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“Seeking Trusted Financial Support
Fiduciary, someone with a relationship of TRUST with one or more other parties, bound by law and ethics to act in the best interest of the client, not theirs.
During these modern times of chaos running rampant, and so much false information flooding the web, it's impossible to see the real truth. The key word here is truth and knowing whom to trust. A year ago, I retired as a Pharmacist after 50 years in the profession. When I left the company I was working for, my wife and I needed guidance with moving our 401K. After thorough research, we decided to schedule a meeting with a Fiduciary named Melissa George. That first meeting changed our life. We no longer had to worry about having enough money to last through retirement. Melissa understood our goals and implemented a plan to reach them.
While employed as a Pharmacist, my co-workers were part of my family, we celebrated our successes and learned from our failures. This year, we are very fortunate to have added Melissa George as a part of this family.
Melissa George IS the definition of Fiduciary.”
“Ravi is brilliant speaker with a wealth of knowledge for growing advisors and clients alike. I had the pleasure of listening to him speak to our office and the experience on display was clear.”
“I've recently had a very positive experience with Ty J Young Wealth Management. Whether you have had positive or zero returns or positive or negative experiences with the advisors, you have to get in touch with their Concierge group of Ty J Young. My most recent interaction was with Tina of that group. She helped navigated a problem I was having with one of my contracts and their payout of RMDs. Not only did she resolve the situation but she also followed up with status updates. Additionally, she spent time explaining some misconceptions I had with the annual contract reviews with my advisor. Her explanations were succinct and her attitude was positive and professional. It was a pleasure to be introduced to her.”
“The GFA team was a pleasure to work with. They were professional and experienced. Daniel and his team bring financial security in a convenient manner. I will be a long time customer.”
Open 24 hours
400 Pryor St SW #5082, Atlanta
Financial Advising
“I had a wonderful experience as a client with Ms. Gray. She was super polite and accommodating. Moreover, she was professional and handled my request expeditiously. 10/10 would recommend!!!”
“We had a great experience using Rosenberg & Company for our business accounting needs. They are able to answer all of our questions and offer guidance when needed. We would highly recommend them to anyone looking for an accounting firm.”
“I have been working with this office since 2008. I have always found them to be excellent; very responsive and helpful. This has been true even as staff has changed over the years. I was in there today for an unusual transaction and the young woman at the front desk greeted me with a smile and had my business taken care of within a couple minutes. She was very buttoned up. I have found Fidelity representatives to be very helpful on the phone, but there's nothing like having an office you can walk into and speak with a representative face to face.”
“I started using Ms Phyllis over well over ten years ago when a friend recommended her. She has been my tax lady ever since. She’s even resubmitted taxes that the IRS said I owed and gotten me a refunds of thousands of dollars. I’ve been audited, and she went to bat with the IRS for me. The work she and her staff (The Hetebrink Sisters) does for her clients is priceless. I travel from North Carolina to Georgia for her services, and she never lets me or my friends travel home without a full belly and praying with me and my party for safe travels. Everyone I’ve ever recommended to her ALWAYS returns for her expertise. I don’t know what I’d do without her knowledge, professionalism, and guidance. Ms Phyllis and her entire staff are truly family and will treat you as such from the moment they meet you. Much love ❤️”
“We love working with Logan! She's always looking out for us financially and she's easy to talk to and to work with. She's guided me through several big life changes. And she's always smiling!”
“Resources for Residents and Communities of Georgia is a great organization doing much-needed work and help so people can do more every day. The leaders of RRC are truly caring people making the world a better place for all of us.”
“We have been members of BOND for over 15 years and have always been impressed with the level of service extended to us. We have financed several cars, taken out a HELOC on our residence, carry their credit card in our wallet and have been extended several personal loans during the past 15 years. If you're looking for a personalized "one stop" credit union, BOND is the place to go. We can't say enough good things about the entire staff at BOND. Thank you for 15+ wonderful years of great service!”
“We`ve been with CIA for over two years and our advisor and staff have exceeded our very high expectations. Portfolio management has been exceptional and prompt, reliable , responsive professional service is the norm. We could not be more pleased ...they excel in every way sand they make you feel that you are part of the CIA family.”
“I cannot speak highly enough about this accounting firm. The team is extremely knowledgeable, professional, and efficient. They have helped me navigate complex financial situations with ease and have provided valuable insights and advice along the way. I highly recommend their services to anyone in need of top-notch accounting support.”
“I had a wonderful experience with Charles Schwab during the transition from TD Ameritrade. Any transition is inconvenient but Matthew Davis from Charles Schwab made it much easier. He not only called me to make sure that I had been successful in logging onto the new platform but he patiently walked me through the new set-up and features of Charles Schwab. Five stars for great customer service.”
“I had an outstanding experience at this location today. The gentleman who assisted me was kind, attentive, and provided prompt, knowledgeable service. I wish I had caught his name to give him the recognition he deserves. Thank you!”
“The customer service is top-notch, but facility is dated, dark, and claustrophobic. The staff were high-energy, helpful and very knowledgeable. Free parking is available in Westin Hotel, which shares building with E-Trade.”
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“Ford is a very insightful and knowledgeable advisor. Puts together some very detailed information and is really passionate about what he does. If you're interested in learning check out his show.”