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Finance Advising reviews in Decatur

  • A
    Maggie Kulyk & Associates
    Maggie Kulyk and her company (Ameriprise) provide financial planning advice and financial management, specifically with respect to retirement.  Maggie gave us a a very thorough report on our financial position for retirement, including metrics that considered our goals and our risk.  The service was well worth the $2000 that we paid for several visits with Maggie, with the ultimate goal of setting up a "paycheck" from our retirement savings vehicles.  Our experience was so good that we are going to hire Maggie to manage our retirement savings.  More on this when we see how she does.  I have done this myself before retirement, but want to spend my time on more pleasurable activities.  I'm pretty confident that Maggie will do a better job of investing my resources than I have in the past (my track record is solid and my risks were low).  But I'll say more about this later.
    - F. Stephen D.
  • A
    MBA FINANCIAL ADVISORS
    After a brief introductory meeting, we decided to return later for detailed information sharing. (no pressure ever) Then we met for about an hour and a half to go over our accounts, and he seemed to want to know more about our feelings and our future than our account numbers. He then told us he would study our situation and get back to us with alternatives and recommendations with explanations. A week later we spent about an hour going over everything, listening to recommendations, making changes and decisions. We then decided what to do first and when to do the paperwork (lots of it). The whole process was done at our comfort level -- we never felt pressured, but he did keep us on line to do the things we had decided to do. We agreed to meet quarterly until we are comfortable, and then we can chose when to extend the time between meeting -- he let us make all the decisons (with his expert guidance).
    - TERRY M.
  • A
    Ace Bookkeeping & Tax Services Inc
    Everyone is incredibly friendly, knowledgeable and extremely helpful.
    - Herbert L.
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Financial Advisors in Decatur

Companies below are listed in alphabetical order.

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  • 1726 Solutions

    1170 Peachtree St NE Atlanta, GA 30309
    Atlanta, Georgia
  • 1971

    221 Upper Riverdale Rd
    Jonesboro, Georgia
  • 750freshcredit

    1513 Veranda Chase Dr.
    Lawrenceville, Georgia