Keywords: accounting,establishment,finance,local_government_office,point_of_interest

Miracle Financial Enterprise LLLP - Atlanta (GA)

Address: 🏡 Huff Rd NW #1133, Atlanta, GA 30318
Phone : +1 (770) 766-3587

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJRS4gHboF9YgRWzX-bQ--7mw

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    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!
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