Keywords: establishment,finance,point_of_interest

World Finance - Cumming (GA)

Address: 🏡 580 Atlanta Rd #226, Cumming, GA 30040
Phone : +1 (770) 887-3076

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJe7a5JNOa9YgR7NixqyI2yC0

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    Irena Epling: Mike opened my eyes in future planning. He explained all options in a very understandable way. He even draw a diagram for better understanding. He didnt push for a sale at all which I really appreciate. It is evident that he just wants everyone to be aware of the options out there so you can make educated decisions. We got on two saving programs and we are so happy we did.
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    Doug D: I am an Accountant and my wife a Financial Advisor.... I walked in looking for some college planning advice and walked out with a new perspective on tax planning and financial strategy. Kurt is not your normal advisor, he was able to save me several thousand tax dollars after my first visit and gain a new perspective on Financial Planning ! Highly recommend !
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    MrBbobo1234: Scott is a consummate professional in his industry. He was able to sit with me and my wife and develop a plan for us to achieve our retirement goals, something I thought was out of reach after the recession a few years ago. Not only did he help us develop a plan, but he made sure we understood the plan. I highly recommend Scott Keen with Edward Jones.
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    Jeff Pillman: I cant come over here during the week. I work an hour away. I came over here at 9 oclock in the morning. When they opened up and I was told I could wait 15 minutes. Its now 9:47am, and they havent even talk to me about if I can wait a little longer or not. Terrible terrible customer service. Theyve been charging me fees on my accounts for years, and I was debating whether to close my accounts, but I wanted to talk to them first.Now I will close my accounts.
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    Nathan Stone: I met with Craig at his office to discuss several life insurance options. He discussed and described all my options in great detail and made it so simple to get the plans that fit my family’s needs and financial budget. At no point in time did I feel forced or pressured into anything. The office was very nice and in a professional but personal setting. I would recommend his services again and again!
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    Daniela Murcia: Wish I could give them zero stars. The tellers are not educated, lack accountability, and will mishandle your funds without properly validating legitimacy of documentation. Truly disheartened that banks ARE NOT held accountable.
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