Perimeter Office

2002 Summit Blvd

Suite 300
Atlanta, GA 30319



What sets us apart from the rest? We bring joy to the entire financial process.

Here you'll find a Registered, Independent, Full-Service, Financial Planning and Benefits Firm. 

Established in 2012 by Joy A. Gorney, CERTIFIED FINANCIAL PLANNER™ practitioner, Accredited Investment Fiduciary® designee, JAG Financial, Inc. is an independent, consultative, full-service financial planning and employee benefits firm

  • Over 22 years' experience.
  • Full, comprehensive financial planning, wealth management, and retirement planning.
  • Business owners: JAG Financial offers professional knowledge in employee benefits and retirement plans customized to your needs.
  • JAG Financial operates under the Golden Rule. Of course, this always includes full disclosure, but at JAG, we also offer timely and continually-updated information and education on all your financial choices.






AIF

Meet Joy A. Gorney, CFP®

Advocate for financial awareness, financial education, and The Golden Rule

Our Services

Personal Financial Planning and Employee Benefits

Client Login

Access your accounts here

Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

INTERESTED IN A FREE CONSULTATION?

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