Financial Advising near Decatur, GA

30 locations found near Decatur
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“My wife and I have been using HLM for years. Taxes are such a pain and can be so complex. It's good to know you have trusted professionals that keep your financial house in order. Mercedes and her team are awesome at doing that and wonderful to work with. We highly recommend.”

4.7 Superb35 Reviews

“After making my second withdrawal in Forex trade, I highly recommend HAKEEM OMAR as the best account manager in Forex, Binary options and Crypto (bitcoin) currency. This is the best investment I have ever had and I'm grateful to Mr. Hakeem for helping me earn so much money within a short period of time. I made a profit of over $7,000 with an investment of $600 within 7 days of trading. I wouldn't have been able to do it alone without the help of Mr. Hakeem. For those looking for a resourceful investment, this is the best chance for you. Mr. Hakeem can help you gain your financial freedom within a short period of time. Do not miss this opportunity. You can contact Mr. Hakeem through the contacts below”

4.5 Superb33 Reviews

“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.”

5 Superb44 Reviews

“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.”

4.8 Superb22 Reviews

“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!!!”

5 Superb14 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.”

4.5 Superb15 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

“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”

4 Good23 Reviews

“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.”

3.7 Good12 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 Superb2 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 Superb2 Reviews

“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.”

3.6 Good13 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 ❤️”

4.3 Superb3 Reviews

“We have only been working with True Square Financial for 6+ months, but are extremely pleased and can already see the long-term benefit potential from simple changes in our financial plan. Dan spent quality time to understand our goals and all advice is consistently framed within our risk tolerance. He is very responsive and provides detailed directions to implement changes.”

5 Superb1 Reviews

“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..”

3.3 Good11 Reviews

“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”

2.8 Average14 Reviews

“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.”

0 Na0 Reviews