Financial Advising near Lilburn, GA

8 locations found near Lilburn

“Before becoming a client of Fordham Financial, I was a client of a large Financial Advisor Firm. If I needed tax help, I'd call associate A. If I needed investment advice, I'd be directed to associate B. I was connected with associate C for Insurance consultation, and so on. When I first met Rob Fordham, he took a deep dive into his proven, multi-faceted strategies designed to build and secure wealth. I'm pleased to say that I walked away from that introductory meeting convinced that Rob is a leading Subject Matter Expert in all areas of personal finance - all under one roof. He stays up-to-date with any changes in tax, investment, insurance, and estate planning laws at the local, state, and federal levels.”

5 Superb4 Reviews

“I do not understand what all the bad reviews are for. I had a medical bill $1000 i could not pay off years ago and it went to this agency as a debt. It made my credit score drop about 100pts. So now that i have money i decided to pay it off in full and of course it had interest charges tagged on it because its been in collections so long but i paid that too and i asked for a receipt and they sent one to my email. I had no issues with the transaction process at all. I never even had them hounding me by calling me on the phone the whole time i was in debt. My collections showed up a month later as paid off in CK and even though the internet says this is not possible, i gained half of my credit score back after that debt was paid in full. The way i see it, if you have a debt it is your responsibility to pay it off. Companies can't run for free so why should i just expect to just magically get out of paying what i owe when i used someones services.”

2.7 Average138 Reviews

“I can't possibly say enough good things about Brad. I trust his judgment completely to handle my mother's finances to get the maximum safe return for her at her age. In fact, the first set of investments we were in were what he has his own mom in, and they did very nicely. I've more than once forgotten to make a monthly withdrawal, and he's reached out to me to remind me (nice, since when I mess up like that I write the check outta my own funds 'til I can fix it). The way I met Brad may say the most about him. He was knocking on doors on a fairly warm September afternoon in our neighborhood...in a jacket and tie, of course. Brad has class and just puts in effort, and that was an example. And I never feel hurried when we talk on the phone. Quit searching around and go see Brad.”

1 Poor2 Reviews