Gibbs Financial Group & Gibbs Wealth Management - Alpharetta, Georgia

Gibbs Financial Group & Gibbs Wealth Management

Gibbs Financial Group & Gibbs Wealth Management is a reputable financial services firm located at 3980 Old Milton Pkwy, Alpharetta, GA 30005, United States. The company has been providing exceptional financial advice and wealth management services to clients for many years. With a highly skilled team of financial advisors, they offer personalized solutions tailored to meet the unique needs of each client.

Location and Contact Information

The firm is conveniently located in Alpharetta, Georgia, with easy access from Old Milton Parkway. Their office is fully equipped with on-site services, wheelchair-accessible facilities, ensuring that all clients can easily access their services. To reach the office, simply call 6786948770 or visit their website at gibbsfinancialgroup.com.

Specialties and Services

Specializing in financial advising, Gibbs Financial Group & Gibbs Wealth Management provides a wide range of services, including investment planning, retirement planning, estate planning, and tax planning. Their team of experienced financial advisors works closely with clients to develop comprehensive strategies aimed at achieving long-term financial goals.

Points of Interest and Reviews

Gibbs Financial Group & Gibbs Wealth Management has garnered a strong reputation within the community, with an impressive average rating of 4.8/5 based on 189 reviews on Google My Business. Clients often praise the firm's personalized approach, professionalism, and dedication to accommodating their needs. Bo, a key member of the team, is frequently mentioned for his exceptional service and ability to foster genuine relationships with clients, which includes shared experiences and appreciation events.

Recommendation

For individuals seeking a reliable and experienced financial advisor, Gibbs Financial Group & Gibbs Wealth Management is an excellent choice. Their commitment to personalized service, combined with their expertise in various financial planning aspects, sets them apart from competitors. We highly recommend visiting their website or contacting the office directly to schedule a consultation and learn more about how they can help you achieve your financial goals.

👍 Reviews of Gibbs Financial Group & Gibbs Wealth Management

Andrew E.

5/5

Bo is great
He is very good at what he does. Over the past handful years that my family and I have worked with him we have opened up different accounts and shared countless dinner opportunities and events such as going to see a movie or picking up Costco size pies and countless other appreciation events. He has been good.
He is professional and does his best to accommodate everyone’s needs.

Anne W.

5/5

Bo went over our financials with us and congratulated us on a good program. He said he would recommend that we continue with what we had. Making changes with him were not warranted. I really appreciated his honesty and the reassurance he gave us on our status.

Susan W.

5/5

Gibbs Financial not only takes care of all of my investment needs, but they also do so many things for their clients. Educational seminars, quarterly birthday breakfasts, paper shredding events, tailgating parties, movie nights, and the list goes on and on! Their staff is amazing to work with! I have been with them for eight years and look forward to a continued relationship in the future!!

SM J.

5/5

Bo Gibbs got me on a secure financial path that was not intimidating or difficult to navigate. I feel very confident in the decision I made to work with Gibbs Financial Group!! Attend one if their free dinner workshops you won't be disappointed!!

Nathan J.

5/5

Bo Gibbs and the entire staff are outstanding! I wholeheartedly recommend their services. Every step of our experience has been exceptional. The team’s expertise and thoroughness have consistently impressed us, very much appreciate the outcomes and guidance we’ve received.

Renee W.

5/5

We have been impressed by the patience and attentiveness of Ryan @ Gibbs. He takes the time to explain things in a simple and logical way. We look forward to taking advantage of other wealth management opportunities with them.

Dale L.

5/5

Bo Gibbs and his team have gone above and beyond to support me and my family for over 10 years. I trust his judgment and value his recommendations. Gibbs Financial Group is an outstanding partner.

Brian S.

5/5

The Gibbs Financial Group is a great group of financial advisors. Their expertise at managing funds leading up to and after retirement have given me solid financial security. They also have very enjoyable activities for clients to simply have a good time. The most recent treat was movie night at the Regal Theatre in the Avalon Alpharetta.