Cumming, GA Financial Services

Dairie was very knowledgeable through the whole process.

David and all of the wonderful people at Financial Consultants continue to take excellent care of my financial needs. They are genuinely focused on providing expert prof ... more

Thanks so much! Very Easy! Everyone so nice and helpful! Awesome group of people!

Tammy was such a Pleasure to work with! Not only did she make this easy to apply for loan she made is fun! Thank so much Tammy for making this a very simple and enjoyable ... more

Always been there for our family.

Jon Christian is a rock star easy to work with. We had a loss in our family and inherited a house and the previous insurance people lapsed because it became a vacant dwe ... more

Scott is a consummate professional in his industry. He was able to sit with me and my wife and develop a plan for us to achieve our retirement goals, something I thought ... more

A great experience, had never used this dealership before and was royally treated. Road debris punchered my oil pan and Anthony got me in immediately. Then David loca ... more

Came in without an appointment. They were able to accommodate me and as always it was a great experience. Highly recommend this dealership for service and purchasing vehi ... more

We could not have asked for a better experience. They were knowledgeable, professional, and warm. Though we are at the beginning of our financial journey, we now know tha ... more

Great bank with excellent customer service.

What a great staff at a new state of the art branch.

Only one person working, and you have to keep waiting for so long for a process that takes 5-10 minutes . Do you need to hire more people??

I recently worked with Scott Swartz at Origin Point and It was beyond my expectations! I work with Lenders daily due to my line of work and Scott is hands down the best o ... more

I have received excellent service from United Community. They are knowledgeable efficient and friendly.

Took the stress out of tax preparation.

The bank was awesome for a few years with the best employees and great rates with the highest interest. But now they have a rude person that is not customer service orien ... more

The worst chase bank branch!! Update: 01/18/2024 Finally, this location has become more professional. However, I don't understand why some staff members seem unprofession ... more

I used this branch to assist with a standard procedure on my home equity line. They could not help initially, and asked me to come back with more info/documentation. I ... more

I recently became a customer. Early on I became ill & was in local hospital 12 weeks. The staff here was so understanding. They remained patient about the account status ... more

Very friendly drive thru teller!

A truly horrible branch with poor customer service and management.

Positive: Professionalism, Responsiveness

Toni was such an incredible asset during my home buying process. I reached out to her in a pinch, hoping to close on a quick timeline with an unconventional financial bac ... more

Scott is a very knowledgeable advisor and will be in charge of my retirement. Good plans executed well is a good plan

Great and easy to deal with though can't say same for the exterior atm's.

Outstanding accounting firm!! Having used them for many years, I made the mistake changing firms when I moved. I came running back to Tracy, who always has the best knowl ... more

Great staff.

ATM is garbage. Can't even deposit cash. Wasted 15 min of my life.

My experience👍has been great; know complaints.

Staci was great on the phone

Looks like they always run short on staff and Not so welcoming whenever you go for opening an account or FD. Being in the center location and I would assume they were mor ... more

Dawn and i couldn't be more pleased with the service from Jim and his team. They have been so helpful in getting us into the process of building our forever home. Not on ... more

I walked in and opened an account this morning at the Cumming GA branch. Everyone there was very helpful and professional. Everything that I wanted to do was quickly and ... more

Just met Ken, and he offered valuable information for about an hour talking with me at my daughters softball game. Seems like a great business man. Good person, very kn ... more

Scott is a very knowledgeable advisor and will be in charge of my retirement. Good plans executed well is a good plan

Scott is a consummate professional in his industry. He was able to sit with me and my wife and develop a plan for us to achieve our retirement goals, something I thought ... more

I did a few transactions and all of them were either canceled either on hold for weeks, i have not received any notifications from CHASE, when i called they had to transf ... more

Mike Garcia's knowledge of the market, strategic mindset, kindness, good energy made my house selling process simple. He was always available to answer my questions and ... more

I've had only positive experiences banking with OZK and with this branch in particular. The employees were very kind and helpful when guiding me through my first checking ... more

If anyone would like to share where this atm is plz do, you arrive to North Fulton hospital upon directions and end up wondering if your suppose to search inside the vari ... more

This brand was closed during the covid craziness so I went down 141 to another branch that treated me with respect and was ready to help with any requests I had. Today I ... more

If I could leave no stars I would. Utter disrespect. They don't care about their OWN mistakes that they made and do nothing to make it better. I would save the trouble an ... more

The worst company to deal with

Use these folks for investments only if you know a lot about tax laws. They left us with a pretty hefty tax bill with little to no consultation or discussion. Could have ... more

Anh Tran at the lake center location is the best tax professional to work with. She is knowledgeable and whatever she doesnt know she finds out. Shes so patient and detai ... more