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.

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!

Don't be thrown off by the name, she helps guys too! I've worked with other financial advisors…read more(individuals and teams). Melissa and team are by far the best at what they do. For me, it is based on one factor - authentic care for each person, no matter their needs. She has been there each and every day to answer questions, and ensure that I understand her recommendations and guidance. She is able to relate her knowledge in ways to help regardless of your financial literacy. With Melissa, I do not feel like just another account in her client book. She is patient and takes the time to understand me as a person and interpret that into solid financial advice. The level of care and attention didn't stop after I signed "on the dotted line." Schedule a consultation. You won't be sorry.

Melissa George has been a wonderful resource in my planning for retirement; I feel so fortunate to…read morehave found her! I'm an elementary school teacher who lives on a budget but wants to ensure that I am able to live the life I've dreamed of in retirement. Although I have always made pretty good decisions around money and budgeting, there is just so much that I didn't know. For something as important as retirement, 'pretty good' just wasn't good enough. I didn't feel fully equipped to make the right decisions. (I have never been good with numbers, and for this once-in-a-lifetime event I had to be sure that everything was perfect.) Melissa got to know me - my thoughts about money, my needs, my wants, ... my dreams - and delivered a tailored plan that is exactly what I need! It is not only understandable and easy to follow, but it shows me what my financial picture will look like next year, in 5 years, in 10 years, and onward. As outstanding as she is as a professional, I am most impressed with her "people skills". She is warm, engaging, and radiates a true sense of caring that is difficult to fake. She delivers information in a clear and compassionate way; she will not sugarcoat any difficult issues, but she will guide you through them. How rare to find such an outstanding business professional who is also a sincerely kind person! I have already paid her the biggest compliment that I can by referring my sister to her. Melissa George is simply the best at what she does!

I had a great experience with Dana on the phone today! Very helpful and willing to share her time…read moreand advice with you! Would recommend 5/5!

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

So glad about my decision to work with the Financial Consultants Group. Although I come from a…read morestrong business background, I really did not have a full and proper understanding of my current and future financial needs after a complex divorce. David and Sandee were able to walk me through a structured and simple process to better evaluate my current and future cash needs while adding constructive advice to improve my current position. They also provided me with some solid tax advice and also gave me several helpful ideas to assist with my new small business. Very pleased to recommend them highly.

From the owner: What does Financial Consultants Group Do? We partner with businesses, families, and individuals who…read moreneed someone to take an educated, professional, and compassionate approach to any of their financial obstacles or opportunities. We commit to being available to help you make informed decisions about all things that affect your financial present and future. We're your point of contact to guide you in the right direction from concept to implementation.

What a terrible company. Rude customer service. Over talks people on the phone. Informed valuable…read moreinformation to me when I am not even the business owner or legally aloud to make business decisions or payments. When trying to explain this to the employee she started over talking me, not allowing me to finish my sentence. Even starred yelling at me. Reccomedations: 1. When in customer service - train staff better 2. Hire people with common decency 3. Close your doors of operation Absolutely terrible company!

Katie was the most rude person that I have ever dealt with. She was trying to collect an invoice…read morethat we did not owe. I explained why we did not owe the invoice and she would not listen. I became very upset with her and she told me that my deceased mother must have been a total bitch. She further told me to grow up and act like a man and not a child. The most unprofessional organization I have ever encountered. My guess is she is the one that grew up in a horrible home because no one should treat people the way that way. I hope they go out of business soon and she can crawl back under the rock from which she came.

Randy and his team are really top notch. I have been using them for around 10 years now and have…read morenever had a problem. If you are looking for honest financial advice with no spin this is the place.

Outstanding customer service. Great investing opportunity. Perfect time to enroll in cds.read more

I would never recommend anyone using Fidelity as a financial firm. I've had a couple of managed…read moreaccounts with them for approximately 10 years and have paid fees to meet with a planner each year. I've met with only three planners over the 10 years because they lack good time management or are just not interested in their clients. I've complained many times over the years due to their lack of customer service and it never gets better. I've requested a refund on my fees for not receiving the service I've paid for. I was just told I will probably not receive a refund even though they've not offered the service I've paid for!

Great service thanks. Check Mr Trai, he helped me set up my Trust for my family. Great value! I…read morewould recommend their intermediate plan.

From the owner: We are a dedicated portfolio management company focused on creating personalized investment…read morestrategies that align with your financial goals. Our expert team is here to guide you through the financial markets with transparency and trust. Let us help you achieve financial success with tailored investment solutions!

I had an amazing Experience with TaxGeaks and have been a faithful returning customer because of…read moreit. Rose and her team of wonderful tax accountants take their time and make it convenient for you to get your taxes done at an affordable rate! I have given so many referrals because it's an unbeatable experience. You will not only get top dollar for your refund, but have experts backed by their experience who can help guide you in your unique situation. Highly recommend and can't wait until tax season next year!

For the past 4 years Tax Geaks has provided excellent service all around the board. I feel…read morerespected and important because every matter I had, they were right on it. My bookkeeper found them for me and I have been pleased ever since. I've been in business 36 years and I seen a few accountants along my way, I just love how reliable and professional they are!