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BEST RATED ATLANTA, GA FINANCIAL SERVICES

3 Best Financial Services in Atlanta, GA

Expert-recommended Top 3 Financial Services in Atlanta, Georgia. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Georgia Financial Advisors - Atlanta, GA Financial Services
Georgia Financial Advisors - Atlanta, GA Financial Services
Georgia Financial Advisors - Atlanta, GA Financial Services
3+ YEARS IN TBR
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GEORGIA FINANCIAL ADVISORS

(4.6 Score)
550 Pharr Rd North East, Unit 400,
Atlanta, GA 30305 Directions

Since 2021

Specialty:

✓ 401(k) Strategies ✓ Retirement and Education Planning ✓ Specialized Separately Managed Account Access ✓ Tax and Insurance Strategies ✓ Employer Benefits Optimization ✓ Estate Planning ✓ Investment Income and Alternate Income Strategies ✓ Business Succession Planning ✓ Investment Advisory Services ✓ Tax Sensitive Investment Management

"Georgia Financial Advisors is a full-service financial planning and wealth management firm with a clear focus on helping clients toward their dreams. Jason Mickool is the president of Georgia Financial Advisors. He is a seasoned industry expert with 30 years of experience in financial planning, particularly for high-net-worth individuals and business owners. Jason Mickool's experiences in Florida illuminated the unique financial needs of local residents, inspiring him to establish Florida Financial Advisors (FFA). Georgia Financial Advisors is committed to delivering exceptional financial planning and outstanding customer service. They simplify your financial journey and helping you feel confident and secure in each decisions that you make.

2026 Update: Georgia Financial Advisors provides tailored services to fit the financial needs of Georgia residents and also they offer high-quality products and services, ensuring consistency in communication."

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License CRD #306815

Contact:

(404) 689-7031 (404) 689-4492

Tue-Fri: 8am - 6pm
Sat-Mon: Closed

TBR® Inspection Report:

49 Financial - Atlanta, GA Financial Services
49 Financial - Atlanta, GA Financial Services
49 Financial - Atlanta, GA Financial Services
Best Financial Services in Atlanta GA - 49 Financial video
4+ YEARS IN TBR
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49 FINANCIAL

(4.5 Score)
3101 Cobb Parkway SouthEast, Suite 124,
Atlanta, GA 30339 Directions

Since 2019

Specialty:

✓ Retirement Projections ✓ Distribution Planning ✓ Estate Planning ✓ Business Planning ✓ Portfolio Management ✓ Tax Mitigation Strategies ✓ Retirement Accounts ✓ Investments ✓ Asset Management ✓ Insurance ✓ Risk Management

"49 Financial team will create a plan that outlines how to accomplish the goals you've shared. Ted Grant is the vice president of 49 Financial. 49 Financial takes an integrated-care approach to finances and leverages experts to provide their clients with a holistic view of their full financial picture, from estate planning to tax strategies and charitable giving. Their differentiated service model provides a unique value proposition for their clients, and as an independent RIA, they offer best solutions to solve the individual needs of client. They start by asking questions to get to know you and understand what's most important.

2026 Update: Travis Penfield is the Founder and Chief Executive Officer of 49 Financial. 49 Financial has nine offices nationwide."

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License CRD #319484

Contact:

(512) 241-7341

Mon-Fri: 8am - 5:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Buckhead Wealth Management - Atlanta, GA Financial Services
Buckhead Wealth Management - Atlanta, GA Financial Services
Buckhead Wealth Management - Atlanta, GA Financial Services
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BUCKHEAD WEALTH MANAGEMENT

(4.5 Score)
1708 Peachtree Street, Suite 210,
Atlanta, GA 30309 Directions

Since 2008

Specialty:

✓ Investment Management ✓ Retirement Planning ✓ Education Planning ✓ Estate Planning ✓ Tax Planning ✓ Account Preservation ✓ Financial Education

“2026 Update: Buckhead Wealth Management is an independent investment service that helps you to pursue your financial freedom. Their experienced financial advisors are geared to help clients to achieve their goals. Taylor Winn is the Chief Executive Officer and Wealth Manager of Buckhead Wealth Management. His specialized services include wealth and investment management, 401(K) and retirement plans, estate and retirement planning. Buckhead Wealth Management has helped nearly 1,000 families for the past 15 years across different states. ”

