plan Vault

Office Addresses:

2300 Lakeview Pkwy Suite 700 Alpharetta, GA 30009

Office Contact:

(Main) 844-401-5772

Let’s take your next financial step together!

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How We Help

Whether you want to promote better outcomes for your workforce or pursue your individual financial planning goals, we can help.

Retirement

We help you attract and retain employees with innovative retirement plan solutions

Private Wealth

Our mission is to help you define where you want to go and help you get there

Financial Wellness

We strive to help your employees reduce financial stress at work and pursue better outcomes

Our Story

At HUB Retirement and Wealth Management – Alpharetta, our mission is to create an exceptional retirement plan experience for employers and their employees. We help plan sponsors deliver the highest quality program by providing services that save time, help manage exposure to fiduciary liability, and address both IRS and DOL requirements. Through our financial wellness benefit, we assist participants in improving their financial literacy and retirement outcomes. Our advisors have more than 100 years of combined experience in assisting with the design of qualified, non-qualified retirement and employee benefit programs, and call on this extensive experience and industry knowledge to analyze and optimize your plan.

Our Team

When you work with one of our Financial Consultants, you can count on a partnership founded on knowledge and motivated by an authentic desire to help. Whether you want advice or need a plan, helping you pursue your financial goals will be their priority.

Financial Consultants

Addie George

Vice President

Lee Applebaum

Senior Vice President

Michael Kane

Managing Director

Upcoming Events

Take a look at upcoming events hosted by our firm.

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Financial Insights

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Office Information

Hours of Operation:

Mon – Fri: 8:00 AM – 5:00 PM

Office Addresses:

2300 Lakeview Pkwy Suite 700 Alpharetta, GA 30009

Office Contact:

(Main) 844-401-5772

We’re by your side for all your needs, in business and in life.

 

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We’re by your side for all your needs, in business and in life.