-
August 2023 by Google user
Donaldson Capital Management are my go-to advisors, having been with them since ‘17. I’ve been pleased with their stock portfolio that has allowed me to stay retired comfortably. Matt Gladbach and Marcus Bloom are my Advisors and it is great working with them, very sensitive to my needs and goals. I highly recommend DCM to others who are looking for a Tram with service in mind!
-
August 2023 by Randall Mahon
Donaldson Capital Management are my go-to advisors, having been with them since ‘17. I’ve been pleased with their stock portfolio that has allowed me to stay retired comfortably. Matt Gladbach and Marcus Bloom are my Advisors and it is great working with them, very sensitive to my needs and goals. I highly recommend DCM to others who are looking for a Tram with service in mind!
-
July 2023 by Nathaniel Reid
My experiences with DCM and Mr. Matt Gladbach have been first class. He truly listens to your investment goals and provides straightforward fundamentally sound advice. You can feel the sincerity in his service. Also, their newsletters are wonderful as well!
-
January 2023 by Michael Harley
I've met with several potential advisors and I am happy to share this experience was completely different. Matt actually asked me questions. First off, he wanted to know what I hoped to accomplish with my life and finances. Then he listened. Afterwards, he explained several income strategies which adressed both inflation risk and tax exposure. He never spoke down to me and presented me with several options. When I left... I felt really good.,
-
January 2023 by Michael Gladbach
The advisors at Donaldson are very professional. They helped to develop a plan that met my needs, and the investment approach I was comfortable with following.
-
January 2023 by Aaron Olalude
I Really enjoy reading Rising Dividends Newsletter, full of informative, easy to comprehend knowledge. Their advisors truly are great people who truly care about their clients.
-
January 2022 by Andrea Diaz
My investment advisor is extremely knowledgeable and a wonderful advocate for my financial future. I have truly enjoyed working with him. His credentials are outstanding and I’m confident in his advice. I love the app they have created. Extremely user friendly and to the point. I truly trust that my best interest is always their top priority.
-
January 2022 by Bruce Middendorf
At DCM Atlanta, we have found integrity, honesty, excellence, and most importantly an institution with a moral compass that always puts its client’s needs first. We have had previous financial advisors that appeared to have these qualities, but were unreliable and not trustworthy. It has been so refreshing knowing my wife and I are in good hands with their sound recommendations meeting our retirement goals. Our portfolio growth has exceeded our best expectations. DCM has our highest recommendation.
-
January 2022 by Mary Gladbach
DCM does business with integrity. I really enjoy reading their Rising Dividend quarterly newsletter. Fiduciary advice and a Morningstar 5 star rated investment strategy called Cornerstone with a long term track record of terrific investment returns. By investing in rising dividend stocks it is like raising rent each and every year for my investment portfolio. The Atlanta office in Sandy Springs GA has always been kind, prompt, and helpful educators in an increasingly complex financial world willing to help with a smile. Their new Sequoia investment strategy focused on long-term investment growth has exciting businesses for the next decade with promising long term sector trends.
-
January 2022 by Brittany Penno
Planning for your financial future can be overwhelming, but our financial advisor has been a lifesaver in simplifying the process for inexperienced investors. The wealth of knowledge and professionalism through the process has been exceptional. If you are looking for a company that truly cares for their clients, look no further.
