All of the people at this office are incredibly competent and make me feel remarkably reassured…read morethat I am in good hands. My sister and I started with them when we needed help with our parents estate and were so impressed we both have continued with them after our parents passed. Greg is so informative and goes out of his way to keep me comfortable with asking questions and advice. Bryan Totri, the tax advisor, is equally skilled and communicative. This is a terrific business and anyone can be confident that their money will be handled expertly.

I have worked with this firm for several years. They are a financial planning group in addition to…read moremanaging my investments. I have benefited greatly from their expertise in financial planning. Bryan has helped quite a bit and is very knowledgeable.

I have had a fantastic experience working with Ray Brown and this wealth management firm. Ray has…read morebeen an exceptional financial advisor, helping me develop a solid plan for my retirement in the coming years. He is always courteous, knowledgeable, and incredibly responsive. Whenever I send him an email, he typically replies within a day and takes the time to answer all of my questions thoroughly. Since I began working with Ray a year ago, I have been very pleased with my investment results. I highly recommend his services to anyone looking for a trusted financial advisor. Thank you, Ray, for your outstanding support and dedication. Your guidance has made a meaningful difference.

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.

After contacting several independent agents to secure homeowners and auto for our upcoming…read morerelocation to Georgia, Scott was the first (and actually, ONLY) agent to respond to our inquiry. Within a matter of hours, we had multiple competitive quotes from several insurers. Once we selected the best option, Scott was prompt in providing us all the specifics we needed for the closing on our house - weeks in advance! It was very nice to have one less thing to coordinate during the move. Finding good service these days is rare, and apparently other agencies seemingly ignore potential new business. Thankfully, Scott is an exception and I'd recommend his agency based on service and responsiveness alone. Looking forward to a long relationship with Hansard.

Scott, Jamie and the team at Hansard Insurance are awesome, they are friendly, responsive and treat…read moreyou like family, they are a local family owned and operated business and it shows. I have no words to describe the level of customer service that I have thus far received from the team and hope to be a client for a very long time. Keep up the good work you all. Five stars are not enough you all deserve 10 :) :) :) .

STEER CLEAR of this company. It's poorly led and managed even worse. They have done my tax return…read more"preparation" for several years, if you can call it that. Just this year, after repeated outreach (on my part and literally no communication on their part save the text that Dan sent saying we'd need a new hourly based agreement) I learned that my 2023 taxes had not even been filed. For 2024, it turns out that Credo decided they would be out of the tax preparation business. The challenge was they never notified clients of this decision. We were left to learn it for ourselves and scramble to find credible and skilled assistance nearing the submission deadline. I was fortunate to find someone capable and competent to prepare my 2024 taxes and amend each of the last 4 years of Credo's work due to inaccuracy. The interesting part is, each year after my expensive, and now I know poorly prepared returns, I would receive countless communications to participate in tax avoidance measures like conservation easements and the like. We were assured these were legal and ethical, but Dan knew better. He profited directly from it. In the end several of them have now been challenged by the IRS, with most going to settlement. We as "partners" left holding the bag. This business is a sham. The accountants are inept and the leadership is corrupt. BUYER BEWARE. Next up is a formal complaint to the CPA standards board of GA.

IF ONLY I HAD FOUND CREDO YEARS AGO…read more As a business owner, there are a few things at the top of my list that could keep me up at night, knowing my business finances are intact are not one of those things thanks to the CredoCFO team. As a start-up founder, I did many of the things internally on my own for many years. It wasn't until I made the decision to bring in a fractional CFO that I realized how many gaps I had in my business model through our accounting practices, budgeting, P&L, and of course, risk management. Working with the Credo team has been a game changer for ebm as we grew a national footprint and scaled quickly. Not having to worry about the financial operations side of the business was a huge life off our shoulders. As our needs changed, they were there to pivot and adapt as needed. It's also important to say that their team truly gets excited about working with you (no boring green visors to deal with). I only wish I had started using them earlier on, would have saved a ton of time and aggravation. I highly recommend them and would be happy to speak with anyone about our experience with their team.

I did received an excellent customer service from Terry Lowe. Initially, I rejected Terry's call…read morewhen she mentioned Insurance. Terry immediately called me back and requested an audience, at which time she magically convinced me in accepting a policy that I never intended to purchase. Terry was very friendly and knowledgeable. Her expertise persuaded me to purchased ​an insurance policy for my wife and myself.

Can't say enough how much this place has helped me, amazing service, great team members, if you're…read morelooking for a knowledgeable insurance agent this is the place to go!

Hugo was professional I received my quote with little effort done on my part. I did save more than…read moremy previous I was also sent an email quote as a reference. Great service

I wish I could rate them without any stars but that is not allowed. I would never imagine that a…read morehouse that I did not own could cause me so much difficulty. Despite numerous efforts to cancel this insurance policy, I continue to be an unfortunate policy owner that is being asked to pay $997 for a home I sold almost two years ago! I have visited the Buford office, spoken to five AFI agents via phone on seven different occasions, and asked my realtor who sold the home almost two years ago to intervene as well with closing documentation. Still, American Family Insurance persist to pester me with multiple growing bills and phone calls about home insurance bills for a home I no longer own! Also, I never received a refund from the policy that I cancelled. So not only have they stolen my hard earned money, they are continuously try to steal more from a hard working teacher. This is beyond frustrating and sheer stupidity. I will never procure any product and/or service from this business again!

James Yang was very informative and helpful in getting me a policy that worked with my budget…read more I would recommend him as an agent, & State Farm Agency located in Alpharetta GA.

Got great auto insurance quotes from Garrett!!read more

As first time home buyers, my husband and I were very nervous committing to a mortgage lender. TJC…read morewas our second opinion, and Tim walked us through our options, and recommended the type of mortgage he thought was best for our situation. He was available for questions well past regular business hours, and was always so quick to respond. He recommended our realtor, and they worked closely together to make the process as easy as possible. I couldn't be happier with this company.