Russ went above and beyond in helping me. He is sharp as a tack, organized and really knows his…read morestuff. I highly recommend him.

Russ is incredible. Not sure I can put it into words. If you have the opportunity, hands down you…read moreshould work with him!! Russ, thank you for all of your help!

Casey is amazing!! He has literally saved us financially. I cannot sing his praises enough. He…read moreadvised and walked us through a series of unexpected expenses and losses and informed us of options we were unaware of. Despite the insanity of 2020, we are now in a good position thanks to Casey, adding to our retirement accounts and have gotten our savings back to where it needs to be. I trust Casey and his team to make the best decisions for us, and perhaps best of all, Casey is extremely ethical and I fully trust him with our best interests. I also love that Casey makes himself available to his clients and establishes great relationships... I can and do reach out to Casey when I have financial questions!

From the owner: Wiser Wealth Management is an independent fee-only investment advisory firm located in Marietta,…read moreGeorgia. As a fee-only firm, we do not receive commissions or sell any financial products. We are also held to a fiduciary standard to act in the best interest of our clients. Our services include portfolio management, financial planning, investment management and small business retirement plans. We also have a select group of business partners that we coordinate with to provide our clients with estate planning, tax preparation and business legal services.

Capital finance has helped my family and I in our time of need. When we were struggling to figure…read moreout how to make ends meet they approved us for a loan to help us get by.

First of all and I'm repeating the exact words straight from the CEO... "The people who call us for…read moreadvances their problems are not mine nor my employees." I called and started the process of obtaining an advance on a settlement was approved and they were aware of how serious it was that I get this advance before they close before the holiday weekend long story short was told yes all day to get told no they didn't communicate well enough with my attorney and the only thing keeping me from my advance was a via email signature that my attorney swore to me they told her she was done signing my contract. I was told by an employee that she did have to be in the office on Monday called all day Monday no one answered. Due to my frustration and me unaware my fiance leaves them a message explaining exactly how many things have been lost due to them telling me one thing and doing another basically trying to stick up for me. Tuesday when they really do come back in I call first thing to get told by capital that they voided my advance can't help me and decided not to give it to me because of the voicemail left on Monday letting them know my frustration. Never cursed was not dramatic at all just factual about the service and being told so many things and never not once any of them coming true. USE A DIFFERENT COMPANY IF YOU ARE REALLY IN A BIND AND NEED QUICK EFFICIENT HELP AND WORK USE CHEROKEE FUNDING THEY ARE BY FAR THE BEST COMPANY IN ATLANTA

I am very lucky to have Will Clanton here in Atlanta as my account manager. My whole family uses…read morehim, and he's awesome! Previously was at Fidelity, and they sucked. They totally didn't respond, the account manager changed without any information to us about a new account manager, no help, reps who were not well trained, and everything was an extended ordeal. But if you're in Atlanta, use Will Clanton at the Sandy Springs branch. You will not be sorry. I love Charles Schwab. I think they're very helpful and much more knowledgeable than anybody at Fidelity, and they're on the ball. Feels like a small company rather than a huge corporation. Five stars for my experience with them.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

their online service may be the worse in the entire industry. Completely rediculous. Wait times are…read moreexcessively long and their phone tree or ai service is horrible.

