Insights

Acquisition Opportunity Recent acquisition by GCG Advisory Partners for 170M signals consolidation activity in the high net worth advisory space, suggesting potential for cross-sell of wealth management services, succession planning, and integration opportunities for current clients.

Asset Growth Firm manages over 170 million in client assets and reports revenue in the 1–10 million range, indicating a solid, scalable book of business with opportunities to expand fee-based portfolio management and tax optimization services.

Retirement Focus Specialization in retirement planning, estate planning, long term care, and income enhancements positions the firm to target retirees and near-retirees seeking comprehensive risk-managed solutions and legacy planning.

Tech Utilization Technology stack includes cloud hosting, data storage, analytics and marketing tech (AWS, S3, GTM, Open Graph, etc.), presenting opportunities to offer digital onboarding, client portal enhancements, and scalable financial planning tools to attract and retain clients.

Strategic Partnerships Securities and advisory services are offered through a national broker-dealer; potential to pursue strategic alliances with banks, eldercare professionals, and estate planning attorneys to expand referrals and coordinate holistic retirement solutions.

First Fidelity Financial Group of Atlanta, LLC Tech Stack

First Fidelity Financial Group of Atlanta, LLC uses 8 technology products and services including Amazon Web Services, Amazon S3, Open Graph, and more. Explore First Fidelity Financial Group of Atlanta, LLC's tech stack below.

Amazon Web Services

Cloud Hosting

Amazon S3

Content Delivery Network

Open Graph

Content Management System

Google Fonts API

Font Scripts

FancyBox

Javascript Libraries

Google Tag Manager

Tag Management

Apache HTTP Server

Web Servers

AddThis

Widgets

First Fidelity Financial Group of Atlanta, LLC Email Formats	Example	Percentage
First@firstfidelityatl.com	John@firstfidelityatl.com	100%

First Fidelity Financial Group of Atlanta, LLC Email Formats

Example

Percentage

First@firstfidelityatl.com

John@firstfidelityatl.com

100%

Frequently Asked Questions

What is First Fidelity Financial Group of Atlanta, LLC's phone number?

You can contact First Fidelity Financial Group of Atlanta, LLC's main corporate office by phone at

+1-404-872-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is First Fidelity Financial Group of Atlanta, LLC's official website and social media links?

First Fidelity Financial Group of Atlanta, LLC's official website is firstfidelityatl.com and has social profiles on LinkedIn.

How much revenue does First Fidelity Financial Group of Atlanta, LLC generate?

As of July 2026, First Fidelity Financial Group of Atlanta, LLC's annual revenue is estimated to be $1M - $10M.

What is First Fidelity Financial Group of Atlanta, LLC's NAICS code?

First Fidelity Financial Group of Atlanta, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does First Fidelity Financial Group of Atlanta, LLC have currently?

As of July 2026, First Fidelity Financial Group of Atlanta, LLC has approximately 3 employees across 1 continents, including North America. Key team members include Director Of Operations: L. Y.. Explore First Fidelity Financial Group of Atlanta, LLC's employee directory with LeadIQ.

What industry does First Fidelity Financial Group of Atlanta, LLC belong to?

First Fidelity Financial Group of Atlanta, LLC operates in the Financial Services industry.

What technology does First Fidelity Financial Group of Atlanta, LLC use?

First Fidelity Financial Group of Atlanta, LLC's tech stack includes Amazon Web ServicesAmazon S3Open GraphGoogle Fonts APIFancyBoxGoogle Tag ManagerApache HTTP ServerAddThis.

What is First Fidelity Financial Group of Atlanta, LLC's email format?

First Fidelity Financial Group of Atlanta, LLC's email format typically follows the pattern of First@firstfidelityatl.com. Find more First Fidelity Financial Group of Atlanta, LLC email formats with LeadIQ.

When was First Fidelity Financial Group of Atlanta, LLC founded?

First Fidelity Financial Group of Atlanta, LLC was founded in 1991.

First Fidelity Financial Group of Atlanta, LLC

Financial ServicesGeorgia, United States2-10 Employees

First Fidelity Financial Group of Atlanta, LLC operates in the financial services sector with a focus on retirement planning and related financial needs. The firm seeks to protect clients' assets and standard of living, often collaborating with other professionals to apply advanced planning techniques. Its offerings include estate planning with living trusts and strategies to reduce estate taxes and probate costs, retirement planning around IRA withdrawals and rollovers, long-term care protection, income enhancements, tax reduction strategies, and fee-based portfolio management. 

The company targets individuals who are preparing for retirement or already retired and who want guidance beyond traditional stockbrokers, with a focus on presenting multiple planning alternatives. Located in Atlanta, Georgia, it provides securities and advisory services through Woodbury Financial Services, Inc., and in January 2025 it was acquired by GCG Advisory Partners LLC.

Insights

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