Woodstock, GA Office
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755 Financial
Supported
Firm-wide stats for 755 Financial
About
755 Financial is an SEC‑registered investment adviser that offers portfolio management and financial planning to individual and high‑net‑worth clients through discretionary and non‑discretionary managed accounts. Like most supported firms, it charges percentage‑of‑assets advisory fees and provides ongoing investment implementation and consulting.
The firm’s approach is client‑driven, tailoring allocations and strategies to objectives, time horizon and risk tolerance and employing techniques such as asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases as appropriate. 755 encourages use of a recommended custodian with which it has an operational relationship to support trade execution, reporting, and administrative services.
What is distinctive about 755 is its affiliation with related tax, accounting, and insurance businesses: the firm’s ownership structure includes a tax and accounting entity and an insurance entity, and some personnel are licensed insurance agents and mortgage loan originators, arrangements the brochure notes can create commission‑based conflicts of interest. The firm is newly established in 2026, currently reports no assets under management or active clients, and states it conducts quarterly account reviews and vendor due diligence as its operations develop.
Based on 755 Financial
Location
330 Creekstone Ridge
Woodstock GA 30188
Advisors at this office
3
Advisors at this office
Marvin S
Series 63, Series 65
Woodstock, GA
755 Financial
Marvin Strozier is a financial advisor at 755 Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research and Dempsey Lord Smith, LLC. Outside his advisory role, Strozier is involved with insurance agencies and mortgage-related businesses. 755 Financial is an SEC-registered investment adviser that provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a client-driven approach, tailoring investment strategies to objectives, time horizon, and risk tolerance, and is affiliated with related tax, accounting, and insurance businesses.
Jacob J
Series 66
Woodstock, GA
755 Financial
Jacob Jones is a financial advisor at 755 Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Milliken & Co. Outside of his advisory role, he is involved with 755 Mortgage, providing mortgage and real estate services. 755 Financial is an SEC-registered investment adviser that offers portfolio management and financial planning to individual and high-net-worth clients through discretionary and non-discretionary managed accounts. The firm tailors investment strategies to client objectives and employs various techniques including asset allocation and dollar-cost averaging.
Graham B
Series 66
Woodstock, GA
755 Financial
Graham Bailey is a financial advisor at 755 Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Edward Jones. 755 Financial is an SEC-registered investment adviser that provides portfolio management and financial planning to individual and high-net-worth clients through discretionary and non-discretionary accounts. The firm’s client-driven approach tailors strategies to client objectives and risk tolerance and integrates affiliated tax, accounting, and insurance services within its ownership structure.
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