Investing near Sandy Springs, GA
30 locations found near Sandy Springs
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Investing
Investing
“I can see their office from my apartment. I hand deliver cards to them because one nite I could see the cleaning lady in their conference room vacuuming... So .. I started flickering my lights. Honey, she stopped and flickered her lights. And then I started doing jumping jacks. Then she did it also.And I live above a dance studio. LOL”
Investing
“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.”
Investing
“Our financial advisor we had used for many years retired and Ty took over the accounts. Of course we could've chosen someone else but we trusted our old advisor to choose someone good and we couldn't be happier. Ty does a great job at finding investments for us that align with our goals. We've been with Ty for 2 years now and highly recommend him.”
Investing
“Ravi spoke with my firm and conveyed to us his experience in the financial services industry. He offered great insights and advice about how to get our careers started.”
Investing
“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.”
Investing
“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.”
Investing
“I had a really great experience with Maria Donner opening my very first business account! She made it easy and amazing! Really love her soul and character! I work for a doctor office and always believe on Customer service and she did amazing! ?”
Investing
“Really pleasant experience here today. Everyone here was so inviting when I walked in and I had many things I needed assistance with and I was out in less than 10 minutes.”
9AM - 1PM
4244 Roswell Rd, Marietta
Investing
“I'm not a customer but had a great experience here. A friend who banks here was out of town. He received a check in the mail and asked us to deposit it. The check was payable to his name but the checking account is for his business. I expected trouble but when I explained the situation to the teller at the drive up it was handled immediately. If this had been at my bank I would still be there arguing with them. Great service!”
Investing
“I was looking for a company to manage a bond ladder for me using a portion of my portfolio. My fidelity contact Matt Lambert helped me. It went smoothly. Since then, I have moved all my money away from that company that starts with a "V". They just seem to have lost their way. Having it all at Fidelity is much easier.”
Investing
“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.”
Investing
“Best customer service I have ever received at a bank, and very swift as well! I really appreciate the extra effort and empathy, and will definitely frequent this location more than others!”
Investing
Investing
“Good customer service. Boban was the officer who helped me in opening bank account. He made sure that the process was completed with ease and was very friendly and helpful in clearing my doubts.”
Investing
“Have to leave a 5 star review for Rachel!!She is super friendly and super helpful when I go to this bank. Also the gentleman next door to her he is super great as well!! Great Staff!!!”
Investing
Investing
Investing
“Logan Vaughn has worked with me and my husband with our retirement planning. Her expertise combined with her compassion make her the perfect partner. She takes the time to follow up and always goes out of her way to keep us informed. I highly recommend Logan for your investment needs.”
9:00 AM - 1:00 PM
3280 Peachtree Rd NE Ste 300 & 400, Atlanta
Investing
Open 24 hours
1636 Mt Vernon Rd, Dunwoody
Investing
“This is the best PNC Bank I've ever been to. Everyone is so friendly and efficient. Thank you everyone! Keep doing a great job! You all are truly appreciated.”
Investing
“Successful withdrawal without been charged of fee is what makes the crypto project reliable. I was very doubtful to invest and trade to increase my coins, I needed a honest account manager to guide me through the investment course. All thanks to this broker, simple account funding, easy withdrawal directly to my paxful wallet with a profit that accumulated $15,000 am so excited and unreservedly express my gratitude to Mrs Emily Alison who guided me on the course. She's trust worthy and I do recommend her.”
9:00 AM - 12:00 PM
1630 Mt Vernon Rd, Dunwoody
Investing
“Outstanding customer service. I had another nearby Wells Fargo refuse to fill out a cashier's check for me for reasons unknown, unexplained, and ostensibly just to make my life difficult. These folks at Mount Vernon are courteous, quick, and professional. A+ service!”
Investing
Investing
“My experience with Advanta has been nothing but wonderful. The customer service is impeccable and the attention to detail and white-glove service is top notch. Specifically, working with Corey has been seamless. He is responsive, kind, and overall emulates the type of service a customer would want.”
Investing
“Jereson Smith was so amazing. I opened an account 20 days ago and was having the worst luck. Kerry Ann initially helped me and was so nice, but technical support was not of any assistance when trying to get my business account registered on app. Twenty days later I came into the Buckhead location and Jereson made my experience seamless. He was so calm and troubleshooting is clearly his expertise. I will make sure to come talk to Jereson anytime I have issues with my accounts! Thank you :)”
Investing
“Dave H was great. He helped me and my boyfriend tremendously. We are both very overwhelmed with debt consisting of student loans, car and credit cards. We just didn’t know where to start and Dave really helped us. Super grateful for his time and advice. Give this man a raise Fidelity! He’s awesome!”
Open 24 hours
2981 Shallowford Rd, Marietta
Investing
“I just bought a home locally and this PNC Bank was so helpful. We ended up having only 17 days from offer to closing, and they were very accommodating when we needed to complete both of our wire transfers. Due to COVID-19, the bank only has appointments on Tuesdays/Thursdays, but since that didn't work with the timing of our short close, they were flexible enough to allow the wire transfers via the drive-through.”
Investing
“Excellent bank with great customer service. I have not used the brokerage but the bank has low fees, free atm use of any atm worldwide. I've even used atms overseas and have always reveived a credit for any fees that the atm (of another bank) charges.”
Investing
“This is a customer-friendly and customer driven location…from the moment I walked through the door, it was clear this PNC solution center understood relationship banking…a well managed branch with excellent staff and service!”
“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!”