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.

I was a client for Ryan and Ross when they were first starting out and they were always ready to…read morehelp out a new client get back on their feet or to give solid ffinancial advice. There was once a time when Georgia didnt have any proper financial companies and we had to rely on the North to give us our banking services and advice. But ever since Ryan and Ross opened their doors there has been a wave of positive feedback and reviews from the community who were helped by the staff of Ryan and Ross. I think that if another company in Savannah opened up and offered the same great service as Ryan and Ross they would not be able to compete because of the strong foundation Ryan and Ross established during their formitable years.

Being a seasoned professional who has run a $26 million dollar company in the past, and being the…read moreage where the necessity of planning our retirement and stretching our funds to the maximum are among the top things on our 'MUST DO' list, I've run across many types of business and financial advisors. For the past two weeks we have been working with the most professional, knowledgeable, and smartest one I've ever met, and speaking as a couple, the best we've ever encountered and had the very good fortune to work with! Michele Shuman FIC, a licensed (in many states) Financial Associate of the reknown Thrivent company with offices in Rincon GA on 272 S. Columbia Ave. Suite 207. Believe me, not all financial planners are equal in approach, follow through, 'Share of mind' given to your business, or the soundness and reason of the recommendations supplied to a client. Michele's approach is very much like meeting with a physician or really any trusted advisor should be: the attention is on you, your needs, aspirations, pain points and realities. Then judging on her decades in financial services, including having been appointed a staff vice president of a large bank at a young age, she presents the findings and solutions to guide you to where you need to be in life by the time you need to arrive there for retirement. Knowledgeable, focused, attentive and rock solid! Oh, did I mention that she is a very good person as well? Definitely satisfied and my wife and myself are looking forward to doing great things through this re-alignment of our fiscal foundations.

Very professional and knowledgeable. We changed accountants to Brian Kennedy in 2016, and have been…read morevery pleased. He found a major mistake our previous accountant had made the previous year, which saved us over $6,000 when file filed an amended return for us. We had used the previous CPA for nearly 20 years, and almost always had to file extensions, even though we always got our data to them early, and always got a refund. Brian's firm had a really good turnaround time, and at a very fair price. Highly recommended!

From the owner: Certified Public Accountant/Financial Advisors/Tax Preparation/Quickbooks/Consultants/Tax Planningread more

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

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.