Top 15 Financial Advisors in Atlanta, GA

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.

Marilyn Foody We had worked with two different factoring companies before being introduced to Allied Financial. Without a doubt, factoring your receivables is an excellent way to increase cash flow, however, having to provide monthly data back to the factoring company utilizing their KLUDGE reporting system can drive you to madness. With one factoring company, we could NEVER reconcile to what their numbers said and it was a 30 minute dissertation from them on how to reconcile numbers. In fact we got a number of answers as to why the numbers would not reconcile and each and everyone of them was different. Absolutely MIND NUMBING!! We worked with Allied Financial for a few years and they were a great partner. They were quick to respond to our needs and it felt like they were a true partner in providing the necessary working capital assistance for our growing company. Their assistance helped put us in a position to successfully build and transition back over to a traditional bank. The line of credit and reporting requirements were extremely easy to use and flexible. From top to bottom, everyone at Allied was a pleasure to work with. We would definitely recommend them to other entrepreneurs.

Tom Harrison-Burke 30 plus year relationship has always handled my issues and protected me and my family

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

Stacy McCurdy When I changed careers later in life, I enlisted the help of a number of staffing agencies. Quest Financial was by and large the most responsive agency I worked with. In fact, Quest is the only company that was able to offer me opportunities that were remotely viable. They genuinely seemed to consider my skills, and they placed me with opportunities that suited my needs. Its been a pleasure dealing with them. I have recommended them to everyone I know who says theyre looking for a new opportunity.

B D Reviews represent each person individual experiences and it helps to paint a good picture of the type of entity you can come to expect. A respectable company doesnt hide their consumer reports. They lack transparency and the customer service is atrocious. I pay this company for services and cant get people on the phone. They send emails at closing on Friday evening so its Monday before they can be reached. This is a very dishonest practice and I need answers.

Mark McGraw I have used HB and their team for years. I cant recommend them enough! They are super professional and have given me and my family great advice for many years now.

Cicely Denice Smith They have the best customer service skills. The atmosphere is lovely and you never ever walk into A+ and feel inadequate. Everyone in A+ is friendly and willing to help you with anything you need...

Kyle Diogo Great company overall!

Brett Cohen Easiest closing of all the closings we ever did (three). The closing was done from the comfort of our own porch.

tony gentile The future of the wealth management, these guys are pros.

Colin Burke Ravi is brilliant speaker with a wealth of knowledge for growing advisors and clients alike. I had the pleasure of listening to him speak to our office and the experience on display was clear.

Jared Holmes Jonnene has been a pleasure to work with both on our initial loan and recent refinance. Everything is so well organized and efficient. She answered all our questions quickly and I always feel she is just a quick email or call away if we need anything! Thanks for everything Jonnene!

David Hahnemann Ive been with 49 Financial now for approximately a year and I truly am very pleased with my advisor (Jonathon Rice), the performance on my retirement monies I have entrusted him with, and the trust and ease of mind I have with him managing these monies. I have and can call on Jonathan at any time of day or night and he either answers immediately or returns my call in a very short time. If he doesnt hear from me in a few weeks he often calls me just to tag up and see how Im doing and ask if I have any concerns or questions.

Brian York Great advisory services. Lackluster investment management.