I always receive excellent personal service from Todd & Sheree and Todd provides great & timely…read morefinancial advice

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Equitax has filed at least a dozen appeals for me. Received a reduction on every one. Great people…read moreto work with. They make it easy, take you through the process and keep you informed every step of the way. Highly recommend, Ron W.

What a great experience using Equitax. They did all the work, they kept me informed every step of…read morethe way and did us great in getting a true evaluation.

I can't possibly say enough good things about Brad. I trust his judgment completely to handle my…read moremother's finances to get the maximum safe return for her at her age. In fact, the first set of investments we were in were what he has his own mom in, and they did very nicely. I've more than once forgotten to make a monthly withdrawal, and he's reached out to me to remind me (nice, since when I mess up like that I write the check outta my own funds 'til I can fix it). The way I met Brad may say the most about him. He was knocking on doors on a fairly warm September afternoon in our neighborhood...in a jacket and tie, of course. Brad has class and just puts in effort, and that was an example. And I never feel hurried when we talk on the phone. Quit searching around and go see Brad.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

My parents & I decided it was a good time to refinance a home that we use as a rental property…read moresince the rates went down. We filled out an application on the Loan Factory website and was contacted via e-mail shortly after. Though we are in California, we primarily worked with Linh Nguyen from this Georgia location. She was very helpful with explaining things to my parents so that they would understand the difference in rate/cost of refinancing an investment vs their own primary residence. Whenever my mom & dad had a question or needed clarification, Linh was always a phone call/text away and wanted to make sure that she could do anything within her power to make sure we were satisfied & reassured. With the advice from Linh and the other associates of Loan Factory, we waited to lock in a low rate & closing cost and it saved us a lot of money in the long run. They set up rate alerts that would send daily e-mails to ensure we were aware. We refinanced in 2016 at 4.125% for 30 years and now we're going to pay the home off much sooner with our Quicken Loan Mortgage from Loan Factory at 2.99% for 15 years, which was a lot lower than our other quotes with closing cost from other lenders. Don't hesitate to use their website to get an estimate and talk with their loan officers. We are grateful and appreciative to everyone Loan Factory at the Georgia location for working hard in conjunction with the California locations. Thank you for being thorough in every step of the process and being patient with us.

Not helpful-did not want to take my business and did not offer any help when speaking with me in my…read moreexploratory call.

At first, Noreen seems so serious, like we would want any account to be about our fiscal health…read more However, if you goad her into it, she will show you a great sense of humor. When preparing our taxes every year, she is the most honest, fully documented, thorough accountant I've ever worked with. She's really efficient and will make sure you have everything that you legitimately have coming to you. My family has been going to her for at least the last 15 years. I highly recommend her for both personal and business tax work. A note: Like all CPAs, I think she has a sincere appreciation for people who keep all of their receipts in order and schedule meetings in January and February--instead of at the last minute.

Awesome agency with personalized service. Dealt with Michele R there and we felt as if she had our…read morebest interest at heart when she quoted our policies. We had never had an agent make sure that we were being covered correctly - just in case something happened - and if it did we know we'd have no surprises! The independent agencies always are looking out for you, and will find the best for you and your pocketbook. So happy we were referred to them! Theresa

I've been an insurance client of Grimes Insurance for more than three decades (auto and homeowner)…read more They are always responsive, prompt, easy to talk with and a general pleasure to work with. Their answers are clear and I never get the feeling of being rushed. I'm made to feel like I have their full attention when discussing insurance questions over the phone.

It's a long over due review for Bruce and his team - for helping me assess and sell a property in…read moreAugust 2023. I had a rental property that was poorly managed and was being up-charged for repairs due to the negligence of the property manager. I reached out to Bruce to help me assess the situation - whether I should pay for the fee, whether to move to another property manager or sell the property. Bruce recommended selling and helped me market and sell in a short amount of time. He and his team were efficient and demonstrated a high level of integrity throughout the process. I would highly recommend the team and will use their service again in the Atlanta area.

Sold our home is few days with multiple offers. My family can now relocate to new home in Sandy…read moreSprings realtor help find. Great service!