Casey is amazing!! He has literally saved us financially. I cannot sing his praises enough. He…read moreadvised and walked us through a series of unexpected expenses and losses and informed us of options we were unaware of. Despite the insanity of 2020, we are now in a good position thanks to Casey, adding to our retirement accounts and have gotten our savings back to where it needs to be. I trust Casey and his team to make the best decisions for us, and perhaps best of all, Casey is extremely ethical and I fully trust him with our best interests. I also love that Casey makes himself available to his clients and establishes great relationships... I can and do reach out to Casey when I have financial questions!

From the owner: Wiser Wealth Management is an independent fee-only investment advisory firm located in Marietta,…read moreGeorgia. As a fee-only firm, we do not receive commissions or sell any financial products. We are also held to a fiduciary standard to act in the best interest of our clients. Our services include portfolio management, financial planning, investment management and small business retirement plans. We also have a select group of business partners that we coordinate with to provide our clients with estate planning, tax preparation and business legal services.

Had meeting with Old man Joe (who is a good 25 years younger than me) and the Power Ranger Toby…read more The meeting went great! This company I really feel good about! It was very important to me that God comes first And in this company he does! l Can't wait to have them help me with all my finances. And having this amazing team guide me through my retirement years! I did a lot of research. This company really is a wonderful company and putting my money here I feel really good about! Thank you gentlemen!

Tim and the team are amazing. When looking for a company to help us with our financial needs we…read morewanted a place where we felt valued and was inclusive. Tim has created a great company that delivers results with strong core values and they make you feel like family.

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!

Just took a course with Profitability Probability class with Fantasia. She's amazing and she…read moreexplained profitability zones well. I know more now than when I first came in earlier. I plan to take more classes and one on one with her. -Star J Jessica

I don't like their approach, sneaky and waisted time Not…read morebeing upfront about the educational Costs- really not worth the free 30 minute talk..‍

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.

Great experience with this company! At every juncture there's the state or government trying to…read moretake more money from you. Thank goodness for this company who fights on your behalf because they assisted me with lowering my superfluous tax increases and other important resources. Very thankful for this team!

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.

After trying several other spots, I land a golden coin buyers was clear and above in terms of…read morecustomer service as well as the pricing being very fair and meeting my expectations. The whole process was very clean and smooth. Colin was great!

Fast and easy to work with Tony. Fair pricing. Would recommend and make sure you have original…read moreboxes

Russ went above and beyond in helping me. He is sharp as a tack, organized and really knows his…read morestuff. I highly recommend him.

Russ is incredible. Not sure I can put it into words. If you have the opportunity, hands down you…read moreshould work with him!! Russ, thank you for all of your help!

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.