Here’s The Deal: 49 Financial stands out as one of the top financial planners in Atlanta, GA. Ted Grant is the vice president of the Atlanta firm. Their dedicated team of advisors strives to simplify the complex so people can focus on what matters most to them. 49 Financial seeks to serve people by taking a holistic approach to their financial situation. Their team-oriented approach allows them to leverage their collective expertise so they can deliver solutions and strategies you can feel confident in. Their trusted process is designed to bring clarity to individuals and families, specifically tailored to professionals, pre-retirees, and retirees. They strive to embody a sense of teamwork, gratitude, loyalty, excellence, and authenticity. They ask questions to get to know you and understand what's most important. Their team will create a plan outlining how to accomplish your shared goals. Based on your outlined plan, they'll propose recommendations to help you get there.
3 Best Financial Services in Atlanta, GA
Expert recommended Top 3 Financial Services in Atlanta, Georgia. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 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.
Fantastic company branch who handles their clients very professionally and promptly. Great team underneath a strong leader, by the branch manager of the Atlanta office. Would highly recommend getting in contact with this group for any financial services inquires or for job opportunities if you are looking to start your next chapter.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Georgia Financial Advisors Atlanta Financial Services Georgia Financial Advisors Atlanta Financial Services](https://threebestrated.com/images/GeorgiaFinancialAdvisors-Atlanta-GA.jpeg)
Here’s The Deal: Georgia Financial Advisors is a well-known financial advisor in Atlanta, Georgia. Jason Mickool is the president of the firm. He has been in finance for 25 years and knows all the ins and outs of managing investments, planning for retirement, and dealing with taxes. He's also great at protecting people's assets and ensuring they're financially secure. And he doesn't just give advice, he coaches people personally to help them reach their financial goals. He started his career at American Express Financial Advisors, where he demonstrated his integrity and servitude to grow to a Field Vice President. Although enjoying his career as an executive, he always had a passion for helping clients. He and his team are highly trained professionals committed to helping you achieve your needs and goals in life. They look forward to truly getting to know you so they can work together with you to develop a financial plan that fits your path in life. They are a full-service comprehensive financial and wealth management firm focusing on helping their clients. They understand how intimidating it can be to work with a large financial group, so they take a personalized approach and work together with you to navigate your financial strategy.
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TOP 3 GEORGIA FINANCIAL ADVISORS REVIEWS
GFA has done an amazing job with my portfolio. Daniels is fantastic to work with. He is knowledgeable, professional, honest, and forthcoming. He is always prepared with recommendations that fit my investment needs and comfort level. He is confident in his decisions as well as clear and concise in his presentation, making the world of finance easier to understand.
We have loved working with Daniel Raps-Huffman, he is one of the best! We are still kicking ourselves for not reaching out to him sooner. Now we feel much more comfortable with our finances than we ever have. Thanks Daniel!
I've worked with Daniel and the GFA team for 3 years now and I can't recommend enough. Daniel has helped me better understand the financial environment and take advantage of the right situations for myself and my business. I truly appreciate our partnership.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Gaynes Financial Services is the leading financial planner in Atlanta, GA. David H. Gaynes is the president of the firm. He aims to lead the Gaynes Financial Services team and be a powerful force for good. By helping people with their money goals, he also helps them make a positive difference for the people they care about. He and his team offer their expertize and focused attention to clients who wish managing their financial lives were simpler. They uncover your distinct financial solution and design a customized, integrated plan. They offer various economic consulting services tailored to help you grow and manage your business. They provide strategic advice encompassing multiple tactics to help you achieve your organization’s financial objectives.
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TOP 3 GAYNES FINANCIAL SERVICES REVIEWS
David Gaynes and his staff at Gaynes Financial Services have provided professional, trusted, financial services, tax strategies and good returns over many years for my family. I highly recommend David as the best in retirement investing, estate planning, trust services, and elder care support. He is the expert with the knowledge to know when the right time is to buy and sell in a constantly changing world and market. It is reassuring to work with a company that personally cares about me, my family and our financial needs. I appreciate how promptly they respond in all communications and transactions. David was born and raised in Atlanta and knows everyone. He is the first to refer and connect you to all his contacts. I am grateful to David Gaynes and his team at Gaynes Financial Services.
It is a pleasure to work with David Gaynes and his team. He takes the time to educate you on financial matters and is very welcoming to all of your questions along the way. He's been in the industry for multiple years and it shows. I would definitely recommend David's financial services.
I have trusted the advise and recommendations of Gaynes Financial Services and continue to recommend my family and friends to them for all of their financial investment and retirement needs.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.