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.

their online service may be the worse in the entire industry. Completely rediculous. Wait times are…read moreexcessively long and their phone tree or ai service is horrible.

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.

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.

Same exact situation happened to me as the other commenter. The IULs Shela pushes are MLM scams and…read moreI lost over $7000 in a time when I trusted her to help me invest the small amount of extra money I had in a smart way for the future. Google/ Reddit indexed universal life insurance (or listen to the Money with Katie podcast ep about it) and you will see that this is a service that almost no one needs and is almost always a scam sold to you by a friend of a friend financial advisor. Just waiting for a class action law suit that includes Wealth Waves parent company.

Total scam. Stole a dear friends Facebook identity. Thought I was dealing with him. No. When he…read morepressured me to put more money in I figured it out. Thank God I didn't lose too much but it's money I needed. Stay away from these people. Bad news.

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!

Worked with John after meeting him through a Dave Ramsey event. Absolutely top-notch. As a 40…read moreyear-old, the thought of retirement is all too real. John helped us start to build a realistic plan.

From the owner: We are a family-owned financial planning practice, specializing in Social Security and Retirement…read moreIncome Planning.

Don't waste your time. They didn't help us. Not sure why they do what they do with these…read moreinvitational groups they conduct regarding Social Security. Didn't really learn much. Mostly stories of scenarios when their multi-millionaire clients were mis-managing their money and they helped them. My take is they use this as a way to canvas new business but in a follow-up one on one meeting gauge whether or not they want to help. If you're not a multi-millionaire then maybe you're not worth their time. One last thing, he uses techniques like political leanings to try to associate with you that he's a patriot. He could very well be but it felt more like a sales pitch and not patriotism.

This place had originally sent me a dinner invitation 2 years ago. I took my fiancé. Then recently…read morethey sent her a dinner invitation, but a few days later sent an email canceling on us. Not right. They didn't even have the professionalism to personally call on the phone to explain THEIR error. All we got was an email. This was their fault - not ours. I could take them to small claims and force them to buy us a dinner, but more importantly if this is how they operate then I would not have the slightest degree of confidence in their ability to manage my money.

Hard working, intelligent, and skilled. He is interested in our success rather than his. We are…read moreblessed to have him as our FA

John Michael Brunetti is hard working and dedicated. He does an amazing job. I hope he continues…read moreto act professionally and reasonably with me. Thanks!!!