49 Financial stands out as one of the top financial planning firms in Cobb County, Georgia. Founded and led by Travis Penfield as the CEO, their mission is to drive positive change in the financial services industry. They achieve this through unwavering loyalty, impeccable integrity, collaborative teamwork, genuine gratitude, and strong convictions of their associates. The firm is dedicated to providing holistic financial solutions, understanding that each individual's financial situation is interconnected. They prioritize delivering on their commitments to clients and fostering a supportive environment within their team. Recognizing the power of collective financial planning, they encourage collaboration between clients and associates, ensuring everyone reaps their collective efforts' rewards.
Best Financial Services in Atlanta
Handpicked 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.
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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!
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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Georgia Financial Advisors is a full-service financial planning and wealth management firm that prioritizes helping clients achieve their aspirations. Their services are specifically tailored to meet the unique financial needs of Georgia residents. They believe in a personalized approach, working closely with you to navigate your financial strategy and safeguard and grow your assets. Unlike focusing on isolated aspects, They analyze your entire financial planning blueprint to ensure a holistic approach. To initiate the process, they begin with an initial discovery meeting where they learn about your background, family, and goals. Their comprehensive range of services includes an intuitive online interface for easy access to your accounts, financial calculators to aid in decision-making, and detailed reporting to provide you with a clear overview of your financial situation.
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GEORGIA FINANCIAL ADVISORS REVIEWS
Had a great experience with Georgia Financial Advisors. Spent plenty of time over multiple sessions going over the financial landscape and my financial position. We were able to work on advanced strategies that worked best for me and my family's future. Zach and Daniel were great to work with and I have been pleased so far. I look forward to this ongoing relationship.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.
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.
Daniel is one of the best! He is knowledgeable in every facet of the word, and super professional. Every time I have needed him he is quick to answer all of my questions and dependable in a way that most are not! I highly recommend giving him a call if you are in any need of advice.
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Apex Financial Services is a comprehensive financial planning firm they provide all-encompassing financial planning services to help individuals and businesses achieve their goals. Their primary goal is to provide peace of mind to their clients by crafting and executing effective financial strategies. Focusing on comprehensive financial planning and asset management, they offer personalized and hands-on service to cater to their client's specific needs. The firm addresses vital areas such as money management to ensure its clients' economic well-being. Through open discussions about investment philosophy and their approach to money management, they strive to empower their clients with the knowledge and tools to make informed financial decisions.
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APEX FINANCIAL SERVICES, INC REVIEWS
Apex Financial, a president Lee Baker, is a great company that provides a full range of financial assistance.
Very professional and attentive staff
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