Michelle helped me finally build a budget for my personal finances, along with my business. These…read moreare things I put off and ignored, hoping my debt would somehow magically disappear (which apparently isn't how it works). She set me up with a plan where I actually monitored the flow of my expenses, kept a specific allowance of money so I don't overspend, and just in general relieved my stresses and anxiety around money and my financial future. Thanks Michelle!

My husband and I met with Michelle a handful of times over the course of building our comprehensive…read morefinancial plan. Before Michelle, we paid bills and saved some but mostly just ignored our finances. Michelle started by asking us a bunch of questions about retirement dreams, potential family needs, and what we wanted our lives to look like over the next few decades. Some questions she asked were things we had never talked about, which was a useful endeavor in and of itself. It really felt like she wholly supported us in reaching our goals, but she also was the wiser older sister (errr I think we might be older, but you get the point) that was real with us about where we might need to cut back to make those goals a reality. She took all of our questions seriously and went above and beyond to help us have all of the information we needed to take our financial future into our own hands. We are so glad we met Michelle!

I highly recommend Micah Porter at Minerva Planning Group. He is kind and knowledgeable, and he…read morehas helped us tremendously with our financial planning. He really listens to his clients and is great at explaining complex information so that you can easily understand it.

Minerva Planning Group's team is very personable, which is unusual in the Financial Services…read moreindustry. Micah is sharp and always accessible for a brief call and responsive to emails. I highly recommend this financial advising group to anyone looking for personal attention.

This place helped me net a profit with my investment clubs and 401K. Who could ask for anything…read moremore! If you're looking for an investment representative and you live near the Stone Mountain area go to the branch off of Highway 78 and ask for Patrick Desamours. While he has high end celebrity clients, he also deals with mere mortals like me to create investment strategies to meet my financial goals. Call Patrick at (770) 465-4722 or visit http://www.edwardjones.com/cgi/getHTML.cgi?page=/USA/IR/market/index.html.

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.

Writing this revue took a lot of consideration. As a new business owner in 2021 I was referred to…read moreHLM by a neighbor. I was using the company initially for tax purposes only. The CPA that managed my account seemed very friendly and knowledgable. After many conversations she thought it best for me to change my business to an S-Corp. During this process I was advised to apply for a different tax ID number because the business was tied to a different name when I started it. During this process my CPA "stepped away" and I was put with the owner for the management of my taxes and now payroll. Mercedes, was a different vibe. I did not get overly friendly communication from her, but that didn't matter to me as long as she managed my taxes well. WELL. Let me tell you. The decision to change my Tax ID caused a heap of cascading problems. In the last 2 years I have received countless letters from the IRS saying that I immediately owe money. These letters ranged from $1000-$5000. I was also simultaneously receiving checks from the IRS. It was very stressful. Every time this happened I was told the issue was being addressed, yet it continued to happen. Last week, after all of this was supposed to be in the past I received an additional letter under my old tax ID saying I owe money again for 2022! How is this possible? I had been scared to change accountants because the mess HLM created. The problem was so deep that I wasn't sure anyone else could get a grip on it. The final issue that forced me to leave HLM was my 2023 taxes. I got a casual email from Mercedes (in February 2024) telling me that I owe the IRS an additional 10k. She noted that it was because I didn't have vehicle depreciation. 10k? My business is small, 10k is a huge oversight. After I told her that I would not be using her services anymore, I was sent a long email blaming me and the IRS for all of the problems. She stated that I received a (1) call from someone on her staff in December to tell me about the 10k issue. I never received an email or any follow ups. Also, I had never received an unscheduled call from HLM in 4 years. There was always an email to schedule a phone conversation. I left HLM with a complete loss of trust. Overall my experience with HLM was very negative. This is my story and my situation and I thought it was important to share with other consumers.

My tax return not numerically large, but for me accumulating detailed stock forms stressful…read more Mercedes & Lynn for 30 years have been so patient & kind in helping. They offer a total one stop center for all your financial needs including legal, mortgage & financial advice. From my small needs to a gigantic corporation, these dear friends of mine can do it all for you. The very best financial center in all metro Atlanta. edwin b., Clarkston, Ga.

Excellent business practices at this place! I always receive superior advice from these…read moreprofessionals.

I always receive great financial advice, consultation, and they do a great job with my taxes.read more