Investing in Lilburn, GA

3 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

“Shout out to PNC Bank (Indian Trail- Lilburn branch) for having such a dedicated employee by the name of [ Donye Harrison ]. As a new customer, I needed a bit of help doing my transactions. Donye, immediately stepped in to deliver the best example of exemplary Customer Service - which let me know that PNC Bank was a very good choice. She was very professional, knowledgable, kind, and attentive to all my banking needs. Thank you Donye for the great service, as it is much appreciated!”

2.9 Average47 Reviews

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