Cancel

    Open app

    Search

    Wealth Management Outfitters

    5.0 (1 review)
    Closed 9:00 am - 4:00 pm

    Wealth Management Outfitters Photos

    You might also consider

    More like Wealth Management Outfitters

    Recommended Reviews - Wealth Management Outfitters

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration

    2 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    Ask the Community - Wealth Management Outfitters

    You might also consider

    Verify this business for free

    People searched for Financial Advising 359 times last month within 15 miles of this business.

    Verify this business

    Lanier Capital Management

    Lanier Capital Management

    (3 reviews)

    I was misguided by David Bales regarding investment opportunities. I am so glad I went elsewhere…read morefor better advice. I would go with someone with more experience who will advise you of choices that will be a benefit to you, not how much he can personally make from your investments. That place seemed like a "pop up" storefront. Also, his wife was his receptionist and he talked to her like a lowly servant. I felt terrible for her. Just bad vibes all around.

    Do not bother with this company or any of their associates (ImpactPartner). I took the time to…read moredrive 45 minutes each way to their office in Cumming for a long term care policy. I filled out a pre-look medical questionnaire and let them start their search. At first, things looked promising. Six weeks later, they got me a quote from Securian Financial, one of the worst customer rated insurance companies. No thanks... I told them to find me another company. A week later they got me something from Lincoln Financial Group which was acceptable. The company owner David Bales told me everything looked good, no physical was required, and all I had to do was submit an application, do a phone interview and if they didn't find anything else not listed medically that we were good to go. We spoke on a Wednesday night and we agreed that he would have the application ready for me to review by Friday and I could go to his office to sign the following Monday. When he did not deliver Friday he told me he might have it by Sunday. There were other things he said he would do but never followed through on. Since he was going to be out most of the following weeks, I told him to let's get it done by Monday or I would have to find another agent as not having it submitted by this date would have meant many more weeks of delay due to our scheduling conflicts and that would ultimately lead to missing an end of year policy deadline. After submission, it still takes weeks for Lincoln to underwrite. I never heard back from Mr. Bales again. I think he was offended when I asked if signing the application obligated me to have to buy the insurance. He told me in several different ways that if I was not sure about the policy, he would not bother to waste his time with me. I assured him that was not the case, but he ignored me and never responded. I think his general attitude was well I got a few of your general policy questions answered so now I am entitled to a commission. Bear in mind this was just the application and not the actual policy contract. Avoid doing business with Lanier Capital Management at all costs unless you like to waste your time. They are not likely to service you well even if you become a customer. What I don't understand is why they would bother to do all that leg work and then abruptly decide not to close the deal... just a total sense of indifference and unprofessionalism.

    Serenity Orthodontics - Cumming Trammel

    Serenity Orthodontics - Cumming Trammel

    (23 reviews)

    I would give this place 0 stars if I could. Myself and my two daughters received services here; my…read moreoldest now has a major jaw issue where it dislocates, my middle kiddos teeth now DONT touch, and my teeth on one side now sag so badly that I look like a stroke victim. I cancelled our contracts (or tried to!) but they're billing me for the remaining portion of my treatment, which includes removing braces (they didn't) and retainers (which I didn't receive) When I addressed the office, which was numerous times over a 3 month span, they refused to release me from their office (illegal btw) When they finally agreed, they billed insurance for services not rendered (fraud!) and charged me for the difference. She then got so worked up when I questioned the accounting errors, Keisha (good Lord find a new job NOT in customer service) called me nasty, UGLY, and then hung up on me. When I called back, they refused to speak with me, yet they won't release me from their office. So I'm a client without access to care? Makes zero sense. Go somewhere else. Pay the extra money. This place is an actual joke. Head on over to google reviews and you'll see how many other people also hate this "orthodontist", or so they call themselves. I've found a new ortho who is FANTASTIC, cleaner office, better staff, and actually is correcting the smile that Serenity messed up. Not sure how this place is still in business. Run away, don't walk!

    "I have the best bedside manner in the world," or so Dr. Podray proclaimed in an angry huff when I…read moreattempted to share concerns about ongoing communication issues surrounding my daughter's treatment. Having lived overseas and received medical and dental care across the US and Asia, I was more amused than appalled at her exceedingly arrogant remark. Can you imagine believing you were *the best* in the entire world at anything? Whoever would want that level of infallibility and responsibility?! Despite the twisted humor of that moment, it was a sure sign we needed to end treatment as quickly as possible as it supported our growing concerns about the treatment our daughter was receiving at Serenity Orthodontics. Our daughter's braces were removed at her following appointment six weeks later. She received a poorly made retainer which did not fit in the office on the very day it was made. Rather than address the issue of poor fit, glue was placed inside to make the retainer somewhat fit on her bottom teeth and an excuse was offered about how her teeth must have shifted significantly during the three hours in between the time the impression was taken and the time the retainer was picked up, or else our daughter may have moved while the impression was being taken. All my husband and I could do was laugh. Such an ending was par for the course and precisely the unprofessional and incompetent service we had come to expect at every appointment this year. Knowing our concerns about the poorly fitting retainer would likely fall on hostile, can-do-no-wrong ears should we raise the issue to Dr. Podray, we have opted to seek a second opinion and have a proper retainer made elsewhere to avoid dealing with Serenity Orthodontics any longer. Paying out of pocket for a properly fitting retainer is a small price to pay to know the task will be handled by well-experienced hands. We highly encourage other families to look at several different orthodontists before making a decision as to which practice to use, and not to hesitate to switch orthodontists immediately if something seems wrong during the course of treatment. Doing so may help you avoid many issues we ran into during our daughter's orthodontics journey.

    Wealth Management Outfitters - financialadvising - Updated May 2026

    Loading...
    Loading...
    Loading...