Best financial planner in Atlanta, Georgia (GA) 2024

Ok, I know everyone is having their issues with Truist Bank's recent merger and I know the employees are just screaming and I am feeling everyone's pain as well. However, I have to give an awesome shout out of appreciation to Travis Franklin and David (did not get his last name) at BBT Truist Bank, 855 Peachtree location. The professionalism, and customer service was AMAZING! Mr. Franklin, understood my issue and kept me update as to what was going on, and David also helped with emailing the proper channels to help the issue get resolved. Sometimes, patience and just having the right spirit, can help make any situation less tense. With that said, I know "we" the "public" can be less understanding when something goes wrong, and want it corrected asap. Just remember being respectful and kind to those that are helping "we" the "public" will get you further then coming in yelling and being disrespectful at those that are providing us with customer service. So, if you get a chance swing by 855 Peachtree BBT - Trusit, and ask for Mr. Franklin and David and tell them "keep up the awesome job" your valued and appreciated! ~Briana

bank car finance and loan company financial planner loan agency mortgage lender

Miss Tracey was absolutely amazing, she helped me open an account quick and easy. She even gave me tips and helped me set up Life Plan so I can achieve my goals. Everyone here is just so helpful. It’s such a welcoming environment. ~Siene

bank financial consultant financial planner

Worse place ever have 5 employees but none of them are efficient at all they move super slow and do everything in slow motion, I can't believe that I spend over 1 hr to get a statement record print it out,this places seems to have this problem all of them I don't know if is the way how they receive their training? Do they really train them to spend 20 min with every single costumer?? And just to work as slowest they can ?? ~Joe

bank financial consultant financial planner

I wanted to get a safety deposit box, so I called and was informed that I can get a safety deposit box even if I do not have an account with the bank, so I scheduled an appointment and met with Armando at the bank, he could not complete the process as my ID was expired and asked me to get a valid ID, Armando scheduled an appointment for me next day and I visited the bank next day with a valid ID and was informed that I cannot get a safety deposit box if I don't have an account with the bank. If that is the case then why did they not tell me that on the phone itself and asked me to come next day with valid ID. They waited my two days. Very disappointed. ~Salim

bank financial consultant financial planner