So end of 2020 and very happy with Estate & Financial Strategies. We have shifted to quarterly…read morephone calls with Hank and continue to have great results with his services. I am upgrading from 4 stars to 5 given our experience with Hank and the full scope of planning. The key thing with our experience is I am able to ask Hanks team email questions and they help me with strategic ideas. If it is outside their expertise they offer up other experts that could help. Partnering with Hank we have completed an estate plan, trust creation, tax planning including a new tax planner and working through Roth conversions. We are very happy 3 years in with Hank and his financial planning and services.

Comdata is the leader when it comes to fuel cards or prepaid corporate cards. I have used them in…read morethe past at numerous businesses and they are fantastic. The people claiming the received a "fake" card obviously have never used a corporate credit card solution and obviously received someone else's card by mistake. The cards are used for employees to pay for travel and other business related expenses. They are prepaid so that employees don't overspend their allotted expense account funds. I can't speak to their Pre-Paid Payroll cards, but all pre-paid payroll cards have some fees. If you don't want to get those fees, open an actual bank account and get direct deposit. More businesses are choosing to go paperless and get rid of checks. The typical options are Direct Deposit or Pre-Paid cards.

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.

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.

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.

It's sad to see that the reviews are amazing and with me I have been ignored , no responses as he…read moreamended 2 of my returns and filed 1 return with issues now resulting in me owing money. So I'm hoping that I don't have to go further into detail and giving this company one more chance to respond to me before I provide emails , text messages this has been going on for almost 3 years I can't move forward with my returns from 2022 2023 and 2024 becasue of this. It's sad it's heartbreaking and frustrating

Gary is the consummate professional. I have no question about his integrity, effort, work ethic, or…read moreresults. He goes above and beyond and cares about every person he works with/for. Trust me and stop looking for a Tax Adviser, he knows his business and does what he says he will do. Jonathan

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.

I can't say enough good things about Dave Ramsey and his company. Service is top-notch, I always…read morehear back from them within 24 hours. I am not a "Ramsey sheeple" and also read from Suzie Orman, Kiyosaki, and non-guru finance writers. However, I credit my Dave Ramsey education during my teenage years as a pivotal moment in what has turned my life into a financial success. I have also attended many of his seminars. His daughter's new book, "Smart Money, Smart Kids" should be a staple in every household. Bravo, Dave and a Rachel, BRAVO!

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.