Keywords: establishment,finance,point_of_interest

Peachtree Financial Group - Atlanta (GA)

Address: 🏡 3500 Piedmont Rd NE #225, Atlanta, GA 30305
Phone : +1 (404) 477-1772

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJx92YTWAP9YgRms486mvmmNc

Others Near Atlanta,GA

  • Top 15 Financial Advisors in Atlanta, GA

    09-2025 Peachtree Financial Group in Top 15 Financial Advisors in Atlanta, GA
    • TIAA Financial Services - Atlanta
    David Dorsey: I just dropped off some papers, The receptionist seemed friendly.
    World Finance - Atlanta
    monica bai: I came in at 4:30 and was out at 5:00pm. My preparer was fantastic her name was maiya. Thank you for helping me today. Even when I had a problem she quickly solved it.
    Creative Financial Group Ltd - Atlanta
    Paul Beckham: Been a client for years. They do a great job.
    Strive Financial - Atlanta
    Stephanie Howard: Professional, personalable, informative and patient. That is how I’d describe Stephen Nelson with Strive Financial. Stephen, on a number of occasions, has taken the time to explain the differences in the types of accounts, which one(s) benefits me most and why. We’ve discussed my current financial situation, my retirement goals and from there chosen an investment strategy that benefits me most. I truly appreciate that Stephen does NOT use a cookie cutter approach and instead takes the time to personalize my investment model to my lifestyle. Bonus! Strive Financial also offers assistance with life insurance which I 100% took advantage of. Again, Stephen was there for me each step of the way ensuring I was selecting a model that fit me best. If you’re looking for someone to guide you or just want to know you have a trustworthy person planning for your future, Stephen is your guy.
    Miracle Financial Enterprise LLLP - Atlanta
    steve osilas: Best service I ever had. Price on the product was reasonable, miracle finance helped me build my credit not only that gave free information he could have charged me extra for. My credit and been growing ever since and my knowledge as well. Keep up the good work God bless you.
    SignatureFD - Atlanta
    Judy Shope: My husband and I have been SignatureFD customers for over 7 years. First and foremost our returns have been excellent and the downturn times managed wonderfully. The staff at Signature are professional and approachable and responsive to our needs. They host regular web updates on the market and tailor them to clients who may not have a strong financial background. I can’t say enough good things about this company and a shout out to our Wealth Management Partner, Colin Sturgis. I highly recommend you consider SignatureFD should you be looking for a strong financial management partner.
    iCare Financial - Atlanta
    Thomas Porter: I have been so impressed with this company since we first signed up with them. Any time I have had any issue, including just forgetting how to do something, their customer support has been right there. Ive always gotten to talk to a human without having to go through numerous phone trees. Much appreciated! My most recent encounter was because our business suffered some fraud and we had to change bank accounts. Katie was super helpful in getting all of that done and its a big deal. So thanks, icare for just being great at what you do!
    Vibe Financials | Tax & Accounting - Atlanta
    Darius Thomas: I can’t recommend Vibe Financials enough! They made filing my 2024 taxes smooth and stress-free. Their team was professional, knowledgeable, and super patient with all my questions. They took the time to explain everything clearly and even gave me tips to maximize my deductions for next year. It’s rare to find a financial team that’s both efficient and genuinely cares about your success. If you need tax or business support, this is the team to call!
    Gaynes Financial Services - Atlanta
    Karlos Cabrera: It is a pleasure to work with David Gaynes and his team. He takes the time to educate you on financial matters and is very welcoming to all of your questions along the way. Hes been in the industry for multiple years and it shows. I would definitely recommend Davids financial services
    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.
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