Atlanta Business: Calandra Financial Group, LLC.


business logo

Dale trusts this Business...

contact them today.

(888) 442-1070
Schedule an Appointment
Contact this Business:

Video Review

Connect with Company
A Message From Dale

The TrustDALE Certification process requires that a business must first pass my stringent 7-Point Investigative Review of reputation, price, quality, and customer service. That process is completed through detailed research and a personal company interview. I've given this business my highest recommendation. I believe that you, too, can feel confident placing your trust in their services.

About Calandra Financial Group, LLC. - Atlanta, Georgia

Calandra Financial Group, LLC. is an independent, award winning financial advisory firm that offers a full range of financial solutions and services.  They specialize in retirement income planning, investment management, tax planning and estate & asset protection.  Their desire and passion is to educate and assist individuals on how to grow and sustain wealth for retirement.

Price

Calandra Financial Group, LLC. is a fee-based advisory firm.  CFG’s investment advisors act as fiduciaries, which means they will always act in the client’s best interest. They provide clear, easy-to-understand price engagement so you know exactly what you are paying for and why.  The staff at Calandra Financial is committed to keeping money in your pocket for the long run by coaching clients on how to achieve long-term financial comfort. 

Quality

Best-Selling, award-winning author Phil Calandra founded Calandra Financial in order to educate people on the issues that are important to their specific financial needs. They take those needs and concerns into account to offer a custom tailored action plan that best fit their situations.  Not only that, they will follow through and assist with carrying out the plan. 

Customer Service

Establishing trust is the most important component in any relationship. Today’s investors are more cautious in selecting individuals or firms to entrust their financial assets. For that reason, Calandra Financial Group believes in 100% transparency and encourages all prospective and active clients to engage in their own due diligence.

 

Disclosure: Investment Advisory Services offered through Calandra Wealth Management, LLC (CWM), a Georgia Investment Advisor. Phillip A. Calandra is also an investment advisory Representative of Retirement Wealth Advisors, Inc. (RWA). Investment Advisory Services also available through RWA. CWM & RWA are not affiliated.

Business Contact Info



Products and Services:

Investment management, life insurance, 401(k), 403(b), IRA Rollovers, precious metals, annuities, estate planning, and more! Disclosure: Investment Advisory Services offered through Calandra Wealth Management, LLC (CWM)- A Georgia Registered Investment Advisor. Phillip A. Calandra is also an Investment Advisory Representative of Retirement Wealth Advisors, Inc. (RWA). CWM & RWA are not affiliated.


Business Location:

Calandra Financial Group, LLC.

400 Galleria Pkwy SE
Suite 240

Atlanta , GA 30339


Locations Served:

Barrow County, Bartow County, Cherokee County, Clayton County, Cobb County, Coweta County, Dekalb County, Douglas County, Fulton County, Gwinnett County, Hall County, Henry County, Lumpkin County, Newton County, Rockdale County, Spalding County, Walton County, Acworth, Adairsville, Alpharetta, Atlanta, Auburn, Austell, Avondale Estates, Ball Ground, Bethlehem, Buford, Canton, Cartersville, Cassville, Chestnut Mountain, Clarkdale, Clarkston, Clermont, Conley, Conyers, Covington, Dacula, Dahlonega, Decatur, Douglasville, Duluth, Ellenwood, Emerson, Experiment, Fairburn, Flowery Branch, Forest Park, Gainesville, Gillsville, Good Hope, Grantville, Grayson, Griffin, Hampton, Haralson, Holly Springs, Jersey, Jonesboro, Kennesaw, Kingston, Lawrenceville, Lebanon, Lilburn, Lithia Springs, Lithonia, Locust Grove, Loganville, Lovejoy, Lula, Mableton, Mansfield, Marietta, Mcdonough, Monroe, Moreland, Morrow, Murrayville, Nelson, Newborn, Newnan, Norcross, North Metro, Oakwood, Orchard Hill, Oxford, Palmetto, Pine Lake, Porterdale, Powder Springs, Red Oak, Redan, Rex, Riverdale, Roswell, Rydal, Sargent, Scottdale, Senoia, Sharpsburg, Smyrna, Snellville, Social Circle, Statham, Stockbridge, Stone Mountain, Sunny Side, Suwanee, Taylorsville, Tucker, Turin, Union City, Waleska, White, Winder, Winston, Woodstock, Georgia


Download Badge:

Is this your business? Just copy/paste this onto your site to show the world you're TrustDale Certified.

What is the TrustDALE Investigative Process & the Make it Right Guarantee?


7-Point Investigative Review

The TrustDale Investigative Process is completed through a personal interview with the business owner or representative, a completed application, public records search, and secret shopping. TrustDale disclaims any liability for any and all inadvertent inaccuracies.
  1. Price: The Company must price its main product or products competitively (unless there is a significant difference in the quality of the product). The Company must honor the price it advertises, and not use unavailable products to lure and trap customers into more expensive products.
  2. Verified Reputation & Customer Service: The performance of each company is continually and systematically reviewed for delivery of excellent customer service. This is achieved by conducting follow up surveys of customers who have contacted recommended service providers.
  3. What Would Cardwell Do: Dale Cardwell developed a proven standard of consumer fairness through thousands of real-world problem-solving experiences. This created the basis for “What Would Cardwell Do?” in regard to whether Dale would choose to personally do business with this Company.
  4. Governor’s Office of Consumer Affairs, Consumer Publications, FTC: Each Company is reviewed through the pertinent agencies and publications.
  5. Licensing, Professional Certification, Insurance and Bonding: Each Company is reviewed for proper professional credentialing.
  6. Lawsuit Search and Review: A review of the Company’s litigation history is completed to assure no history of unprofessional or illegal business practices.
  7. “Make it Right Guarantee”: The Company agrees to accept and abide by TrustDale’s Make it Right Guarantee.

Make it Right Guarantee

Certified businesses must agree in writing to accept and abide by the following:
  1. Customers have a right to extraordinary customer service.
  2. My current warranty and customer service are among the best available in the field.
  3. I ensure complete customer satisfaction, by offering the TrustDale Make It Right guarantee.
  4. The TrustDale Guarantee becomes valid when a customer contacts the vendor through TrustDale, or confirms his purchase on TrustDale.com within 24 hours of the transaction.
  5. The TrustDale Guarantee states that if the customer is dissatisfied with a product, repair or customer service, the customer will first employ the avenues of redress made available by the business’ customer service agreement. In the event that at the conclusion of the process the customer remains dissatisfied, he/she will have the right to take the grievance to TrustDale.
  6. I will allow TrustDale and an independent expert in the field to review the customer’s complaint. If upon conclusion of review, the independent expert and Dale agree that the customer’s position is justified, I agree to abide by the recommendation of TrustDale to Make It Right.
  7. Make It Right means the vendor will repair/replace the product as recommended by TrustDale, or will pay for the product to be repaired or replaced, or will reimburse the customer for the cost of the repair/product at a price up to, but not to exceed, the original price paid by the customer.