Chamber of Commerce

      Advanta IRA

      ( 6 Reviews )

      Advanta IRA
      • 1455 Lincoln Pkwy E Suite 520
        Atlanta, GA 30346
      •   800-425-0653
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      Hours

      Thursday:
      8:30 AM - 5:00 PM
      Friday:
      8:30 AM - 4:00 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      8:30 AM - 5:00 PM
      Tuesday:
      8:30 AM - 5:00 PM
      Wednesday:
      8:30 AM - 5:00 PM
      CALL DIRECTIONS REVIEWS

      Chamber Rating

      3.0 - (6 reviews)
      3
      0
      0
      0
      3
      Read Our 6 Reviews

      Chamber Rating

      3.0 - (6 reviews)
      3
      0
      0
      0
      3
      › ‹
      • B T

        Shady Management. Wouldn't do business here
        Jan 25th, 2024

      • mitchel o'neil

        I would prefer to have zero stars. I have been attempting to close and transfer my funds since March. All I get are excuses. Now I am dealing with what appears to be a recent college grad from a liberal arts college at best. Kid has no understanding of how to deal with adult situations or a customer. instead of handling the problem he wants to argue with me. I am communcating with my attorney as they still have refused to wire my funds. Oh, but they can charge me a "sale" transaction fee this week.
        May 23rd, 2023

      • Taylor Cherry

        My experience with Advanta has been nothing but wonderful. The customer service is impeccable and the attention to detail and white-glove service is top notch. Specifically, working with Corey has been seamless. He is responsive, kind, and overall emulates the type of service a customer would want.
        Nov 29th, 2022

      • Matt Cherry

        My customer service experience with Advanta has been top notch. I would recommend them to anyone.
        Jun 20th, 2022

      • Lorraine Beato

        My husband has been with them for about 5 years and I opened my account last year. We have been very pleased with them and a few years back, Monte spent an afternoon with us helping us decide which options would be best for us. Since then, I have recommended several people to them and the video's and info on their website is amazing.
        Oct 27th, 2018

      Read Our 6 Reviews

      About
      Advanta IRA

      Advanta IRA is located at 1455 Lincoln Pkwy E Suite 520 in Atlanta, Georgia 30346. Advanta IRA can be contacted via phone at 800-425-0653 for pricing, hours and directions.

      Contact Info

      Questions & Answers

      Q What is the phone number for Advanta IRA?

      A The phone number for Advanta IRA is: 800-425-0653.

      Q Where is Advanta IRA located?

      A Advanta IRA is located at 1455 Lincoln Pkwy E Suite 520, Atlanta, GA 30346

      Q What is the internet address for Advanta IRA?

      A The website (URL) for Advanta IRA is: https://www.advantaira.com/

      Q What days are Advanta IRA open?

      A Advanta IRA is open:
      Thursday: 8:30 AM - 5:00 PM
      Friday: 8:30 AM - 4:00 PM
      Saturday: Closed
      Sunday: Closed
      Monday: 8:30 AM - 5:00 PM
      Tuesday: 8:30 AM - 5:00 PM
      Wednesday: 8:30 AM - 5:00 PM

      Q How is Advanta IRA rated?

      A Advanta IRA has a 3.0 Star Rating from 6 reviewers.

      Hours

      Thursday:
      8:30 AM - 5:00 PM
      Friday:
      8:30 AM - 4:00 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      8:30 AM - 5:00 PM
      Tuesday:
      8:30 AM - 5:00 PM
      Wednesday:
      8:30 AM - 5:00 PM

      Ratings and Reviews
      Advanta IRA

      Overall Rating

      Overall Rating
      ( 6 Reviews )
      3
      0
      0
      0
      3
      Write a Review

      B T on Google

      image Shady Management. Wouldn't do business here

      mitchel o'neil on Google

      image I would prefer to have zero stars. I have been attempting to close and transfer my funds since March. All I get are excuses. Now I am dealing with what appears to be a recent college grad from a liberal arts college at best. Kid has no understanding of how to deal with adult situations or a customer. instead of handling the problem he wants to argue with me. I am communcating with my attorney as they still have refused to wire my funds. Oh, but they can charge me a "sale" transaction fee this week.

      Business Response on Google Jun 27th, 2023
      Mitchel - I am very sorry that you have had issues with closing your account. It looks like we received the funds from your bank last week, so we are processing the transfer as quickly as possible to close your account. We always strive to deliver the best customer service possible, but sometimes our hands are tied by the processes we must follow to ensure that your account maintains its tax-advantaged status.

      Taylor Cherry on Google

      image My experience with Advanta has been nothing but wonderful. The customer service is impeccable and the attention to detail and white-glove service is top notch. Specifically, working with Corey has been seamless. He is responsive, kind, and overall emulates the type of service a customer would want.

      Business Response on Google Oct 11th, 2022
      Thank you for the great review! We pride our selves in delivering excellent customer service.

      Matt Cherry on Google

      image My customer service experience with Advanta has been top notch. I would recommend them to anyone.

      Business Response on Google Apr 13th, 2022
      Thanks for the 5-star review, Matt!

      Lorraine Beato on Google

      image My husband has been with them for about 5 years and I opened my account last year. We have been very pleased with them and a few years back, Monte spent an afternoon with us helping us decide which options would be best for us. Since then, I have recommended several people to them and the video's and info on their website is amazing.

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      Overall Rating

      Overall Rating
      ( 6 Reviews )
      3
      0
      0
      0
      3

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