Jennifer Storey
Financial Services, Wealth Management
Atlanta, GA
3550 Lenox Road NE, Suite 2700
Atlanta, GA 30326 Directions
5.0 out of 5
49 verified ratings
49 Ratings, 46 Comments
The following reviews are from HB Wealth current clients. No compensation was provided for these reviews. The ratings and comments reflect each client's own views and opinions, and there are no known conflicts of interest. All ratings are included in the overall rating and all comments are published unless they meet one or more of our exclusion criteria. For more information, please visit our website.
May 4, 2026
Jennifer has been our financial planner for over a decade. She has always addressed our financial needs along with carefully managing our investments through some interesting financial markets. Her communication skills are second to none and she gives us the utmost confidence that she has our best interests with every recommendation and decision.
Paul F.
Apr 30, 2026
Jennifer is great to work with! She is always available to answer questions and provide recommendations, whether it be by email, phone or when we have virtual meetings. We do not believe we would be in the good financial position we are currently in without Jennifer's direction.
David L.
Apr 28, 2026
We sleep well at night...have for decades. Do you know how much this means?
Recently with Jen passed a quarter century of insightful, engaging, and long term PROFITABLE performance of brokerage and retirement funds, tax strategies, marital advice (just kidding).
Translation: ALL of our money entrusted during this timeframe, this as we are pushing 70 now, and happy as a clam we are.
I do not know if Jen is accepting new clients, but if she is, do yourself a favor: BREAK LINE!
DAVID F.
Apr 28, 2026
We are longtime clients of Jennifer Storey's. She is knowledgeable, understanding, clear, and funny. Her great advice has made it possible for us to retire with financial stability.
Lawrence N.
Apr 27, 2026
Jennifer has always been absolutely awesome, professional and kind. From the first time we met, through helpful with my husband’s death. She has been a godsend.
Mart W.
Apr 27, 2026
Always personable and very informative. I have no worries, Jennifer is on the job! I trust her totally!,
Michael G.
Apr 25, 2026
Excellent in every way.
Byron F.
Apr 24, 2026
Jennifer is always helpful when I have questions and concerns! She is available when ever I need to talk.
Robin P.
Apr 24, 2026
Jennifer is a truly exceptional Certified Financial Planner who has consistently exceeded our expectations. What sets Jennifer apart is the combination of her deep expertise and the remarkable efficiency of her entire team. Whether we are reaching out with a quick question or a complex concern, the responses are always timely, well-researched, and actionable. Furthermore, Jennifer’s value extends far beyond traditional stock and bond management. She has become an essential partner in our family’s long-term planning, offering advice on a wide range of financial needs—from estate planning and tax strategies to preparing for major life milestones.
Jack W.
Apr 23, 2026
Jennifer does a great job keeping an eye on my investments and on my tax liability. She communicates well and works well with me to decide strategy.
Davd G.
Apr 23, 2026
She is always thinking forward to what we may need. We also appreciate the prompt response we get from her and the team.
Deb H.
Apr 23, 2026
Jennifer has my complete trust. She responds immediately to any request . It is a pleasure to work with her.
DANIEL R.
Apr 23, 2026
Jennifer Story is a kind and thoughtful person and is always available to help me deal with financial questions and concerns. She personally contacts me from time to time to regarding my portfolio. She is knowledgable and efficient. I enjoy working with her!
Ralph H.
Apr 23, 2026
Knowledgeable, responsive, and experienced.
Jan P.
Apr 22, 2026
Jennifer is incredibly smart, professional, and kind. She is very logical, organized and responds quickly. We are grateful for her help. She is wonderful.
Casi G.
Apr 22, 2026
I value Jennifer’s opinion and honesty. She has been a big help in explaining investments to me;her experience and suggestions have also been encouraging. She always gets back to me promptly when I have questions or concerns.
Susan R.
Apr 22, 2026
Super helpful and knowledgeable!
