1170 Buford Rd
Cumming, GA 30041-2722
Matti Gordon is a Premier Banker and Chartered Retirement Planning Counselor™ (CRPC®) with 16 years of financial services experience, dedicated to being her clients’ relationship manager as she helps them identify and work toward their goals and financial wellbeing. She helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions, providing active relationship and risk management, and offering objective advice on their banking, lending, and investing needs. Her daily goal is to put her clients first and build their trust through high-touch attention, in-depth conversations, and technology.
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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