1331 Johnson Ferry Rd
Marietta, GA 30068-2783
Jonathan Brummel is a Premier Banker with 13 years of financial services experience. He helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Jonathan’s daily goal is to put his clients first, building their trust through high-touch attention, in-depth conversations, and technology. He believes that it’s his life’s mission to encourage and inspire the lives of others through the art of generosity. This is Jonathan’s inspiration as he seeks to guide clients through their financial journeys by addressing their short- and long-term goals.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
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