Blue Trust | Atlanta Financial Advisors - Atlanta (GA)

1 /5 Jessica King: If I could give zero stars, I would. Working with Blue Trust was one of the most disappointing professional experiences I’ve ever had. My family and I were placed into high-fee, underperforming funds that were clearly not in our best interest. In fact, my grandmother (90), my father (70), and myself (37) were all placed in the exact same funds. We only realized that once we got an independent financial review with different advisors. We were repeatedly upsold on unnecessary products, and when concerns were raised, no accountability was taken. Communication was poor, records were disorganized, and even after leaving the firm, we are still having to clean up issues they created, including incomplete documentation and missing information. Mindy, in particular, was very negative toward me and failed to take accountability for issues that arose. This is not just about a difference in investment strategy, but there was a clear failure in fiduciary responsibility and professionalism. Once my grandmother passed away and we had to start dealing with them from an estate standpoint, things got even worse. Things moved extremely slowly and it appeared that every decisions was money-driven on the part of the advisor. I would strongly caution anyone considering working with Blue Trust.

5 /5 Brian H: The Blue Trust team is really an extension of our family in terms of building a foundation. The team places a lot of care, thoughtful in process, and engagement level has helped us learn how to have more sound financial stewardship,. Blue Trust displays integrity, consistency, and professionalism. Weve received wonderful service and support with no surprises or issues. It is more conservative in nature however that can and will shift when you reach appropriate levels. Lisa and her team have been helping me us with financial planning and investments for a number of years now. We have been very impressed with her thoughtful and thorough analysis of our specific situation. We have been very pleased not only with the technical excellence of her advice but, more importantly, of the God-centered, mission focused aspect of it. We could not recommend Blue Trust more!

5 /5 Keishi Kasuya: Our experience with The Blue Trust team has been very positive. The extra mile service and care they have provided to cater to our specific needs and situation has been extremely beneficial and comforting. We appreciate their God-centered and mission focused approach and have been blessed by our specific financial advisors, Trey and Greg and their assistant Jennifer. Not only do they give sound financial analysis and advice regarding our portfolio, but they also genuinely care about our family, and we were very encouraged by their prayers after our meeting. They are a five-star team, and we highly recommend the excellent service they offer to others!

5 /5 Kerry Tittle: As a widow with several children, Blue Trust has been a vessel in helping me from the very beginning with finances, stewardship and just learning how to navigate life for almost a decade. They have gone above and beyond with biblical counsel to help me thrive in this new role God has given me. I truly love my Blue Trust family.

5 /5 Becky Kimsey: Greg and his team have been helping me with financial planning and investments for a number of years now. I have been very impressed with their thoughtful and thorough analysis of my specific situation. I have been very pleased not only with the technical excellence of their advice but, more importantly, of the God-centered, mission focused aspect of it. I could not recommend Gregs team and Blue Trust more. Many of the team members are like family to me. Im thankful to have had Blue Trust as my financial advisors for twenty-two years.