WH
Apr 22, 2026
Couldn't have found a better partner for my money!
Jennifer is in constant contact and is always there for me.
I have had Jennifer on "My Team" for over 10 years.
Maris D.
Apr 22, 2026
Jennifer is professional, knowledgeable and goes way beyond expectations with our family. We trust her completely with our investments and advice.
Elaine B.
Apr 22, 2026
Jennifer has been managing our accounts for many years and we are extremely grateful for all her help.
William W.
Apr 22, 2026
We trust her, she's done a great job for our entire family portfolio. The team is highly responsive and very professional.
Kevin B.
Apr 22, 2026
Great service attitude, always upbeat and quick to follow through on our requests.
Stan A.
Apr 22, 2026
Jennifer is great! Totally on top of it! Super knowledgeable and helpful!!!
Sue R.
Apr 22, 2026
Jennifer is always friendly. She is very knowledgeable and has never made me feel inadequate in my lack of understanding. Jennifer is always quick to respond to my emails.
Julia F.
Apr 22, 2026
Jennifer is always available and extremely helpful!
Anne W.
Apr 22, 2026
Jennifer has been our advisor for many years. She has helped us to reach our financial goals and made us feel so comfortable that we were able to retire early.
David W.
Apr 22, 2026
She is a rock star! She is very awesome! She has been supporting me for over 10 years.
Thinh T.
Apr 22, 2026
Jennifer is experienced, knowledgeable and responsive.
A.N.
Apr 22, 2026
Jennifer takes great care of our accounts. Thank you very much.
James H.
Apr 22, 2026
Jennifer is a responsible, knowledgeable professional who cares about her clients. She is always prompt in addressing my concerns or requests. I am very happy with her.
William R.
Apr 22, 2026
Jennifer is helpful, knowledgeable, and responsive.
Sandra H.
Apr 22, 2026
Jennifer is amazing and has been so helpful to me and my daughter since my wife’s passing. She continues to ensure I am updated and always responds in a timely manner. So thankful for her help and guidance.
Tom S.
Apr 22, 2026
I am pleased with my service.
Saundra J.
Apr 22, 2026
She helps me on every way possible, always positive, with great results.
George S.
Apr 22, 2026
Jennifer is always concerned that we are experiencing a great relationship with her and her colleagues!
Jim
Apr 22, 2026
Very thorough and informative / always available.
Cindy C.
Apr 22, 2026
Professional and extremely knowledgeable. Great to work with!
Beth S.
Apr 22, 2026
Jennifer always is quick to respond and helpful in every way. I appreciate the fact that she is so very capable and pleasant. She long has been one of my main contacts with the firm.
Ferrell W.
Apr 22, 2026
Jennifer and Rett take great care of me and their fun too! I don't worry about my future because they are on top of it.
Carol
Apr 22, 2026
Jennifer is awesome! We always enjoy talking with her and get great information. We appreciate her checking in on our needs. Excellent service and she is such an awesome person. My husband and I highly recommend Jennifer!
Leisa R.
Apr 22, 2026
Jennifer Storey and the team have always been there for me! I am so grateful that you picked me up when I was at the lowest as a new widow. Thank you for outstanding, above-and-beyond service throughout the years. I know I can count on you for good advice and care of my finances. You are a solid support for me. Thank you!
Jennifer R G.
Apr 22, 2026
You have performed above expectations with your guidance and cooperation with Diane in getting us through the financial challenges with our family.
Thank so much.
Now get me through my retirement!! LOL
Bob C.
Apr 22, 2026
Jennifer has always been there when needed. Very helpful and I have enjoyed working with her since 2012. She’s the best!
Kathy A.
Apr 22, 2026
My experience was Perfect.
Betty W.
Apr 22, 2026
she is so knowledgeable and listens to my concerns.
Patty B.
Apr 22, 2026
Jennifer is awesome! She is responsive and knowledgeable and we are extremely pleased with the service she and her team provides.
Erin J.