Investing in Lilburn, GA

“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.”

“I was hesitant to come to this location due to the reviews, but I did it anyways because it was the closet lol. I got the pleasure of opening an account with Tanya ! She was amazing, super friendly and personable. In and out in 30 min. The rest of the staff even said goodbye on the way out. No complaints here.”