Okay, here’s a detailed description of Ashford Advisors, formatted as requested, aiming for a professional and helpful tone:

Ashford Advisors: A Comprehensive Overview

For individuals and families seeking comprehensive financial planning and secure futures, Ashford Advisors stands as a reputable and accessible resource. Located in the heart of Atlanta, Georgia, this firm offers a diverse suite of services designed to meet a broad range of financial needs. Let’s delve into what Ashford Advisors brings to the table.

About Ashford Advisors

Ashford Advisors operates from its headquarters at 900 Ashwood Pkwy #400, Atlanta, GA 30338, United States. Their phone number is 7703902600, and you can find more information on their website: ashfordadvisors.net. They’ve cultivated a strong reputation based on personalized service and a commitment to client well-being.

Key Specialties and Services

Ashford Advisors differentiates itself through its multifaceted approach to financial management. Their core specialties include:

Financial Planner: They assist clients in creating and implementing tailored financial plans, encompassing budgeting, debt management, and long-term goals.
Financial Consultant: They provide expert advice on a wide array of financial matters, helping clients make informed decisions.
Insurance Agency: Ashford Advisors offers a selection of life insurance and other insurance products to protect clients and their families.
Investment Service: They guide clients in building and managing investment portfolios aligned with their risk tolerance and financial objectives.

Accessibility and Amenities

Ashford Advisors prioritizes inclusivity and convenience. The office is equipped to accommodate individuals with disabilities, featuring:

Wheelchair-accessible car park
Wheelchair-accessible entrance
Wheelchair-accessible toilet
Standard toilet facilities

Please note that appointments are required to ensure personalized attention and optimal service. Appointments are strongly recommended to maximize the benefit of your consultation.

Client Feedback and Reputation

Currently, Ashford Advisors boasts 10 reviews on Google My Business, reflecting an average rating of 4.2 out of 5. This positive feedback highlights their dedication to client satisfaction and the quality of their services. Here’s a summarized breakdown:

| Category | Rating (Out of 5) |
|------------------|--------------------|
| Overall Experience | 4.2 |
| Professionalism | 4.5 |
| Service Quality | 4.0 |
| Communication | 4.3 |

Further Information & Recommendations

Ashford Advisors is a full-service firm, capable of handling complex financial situations. They work with individuals and families looking to establish a solid financial foundation, plan for retirement, protect their assets, and achieve their financial aspirations.

Final Recommendation

For those seeking a reliable and knowledgeable partner in navigating their financial journey, Ashford Advisors presents a compelling option. We strongly encourage potential clients to visit their website at ashfordadvisors.net to schedule an initial consultation and explore how their expertise can benefit you. Contacting them directly via the provided phone number is also a convenient way to begin the conversation.

👍 Reviews of Ashford Advisors

Michelle Z.

5/5

This review is for Lisa Arnold. I've been working with Lisa for many years, and since day 1, she has been amazing. It's hard to find someone in finance who really makes you feel like they've got your back, but that's how Lisa operates. She 100% TRULY has your best interests in mind. We have had so many meetings where Lisa patiently and thoroughly answers my questions. She's not afraid to give her honest opinion on things. Even when we don't have video calls, she answers my emails very quickly and thoroughly, oftentimes running numbers for me to help clarify a scenario. Her character totally comes through in the way that she relates to others, and it's clear that she has moral integrity. She is also so knowledgeable and clearly passionate about finance, and you can tell she really just loves thinking about and answering questions in this realm. I wholeheartedly recommend her as an advisor.

Tonescarp

1/5

I signed up for a raffle at Huntsville Botanical Gardens' plant sale for a gift basket. I even joked with the people at the booth asking if they were going to try to de me something once they took my information for the drawing. They laughed and said no, nothing like that at all. Lo and behold, today I get a call from one of their advisors trying to get me to set up a time to meet. Okay, I get it - reach out and just offer your service, that's fine. But even after I declined he hard pressed me trying to pressure me into meeting with him, talking about how they don't charge any advisory fees - yet another review on here talks about them not being a fiduciary. I had to say no thanks so many times I just hung up in the end. Do not recommend.

Margaret D.

5/5

Andrew is an excellent financial advisor! He really takes the time to educate his clients on their entire financial picture. In working with my retired parents he spent the time to ensure they understood their finances and what the future picture looked like for them based on their goals and needs.
Highly recommend!

Kyle S.

5/5

My advisor is Andrew Matthieson and I have loved working with him. I’m so much further along in my financial journey than I would have been without him. Ashford takes the time to explain everything to me and I’ve made quite a bit of money in my 5 years with the firm. Super happy with my experience. Highly recommend

Chris S.

1/5

Norman Plotkin was my advisor. Ask him if they have a fiduciary duty. They will not answer you. I left there a few years ago and, still to this date, everytime I speak to someone about something in my portfolio they shake their heads. Norm and Ashford Advisors put my in every Annuity, Life insurance, and high fee mutual fund they could find. In the three years I was with them, they made more money off of me then I made. That is all they care about. Do your research and stay way.

Felipe

5/5

Blake Miller is my financial advisor and does a nice job explaining every detail of our ongoing plans. My former boss recommended him to me in 2016. I feel very optimistic about my financial future with Blake at hand.

Jon D.

5/5

The customer service here is outstanding! They've helped me on numerous occasions with a varied array of questions and/or policy tasks.

Melinda M.

5/5