Raymond James Financial Services - Cumming (GA)

Daniel Drayton Marc is great, I was transferred to him after my previous advisor left and every meeting has been enjoyable. What I like the most is how he lays out options, even if a particular one seems the most obvious, and helps me get to my own decision regarding something I felt I was not financially informed. Additionally each meeting builds on the previous with an overview of short and long term goals from the last meeting, making sure to account for any changes to my current plans. I would recommend him to anyone such as myself just starting out on their path to financial security!

LAURA JOHNSON They have always been good to me. It started thu my 401k and then grew from there. Would absolutely recommend them.

Tamia Wilborn Lexi was very helpful and made everything very quick and easy during my loan process!

Calvin T Best bank great people. Really glad if reopened.

Blue Ridge Coin Shop We switched banks to Bank of Ozarks and what a difference!! It is our first week using them for our business account and I feel like they are actually working for me! Their rates are unbeatable (Believe me Ive been all over Blue Ridge) and every single person Ive met and dealt with at this bank has been kind, patient and knowledgeable. Shop around? Sure, but end your day at Bank of Ozarks in Blue Ridge. For your small business, they are the best in town.

Frances G. Thomas First time experience with Exclusive Connections Tax/Financial Services was Amazing! From the moment I made contact with them and shared my tax challenges -they met and exceeded my expectations. When I left, I was at peace and thankful for their attentive care. I have secured their contact information for upcoming financial needs. Thanks again ladies. See you again soon.

INTJ The response from this company is incredibly concerning: We are denying your request because your state of residence does not currently have a privacy law in effect that provides these rights. This essentially translates to, We can get away with doing something wrong because its not actually illegal, which says a lot about their ethics and values. Its alarming to see how they choose to handle private information—not by respecting privacy, but by exploiting the lack of legal protections. It leaves you wondering what they’ll do with your data, and apparently, anything they want as long as it’s not "technically" illegal.