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Advanta IRA
- Atlanta, GA
About this business
Location details
1455 Lincoln Pkwy E Suite 520, Atlanta, GA, 30346, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Brandon Trotter did an outstanding job of assisting me in making an investment in my Advanta IRA account under an extremely tight time schedule just before year-end. He has always been responsive to my questions and a true pleasure to work with. I can't say enough about the wonderful service provided by Brandon and Advanta. Marsha S
I had a good experience talking with Corey about SDIRAs and Advanta. He was the most knowledgeable and least salesy sales rep that I spoke with across several firms. He also personally processed my application and sent the paperwork to my other bank on the same day that I opened an account. Advanta had the lowest cost pricing structure for my planned investment.
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.
All questions were answered in detail and with specificity. Great customer service and satisfaction.
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.
Frequently asked questions about Advanta IRA
How is Advanta IRA rated?
Advanta IRA has a 4 star rating with 12 reviews.
When is Advanta IRA open?
Advanta IRA is open now. It will close at 5:00 p.m.
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