Advisory Fiduciary

the advisor

I am an Experienced Advisor who is your Fiduciary 100% of the time.

That should be very important to you.

Experience Matters

As a former Senior Vice President of the investment and insurance divisions of some of the nation's most recognized financial institutions, including Bank of America, Fleet Bank, National Westminster Bank & First Union Bank I have counseled and advised thousands of clients on all types of investments.

I have also trained hundreds of licensed bankers giving me a valuable industry perspective.

I now offer this experience to my clients in a very different way.

Instead of being subject to the sales programs and pressures of banks and brokerage firms,

I am now an independent advisor who is a fiduciary.

Let’s talk about what this means and why it should be important to you.

 

Immediate

Response Time

Nothing is more frustrating than poor communication from your advisor.

I take Client Communication very seriously.

Calls from my clients and inquiries from my potential clients are responded to immediately, even when I am in meetings or on vacation.

(770) 781-3940

joe@advfid.com
 

 
 

Founder & President

 
 
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Joseph Latour

Joseph Latour has counseled thousands of clients throughout his 25-year career as a financial advisor, investment adviser and retirement planner.

From 1989-2009 he was associated with National Westminster Bank, Fleet Bank, First Union Bank, Tucker Anthony, AIG, Valic and Bank of America where he achieved the level of Senior Vice President.

In 2009 he became an independent advisor and is now President and Founder of Advisory Fiduciary.

As an independent advisor, not tied to any bank, brokerage firm or insurance company, he is able to provide wealth management, insurance and comprehensive services to retirees and pre retirees from a fiduciary perspective.

Utilizing his 25 years of experience he employs retirement planning techniques and technology to deliver easy to understand, written reports and analyses to clients detailing their investment, planning and insurance needs during retirement.

Joe resides with his wife and 4 children in Cumming, GA where he has served his community as a Paul Harris Fellow and President Nominee of The Lanier Forsyth Rotary Club, member of The Forsyth County Chamber of Commerce, The Community Voice Toastmasters Club and the investment committees of The United Way.