Top 15 Financial Advisors in Cumming, GA

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.

Damien Bridges Im currently inquiring into a loan with these guys, so far the website and loan process is not as great as other sites, I was approved so well see what financing they come up with. I have personal finance experience so Ill be back to update this review once the application process is completed and give you guys the rundown on what youll be getting into with OneMain. Reviews may or may not raise or lower. Update 1: So far Ive contacted the branch with no response, their phone lines do not seem to be actually set up to ring, instead they just forward to a voice-mail system. They dont coordinate callbacks very well it seems either. So far pretty frustrating. Will be updating once I receive a call back. Final update: So I called in, turns out their phones are actually in location as it states which is wonderful, I just have bad timing myself it seems. Got in touch with someone, they unfortunately did not lower the APR of the loan but instead of 36 months Ive been given, which in the long run Im spending more, but its a lower monthly payment. They were very efficient and timely in explaining all of the details and even offered me a higher loan which I declined just for my own wallets well-being. Wonderful staff, super friendly and I got the money the next day in my bank I provided. Overall great experience, a few issues but nothing is perfect, as far as business and professionalism they were wonderful. I think some of the comments on here with lower reviews might have something to do with people who cannot manage their money/payments and fall behind. Do understand they ARE a loan company, they do have an obligation to hold up their part but as well as to make sure you follow up on yours.

Ronald Gray The people at Bales are very professional and always make you feel at home. Have been a client for 2 years now and never regretted joining the Bales family. Our nest egg is in good hands there.

Steve Waite Kris has been amazing to work with. His industry knowledge and professionalism is top notch. Hes very personable and easy to talk to. I would highly recommend Kris.

Dustin Shirley Rachel handles all my insurance policies. She explains the policies in what Im paying for. What is included and explains any exclusions so Im not hit up with surprises.

Laurie Lanzo David, Sandee and the entire team at Financial Consultants Group treat you like family. They take their time to make sure all your questions are answered and have helped me feel very confident in my financial future. I highly recommend them.

nick valdes My entire family uses Days Tax Service. We have all been using Brian for over 10 years and he is absolutely great! Always quick and accurate with filing our taxes, providing advice and answering questions.

Sanna Phillips Chris is very patient not pushy. He offers a free session to review a plan with you which is very helpful. He is in business to do people right and help people prosper in every area of their life. I am very grateful to Chris and owe much success to his service.

Kevin Lee Warning: They will harass you with new loan offers every month, manipulate the application , approve you to satisfy their quota, then harass you with 3 calls per day to make payments.

Samantha Hetherington Leslie Karam was amazing! As first time home buyers, we knew nothing about the process and she explained every step to us thoroughly. She was very knowledgeable, and pointed us towards programs which helped us save money towards the new home. I would recommend her to my friends and family. Elizabeth Croxton was also very helpful and thorough.

James Payne Great company with thorough knowledge. Conveyed all information clearly which was helpful since im knew to this. Have been extremely satisfied with returns and the whole process. Helped get my 401K rolled into an IRA and multiple other items seamlessly. Have and will continue to send friends/family/etc. Extremely happy with interactions, process, and whole experience so far even in an economy that most are struggling in.

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!

Errol Danley Parkey has been a trusted counselor. He was recommended to us by our church when we reached out for help with finance questions. He meets with me once a month for about a hour to review our actual financial expenditures and review our plans for the next month. Parky offers consistent encouragement that our goals are obtainable and wisdom on how to obtain those goals. I would highly recommend him to anyone looking to get disciplined in there financial life!

Tamika Saunders As first time homebuyers, the process went exceptionally well. Sean was so helpful and made sure we understood the process. The entire Radius team were professional and timely with communication. I particularly remember Michelle. Thanks to Sean Platt and his team we own a beautiful home!!

Terrence If I could give this place 10 stars I would. The state is incredibly professional and came through for me in my greatest time of need. Carol was great in assisting me and Mrs Donna gave me a shot which is a true blessing! I’d recommend without hesitation.