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“Even though we decided not to go with Georgia Financial Advisors, we wanted to say thank you for Jacob Workman's willingness to help us. He was a joy to work with and very informative. We couldn't have asked for a better experience. Jacob is a special guy and we wish him the best for his future. Our decision to stay with our current advisor had no negative reflection on Jacob's dealings with us.”
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've recently had a very positive experience with Ty J Young Wealth Management. Whether you have had positive or zero returns or positive or negative experiences with the advisors, you have to get in touch with their Concierge group of Ty J Young. My most recent interaction was with Tina of that group. She helped navigated a problem I was having with one of my contracts and their payout of RMDs. Not only did she resolve the situation but she also followed up with status updates. Additionally, she spent time explaining some misconceptions I had with the annual contract reviews with my advisor. Her explanations were succinct and her attitude was positive and professional. It was a pleasure to be introduced to her.”
“I had an amazing experience filling my taxes today with Mariceoa was very nice, helpful and professional, I highly recommend their services, will definitely be returning next year!”
“I was looking for a local company to help my business with their taxes and payroll so while stopping by the local UPS store I saw this tax service. I'm glad I went in there she was very friendly and helpful and answered all of my questions and was able to help me via email after tax season was over.I have asked her questions even after my initial visit and she was very helpful I would recommend her to any small business or for your personal taxes.”
“We had a great experience using Rosenberg & Company for our business accounting needs. They are able to answer all of our questions and offer guidance when needed. We would highly recommend them to anyone looking for an accounting firm.”
8:30AM - 5PM
3630 Peachtree Rd NE Ste 100, Atlanta
Financial Advising
“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.”
“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!!!!”
8:30AM - 5PM
3400 Peachtree Rd NE #835, Atlanta
Financial Advising
“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!”
“The Charles Schwab branch near Buckhead is a standout for professional, reliable service. ⭐ The staff here are knowledgeable, patient, and genuinely committed to helping clients understand their options instead of pushing products. The office itself is modern, welcoming, and conveniently located, which makes visits smooth and stress-free. Whether it’s opening an account, investment guidance, or just getting quick questions answered, everything is handled efficiently with a personal touch. If you’re looking for a trustworthy financial partner in Atlanta, this Schwab location is an excellent choice. ?”
“We`ve been with CIA for over two years and our advisor and staff have exceeded our very high expectations. Portfolio management has been exceptional and prompt, reliable , responsive professional service is the norm. We could not be more pleased ...they excel in every way sand they make you feel that you are part of the CIA family.”
“Terrific service! I had to deposit two stock certificates today and Durell Brown treated me with courtesy, professionalism, and efficiency. Thank you, Durrell!”
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“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!!!!”