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“I work with Tre Warren at First Franklin, him and his team have been great in taking care of my family's financial assets and helping them grow to meet our goals. They are great about helping you set a goal and laying out a plan on how to reach that goal. The best part about working with them is that they are accessible and able to answer and explain things very well.”
“Kayla Bloom has been a lifesaver! Her thorough research, timely replies, and helpful insight have been instrumental in helping me navigate a significant tax change I am experiencing. I recommend Kayla Bloom’s services to anyone with tax questions or concerns. She’s knowledgeable and a phenomenal ally to have in the confusing world of taxes. Thank you Kayla!”
“Their customer service is WOW. I have always been talked to with friendly voices. I made a mistake with my account and they have always been so communicative and helpful in the process. They explain everything throughly and make sure I am satisfied. Thank you!!”
“I have been through many different companies with credit repair and swore to stay away from them but I can say that this company definitely got a lot of my negative accounts deleted and helped me increase my scores tremendously. They didn't just take my money and put me in a program. They made sure to email me monthly with my results.”
“My sister and I met with Don at Edward Jones and couldn't have been happier. He was professional, kind and patient. We have very little understanding of markets/stocks etc. and before we left he made sure we had complete understanding of where our money was and the reason it was there. His assistant Angela was amazing. Quick, efficient, knowledgeable and friendly. At no time did we feel pushed or hurried into making any choices and both Don and Angela made sure we were educated and comfortable with our decisions . The service this teams provides is excellent. And, importantly, the service doesn't stop just because you leave the office. Since our initial visit we have contacted them to make changes and adjustments and get copies of this or that or just had a follow up question and both Don and Angela are always available. The office environment is clean and comfortable and parking was plentiful. I highly recommend this office to anyone who might be looking for a financial adviser. This office gets it right.”
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“Pete and his staff are extremely knowledgeable about the financial landscape we all face. Whether it be annuities or stock market offerings, they tailor plans for any need and level of risk/reward tolerance in order for their clients to be comfortable and confident in their choices. I highly recommend Pete and his staff at Preservation Financial Group!”