Financial Advising near Lilburn, GA

7 locations found near Lilburn
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“Before becoming a client of Fordham Financial, I was a client of a large Financial Advisor Firm. If I needed tax help, I'd call associate A. If I needed investment advice, I'd be directed to associate B. I was connected with associate C for Insurance consultation, and so on. When I first met Rob Fordham, he took a deep dive into his proven, multi-faceted strategies designed to build and secure wealth. I'm pleased to say that I walked away from that introductory meeting convinced that Rob is a leading Subject Matter Expert in all areas of personal finance - all under one roof. He stays up-to-date with any changes in tax, investment, insurance, and estate planning laws at the local, state, and federal levels.”

4.3 Superb3 Reviews

“Maria has been and continues to be my trusted finincial adviser and confidante for close to 20 years,Smart , experienced in every aspect of the accounting art , I trust her immensely!”

4.8 Superb23 Reviews

“I am a franchise owner. I am available to all of my clients and employees year around. If you had a bad experience previously with your tax preparer, I do amendments for reasonable prices and offer $100 off next year services. We are re-branding ourselves and will be known as 360 Tax Services in the future.”

4.6 Superb7 Reviews

“I can't possibly say enough good things about Brad. I trust his judgment completely to handle my mother's finances to get the maximum safe return for her at her age. In fact, the first set of investments we were in were what he has his own mom in, and they did very nicely. I've more than once forgotten to make a monthly withdrawal, and he's reached out to me to remind me (nice, since when I mess up like that I write the check outta my own funds 'til I can fix it). The way I met Brad may say the most about him. He was knocking on doors on a fairly warm September afternoon in our neighborhood...in a jacket and tie, of course. Brad has class and just puts in effort, and that was an example. And I never feel hurried when we talk on the phone. Quit searching around and go see Brad.”

3.7 Good3 Reviews

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