FA Demo
Financial Services, Registered Investment Advisor
Atlanta, GA
123 Main St
Atlanta, GA 30305 Directions
4.9 out of 5
16 verified ratings
16 Ratings, 10 Comments
Mar 16, 2023
I'm very picky. I can be a difficult customer/client. I have always been completely satisfied with the advice and service I get with this amazing group.
Dec 13, 2022
This advisor group has always been very professional and knowledgeable. They always make sure I know what is going on in my accounts.
Dec 13, 2022
This team is amazing! I've worked with them for a long time and have always had a spectacular experience. When I have a question, I get an answer back almost immediately. They really and truly prioritize the client experience.
Dec 13, 2022
I just started working with this group and are I'm impressed by their process, software, and staff. I finally feel like I'm getting the financial advice I need to set myself up to accomplish my short and long term goals.
Dec 13, 2022
We have been with our financial planner for over a year. They have helped us with every financial question possible. They are a super group of people who legitimately want you to succeed.
Dec 13, 2022
Our advisor and is professional and a joy to work with
Dec 13, 2022
Professional, highly trained, highly experienced across cycles. Interview the decision makers to discover if this team + its disciplined investing style will diversify your portfolios.
Nov 28, 2022
Great team providing trusted guidance, planning, and investing. Each team member is an expert and consummate professional, delivering excellent service. They look ahead for me, offer and explain the options, and spend time individually with me. If you aren’t working with them, give them a call!
Nov 28, 2022
I couldn't ask for more from my advisors. I had to dock them one star because parking at their office is always so difficult. Hopefully they can get that issue sorted out!
Nov 28, 2022
This is an excellent team with a wealth of experience. I've been impressed with how comprehensive their approach is - always keeping my needs and goals at the center of all decisions. Bravo!