Atlanta Business: Perloe Financial


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(678) 999-6769
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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 Perloe Financial - Atlanta, Georgia

Perloe Financial is a full service insurance agency that works with their clients to maximize wealth potential by adding efficiency, safety, and control to their savings and insurance programs. Perloe Financial analyzes each of their client’s needs and objectives to customize the right plan for them and their families.

Price

The price of personal lines of insurance is determined by health, age, and the benefits you choose to protect yourself and your family. Principals at Perloe Financial have also generated discount programs for associations with members in excess of 135,000. Their solutions help create stronger relationships between employers and their employees as well as provide safety for individuals and their families.

Quality

As independent agents, Perloe Financial has access to the leading insurance carriers and all of their products. They work only with the highest rated carriers and those that provide the best fit for their client’s needs. Perloe Financial services individuals, businesses, and associations who are interested in providing coverage that best protects their families and employees. Their solutions always focus on the clients’ needs, and never their own.

Customer Service

With each and every client, Perloe Financial reviews where you are now and where you want to go. Their mission is to ensure that any recommendations they make are perfectly aligned with your financial goals. They do this by walking each client through their own customized financial program step-by-step, ensuring that clients feel secure and confident regarding their decisions.

Business Contact Info



Products and Services:

Long Term Care Insurance, Life & Disability Insurance, Annuities


Business Location:

Perloe Financial

650 Weatherly Lane

Atlanta , GA 30328


Locations Served:

