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    Luken Wealth Management

    5.0 (1 review)
    Closed 8:30 am - 4:30 pm

    By appointment only

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    Services - Luken Wealth Management

    Investment management

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    1 year ago

    So pleased with my experience with Luken Wealth Management. They truly care about their clients. I can't recommend them enough!

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    Comdata

    Comdata

    1.1
    (170 reviews)

    Absolutely hate getting paid through Comdata. It's inconvenient, customer service is practically…read morenonexistent, and half the time transactions won't even process. There's no easy way to transfer money to your own bank account, leaving you stuck using their system. To make matters worse, when fraudulent charges happen, they seem more interested in denying disputes than actually investigating them. Overall, it's been an incredibly frustrating experience. If you're paid through Comdata, get your money off the card as soon as possible. I certainly wouldn't trust leaving a balance on it.

    I have dealt with many terrible customer support teams, but this service has officially set a new…read morelow. Today, I spent over four and a half hours and made about 15 phone calls trying to achieve a simple goal: to have my company receive payments via their express code and stop using paper checks. Two weeks ago, I was told I could get a card through the app. It never arrived. When I called today, agents couldn't even find my account using my username, email, phone number, or card request information. The incompetence reaches catastrophic levels. I was given entirely contradictory instructions by different agents--one even advised me to delete my account, only for me to find out later that it was a mistake and I had to restore it. Reaching a supervisor is practically impossible. But it gets worse. I spoke with another agent who gave me false assurance, stating that I had another option: I could simply take the express code to a bank, and they would process it. I asked her twice if she was 100% sure the bank could process these codes, and she confirmed it absolutely. Trusting this information, I went to the bank, only for the bankers to look at me like an idiot. One of them had never even heard of the company, and the other said they had seen such checks before but had no idea how they worked, as they are bankers, not a check-cashing service. Their staff lacks basic training, offers conflicting information, constantly drops calls, and makes up solutions out of thin air.

    Fidelity Investments

    Fidelity Investments

    3.3
    (4 reviews)

    Emily in the branch was kind and helpful. She answered all of the questions I had and assisted me…read morewith my transaction.

    I have had my investments with Fidelity for over 26 years.. During that time, I have only…read more been to a Fidelity office three times. Once was in New York to deposit a check, the other two times were at the Franklin TN office. After my experience dealing with Luke at the front counter in Franklin, I am ready to close my account. I needed to go to the Fidelity office to wire money to Mexico since I am planning to purchase property there. During my first visit, Luke acted like it was a big inconvenience to send the wire. Given the difficulty he was having, I sensed he did not do this often. I returned two weeks later to send money to a different account in Mexico that I would use to purchase the property when it was time to close on the deal. Unfortunately, Luke was still working the counter. This time, he made several odd remarks like : "How many accounts do you have in Mexico". Then he asked what the money was used for because "people" questioned him after the transaction. I said that I told you the purpose during my last visit. Then I asked what he said. He responded "To help a friend in Mexico pay bills". At this point, I was very upset and said no, it was to purchase property. He said, "we'll I didn't remember because I do a lot of wire transfers".. Really, based on his lack of competence, I would say he doesn't do many. I have received far better customer service at banks where I carry a fraction of the amount I have with Fidelity. I see no point doing business with a company that treats its customers so rudely.

    TriStar CPAs

    TriStar CPAs

    5.0
    (1 review)

    I recently moved to Nashville and was looking for someone to handle my tax return. Previous…read moreaccountants I have worked with have caused unnecessary headaches, inducing stress at the thought of having to now find a new one in my latest place of residence. I met Amy Phillips (the owner) and decided to go ahead and give her firm a try (I had nothing to lose was my line of thinking). I can honestly say I had an amazing experience! Very professional, so speedy, documents were confidentially handled (one of the problems I have had in the past that made me hesitant in the first place in my search), rates were very reasonable, and Amy was very clear in addressing all of my questions, prompted me for information I hadn't initially given that was worth noting, etc. Overall, I am glad to say my anxieties and concerns have been overcome and I don't have to worry about who will handle my taxes in the future. I'll be using Phillips, CPA!

    From the owner: TriStar CPAs, PLLC is a coalition of CPAs providing professional tax, accounting, consulting and…read moreadvisory services to support business clients and individuals as they make key financial decisions. We're positioned to help small businesses and individuals organize, streamline processes, and brainstorm with a disciplined approach to managing financial details. We'll be your guides and mentors as we equip you to face marketplace challenges, prepare for retirement, and strive for your goals.

    Pinnacle Financial Partners

    Pinnacle Financial Partners

    5.0
    (1 review)

    Two years ago we decided to move from BoA to Pinnacle Financial Partners. We wanted a local bank…read morethat gave us premium customer service and fewer fees. We did some research on some local FB groups and we got great feedback about Pinnacle. And we are SO glad we made the switch. While BoA has tons of ATMs, you can also get similar ATM access with Pinnacle...and no fees. The customer service here has also been stellar. The team responds super quick and always with amazing attitudes. Maybe this bank isn't as "shinny" as the big international banks, but we feel right at home here due to the great personal attention and flexibility we've experienced. Thank you to the Pinnacle Financial team for making this happen!!

    From the owner: Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and…read moreinsurance products and services to businesses and people who want a banking relationship that goes beyond transactions. Pinnacle was founded in Nashville, TN, in 2000 to break the traditional mold and create an award-winning workplace that would attract and retain the best, most experienced financial services professionals. We don't use a phone menu. We don't push products, instead leading with advice and empowering our financial advisors to make decisions locally. Pinnacle is listed among the nation's top 25 banks and as one of America's best companies to work for. We operate in several primarily urban markets throughout the Southeast.

    Charles Schwab

    Charles Schwab

    1.7
    (3 reviews)

    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 know this is hitting the specific office in Franklin, but it's intended for Corporate…read more Moreover, I am a former Ameritrade customer, and the switch has been less than desirable. The platform is inferior compared to many other trading platforms. E.g. hard to follow screens, fails to bring relevant information to the forefront of what you're working (i.e. you must flip between screens to access relevant information. I.e. when option trading the stocks, chart is not readily available.), ticket orders do not flow easily. You must relook each entry over and over and if you have an error upon submission, you better check the "edited" ticket as the default information will change to an entirely different option. CFRA star investment listings, calendar of events... are not available. I don't understand why a company would purchase something and not bring their format advancements along as well. The platform reminds me of an old green screen system with a gooey overlay.

    Luken Wealth Management - financialadvising - Updated August 2026

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