About Us



EARNING YOUR TRUST and respect is the first step in helping you, so let me tell you a little bit about myself:
Since 1973,  I've been working with individual and business clients to help them meet their financial needs. Over the years, I've gained experience in the business and estate planning markets. I’ve helped create innovative solutions for small business owners and their employees, and am qualified to help you create an insurance, estate and business strategy. My credentials include:


  • BA degree from The University of Georgia
  • Chartered Life Underwriter (CLU®) designation
  • Chartered Financial Consultant (ChFC®) designations
  • Member of The Million Dollar Round Table (MDRT)
  • 1980 Marquis’ "Who’s Who in America"
  • Author of numerous articles on insurance, estate planning and financial strategies
  • Member of The National Association of Insurance and Financial Advisors (NAIFA)
  • Past member of the Principal Financial Group Agent Advisory Council



  •  Cub Scoutmaster for Pack 795
  • Little league and soccer assistant coach
  • Past member of the Atlanta Chamber of Commerce
  • Habitat for Humanity

But don't just take my word for it, listen to what my clients have to say:

 "As a small business owner, I have trusted Stan Gershon to handle our company retirement plans for many years. And I appreciate the attention he has given to updating and refining our programs to increase their cost-effectiveness to my company."
"When we were ready to fund a key-employee plan, Stan designed an excellent program for our top executives, individuals we plan to offer ownership in the near future. We will continue to rely on Stan for all our future financial planning."
Charles C. Albritton, President
Tower Sales, Inc.

"Stan is a good friend and great financial professional. He is honest and straightforward. Stan`s willingness to go the extra mile makes him someone important to have on your side."
Norman D. Sims
Volvo/GMC of Atlanta

"I have known Stan for more than 25 years. He is a knowledgeable and extremely competent financial professional. He works hard to protect his clients` interests. I feel his clients are fortunate to have him as a resource and an advocate."
M.E. Weinstein, Attorney
Melvin E. Weinstein, P.C.

"I most appreciate the manner in which Stan helps you to first identify your objectives and only then does he develop a customized solution for your corporate or personal needs."
George C. Helms, President & CEO
Video Copy Services, Inc.

"For many years, Stan has assisted in helping me set and achieve my goals. I have the utmost confidence in his ability and his firm commitment to develop a strategy that meets my corporate and family needs."
Stephen Smith, President
The HR Group

"I want someone with honor and integrity, someone I can trust and believe in to handle my estate planning affairs. Stan provides that for me."
Joseph Barnes, M.D.
Obstetrics & Gynecology of Atlanta, P.C.

*The testimonials may not be representative of the experience of other clients and are not indicative of future performance or success. 


Whatever your situation, Gershon Financial Resources stands ready to help you reach your financial goals. Don`t forget to Click Here for more information.