Kossandra McDuffie
Financial Services, Wealth Management
Atlanta, GA
3550 Lenox Road NE, Suite 2700
Atlanta, GA 30326 Directions
5.0 out of 5
31 verified ratings
31 Ratings, 30 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 2, 2026
Always helpful
Does a great job
Lucinda M.
Apr 30, 2026
Responsive, kind, smart, thorough
Jody A.
Apr 30, 2026
Kossandra is very organized and detail oriented. She is always quick to respond when we have a question. She has created an investment portfolio that meets our needs with the right blend of risk and reward. She is very pleasant to work with. Overall, I could not be more pleased.
Tyler H.
Apr 29, 2026
So pleased and happy to have Kossandra on our team! She is so professional, knowledgeable and always available for your questions and help you might need.
On top of her professionalism, she is so kind with such a positive attitude.
We are fortunate.
Patricia B.
Apr 29, 2026
always great follow up, objective and calm approach to problem solving, comprehensive, really cares about you.
Elizabeth
Apr 29, 2026
She is terrific. Always willing to help out Enthusiastic helpful well informed. A joy to work with. A
Perry B.
Apr 29, 2026
Kossandra is amazing, very detail oriented. she takes the time to go over all options and make sure I have a good understanding of what decision or next steps I need to make. I highly recommend her.
Lisa L.
Apr 29, 2026
Kossandra is an exceptional partner. Gracious, insightful, astute, reliable, and well-attuned to her clients. We are immensely grateful for Kossandra's service, friendship, and contributions to our family's well-being.
Michael B.
Jun 19, 2025
She’s amazing ! Always on top of her game !
Maureen M.
May 8, 2025
Professional, friendly , great problem solver Extremely knowledgeable , offers great Financial advice. Answers or returns my calls quickly !
Maureen M.
May 6, 2025
Kossandra is bright, organized, professional.
She is an excellent advisor!
David B.
May 6, 2025
It's been great working with Kossandra. She's always responsive and ready with an answer to any of our questions.
Stephen P.
May 6, 2025
Kossandra has always been so helpful and great to work with!
Kathy M.
May 4, 2025
Kossandra is smart and well prepared and very pleasant to work with. She is very organized and takes a very comprehensive view of our lives to encourage us to address all of our needs not just our investments. I am very pleased with the job that she does.
Tyler H.
Apr 30, 2025
Very proactive, great communicator, who has given us confidence someone is actively managing our assets and interests. To top things off she is a great human being.
Joe O.
Apr 30, 2025
Kossandra is absolutely wonderful to work with. She is responsive, intuitive, trustworthy, kind, wonderful listener and a joy to work with.
Gretchen B.
Apr 30, 2025
Kossandra is terrific to work with. She has partnered with me and my family through some challenging times - providing solutions and support during times when it matters most. Grateful to have her as my point of contact at Homrich.
Elizabeth
Apr 30, 2025
Kossandra is always on top of our investments. She makes knowledgeable suggestions without being pushy. She stays with us throughout the year reminding us of our agreed upon strategies. Her professional yet friendly manner is very reassuring.
Robert F.
Apr 29, 2025
She is excellent at what she does. She is very professional and has such a calm manner. There is an ease with Kossandra that makes you feel comfortable when you need her to explain things. I would highly recommend her and this company to help with your investments.
Emily W.
Apr 29, 2025
Kossandra has been an incredible partner in managing our finances. She’s knowledgeable, responsive, and truly cares about our goals. We trust her completely and highly recommend her.
Genc G.
Apr 29, 2025
She is always well prepared and very conscientious. She is also very pleasant and congenial!
Martha M.
Apr 29, 2025
Kossandra has been marvelous to work with. Not only have she and Chris done a great job managing our retirement funds, they are also a great source of information on anything else we throw their way in helping us manage matters re legal and financial input. Great team!!
John B.
Apr 29, 2025
Pleasant, efficient.
Mark P.
Apr 29, 2025
Kossandra is reliable, stays on top of details, helps with extra requests - she's like our personal CFO. Most importantly, I trust her
Matthew H.
Apr 29, 2025
Kossandra is smart, thorough, and kind. We love working with her.
Jody A.
Apr 29, 2025
Great at her job, easy to deal with and responsive to any and all issues that come up.
MICHAEL H.
Apr 29, 2025
It is a pleasure to work with h Kossandra. She listens and addresses issues with clarity.
Ave B.
Apr 29, 2025
Kossandra is a star. She is receptive, highly organized, pleasant to work with, and very smart/knowledgeable. She responds promptly to any questions or concerns and always presents a logical solution. On top of this she is a great person. HB is fortunate to have such a dedicated member like Kossandra McDuffie.
Scott W.
Apr 29, 2025
Terrific in every way!! Always there to help and to give sound advice.
John A.
Apr 29, 2025
She is the best. Very skilled and knowledgeable. Wonderful friendly helpful attitude. Very fun to work with. A credit to Homrich and Berg.
Perry B.