I was in the corporate finance business for 35 years, I'm retired now but continue to advise people…read moreon financial subjects ranging from how to manage to retire decently to how to value their family business. Because of that I am picky about who manages my personal money. I have been with Schwab for close to 40 years and in that time I have continued to be impressed with their business model. Their people are not paid off of commission so you can be assured that they are not giving advice based on making a buck off of you. They give advice based on what is good for you. There are multiple levels of service. You can start with them just out of school, invest for close to nothing, get access to their great research, and or work with some of their standard investment advice tailored to your risk appetite, etc. You can open a Schwab One account with no minimum, no charge for online trading, etc. At some point, when your portfolio is sufficiently large, you can join their Private Client service where you get a dedicated Financial Consultant, access to a wide range of specialists, tailored solutions, and pricing advantages meaning very low prices for almost everything... Later if you build substantial wealth they have a Private Wealth Management service which offers expanded services... All of their plans are based on fees that are independent of trades, sales of products, etc. You can always depend on Schwabs people to look out for your best interests, unlike some other brokers who may have incentives to steer you to investments that make big commissions for the broker. On of the reasons that I was able to retire early was the excellent investment advice I was given by Schwab. My financial consultant talks with me periodically to discuss balancing my portfolio, managing my tax situation, assisting with any big spending needs that I foresee. He even assisted with a temporary loan against some of my assets so that I could build a new home prior to selling the one I was living in. This is simply world class service as far as I am concerned. My personal consultant as well as the consultant in Atlanta who works with me have both gotten to know me and my wife. They have visited my home in SC, they occasionally offer to take us out to talk at a high end restaurant. They know my personality and are able to deal with my financial needs as a result of that personal connection. The returns they earn me are very good for the evil of risk I am willing to take. I can say without a doubt that they have saved me substantial sums of money by watching mu portfolio and warning me when they found investments that might be headed South. I could not be more pleased with a broker. I advise all the folks who ask me for help to consider Schwab and I honestly hold them in the highest esteem. If you are interested call (678) 297-7749 and ask for Sarah Glover... You don't have to live near Atlanta to do this, I'm living on Lake Hartwell in SC. BTW all I get for recommending them is the personal satisfaction of seeing people do well financially. I hope everyone out there spend less than they make, invests consistently, pays off their debt, and grows wealthy over time. It's not as hard as you might think, it just takes some planning and discipline.

Gaynes Financial has been making money for me for about 18 to 20 years…read more I ask them to protect me and make sure we all make money. Always GREAT people to help me. 5 STAR RATING from me!!!!!

From the owner: We are an independent financial planning and wealth management firm. Our mission is to be a…read morepowerful force for good in this world. With over 30yrs experience we help manage all areas of your financial life.

The gentleman who signed me up with Hoffman sure liked to talk about himself! You will have to…read morelisten to him brag about himself and how he played football in college. And evidentially he's on some radio station representing Hoffman. Unfortunately, when I changed investment companies, he would not replay to my email. I had extremely difficulty getting the info I needed to file my taxes. After several attempts, I finally lucked out and spoke with a young man in their Alpharetta offices. It left me with the feeling that once you transfer to another investment firm, it's difficult to get the information you need. I am so pleased with my new firm.

I would highly recommend Hoffman Financial Group to any of my friends. I have been working with…read moreChris Cummings for a few years now. He is extremely knowledgeable and has helped me fully understand the investment "buckets" that were chose for me. Chris is kind, patient, trustworthy, professional and (best of all) keeps the lines of communication open at all times. I am nearing retirement, so these characteristics are extremely important to me. I have had numerous financial advisors in the past, but he is by far the VERY BEST!! Thank you Hoffman Financial Group!!

My sister and I are the co-executors of our parents' estate…read more On April 22, 2026, I contacted Fidelity's Transition Team and spoke with Megan Richter. She opened a case, emailed instructions outlining what was needed to move forward, and I promptly submitted the documents provided by our attorney. After my initial submission, Megan stated that she needed to see the corners of the documents more clearly. I resubmitted them, after which she called and said the documents appeared "fake." Concerned, I contacted our attorney, who resent the exact same PDF and responded: "Very strange. Can't say I've ever had a bank question a PDF from an attorney and accuse it of being fake. They could also check the Court docket if they are so concerned. In any case, here is another copy with the corners showing, for whatever that's worth. If that doesn't work then I could hand them off tomorrow morning at around 10 a.m." Clay Skinner Attorney - Managing Partner I forwarded both his email and the document to Megan, and she accepted it. Notably, it was the same document originally submitted. Since April 22, obtaining access to the estate funds has been difficult. Janet Buley was assigned to our case. On June 10, she informed us that the final account required a separate EIN. I obtained the EIN immediately and sent it the same day. Today, June 26, despite multiple meetings, emails, and text messages, we have received no response from Janet. When we do speak with her, she is often dismissive and condescending. We still do not have access to the remaining $300,000+ held in the account. This has been the worst experience I have had with a financial institution. Having lost three of our five immediate family members within a seven-month period, the lack of responsiveness, delays, and unprofessional interactions have added significant and unnecessary stress during an already difficult time.

Is anyone else being affected by the fraud that Fidelity Investments is doing by not giving…read morecustomers their hard money back. They are holding people's money for 16 business days because some people in the country have been depositing checks they didn't clear. I have nothing to do with that. I want my money now, and I have offered to provide proof to them that the funds have already cleared my bank account, it they don't care. They are just acting like the mafia and keeping my money for as long as they want. I hope this company goes out of business.