Terrible experience here. I was not able to get anything completed at this branch due to…read moreincompetent front desk person. She gabbed incessantly with the delivery man who walked through the door. When I asked for a place to sit without distraction, I was told there was no place for me to go (clearly there were empty rooms). She also wouldn't let me speak to anyone else in the building. I had to leave, with a 1/2 opened account. Now my account is in limbo, and I cannot move forward. Why they have this young lady working here, in customer service for financial products- I have no idea

I handle most of my own investments, but get the occasional message from someone at the CoolSprings…read moreoffice. When I respond, they don't reply. Not too good, guys!

I can't say enough good things about Dave Ramsey and his company. Service is top-notch, I always…read morehear back from them within 24 hours. I am not a "Ramsey sheeple" and also read from Suzie Orman, Kiyosaki, and non-guru finance writers. However, I credit my Dave Ramsey education during my teenage years as a pivotal moment in what has turned my life into a financial success. I have also attended many of his seminars. His daughter's new book, "Smart Money, Smart Kids" should be a staple in every household. Bravo, Dave and a Rachel, BRAVO!

We weren't sure if our move to Franklin, TN was going to work. Between rising interest rates, the…read moretough market, and being self-employed, it felt daunting. Keith Collins and his team completely changed that for us. Keith took the time to really understand our situation, walked us through realistic options, and worked incredibly hard behind the scenes to make something happen that we truly didn't expect was possible. Communication was clear and honest, which made a stressful situation so much easier. We're grateful and will absolutely work with Keith Collins Mortgage again in the future. Highly recommend to anyone who thinks their situation might be "too complicated."

We used Keith for our first home and he was awesome. Very fast, very on top of things. Our closing…read moretimeline was tight and he handled it without making us feel rushed. Clear communicator, no BS, easy to reach. Would definitely use him again.

We had a great experience working with Jon. He's extremely knowledgeable, especially when it comes…read moreto rental property taxes. He took the time to explain things clearly so we actually understood our situation--not just filed it. We trusted him completely throughout the process and felt confident he was looking out for our best interests. He's professional, thorough, and super easy to work with. If you value supporting a local small business and want a real person who knows your taxes far better than any generic tax software, I can't recommend him enough!

Do not waste your time or money. Unfortunately, I must change my review. Initially, I thought he…read morewas great with a wonderful long initial conversation. However, I realized he made multiple mistakes that cost me thousands of dollars in my tax return. They were really dumb errors (copying the wrong number over; not including any insurance on my rental costs). The worst part is he wouldn't call or email me back when I was still really nice and asked him. I was actually going to fix the first issue myself but upon the closer look I found the other issue... Perhaps there's more). It would likely take him 10 minutes to fix but now I need to redo the entire return in TurboTax so everything is calculated correctly. The reason we go to a CPA is to do things accurately... He can't even get simple things done right. Don't trust him with your finances.

Jonathan and family are awesome. I was able to retire and I'm having a very comfortable lifestyle…read morethanks to Jonathan. They are compassionate and caring about me as a person. They reach out in time of need. I'm so blessed to have found them. I highly recommend.

From the owner: We believe that retirement is one of the most complicated and important financial journeys you will…read moretake in your life. Every journey requires planning, direction and goal setting. One of your most important tools is a good map. Our retirement roadmap is customized for each person we work with, taking into account their lifestyle, goals during retirement, income needs, long-term health care needs and other financial goals and liabilities. Our proprietary Retirement Road Map process is designed to help our clients achieve simplicity and confidence during their retirement years. It's focused around 5 key areas of your current financial life. 1. Income Planning 2. Investment Planning 3. Tax Planning 4. Long-Term Care Planning 5. Legacy Planning