Don't be thrown off by the name, she helps guys too! I've worked with other financial advisors…read more(individuals and teams). Melissa and team are by far the best at what they do. For me, it is based on one factor - authentic care for each person, no matter their needs. She has been there each and every day to answer questions, and ensure that I understand her recommendations and guidance. She is able to relate her knowledge in ways to help regardless of your financial literacy. With Melissa, I do not feel like just another account in her client book. She is patient and takes the time to understand me as a person and interpret that into solid financial advice. The level of care and attention didn't stop after I signed "on the dotted line." Schedule a consultation. You won't be sorry.

A few years ago, we invited Melissa to give a presentation for our family. It was such an excellent…read moreexperience. I remember thinking to myself, Oh my goodness, I would love to invest so I can save money for my grandchildren. At the time, I didn't have a large amount to put in, but Melissa simplified everything for me. She explained that I didn't need a huge investment to get started--that even smaller amounts could grow over time and bring a real benefit by the time my grandson finished high school and entered university. So that's exactly what I did. To my great surprise and joy, I was able to help my grandson with his first year of university! Now he's in his third year, and the investment is still growing and yielding rewards. I'm so grateful. For anyone who may not have millions or a large sum to invest, but who wants to start with just a few hundred dollars, I can truly say that by following Melissa's advice and putting it into action, you will see a good outcome. Thank you so much, Melissa!

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

He came highly recommended by a close friend. So we were really hopeful that our tax problems would…read morebe resolved. Our situation is messy at best. Our previous tax attorney did a number on us and she went to jail. Mr. Porter got all the information he requested from us in January. It is July and we haven't heard back from him. My husband and I reached out to his office, with no return phone call. When I called today, I was told he had left the country for 2 weeks. This is very unprofessional. If he doesn't want to handle our case, be man enough, professional enough to just say so. Now we are back at square 1. Very disappointed!

I work in the film industry and referred many IATSE 479 members and teamsters. John is excellent at…read morewhat he does . And Becky is a saint . Lol

These folks are friendly and so far no complaints! Having a relationship with a credit union never…read morehurts so go for it. *this location is on Ft McPherson so be prepared to stop at the entrance gate as it is on base.

From the owner: For over 90 years, Associated Credit Union has been committed to providing exceptional service and…read morea wide variety of competitive products and services to help our members achieve their financial goals and afford life. Our mission is to offer members financial products that fulfill their needs, service that exceeds their expectations, and relationships that inspire their trust. We're YOUR credit union, and we're excited to grow together.