Investing near Sandy Springs, GA
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24 locations found near Sandy Springs
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1105 Hammond Drive, Sandy Springs GA 30328
“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!!!!”
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365 Northridge Road Ste 100, Atlanta GA 30350
“I currently attend the 5 day Core Academy class at Trading Academy and the instructors and staff are very helpful and courteous. Taylor is our instructor and Fantasia is our Student Support Specialist and I think they make a great team because they are both patient and willing to explain anything we don’t understand. Fantasia goes above and beyond to make sure we have the necessary tools and information we need to be successful. I really love how passionate and committed she is to all of us.🙏🏽”
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Alex Lexington - Precious Metals, Coins, Bullion, and Certified Diamonds - 3335 Chamblee Dunwoody Rd
3335 Chamblee Dunwoody Rd, Atlanta GA 30341
“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.”
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3350 Riverwood Pkwy Suite 1125, Atlanta GA 30339
“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.”
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2342 Perimeter Park Dr Ste 200B, Atlanta GA 30341
“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.”
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550 Pharr Road Northeast Unit 400, Atlanta GA 30305
“I have been working with Dev Tyagi at Georgia Financial Advisors for almost a year now and he has been very courteous and educational in our meetings He takes the time to explain what it is that we are going to do during our sessions.”
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1995 North Park Place Southeast Ste 240, Atlanta GA 30339
“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..”
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3460 Preston Ridge Rd # 560, Alpharetta GA 30005
“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!”
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1455 Lincoln Pkwy E Suite 520, Atlanta GA 30346
“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.”
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3630 Peachtree Road Northeast Suite 100, Atlanta GA 30305
“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.”
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3290 Old Alabama Rd, Alpharetta GA 30022
“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.”
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1540 Church St, Decatur GA 30033
“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!”
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1636 Mount Vernon Road, Dunwoody GA 30338
“Always had a great experience at this PNC location. The branch manager - Rafael Nobre and the PNC staff working at this location are all polite and courteous. All my banking needs were handled professionally and they helped me with all my questions / doubts.”
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4244 Roswell Rd, Marietta GA 30062
“I'm not a customer but had a great experience here. A friend who banks here was out of town. He received a check in the mail and asked us to deposit it. The check was payable to his name but the checking account is for his business. I expected trouble but when I explained the situation to the teller at the drive up it was handled immediately. If this had been at my bank I would still be there arguing with them. Great service!”
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3314 Peachtree Road Northeast Ste 1, Atlanta GA 30326
“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. ?”
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3400 Peachtree Rd NE #835, Atlanta GA 30326
“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!”
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2810 Old Milton Pkwy, Alpharetta GA 30009
“A big shout-out to branch manager Olivier and the team at PNC! I recently visited the branch to purchase some foreign currency. Because of a technical issue at first, followed by my own misunderstanding of the process, my order ended up being placed when I actually needed to cancel it. I thought I'd have to drive an hour back to the branch just to take care of it. After I spoke with Olivier, he was incredibly patient, understanding, and willing to help. He went the extra mile to resolve the issue for me and saved me a long round trip to cancel the purchase in person. I know it must took extra time and effort on his part, and I truly appreciate his kindness and professionalism. Many thanks to Olivier and the wonderful staff at PNC for making a stressful situation so much easier. Great customer service like this really stands out!”
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3280 Peachtree Road Northeast Ste 300 & 400, Atlanta GA 30305
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3155 Cobb Pkwy SE, Atlanta GA 30339
“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.”
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2845 Old Milton Parkway, Alpharetta GA 30009
“Everybody at this location is amazing, whenever you need to deposit a check last minute the team here is very accommodating. Also, if you trade, you will love everything about Charles Schwab. The app is so easy to use, and I haven’t even used thinkorswim yet, but I plan to. It’s the best trading platform and the best wealth team in Atlanta.”
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3280 Peachtree Road Northeast Suite 150, Atlanta GA 30305
“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.”
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4454 Roswell Rd NE, Atlanta GA 30342
“Erandi Garcia, personal banker is excellent. The 2 times I have been here to take of important items, she has gone out of her way to go above what she "has" to do. It's so appreciated. Aside from that. Anytime I walk in, I'm always treated with smiles and helpful customer service.”
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3260 Walton Riverwood Lane Southeast, Atlanta GA 30339
