If It were possible to have given a negative star it would be in order. This company was founded by…read moreLee Butler but is now run by his son and daughter-in-law. The integrity and transparency Lee brought to his clients is entirely absent in Mr. Malcom Butler's management. Mr. Butler does not have professional strengths on display and relies on others for legitimacy. Unfortunately, there is an arrogant ineptitude that is entirely out of place in a fiduciary setting. Our experiences with the staff have been unprofessional and irresponsable. Their organization is continually being audited and is apparently now under re-investigation, according a local attorney in the greater Savannah Area.

From the owner: Independent Asset Management Based on What's Best for You. At The Fiduciary Group, our mission is…read moreto build, protect, and grow our clients' wealth over the long-term through sound planning and disciplined investment management. Our philosophy to building wealth is defined by three words which we have memorialized in our tagline: Conserve Plan Grow®. Investment Management Trust and Estate Administration Financial Planning Family Back-Office Participant Directed 401(k) Plans Employer Funded Qualified Plans Captive Insurance Accounts

We've used Mr. Caparelli for years. He has always been very understanding of our financial…read moresituation, helped us navigate through good and bad times, been very informative when we've had questions, and always kept our best interests in mind. I would definitely recommend Mr. Caparelli.

Brian is a great financial advisor! Very open and genuinely concerned about your financial future!read more

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.

Does not return calls or emails. If she can't do that then how will she teach you to manage your…read moremoney??

From the owner: You have lifestyle. You have choices. You can do anything you want - you just need a plan…read more Experience the confidence that comes from having a daily money plan, without financial stress and overwhelm. Sarah Westcott, Wealth Coach, provides financial coaching to six-figure earners in Savannah, GA and throughout the United States. In our virtual coaching program, we'll explore your goals, dreams, wants and needs and together we'll create your personal spending plan, uniquely designed around your own lifestyle priorities. Live a life you truly love, on your own terms!