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8:30AM - 6PM
2340 Perimeter Park Dr # 100, Atlanta
Financial Advising
“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.”
“I have used Nelson and Associates on three occasions. They negotiated my original partnership, the buy-out of the original owner and the sale of my practice. Each engagement was professional, informative and productive. The evaluation process was thorough leaving me with realistic expectations. With little business education I was able to tap their services and knowledge base to ensure I was comfortable during the entire process. I cannot explain the gratitude and respect I have for their services. Nelson and Associates hold my admiration for their professionalism and attention to MY success. Sincerely, Richard Craine, D.V.M”
“Always a pleasure meeting with you guys. Now if you could please get us a 32% return on our investment that would be awesome! Seriously though, thanks for your hard work and always being there when we need you! I think it's 25 years now!!!!”
“If you want your taxes done right see Atlanta Accounting and Taxation. I been going to them for years, no company is perfect but with taxes they are up to date and honest! They make sure you get you biggest refund per irs tax law! I don’t normally write reviews but this is a great company! 10/10”
“Finally, a payroll company that offers customer service! I've been with Paychex, Wells Fargo and Heartland is the best one I have used. I would recommend them to any business owner that finds value in having your calls answered, follow up on requests, and doesn't try to rip you off all the time with add on fees. I already used them for credit card processing and was happy so I made the switch to their Payroll and HR system which came with free New Hire Onboarding- it's awesome!”
“Terrific service! I had to deposit two stock certificates today and Durell Brown treated me with courtesy, professionalism, and efficiency. Thank you, Durrell!”
“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!!!!”
“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.”
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“I am personally not very knowledgeable about managing my finances and was looking to grow my savings instead of just keeping it in a savings account. I found the perfect agents Daniel and Leticia at WFG who walked me through the entire process of saving my money smartly for my future goals. Very satisfied with their knowledge and service.”