3 Best Financial Services in Atlanta, GA

“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.”

Read more

“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.”

Read more

“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.”

Read more