3 Best Financial Services in Atlanta, GA

“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 are able to offer the best solutions to solve the individual needs of each client. They start by asking questions to get to know you and understand what's most important.”

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“Georgia Financial Advisors is a full-service financial planning and wealth management firm with a clear focus on helping clients work toward their goals and 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. Every financial journey comes with complexities, and they are here to simplify them, helping you feel confident and secure in each decision you make.”

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“Gaynes Financial Service's goal is to help you navigate the complexities of your financial life. They strive to reduce the stress of managing your money and to create enjoyable investment experiences for you in many ways. David H. Gaynes is the president of Gaynes Financial Service. Gaynes Financial Service is a founding member of the Integrated Financial Group, an Atlanta-based consortium of independent financial planners from across the country. Each advisor member of the consortium independently owns his or her financial practice, and everyone has their own style and area of planning expertise. IFG has been one of Atlanta’s Top 25 Financial Planning and Advisory Firms every year since 2004. Additionally, they have been recognized as an Atlanta Journal-Constitution Top Small Workplace since 2004.”

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