The gentleman who signed me up with Hoffman sure liked to talk about himself! You will have to listen 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. read more

I would highly recommend Hoffman Financial Group to any of my friends. I have been working with Chris 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!! read more

They will put a large portion of your money in annuities that under perform the market. Find another group like Fidelity. If someone is good in their business they don't have to constantly try to get more business. Referrals are the best advertisement for any company. I wouldn't refer them to anyone. They used to do free dinners as marketing, now TV seems to be their drive for new business. Biggest financial mistake we've ever made. read more

Put all my money into annuities. This was an awful experience going with Hoffman. You will not feel as a partner with your money but completely lost. read more

I suggest you proceed cautiously with Hoffman. I had an interview with them and discovered that they are very keen on selling products from insurance companies and an investment banker called Morgan Stanley. Not surprisingly, these products pay Hoffman a commission. Hoffman claims to be a fiduciary, but fiduciaries don't receive commissions from insurance companies and investment bankers. I was expecting to get advice from a certified financial planner, but I was talking with the salesman. read more

Hoffman does a tremendous amout of advertising on traditional TV, which is watched mainly by older people. The informercials are very compelling and motivated me to contact them for retirement income planning. I am fairly knowledgeable about investment strategies but really want professionals to handle it. I interviewed Hoffman along with 6 other investment firms to decide who should manage our money. Hoffman's plan was very heavy into Structured Notes, which, though complicated, can be a good addition to a retirement portfolio. The issue was the amount of my portfolio they wanted to put into Structured Notes. I have several friends who are financial advisors, with whom I would never invest with (because they are friends, and I want to keep it that way) but I do use them as sounding boards, and they were shocked and appalled with how much of the portfolio Hoffman wanted to put into Structured Notes. I ultimately went with another firm. I'll never know if I would have made more money with Hoffman or not, but they seem to steer people into riskier investments, while playing down that risk. And finally, my advisor (or who would have been my advisor) always seemed to make me feel like an idiot if I didn't understand something or questioned the investment choices they were going to make. With my current financial advisors, we work as a team. And finally, of the 3 actual face-to-face meetings we had at their offices in near Alpharetta, my advisor was late for 2 of them. That's disrespectful. read more

He placed my funds in annuities that only allow me to make changes every 2 and 3 years. I should have been able to make changes every year. The performance of all 5 have been dismal. One returned 0 this past year. None have been over 4%. I was led to believe my returns would be much higher. You would be better off putting your money in a well managed mutual fund such as Vanguard's VOO S & P 500 EFT or VIGRX Growth Index. The only one who made money on these annuities was Hoffman read more

The beginning of my review was very informative. They provide a lot of valuable information regarding my finances. The solution however didn't fit my desires. No attempt was made to understand my position and my risk levels Unfortunately part of the solution involved annuities, which I made clear early on was not a direction I wanted. However the FA kept pushing that agenda. So if you use Hoffman make sure you are provided all annuity contract. I was given the contract for one of the annuities proposed. And even though I pointed out directly why I didn't want to go that direction, the FA kept pushing for the annuity. Be careful. read more

I interviewed with several different financial groups and had a hard time deciding. After hearing the Saturday Podcast from the Hoffman Group I made and appointment to go and visit. I liked the group and the adviser I met with right away. He walk through our accounts, game plans, etc. We decided to go with Hoffman and schedule a follow up appointment to get the ball rolling. Again, we met, discussed options and was promised there, sitting at the table that the information would be emailed to me the following day. One week later, still no response. I emailed my advisor - no response. The following week, I sent a second email - on top of the first one so they could see it was a second request. Nothing. So, benefit of doubt, maybe he wasn't getting the emails. I sent another with a read receipt. It was read at noon. At 6:30 that night, I received and email from my advisor and I quote "I will get to your request when I have time". Forget what had been promised, forget that I was told what great service. My response...forget I am your client. I wouldn't go back or recommend them. read more

My experience with Chris Cummings at Hoffman Financial Group has been great. He listens and truly cares about my financial goals. Then he works hard to help me achieve them. I highly recommend Hoffman Financial. read more

I used Hoffman/Brookstone Capital Managment for a short time. I left them because the two individuals handling my account gave me incorrect information regarding several issues and didn't have the education needed to link my checking account to my investment accounts, handle a yearly RMD distribution and take control of my 401K without penalties. I was told I could leave the film at any time with one call to Fidelity. That was a lie. Then just before I finally got them out of my accounts, they charged me $612.85 in fees. I've asked them several times for a full accounting of the charges, but to date they refuse to supply it. They told me that Fidelity handles that. As per Fidelity, that's not true. I was also told all transfer fees were free. When I had to do a RMD from the account under their control, I was charged $30.00. The last correspondence from the firm told me to call them for any concerns and don't text (so no record would be kept). In the end I found that most everything they did for a 1% fee could be done for free as part of my Fidelity account. I'm glad I left them. A complaint has been filed with FINRA. read more

I visited with a Hoffman Financial advisor today. He was very personable. I wasn't impressed with the office sharing arrangement they have in Fayetteville. But if anyone had experience - good or bad - with Hoffman or please let me know. I have a substantial retirement account and trust doesn't come easily in these circumstances - advisor with a nice personality isn't enough. read more

I've worked with Chris and his team for over five years and can't say enough about the exceptional level of care, attention to detail, honesty, and integrity that they put into people. It's clear to me that they're not only knowledgeable, but that they don't settle for "status quo" as there is an obvious pursuit of better for their customers/clients. Anyone who values their savings and investments would be hard pressed to find a better group to work with! read more

This team is the best of the best! I've seen first hand how everyone works together to find the best solutions for their clients and it's very obvious they value each relationship. Couldn't be more impressed with this team of experts! read more

I decided as a 40 year old that I should have a financial advisor, and stop managing my retirement and savings alone. I chose Hoffman, based on their show on 95.5 FM. I used to listen to their program on the way to work, and loved that they charge fees based on performance and said they would contact you quarterly to discuss your assets. Their office is beautiful. Eric, my advisor, was very personable. However, it took me 22 painstaking years to slowly earn the $220,000 I gave them to manage, and it took a little less than 2 years to lose $30,000, at a time when my peers, including luckily my husband, were having 4-8% returns. Only when I threatened to leave did they finally agree to lower the $100's of dollars in advisors fees there were making every month on my losses. At the same meeting, I was told Eric would take action by doing "X" and "y" to help correct the losses. Why wasn't that done preventatively? I thought that's what I was paying someone for! I had an analysis done, and if I'd just left the funds in the vanguard account I was initially in, I would have come out even, rather than down thousands. Luckily, I have some working years to try and correct this. My money has been moved out of Hoffman, a process that they made exceeding difficult. It took weeks to do when it should have taken a couple days. But it's done, and I will recover. Please don't make a similar mistake! read more