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!!

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.

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

Gibbs Financial Group has given me great service over our years with the group. They do a great job…read morekeeping their clients informed. Bo Gibbs takes his job seriously.

Bo pushes annuities and does not know how to listen. He has his agenda and that is to make money…read morefor himself. He is very abrupt and emotional - heaven forbid you have a family emergency and miss a meeting. Instead of being concerned, all he cared about was that I wasn't able to message him in his timeframe (family comes first - always)! Even after apologizing profusely, he still had to "lay into me aggressively". Life happens to all of us. I was lucky enough to see his true colors before signing on with him. Buyer beware with this guy!

So glad about my decision to work with the Financial Consultants Group. Although I come from a…read morestrong business background, I really did not have a full and proper understanding of my current and future financial needs after a complex divorce. David and Sandee were able to walk me through a structured and simple process to better evaluate my current and future cash needs while adding constructive advice to improve my current position. They also provided me with some solid tax advice and also gave me several helpful ideas to assist with my new small business. Very pleased to recommend them highly.

From the owner: What does Financial Consultants Group Do? We partner with businesses, families, and individuals who…read moreneed someone to take an educated, professional, and compassionate approach to any of their financial obstacles or opportunities. We commit to being available to help you make informed decisions about all things that affect your financial present and future. We're your point of contact to guide you in the right direction from concept to implementation.

This is one of my favorite places on earth! Wine, Netflix, and the Truth! From suits to flip flops…read moreall are welcome and comfortable in this way too cool office environment.

My financial advisor switched jobs to come work hear and since we liked him we followed him here to…read morecheck it out. I must say so far I'm totally impressed with the service, available products I have seen, and the tools available for the clients. It is a great feel in the office and the advisors make you feel your assets are safe with them. They really allow you a look at everything you have. That was a point I thought was missing at other places. Other places just look at where they think you should be but not if it is possible to actually be there right now. Oxygen takes your current situations into consideration and helps you manage where you should be and where you are not in a realistic manor. I highly recommend Jeremiah Thompson if your new to the place. He is a great guy and I was very happy to keep him as my advisor during my move from his old company to here.

Used them to do my taxes in 2011 and they were terrible. Didn't respond to emails quickly, didn't…read moreseem very knowledgeable, and, worst of all, caused me to incur $105.91 in additional tax fees and a nasty letter from the IRS. I'm working through it with them currently, so there's a possibility that they raise their level of service and address the issues, but so far, I'm not sure my experience could have been any worse.

Not helpful-did not want to take my business and did not offer any help when speaking with me in my…read moreexploratory call.

When you own a small business, it's so important to have a CPA you can depend on. Noreen has been…read moretaking care of our personal and business taxes for the past couple years; she's easy to work with, knowledgeable, and worth every penny. I appreciate her and her team. Happy to keep working with her as long as she's in business!

I have to say. I had a conversation with one financial advisor as it is part of them working with…read moreVanguard, however I said I had a few questions about the trust I had so they said we have a perfect guy to answer all your questions. When I got on the call to ask my questions, he started the conversation and said are you willing to pay us 1.7% for all your assets cause we are a for profit company. His name was Ben Neubauer and he was not only aggressive but he was also very rude. I said, I apologize as this was set up for questions, maybe they should have explained to me what this call was for. He said I would be happy to talk to you but we would need to discuss you paying us. I said, well even if I wanted to pay you, this conversation seemed so rude, there is a human element to how I would expect to be treated to pay someone for anything. Then I bid him a great day. I would never hire this company!!!!!!!

From the owner: The further you go in your financial life, the more complex it becomes. That's why you need a…read morepartner who can help you plot a course. The Edelman Financial Engines office in Alpharetta is here for you, serving the northern region of metro Atlanta. Whether you're accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

All of the people at this office are incredibly competent and make me feel remarkably reassured…read morethat I am in good hands. My sister and I started with them when we needed help with our parents estate and were so impressed we both have continued with them after our parents passed. Greg is so informative and goes out of his way to keep me comfortable with asking questions and advice. Bryan Totri, the tax advisor, is equally skilled and communicative. This is a terrific business and anyone can be confident that their money will be handled expertly.

I have worked with this firm for several years. They are a financial planning group in addition to…read moremanaging my investments. I have benefited greatly from their expertise in financial planning. Bryan has helped quite a bit and is very knowledgeable.

We've had the pleasure of working with "Jen" Matheson, from Gilman Group. We can't speak highly…read moreenough about the level of service that she has provided. She not only responds in a timely manner but is able to clarify technical details in plain language thus helping us navigate complex insurance questions. She has gone above and beyond at every step helping us resolve complex situations and has made us feel like a true priority throughout the process. We are so grateful for Jen and Gilman Group and would gladly recommend them to any nonprofit or organization seeking excellent support and peace of mind.

The last insurance premium was actually the best in the approximately 10 year business relationship…read morewith Gilman Imdurance. The more challenging situations were when calls were not returned, more specifically, when asked to call the business by a representative. An appointment was not met when created and pre- arranged and confirmed.