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.

Tommy, Bonny, and staff really care about their clients. I have trusted them with my business and…read morepersonal tax needs for over 10 years.

From the owner: For ideal personal and business financial planning, Crosby and Associates LLC can help. We offer…read moresound investing advice and are a leader in providing Suwanee, GA Accounting solutions.

As I'm about to do some International travel within the next few years, I found a great brokerage…read morefirm, notice I didn't say bank, but it's a bank, and it's not! Confusing huh?? I'll break it all down for you in this review. Description: Charles Schwab is an online bank. They have no ATM's which is why when you use their debit cards, they don't charge you. Which means any ATM that does charge you a fee, Schwab will return your fees at the end of the month. That's what I love! Rather you're in the US, or Southeast Asia, your international fees will also be reimbursed at the end of the month. Where to use: You can use the debit cards anywhere around the world without any international fees. Just make sure to call them before you travel or move abroad. If you plan on moving abroad like I do, call them so they will then set up an international account for you because they are also international in some countries. Doesn't matter where you move, you're covered! Pros: 1) No international nor local transaction fees. That's already a winner in my book. 2) You're given a brokerage account on the side where you can use it to buy stocks or bonds or just use it as a savings account. However if you decide to start investing, call them and they can do it for you if you don't know what you're doing, with a fee of course. 3) Return all transaction fees you were charged at the end of the month. 4) After you open your account online with at least a $1, they send you your debit card. After you deposit $100 or more, they will send you your check book. Cons: 1) No ATM machines 2) You have to make all of your deposits online, you can also fund your account with Apple Pay. 3) If you go to a branch, you can't deposit any money there as it has to be done online. Final thoughts: It's nice to find a bank or brokerage, whichever you want to call it with no transaction fees no matter where you go. You can also set up direct deposit for your account. There is no bank that I know of that will return your transaction fees let alone not charge you for using a different ATM. As I've stated earlier, the only reason they don't charge you is because they don't have ATM's in the first place. This place is a clear winner in my book! If you plan on traveling abroad, I highly suggest starting an account with them. They will save you so much money in the long run.

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

I was encouraged to invest over $700,000 with Lloyd. I was sold an annuity in 2018. My other…read moreinvestments were making between 6-10% per year. My 700,000 made ZERO my first two years. I lost tens of thousands. I was locked in for twelve years but I moved my business from Lloyd to LPL because I no longer trusted Lloyd to be a fiduciary. Beware of Lloyd.

I have been with the Lloyd Group, just under a year. I am very pleased with the service I have…read morereceived. They are not content with taking your money, investing it and sitting back and watch the market. They actively monitor you accounts and make adjustments to ensure your money is growing month over month. I recently move money from another fiduciary because they were not doing as good a job as the Lloyd Group. In fact this company lost 16K in less than a year. When I inquired about it they were like, the market has been a little dynamic. I was also a little dynamic, as I transferred my funds out of their control. Lloyd group is the best. I have and will continue to recommend them to family and friends. They are accessible and return calls promptly. They are truly concerned about making my money grow so it can last for the long term. Drew is my managing partner and he is excellent at what he does. He provides honest and thoughtful advice to help me make the best decision. Give them a try you will be glad you did.

Unfortunately for you Chris, I have our detailed email exchange from day one including my requests…read morefor the contract during our early meetings up to the final email, at which time you stated "oh, I sent you a contract but you didn't receive it"; no contract was sent after that point. AFTER I fired you, you provided one and ONLY ONE bill for $2500 which I paid in full immediately (for nothing tangible). I included the phrase "I hope it was worth it", quite different than what you state. Therefore your statements regarding your contract is a bold faced lie and I can prove it. As far as your implication that you were not paid, yet another lie. I have the cancelled check. I have sent a full copy of our email exchange to the: 1. BBB - Poor review 2. NAPFA - working it's way through their ethics committee 3. SEC - Referred me to the Georgia State Department 4. Georgia State Department - Under Review 5. CFP Board - Under Review 6. FINRA - In-process To be clear, the money is not the point. Paying for non-service is not the point. Letting someone insult me, lie about me and also deceive other innocents (check your reviews) IS indeed the point. A Narreau always pays their debts.

Chris and his team have been wonderful to work with. We knew going in that financial planning could…read morebe a difficult process because of all our moving parts but Chris was able to break down each piece and explain it fully how it worked in our overall plan. We left fully confident on how to move forward and how all of our finances worked together. My only only complaint is that I wish we would have called Chris sooner!

I always receive excellent personal service from Todd & Sheree and Todd provides great & timely…read morefinancial advice

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

The financial advisor Kevin was an absolute gem to find in Suwanee for my investment needs. I…read morewould definitely recommend him to anyone looking for short term profit or long term retirement investing. I would trust him again and again.

Adrian is great to work with. It's been since 2010 that I have entrusted the care of my home to…read moreFlackwell Property Management. Our relationship has been via email and phone since I'm out of state, and if there is an issue that arises, I'm informed promptly. I have not had a problem with tenants or property management. All the details are handled by Adrian and his team, which is a great relief for me. Having Adrian as my property manager is a great decision. I would highly recommend Flackwell Property Management.

We had to leave our property in the middle of a kitchen renovation to move across the country. We…read moreare so thankful that we have Adrian taking care of our investment and handling the details that would have been impossible for us from such a distance. He finished up the reno and rented our house for us quickly and painlessly AND we are renting our home for more than we had originally planned. He found fabulous tenants and he handles everything on that end without a hitch. His fees are so reasonable. We HIGHLY recommend doing business with Flackwell Property Management.

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

At first, Noreen seems so serious, like we would want any account to be about our fiscal health…read more However, if you goad her into it, she will show you a great sense of humor. When preparing our taxes every year, she is the most honest, fully documented, thorough accountant I've ever worked with. She's really efficient and will make sure you have everything that you legitimately have coming to you. My family has been going to her for at least the last 15 years. I highly recommend her for both personal and business tax work. A note: Like all CPAs, I think she has a sincere appreciation for people who keep all of their receipts in order and schedule meetings in January and February--instead of at the last minute.