Keywords: establishment,finance,point_of_interest

iCare Financial - Atlanta (GA)

Address: 🏡 3343 Peachtree Rd Ste 145-1739, Atlanta, GA 30326
Phone : +1 (800) 862-7908

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ8RXn7hQV9YgR7bd6aVGKZyw

Others Near Atlanta,GA

Blue Trust | Atlanta Financial Advisors - Atlanta
Jessica King: If I could give zero stars, I would. Working with Blue Trust was one of the most disappointing professional experiences I’ve ever had. My family and I were placed into high-fee, underperforming funds that were clearly not in our best interest. In fact, my grandmother (90), my father (70), and myself (37) were all placed in the exact same funds. We only realized that once we got an independent financial review with different advisors. We were repeatedly upsold on unnecessary products, and when concerns were raised, no accountability was taken. Communication was poor, records were disorganized, and even after leaving the firm, we are still having to clean up issues they created, including incomplete documentation and missing information. Mindy, in particular, was very negative toward me and failed to take accountability for issues that arose. This is not just about a difference in investment strategy, but there was a clear failure in fiduciary responsibility and professionalism. Once my grandmother passed away and we had to start dealing with them from an estate standpoint, things got even worse. Things moved extremely slowly and it appeared that every decisions was money-driven on the part of the advisor. I would strongly caution anyone considering working with Blue Trust.
Ashford Advisors - Atlanta
Margaret Dover: Andrew is an excellent financial advisor! He really takes the time to educate his clients on their entire financial picture. In working with my retired parents he spent the time to ensure they understood their finances and what the future picture looked like for them based on their goals and needs. Highly recommend!
Capital Investment Advisors - Atlanta
Chas Yancey: The folks at CIA are awesome! I was actively looking to get my finances in order and they were great to work with. Highly recommend you give them a call if you need financial advice.
Hays Financial Consulting, LLC - Atlanta
Zaynahjanaee _: Literally the rudest person Ive ever spoken to over the phone. I called to get information and he yelled at me multiple times and I had to tell him not to yell at me. WOULDNT EVER RECOMMEND TO ANYONE EVER.
Anchor Financial Partners - Atlanta
Katy Simpson: LOVE Anchor Financial Partners - Amazing firm, Amazing people
First Financial Services Inc - Atlanta
EP Wealth Advisors - Atlanta
Ameriprise Financial - Atlanta
Elwyn Murphy: Great People
InvestHER Fiduciary Solutions - Atlanta
Celeste Huger: I have known Melissa George and her company for over twenty years. She is a very knowledgeable and professional. Her financial advise will have you in the right position to meet your financial goals for now and in the future. Make you appointment today!!!!
Lendmark Financial Services LLC - East Ellijay
Roy Owenby: Great experience especially a big thanks to Bride, shes always willing to help anyway she can.....
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