Peachtree Financial Solutions Morris Dr, Chesterbrook

Peachtree Financial Solutions Reviews

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  Christian Forbus
  5

  Hi My name is Christian and I was in needed financial assistance recently due to Covid but lucky for me Peach-tree stepped in and helped me out making sure that I received my assistance at the beginning, from the very beginning I was taken care of step-by-step by Peachtree’s awesome staff! They’re customer Service is amazing! every time I had a question or needed help they always picked up the phone and always message to back to make sure I had help with anything and everything I needed and never once have I had a question that went unanswered and thanks to them I have now received my financial assistance and will continue to work with peach tree in the future! And a special shout out to Ryan Thompson! Ryan is a amazing representative and I would seriously suggest him for any of your cases!

  Response from the owner

  Hi Christian! It's wonderful to hear Ryan helped you through such a difficult situation - we think he's great too! Thanks for choosing Peachtree!

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  Damon Grosz
  5

  I have successfully completed transfer of annuity funds 3 times through Peachtree financial and ESPECIALLY Jamie Avnam. Her professionalism and prompt and thorough research and response is above and beyond. She is very good at her job and I enjoyed the experience with her. Thanks Jamie! Your the best!!!!

  Response from the owner

  Hi Damon! We're thrilled to hear how much you enjoy working with Jamie - we think she's great too! Thank you for choosing Peachtree - we're always here to help!

• J

  Jakiyah Green
  5

  Shannon has been a great help so far. She’s constantly checking in and making sure I have everything I may need. She’s great !

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  Ivy Maree
  5

  Since working with PeachTree, I’ve felt very satisfied with my experience so far. They’ve been very professional, and honest with me in the whole process. Ryan, has represented me and advocated along with showing great kindness followed by understanding concerns I may have had. He really deserves a 10 star rating! -Thanks 👍🏻

  Response from the owner

  Hi Ivy! It's wonderful to hear how much Ryan has helped you - thank you so much for sharing!

• T

  Tina LEAL
  5

  Ryan is such a beautiful person to communicate with. He is extremely knowledgeable , efficient,resourceful,personable,and very passionate about his job. His professional persona alongside his caring nature makes it very comfortable to work with. It is so comforting when I speak to Ryan, I am so blessed that he is my personal go-to man when I am in need of service.Ryan has never let me down, and has always been available when I need him. Perfection at its finest.. Thank you Ryan!!

  Response from the owner

  Hi Tina! Thank you for sharing how much you enjoyed working with Ryan - we may a little biased, but we think he's pretty great too!

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  uRenaldo Deas
  5

  Working with Shannon and Peach tree was a great experience Shannon always kept me informed and in the loop with what was going on with my transaction she was very pleasant to speak with and took care of all my needs and was not pressuring at all I recommend if you’re looking for a company peach tree is the way to go and also ask for Shannon she is a sweet wonderful lady that will help you and care about you more than just the transaction go with peach tree

• m

  michael reast
  5

  I had the greatest experience dealing with Veronica and her team she was very informative and patient she guided me through the entire process and I get very comfortable selling my annuity to peach tree I was compensated exactly as promised promptly and on time I would gladly do it again and I wouldn’t recommend any other company for this type of transaction

• J

  Jami Cantor
  5

  Mike Schwartz was the person I worked with at Peachtree. He was wonderful! So patient with me & always available to answer any questions I had. He made a very stressful time, so much easier. I highly recommend Peachtree & Mike Schwartz in particular!

  Response from the owner

  Hi Jami! Thanks for sharing - we think Mike's wonderful too! We're thrilled he was able to help you through such a stressful time!

• S

  Star Hodelin
  5

  Rebecca has been very consistent with checking up on me to see if my financial status has changed. She is very professional and very friendly. I actually like hearing from her. She is not pushy at all, unlike a previous person that would call me in the past.

  Response from the owner

  Hi Star! We're so happy to hear how comfortable you are working with Rebecca - thank you for sharing your experience working with us!

• J

  John Morin
  5

  So my experience with Rebecca was and has been good 10 stars good, I feel she always is there for more then just her job she takes the time to see how your doing and get to know you as a person then just a client. I will say that as a company I would have liked more care into the situation we signed papers for a specific amount and when it came time “the attorney” did not get the correct numbers submitted so I ended up with less because it was “not their fault”... As a company you would hope for more like taking responsibility regardless owning up and keeping the original numbers owning the mistake because they are the ones who hired the attorneys on their end which mean they are their employee at that time. It is not the clients fault their was a mistake and has to lose out on what was agreed on, but again I would never expect less from a company but to eventually do something like this it’s sad but it’s the world we live in. So bottom like they are a good company you just have to stay on top of it! Unfortunately I was on a time crunch.

  Response from the owner

  Hi John, thank you for sharing your experience. Thank you for your honesty regarding how we handled your case. We appreciate your feedback and are pleased you enjoyed working with Rebecca!