Investing near Sandy Springs, GA

23 locations found near Sandy Springs

“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!!!!”

2.9 Average20 Reviews

“This is why I like working with family businesses so much. I was greeted by the owner Andre and immediately felt at home, he was so helpful and easy to speak with. And his lovely wife Danielle was just as nice. But best of all I got top dollar for my gold, the highest quote of the dozen dealers I first contacted in Atlanta. You can bet they have my business for life.”

5 Superb63 Reviews

“The Trading Academy has profesional instructors, 8-hour core strategy classes, they answer everyone's questions thoroughly.real friendly situations here. Everyone who comes here wants to learn, and this team gives every student the opportunity to do so,”

4.7 Superb116 Reviews

“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.”

4.9 Superb35 Reviews

“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.”

5 Superb48 Reviews

“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.”

4.6 Superb69 Reviews

“The receptionist and the staff was very helpful and resourceful at this establishment,I would definitely recommend anybody who needs services to this establishment...thanks again W systems & trading PC..”

4.3 Superb59 Reviews

“David Haywood is a kind professional young man. I enjoyed speaking with about reinvesting in another term with Phoenix Energy. I got some of Information turned around but Mr. Haywood was patient and helped me get the information straight in my head and resent all the forms. Thank you so much Mr. Haywood. God bless you and thank you for helping out this old lady.”

4.4 Superb23 Reviews

“Donaldson Capital Management are my go-to advisors, having been with them since ‘17. I’ve been pleased with their stock portfolio that has allowed me to stay retired comfortably. Matt Gladbach and Marcus Bloom are my Advisors and it is great working with them, very sensitive to my needs and goals. I highly recommend DCM to others who are looking for a Tram with service in mind!”

5 Superb10 Reviews

“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.”

4.2 Good21 Reviews

“Very Co operative and helpful employees! One stop junction for all banking needs!! My experience of every visit is very cool! I find Mr. Mohanno is always helpful!”

3.8 Good31 Reviews

“I thoroughly recommend visiting this PNC branch for anyone seeking not just banking services, but a truly uplifting experience. From the moment I walked in, I was greeted with warmth and professionalism. Mr. Ben, in particular, was phenomenal. He took the time to listen to my financial concerns and goals, and didn’t just rush through the process, he genuinely cared.

He went above and beyond to help me understand my options and took extra steps to ensure I left with clarity and confidence. What stood out the most was his encouraging spirit. By the time I left, I didn’t just feel like a customer. I felt like a person with a plan, with hope, and with a future. Mr. Ben inspired me to believe that financial freedom isn’t just a dream, it’s a goal I can reach.

If you’re looking for excellent customer service, knowledgeable guidance, and a team that truly wants to see you win; this is the branch to visit. Thank you, Mr. Ben, for turning what could’ve been a routine appointment into a powerful and positive experience.”

4 Good16 Reviews

“Josiah is really kind and also works very fast. He gets you in and out while also providing amazing customer service. Very nice guy and I had a pleasant experience here!!!”

3.8 Good28 Reviews

“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. ?”

3.5 Good17 Reviews

“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!”

5 Superb3 Reviews

“This is my favorite PNC branch—I drive out of my way since moving just to come here. They’re always super helpful and personable, and I like that they have a cash ATM.”

2.9 Average37 Reviews

“This is the bank from my time in California and I like the customer service!! Here in Georgia my Customer Representative Ms. K was just as helpful very attentive.”

3.7 Good3 Reviews

“I really want to say thanks to Jordan Renda the personal banker, always helping with perfect manners, always nice and smiles even they about to close for day, she smiles and politely helps.
Thank you Jordan”

2.7 Average44 Reviews

“Terrific service! I had to deposit two stock certificates today and Durell Brown treated me with courtesy, professionalism, and efficiency. Thank you, Durrell!”

2.7 Average18 Reviews

“I melt a wonderful Banker today his name is Taj
an Amazing Banker his service is top notch
This PNC branch is the Best of all.
Thank You Taj.”

2.6 Average45 Reviews

“I wanted to take a moment to express how pleased I have been with the Fidelity Alpharetta branch and with Fidelity overall. I’m writing this review after noticing a few negative comments, which I feel compelled to balance out because my experience has been the complete opposite.

I’ve been a Fidelity customer for over 20 years and have consistently received quick and professional support whenever I’ve called their customer service team. I probably call fewer than 10 times a year, but without exception, the assistance I’ve received has been excellent.

Regarding the Alpharetta branch specifically, my advisor, Dave Hutchings, has been outstanding. I’ve worked with him for over seven years, and he has always been responsive, knowledgeable, and genuinely focused on looking out for my best interests.

I highly recommend Fidelity and the Alpharetta branch—my experience has been nothing short of exceptional.”

2.5 Average36 Reviews

“Absolutely great experience at this branch. Alex was very helpful, clear and straightforward. Been banking with PNC for a couple years and have had nothing but good experiences.”

2.5 Average23 Reviews