Appling County, Atkinson County, Bacon County, Baker County, Baldwin County, Banks County, Barrow County, Bartow County, Ben Hill County, Berrien County, Bibb County, Bleckley County, Brantley County, Brooks County, Bryan County, Bulloch County, Burke County, Butts County, Calhoun County, Camden County, Candler County, Carroll County, Catoosa County, Charlton County, Chatham County, Chattahoochee County, Chattooga County, Cherokee County, Clarke County, Clay County, Clayton County, Clinch County, Cobb County, Coffee County, Colquitt County, Columbia County, Cook County, Coweta County, Crawford County, Crisp County, Dade County, Dawson County, Decatur County, Dekalb County, Dodge County, Dooly County, Dougherty County, Douglas County, Early County, Echols County, Effingham County, Elbert County, Emanuel County, Evans County, Fannin County, Fayette County, Floyd County, Forsyth County, Franklin County, Fulton County, Gilmer County, Glascock County, Glynn County, Gordon County, Grady County, Greene County, Gwinnett County, Habersham County, Hall County, Hancock County, Haralson County, Harris County, Hart County, Heard County, Henry County, Houston County, Irwin County, Jackson County, Jasper County, Jeff Davis County, Jefferson County, Jenkins County, Johnson County, Jones County, Lamar County, Lanier County, Laurens County, Lee County, Liberty County, Lincoln County, Long County, Lowndes County, Lumpkin County, Macon County, Madison County, Marion County, Mcduffie County, Mcintosh County, Meriwether County, Miller County, Mitchell County, Monroe County, Montgomery County, Morgan County, Murray County, Muscogee County, Newton County, Oconee County, Oglethorpe County, Paulding County, Peach County, Pickens County, Pierce County, Pike County, Polk County, Pulaski County, Putnam County, Quitman County, Rabun County, Randolph County, Richmond County, Rockdale County, Schley County, Screven County, Seminole County, Spalding County, Stephens County, Stewart County, Sumter County, Talbot County, Taliaferro County, Tattnall County, Taylor County, Telfair County, Terrell County, Thomas County, Tift County, Toombs County, Towns County, Treutlen County, Troup County, Turner County, Twiggs County, Union County, Upson County, Walker County, Walton County, Ware County, Warren County, Washington County, Wayne County, Webster County, Wheeler County, White County, Whitfield County, Wilcox County, Wilkes County, Wilkinson County, Worth County, Abbeville, Acworth, Adairsville, Adel, Adrian, Ailey, Alamo, Alapaha, Albany, Allenhurst, Allentown, Alma, Alpharetta, Alston, Alto, Ambrose, Americus, Andersonville, Appling, Arabi, Aragon, Argyle, Arlington, Armuchee, Arnoldsville, Ashburn, Athens, Atlanta, Attapulgus, Auburn, Augusta, Austell, Avera, Avondale Estates, Axson, Baconton, Bainbridge, Baldwin, Ball Ground, Barnesville, Barney, Bartow, Barwick, Baxley, Bellville, Berlin, Bethlehem, Bishop, Blackshear, Blairsville, Blakely, Bloomingdale, Blue Ridge, Bluffton, Blythe, Bogart, Bolingbroke, Bonaire, Boneville, Boston, Bostwick, Bowdon, Bowdon Junction, Bowersville, Bowman, Box Springs, Braselton, Bremen, Brinson, Bristol, Bronwood, Brookfield, Brooklet, Brooks, Broxton, Brunswick, Buchanan, Buckhead, Buena Vista, Buford, Butler, Byromville, Byron, Cadwell, Cairo, Calhoun, Calvary, Camak, Camilla, Canon, Canton, Carlton, Carnesville, Carrollton, Cartersville, Cassville, Cataula, Cave Spring, Cecil, Cedar Springs, Cedartown, Centerville, Chatsworth, Chauncey, Cherry Log, Chester, Chestnut Mountain, Chickamauga, Chula, Cisco, Clarkdale, Clarkesville, Clarkston, Claxton, Clayton, Clermont, Cleveland, Climax, Clinchfield, Clyo, Cobb, Cobbtown, Cochran, Cohutta, Colbert, Coleman, Collins, Colquitt, Columbus, Comer, Commerce, Concord, Conley, Conyers, Coolidge, Coosa, Cordele, Cornelia, Cotton, Covington, Crandall, Crawford, Crawfordville, Crescent, Culloden, Cumming, Cusseta, Cuthbert, Dacula, Dahlonega, Daisy, Dallas, Dalton, Damascus, Danielsville, Danville, Darien, Davisboro, Dawson, Dawsonville, De Soto, Dearing, Decatur, Demorest, Denton, Dewy Rose, Dexter, Dillard, Dixie, Doerun, Donalsonville, Douglas, Douglasville, Dover, Dry Branch, Du Pont, Dublin, Dudley, Duluth, East Dublin, East Ellijay, Eastanollee, Eastman, Eatonton, Eden, Edison, Elberton, Elko, Ellabell, Ellaville, Ellenton, Ellenwood, Ellerslie, Ellijay, Emerson, Enigma, Epworth, Esom Hill, Eton, Evans, Experiment, Fairburn, Fairmount, Fargo, Farmington, Fayetteville, Felton, Fitzgerald, Fleming, Flintstone, Flovilla, Flowery