Very convenient location in Midtown. Helpful staff. Easy to drop by and make deposits to…read moreinvestment accounts. They are moving from Colony Square down to Peachtree St (between 11th and 12th). Better location for sure. I'm a big fan of "internet only" businesses, but it is nice to utilize their local office when you need to leverage their services. Every once in a while, it's great to have a face to face conversation with someone! And, Schwab has one of the best bank accounts around (free ATM, no foreign transaction fees). Happy they are in Midtown!

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

LC is very professional and knowledgeable. Her expertise in tax laws adds a great asset when…read moreinquiring about service for tax preparation. I highly recommend this company for your tax and accounting needs. Such a great person to do business with. I look forward to next year.

From the owner: Are you tired of struggling to navigate the complex web of taxes? Our tax preparers specialize in…read moreproviding comprehensive tax planning and preparation services to individuals and businesses, ensuring that our clients stay compliant with IRS regulations while maximizing their returns. We work closely with our clients to understand their specific tax needs, identify potential deductions, and provide tailored tax strategies that meet their expectations. Our team stays up to date with the latest tax laws, making sure that our clients don't miss out on any possible savings. Our services are essential because they help clients avoid penalties and minimize their tax exposure, which could lead to significant financial loss. Our tax preparers take the burden of tax planning and preparation off our clients' shoulders, giving them peace of mind to focus on their core business operations. ~Schedule your appointment today ~Visit: virtuousfinancialconsultinggroup.com ~Call: 833-340-1998 LC Quince Founder & CEO Virtuous Financial Consulting Group