3 Best Financial Services in Atlanta, GA

“49 Financial has a dedicated team of advisors who are focused on simplifying complex financial matters, allowing people to focus on what matters most to them. Ted Grant is the vice president of the Atlanta firm. 49 Financial seeks to serve people by taking a holistic approach to their financial situation. Their team-oriented approach allows them to combine their expertise to provide solutions and strategies you can trust. Their proven process brings clarity to individuals and families, with a focus on professionals, pre-retirees, and retirees. They aims to embody a sense of teamwork, gratitude, loyalty, excellence, and authenticity. They ask questions to understand what's most important to you. Their team will create a plan to achieve your shared goals and provide recommendations based on that plan to help you reach them.”

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“Georgia Financial Advisors has a team who are highly trained professionals committed to helping you achieve your needs and goals in life. 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 great at protecting assets and ensuring financial security. Instead of just giving advice, he personally coaches people to help them achieve 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. They are a full-service comprehensive financial and wealth management firm focusing on helping their clients.”

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“David H. Gaynes is the president of the Gaynes Financial Services. He aims to lead the Gaynes Financial Services team and be a powerful force for good. By helping people achieve their financial goals, he also helps them make a positive impact on the people they care about. He and his team provide expert guidance and focused attention to clients who want a simpler way to manage their finances. They create customized, integrated plans tailored to your unique needs. They also offer a range of economic consulting services to help grow and manage your business, providing strategic advice and tactics to meet your organization's financial objectives.”

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