Financial Advising in Atlanta, GA
18 locations found near Atlanta
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Financial Advising
Financial Advising
“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-”
Financial Advising
“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!!!”
Financial Advising
“Recently made the decision to have Capital Investments manage our investments, a decision I wish I had made quite some time ago. During these uncertain times I called in with a few questions and shockingly my advisor called me within moments while on vacation with his family. Consider me impressed”
Financial Advising
Financial Advising
“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! - ***********************”
Financial Advising
“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.”
Financial Advising
Financial Advising
“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.”
10AM - 5PM
433 Moreland Ave NE, Atlanta
Financial Advising
“In the time of year when things can get hectic and down right crazy I had a small banking emergency. Needing to speak with a customer service rep, I made the call to BOND CCU with a little anxiety. This anxiety was quickly diminished as my call was answered by Adaisha (spelling?) who was AWESOME! Her voice was calm and kind. She listened to my concerns and addressed them promptly, and immediately fixed my issues. She answered my questions and reassured me that all was good wi”
8:30AM - 5PM
3314 Peachtree Rd NE, Atlanta
Financial Advising
8:30AM - 5:30PM
834 Inman Vlg Pkwy NE STE 270, Atlanta
Financial Advising
“Over the past 13 years, I've developed a deep trust and appreciation for the SBS team and their high service standards. SBS provided a strong foundation for me as I opened a brick-and-mortar retail location and served as advisors and educators throughout my time as a small business owner. Utilizing their expertise in bookkeeping, payroll, and tax management allowed me to focus on growth while their solutions-based strategy and integrity ensured a successful, and seamless, sale of the business. Their guidance is invaluable and I am grateful for our continued relationship.”
Financial Advising
“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.”
Financial Advising
“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 ❤️”
Financial Advising
Financial Advising
“We just left here after opening accounts for my family and l. TONI was EXCELLENT, she was very knowledgeable and patient in opening the accounts for us. She made us felt comfortable and at home. Our accounts was opened within 20mins..no waits. EXCELLENT SERVICE. I recommend TONI anytime..”
8:30AM - 5PM
5565 Glenridge Con Suite 1900, Atlanta
Financial Advising
“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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