Financial Advising in Atlanta, GA

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13 locations found near Atlanta

“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.”

5 Superb44 Reviews

“Want to thank the team at Ty J. Young for helping us diversify our retirement portfolio over the past year. Their personal approach and guidance was most appreciated-”

5 Superb42 Reviews

“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.”

4.8 Superb22 Reviews

“Melissa George is an exceptional asset to my familys financial future! Ive always thought of myself as being great with budgeting and saving, but my husband and I knew we needed to seek professional help to make our money work smarter and to formalize our estate planning. I was referred to Melissa by a friend, and ** so thankful the connection was made. From our initial consultation, Melissa has been very personable, extremely knowledgeable, trustworthy, and a great listener. She feels like family, which is very important to us since this involves our finances. Shes helped us prioritize the most important steps in our financial future and holds us accountable for completing the plan weve put in place. We look forward to continuing to grow our relationship with Melissa and growing our investments! If you are seeking an outstanding Financial Advisor with all the attributes Ive listed above, Melissa is the ONE! - ***********************”

5 Superb10 Reviews

“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.”

4.7 Superb15 Reviews

“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!”

4.3 Superb26 Reviews

“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!!!”

5 Superb13 Reviews

“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 ❤️”

3.9 Good18 Reviews

“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.”

4 Good13 Reviews

“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.”

3.8 Good20 Reviews

“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.”

4.1 Good13 Reviews

“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!”

2.8 Average10 Reviews

“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.”

1 Poor17 Reviews
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