5 Best Financial Services in Atlanta, GA

Best Financial Services in Atlanta, GA

Below is a list of the top and leading Financial Services in Atlanta. To help you find the best Financial Services located near you in Atlanta, we put together our own list based on this rating points list.

Atlanta’s Best Financial Services: 

The top-rated Financial Services in Atlanta, GA are:

  • First Fidelity Financial Group – features diversified financial services focused on the needs of those planning and enjoying retirement
  • Aplus Financial Services, Inc. – offers a wide range of financial services to support all types of financial needs
  • Edelman Financial Engines – serves more than 1.2 million clients around the country
  • Vita Financial – commits to creating financially independent clients with comprehensive financial services
  • Scarlet Oak Financial Services – offers holistic overall financial planning with supplemental and advantage plan options

First Fidelity Financial Group 

First Fidelity Financial Group 

First Fidelity Financial Group features diversified financial services focused on the needs of those planning and enjoying retirement. they also protect the current assets and reduce the taxes of their clients. Furthermore, they have been in the industry for more than 25 years. They have access to aide range of resources. The staff understands the individual needs of their clients. They ensure that their services are tailored and personalized.

Their wealth strategy services help grow the wealth through short-term planning. Moreover, they offer insurance services with leading insurance policies. They also offer social security planning.

Products/ Services:

financial services

LOCATION: 

Address: NE, 3414 Peachtree Rd #1120, Atlanta, GA 30326
Phone: (404) 872-6654
Website: firstfidelityatl.com

REVIEWS: 

”I have been a client of First Fidelity for 8 years. Kent is wonderful to work with. He never makes me feel pressured into any decision and always makes a point to check that I understand and that my questions have been answered. I have and will continue to refer friends and family to First Fidelity.” – Peggy Horn

Aplus Financial Services, Inc. 

Aplus Financial Services, Inc. 

Aplus Financial Services, Inc. offers a wide range of financial services to support all types of financial needs. They offer insurance for commercial and personal use. They partnered with top insurance carriers to ensure the best policies for their clients. There are insurance products for homeowners, renters, businesses, and automobiles. Furthermore, they offer small personal loans available. They offer affordable payments and same-day approvals.

There is also a team of specialists helping businesses fund their operations. Moreover, their business solution includes commercial insurance, commercial check cashing, and legal access.

Products/ Services:

financial services

LOCATION: 

Address:  1352 Lakewood Ave SE, Atlanta, GA 30315
Phone:  (404) 635-0030
Website: mybudgetcenter.com

REVIEWS: 

“I have worked with Marco for quite some time. Marco is prompt, informative, & courteous. I would recommend their services to a friend and/or colleague.” – George Griffin Jr

Edelman Financial Engines

Edelman Financial Engines

Edelman Financial Engines serves more than 1.2 million clients around the country. they have a team of experienced planners and specialists. They offer comprehensive financial advice and investment management services. Furthermore, it is a multi-awarded company offering top-notch financial services. They put the customer’s needs first.

They have more than 30 years of experience and have secured more than 200 billion client assets. Moreover, they offer retirement planning and student loan debt. There are also programs for career growth and advancement guidance.

Products/ Services:

financial services

LOCATION: 

Address: 3051 Akers Mill Rd SE Suite 110, Atlanta, GA 30339
Phone: (888) 752-6742
Website: edelmanfinancialengines.com/financial-planners/ga/vinings/

REVIEWS: 

”There is an old saying: “Top Notch”. That’s the experience my wife and I have had with Bruce Alden. “Thoughtful”, “Compassionate”, “Trustworthy” are only a few words. We had had a rough time…and he clearly walked us through the options. No pressure. No commission…pressure. Yes, there is a ‘fee’, but seems to us to be ‘worth the price’.”– Ed Forrest

Vita Financial 

Vita Financial 

Vita Financial commits to creating financially independent clients with comprehensive financial services. They offer solutions for individuals and corporate operations. They make clients empowered with the skills and knowledge. Furthermore, they help clients remove the financial question marks. For indices clients, they offer retirement planning strategies and investment management. They also offer college planning and risk management and mitigation.

For corporate clients, their service includes executive financial planning and employee financial wellness. Moreover, they offer qualified plan design and executive benefits. They also help clients with their business succession planning.

Products/ Services:

financial services

LOCATION: 

Address: 3550 Lenox Rd NE #1100, Atlanta, GA 30326
Phone: (678) 250-5099
Website: vitafinancial.com

REVIEWS: 

”Steven and his team are awesome. He came along at a time when I thought I’d never be able to retire and here I am today sitting by a lake thinking how perfect his timing was. GREAT JOB Steven. Thanks for everything you do.” – Richard Eidson

Scarlet Oak Financial Services 

Scarlet Oak Financial Services 

Scarlet Oak Financial Services offers holistic overall financial planning with supplemental and advantage plan options. There are financial planners that work with clients. They help clients identify their goals and strategies. Furthermore, their retirement planners help clients plan for a specific retirement date. They have access to a wide range of resources to help with the planning.

Their wealth advisors custom tailors their investment analysis and advice. Moreover, they have arrays of business benefit services for entrepreneurs. There is also business insurance for business overhead, cross-purchase, and many more.

Products/ Services:

financial services

LOCATION: 

Address: 1117 Perimeter Center W Suite W-212, Atlanta, GA 30338
Phone:  (800) 871-1219
Website:  scarletoakfs.com

REVIEWS: 

”In my opinion, one of the best Atlanta Financial Planners in the city. Faye took her time and was so patient with helping me and my family put away some money for our future. I never felt pressure to do anything that was suggested. Faye was really patient, and really listened. Very knowledgeable. I totally recommend Scarlet Oak FS.” – Michale Malley