Financial Advising near Smyrna, GA

12 locations found near Smyrna

“My husband and I have filed here together the last two years, and working with Ms. Paola Chao was such a relief and a pleasure! They really know what they’re doing, and that’s very reassuring. And today, they blew me away even more! I had self-filed an older return that had been sent back to me from the IRS requiring clarity on things I very much didn’t understand, so I made the decision to bring it to someone who would. The very generous and kind woman at the front desk, Gladys, took my mixed bundle of staples and papers and pulled out and made copies of exactly what I would need and where to sign and then, even put it all in an envelope and double checked I’d know where to send them. And then just said I was good, no charges necessary. I was more than happy to pay for the help with something I absolutely couldn’t have figured out alone, so this was a surprise that makes me very emotional, as I’m so grateful to see customer service and caring for others with nothing in return is part of the culture here. Thank you SO MUCH, SuperTax!”

4.4 Superb100 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

“Hope team was the best!! They helped me get the funding I needed to take the next step in my business. I loved working with them. Terressa was very responsive to my needs.”

4.8 Superb21 Reviews

“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.”

4.7 Superb19 Reviews

“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.”

5 Superb16 Reviews

“The praiseworthy, highly attentive, and very punctual service offered by the very personable and congenial Ms. Gray is such a welcome experience compared to many in the notary field who don’t personify these invaluable professional traits. Thus,, her standout services should be promptly sought out by any who are looking for banner notary service.”

5 Superb15 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

“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’ve been going to Rick and his Cumberland Financial Group for years (as my mom did before me). They’ve walked me through some twists and turns regarding estate stuff and various life transitions. They have always been super attentive, sincere, and knowledgeable about investing and tax issues. Love their new office space, which is a few steps from Red Eyed Mule restaurant (featured on Food Network). Bonus! It is worth the drive OTP for the peace of mind they offer.”

3 Average11 Reviews

“I had an outstanding experience at this location today. The gentleman who assisted me was kind, attentive, and provided prompt, knowledgeable service. I wish I had caught his name to give him the recognition he deserves. Thank you!”

2.8 Average15 Reviews

“I had a great experience with this location and team. Everyone was very helpful and made the process streamlined and easy. They were very accommodating. We felt very comfortable opening accounts here.”

2.7 Average10 Reviews