Financial Advising near Decatur, GA

17 locations found near Decatur

“I just had to take a Salesforce certification test here today and although I was skeptical from how it looks on the outside, the ladies were extremely kind, thorough and informative! The center was minutes from my house and was easy to book and start testing. It was one of the best testing experiences that I ever had in person. I will for sure come back again in the future! 🤗”

4.6 Superb25 Reviews

“I love love love these people. Ive had bad experiences with accountants from them not listening to making inexcusable mistakes. HLM has a great, organized, systemic approach to talking through strategy with you both for this years taxes and beyond. They got us a great result and I would recommend them to anyone looking for a great accountant team.”

4.2 Good21 Reviews

“Even though we decided not to go with Georgia Financial Advisors, we wanted to say thank you for Jacob Workman's willingness to help us. He was a joy to work with and very informative. We couldn't have asked for a better experience. Jacob is a special guy and we wish him the best for his future. Our decision to stay with our current advisor had no negative reflection on Jacob's dealings with us.”

4.9 Superb35 Reviews

“Ravi is brilliant speaker with a wealth of knowledge for growing advisors and clients alike. I had the pleasure of listening to him speak to our office and the experience on display was clear.”

5 Superb48 Reviews

“The praiseworthy, highly attentive, and very punctual service offered by the very personable and congenial Ms. Gray is such a welcome experience compared to many in the notary field who don’t personify these invaluable professional traits. Thus,, her standout services should be promptly sought out by any who are looking for banner notary service.”

5 Superb15 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.”

4.2 Good21 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 ❤️”

4.1 Good20 Reviews

“We love working with Logan! She's always looking out for us financially and she's easy to talk to and to work with. She's guided me through several big life changes. And she's always smiling!”

5 Superb3 Reviews

“Resources for Residents and Communities of Georgia is a great organization doing much-needed work and help so people can do more every day. The leaders of RRC are truly caring people making the world a better place for all of us.”

5 Superb3 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.”

3.7 Good20 Reviews

“This is a hidden gem of a credit union. Yes they are small but they do a great job and truly care for their members. They have been my bank for about 30 years and I have always been glad they're here.”

3.6 Good34 Reviews

“The Charles Schwab branch near Buckhead is a standout for professional, reliable service. ⭐ The staff here are knowledgeable, patient, and genuinely committed to helping clients understand their options instead of pushing products. The office itself is modern, welcoming, and conveniently located, which makes visits smooth and stress-free. Whether it’s opening an account, investment guidance, or just getting quick questions answered, everything is handled efficiently with a personal touch. If you’re looking for a trustworthy financial partner in Atlanta, this Schwab location is an excellent choice. ?”

3.5 Good17 Reviews

“This is the bank from my time in California and I like the customer service!! Here in Georgia my Customer Representative Ms. K was just as helpful very attentive.”

3.7 Good3 Reviews

“I already have some investments with Schwab. I have been fighting to get my IRA moved from a my employer Fund to Charles Schwab. The company kept putting up road blocs.Nick Fontanalla, a great Schwab agent, patiently “held my hand” through the process and I was finally successful. Thank You Charles Schwab!!!!”

2.9 Average20 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 Average15 Reviews