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License #08031743

Contact:

(404) 816-7718

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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GEORGIA FINANCIAL ADVISORS REVIEWS

I can’t say enough great things about Colin Burke and Georgia Financial Advisors! From the very first conversation, Colin took the time to truly understand my financial goals and provided clear, personalized advice that made a real difference. His knowledge and professionalism are unmatched, and he breaks down complex financial topics in a way that’s easy to understand. Whether it’s 401(k) planning, investments, or long-term financial strategy, Colin goes above and beyond to ensure his clients feel confident and empowered in their financial future. He’s not just an advisor—he’s a trusted partner who genuinely cares about his clients’ success. If you’re looking for expert financial guidance with a personal touch, I highly recommend Colin Burke and the team at Georgia Financial Advisors. Their dedication to helping individuals and businesses maximize their financial potential is truly top-notch. Five stars all the way!

My husband and I were referred to Daniel Raps-Huffman to kickstart our first official review of our finances/investments, and we were immediately at ease with Daniel's professionalism, knowledge, reliability, and transparency in his recommendations and walk through after our introductory meeting. He is a great listener and comes prepared with resources and digestible visuals to explain his advisements. We have only been partnering with Daniel for a few months but have already seen a larger return on our investments from the shifts across our current 401ks, stocks, savings, etc. He has brought forth new investment opportunities to maximize potential savings and earnings for the future. We have a newfound optimism for achieving our goals and have trust in Daniel and GFA as a whole. This was a new journey for our family and we are very excited to jumpstart a more secure future for ourselves

Our experience working with Olivia Jack has been outstanding! She listened to our concerns and hopes for the future and is helping to put more options into place. In the short period of time we have been working with her we have already seen positive changes to our portfolios!

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49 FINANCIAL REVIEWS

I've been with 49 Financial now for approximately a year and I truly am very pleased with my advisor (Jonathon Rice), the performance on my retirement monies I have entrusted him with, and the trust and ease of mind I have with him managing these monies. I have and can call on Jonathan at any time of day or night and he either answers immediately or returns my call in a very short time. If he doesn't hear from me in a few weeks he often calls me just to tag up and see how I'm doing and ask if I have any concerns or questions.

Very impressed with the knowledge and professionalism of the advisors from the Atlanta office. We moved our assets to them from three other brokerage firms and are glad we consolidated. The periodic reviews they provide are reassuring and the investment advice is always described in terms we can understand. Highly recommend these folks!

Jonathan truly has his clients best interest when he offers financial guidance for their retirement plans. Highly recommend Jonathan and his team

BUCKHEAD WEALTH MANAGEMENT REVIEWS

We have previously worked with other financial advisors, but working with Taylor at Buckhead Wealth Management has been a completely different and MUCH better experience! He has taken the time to understand our goals for retirement and for our kids’ future. Brittany is also great to work with and keeps everything on track. Everything has been clear, organized, and easy to follow, and communication has been excellent. We’ve confidently referred family, clients, and friends to them.

Been with BWM for a lot of years and have never been disappointed. Even in down times, our portfolio performed better than the markets. We have seen growth even in light of removing funds for use during retirement. Would recommend this organization to everyone!!

Been with Taylor for 10 years. I have recommended to family and friends. All are happy with service and results.

TBR® Inspection Score Report

GEORGIA FINANCIAL ADVISORS Total Inspection Points: 110/120
Acknowledgments: 8
Business Hours: 8
Experience: 8
Reviews Accuracy of : 8
Reviews Study: 8
Business Images: 10
Complete Info: 10
Contact Info: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Website Standard: 10

TBR® Inspection Score Report

49 FINANCIAL Total Inspection Points: 109/120
Acknowledgments: 8
Complete Info: 8
Current Evaluation: 8
Responsiveness: 8
Reviews Study: 8
Experience: 9
Business Images: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

BUCKHEAD WEALTH MANAGEMENT Total Inspection Points: 107/120
Acknowledgments: 8
Complete Info: 8
Current Evaluation: 8
Responsiveness: 8
Review Analysis: 8
Reviews Study: 8
Experience: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Online Appointment: 10