Investing in Chattanooga, TN

7 locations found near Chattanooga
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““I have worked with financial advisors for well over 25 years. Cody Sims is someone I have high regard for; he is dedicated to educating his clients and to continuing to educate himself on new ideas which he can use to help his clients achieve their goals. One of Cody’s best qualities is he listens well – that alone is hard to find these days!! His care for those he works with and those he partners with sets him apart.My experience with financial advisors is not a measure for any one financial professional’s ability to yield positive results for any client(s). The views expressed here are strictly from my own limited observation of what I perceive as an interaction with an advisor and not as a recommendation to conduct your financial business with any particular financial professional.”

4.9 Superb62 Reviews

“Franklin wealth management is absolutely the best. The staff is very knowledgeable and helpful. My dad trusted Joe Franklin with all of his monetary and investment needs for many years and my mom continues to do so since my daddy’s passing in 2015, and because of that trust and loyalty. My husband and I are now clients and have been for six years.”

5 Superb18 Reviews

“This group is very professional and steady. The economy is a mess but these investors study and make educated decisions on my investments.Their suggestions....keep calm and carry on.”

5 Superb4 Reviews

“I’m very satisfied that my financial security is in good hands with this company. They are small and personable which makes me feel comfortable. Every person there is very helpful and will go out of their way to make sure all of your questions are honestly answered.”

3.8 Good13 Reviews

“I can't believe that Charles Schwab got such negative reviews. I been with them since 2007 and been amazed by all the agents, services, and managers. They are my favorite bank and I have banked with BOA, US bank, Chase, Wells Fargo, and Union Bank. Reason why: 1. Every time I called in, my issue was addressed by people in the US and not oversees. They are all knowledgeable and if they do not know the answer, they will go find out for you. They don't just keep passing you around and transfer over transfer to another agent. 2. I have never waited more than 10 mins for an agent to answer the call. 3. Most importantly is when I travel to different countries, I need a reliable bank. I have been in a jam and could not access my credit card or other bank accounts in a different country and when I called Schwab they understood my situation and allow my atm limit to increase substantially to obtain cash from my account. I wouldn't know what I would do in a different country with no access to my accounts. My disclosure is that I am a loyal client. A bank that you can just call and talk to someone (not a machine or oversee) right away is worth more than an extra %.”

1.2 Poor5 Reviews

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