Branch, Folkston, Forest Park, Forsyth, Fort Benning, Fort Gaines, Fort Oglethorpe, Fort Stewart, Fort Valley, Fortson, Fowlstown, Franklin, Franklin Springs, Funston, Gainesville, Garfield, Gay, Geneva, Georgetown, Gibson, Gillsville, Girard, Glenn, Glennville, Glenwood, Good Hope, Gordon, Gough, Gracewood, Grantville, Gray, Grayson, Graysville, Greensboro, Greenville, Griffin, Grovetown, Guyton, Haddock, Hagan, Hahira, Hamilton, Hampton, Haralson, Hardwick, Harlem, Harrison, Hartsfield, Hartwell, Hawkinsville, Hazlehurst, Helen, Helena, Hephzibah, Hiawassee, High Shoals, Hillsboro, Hinesville, Hiram, Hoboken, Hogansville, Holly Springs, Homer, Homerville, Hortense, Hoschton, Howard, Hull, Ideal, Ila, Iron City, Irwinton, Irwinville, Jackson, Jacksonville, Jakin, Jasper, Jefferson, Jeffersonville, Jekyll Island, Jenkinsburg, Jersey, Jesup, Jewell, Jonesboro, Juliette, Junction City, Kathleen, Kennesaw, Keysville, Kings Bay, Kingsland, Kingston, Kite, Knoxville, La Fayette, Lagrange, Lake Park, Lakeland, Lakemont, Lavonia, Lawrenceville, Leary, Lebanon, Leesburg, Lenox, Leslie, Lexington, Lilburn, Lilly, Lincolnton, Lindale, Lithia Springs, Lithonia, Lizella, Locust Grove, Loganville, Lookout Mountain, Louisville, Louvale, Lovejoy, Ludowici, Lula, Lumber City, Lumpkin, Luthersville, Lyerly, Lyons, Mableton, Macon, Madison, Manassas, Manchester, Manor, Mansfield, Marble Hill, Marietta, Marshallville, Martin, Matthews, Mauk, Maxeys, Maysville, Mc Caysville, Mc Intyre, Mc Rae, Mcdonough, Meansville, Meigs, Meldrim, Menlo, Meridian, Mershon, Mesena, Metter, Midland, Midville, Midway, Milan, Milledgeville, Millen, Millwood, Milner, Mineral Bluff, Mitchell, Molena, Monroe, Montezuma, Monticello, Montrose, Moody A F B, Moreland, Morgan, Morganton, Morris, Morrow, Morven, Moultrie, Mount Airy, Mount Berry, Mount Vernon, Mount Zion, Mountain City, Murrayville, Musella, Mystic, Nahunta, Nashville, Naylor, Nelson, Newborn, Newington, Newnan, Newton, Nicholls, Nicholson, Norcross, Norman Park, Norristown, North Metro, Norwood, Nunez, Oakfield, Oakman, Oakwood, Ochlocknee, Ocilla, Oconee, Odum, Offerman, Oglethorpe, Oliver, Omaha, Omega, Orchard Hill, Oxford, Palmetto, Parrott, Patterson, Pavo, Peachtree City, Pearson, Pelham, Pembroke, Pendergrass, Perkins, Perry, Pine Lake, Pine Mountain, Pine Mountain Valley, Pinehurst, Pineview, Pitts, Plains, Plainville, Pooler, Portal, Porterdale, Poulan, Powder Springs, Preston, Pulaski, Putney, Quitman, Rabun Gap, Ranger, Ray City, Rayle, Rebecca, Red Oak, Redan, Register, Reidsville, Rentz, Resaca, Rex, Reynolds, Rhine, Riceboro, Richland, Richmond Hill, Rincon, Ringgold, Rising Fawn, Riverdale, Roberta, Rochelle, Rock Spring, Rockledge, Rockmart, Rocky Face, Rocky Ford, Rome, Roopville, Rossville, Roswell, Royston, Rupert, Rutledge, Rydal, Saint George, Saint Marys, Saint Simons Island, Sale City, Sandersville, Sapelo Island, Sardis, Sargent, Sasser, Sautee Nacoochee, Savannah, Scotland, Scottdale, Screven, Sea Island, Senoia, Seville, Shady Dale, Shannon, Sharon, Sharpsburg, Shellman, Shiloh, Siloam, Silver Creek, Smarr, Smithville, Smyrna, Snellville, Social Circle, Soperton, Sparks, Sparta, Springfield, Stapleton, Statenville, Statesboro, Statham, Stephens, Stillmore, Stockbridge, Stockton, Stone Mountain, Suches, Sugar Valley, Summerville, Sumner, Sunny Side, Surrency, Suwanee, Swainsboro, Sycamore, Sylvania, Sylvester, Talbotton, Talking Rock, Tallapoosa, Tallulah Falls, Talmo, Tarrytown, Tate, Taylorsville, Temple, Tennga, Tennille, The Rock, Thomaston, Thomasville, Thomson, Tifton, Tiger, Tignall, Toccoa, Toccoa Falls, Toomsboro, Townsend, Trenton, Trion, Tucker, Tunnel Hill, Turin, Turnerville, Twin City, Ty Ty, Tybee Island, Tyrone, Unadilla, Union City, Union Point, Upatoi, Uvalda, Valdosta, Varnell, Vidalia, Vienna, Villa Rica, Waco, Wadley, Waleska, Walthourville, Waresboro, Warm Springs, Warner Robins, Warrenton, Warthen, Warwick, Washington, Watkinsville, Waverly, Waverly Hall, Waycross, Waynesboro, Waynesville, West Green, West Point, Weston, Whigham, White, White Oak, White Plains, Whitesburg, Wildwood, Wiley, Willacoochee, Williamson, Winder, Winston, Winterville, Woodbine, Woodbury, Woodland, Woodstock, Wray, Wrens, Wrightsville, Yatesville, Young Harris, Zebulon, Georgia


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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.