Financial Advising near Acworth, GA

7 locations found near Acworth

“Lou and Linda are a pleasure to work with.
They are knowledgeable, current, caring, compassionate and very detailed oriented and diligent.
I would recommend their services wholeheartedly and without any reservation”

4.6 Superb28 Reviews

“Only had a free consultation with Geno so far, but I am very happy and probably will be looking to their bookkeeping services. I received tremendous value in just 15 minutes and certainly appreciate Geno's professionalism and advice. And huge plus that they are open on weekends and after regular work hours!”

4.8 Superb79 Reviews

“Hope team was the best!! They helped me get the funding I needed to take the next step in my business. I loved working with them. Terressa was very responsive to my needs.”

4.8 Superb21 Reviews

“I am a behavioral healthcare professional and own/direct a mid-size clinical practice. It would be impossible for me to overstate my complete and total satisfaction with this accounting group. I have been with them for five years now and they handle my corporate and personal tax affairs. Over the years, I have used three other accounting groups and none of them came anywhere close to offering the expertise, professionalism, and customer service that APATS provides. Rosine Charles and her entire team (Brie, Charisse, Bryan and others) are all incredibly knowledgeable about tax matters. APATS is always exceptionally patient with me and everyone I deal with has an incredible way of taking complex tax matters and explaining them to me in a way that makes sense. Everyone on their team is friendly, organized, reliable, and dedicated to what they do. Beyond their expertise and professionalism, they communicate excitement and energy for my business to grow and succeed - almost as if it were their own. They are highly responsive and I feel like I am their only client even though I know they have so many others. Sometimes I forget they are an outside accounting group - I often feel they are my own in-house accounting department! They feel that much like part of my team. I have the utmost confidence in everything they do and the consultation they provide. I cannot speak more highly about APATS and STRONGLY RECOMMEND you hire them for your personal or business accounting needs.”

4.3 Superb66 Reviews

“Jonathan is a great financial advisor. He is excellent at explaining the terminology and going over everything from the start. Him and Katie are an excellent team. Katie is always very prompt and efficient, when it comes to the paperwork and scheduling appointments. Highly recommend Jonathan. He is always in your best interest and no high pressure.”

5 Superb7 Reviews

“I had a great experience with this location and team. Everyone was very helpful and made the process streamlined and easy. They were very accommodating. We felt very comfortable opening accounts here.”

2.7 Average10 Reviews

“I’ve been going to Rick and his Cumberland Financial Group for years (as my mom did before me). They’ve walked me through some twists and turns regarding estate stuff and various life transitions. They have always been super attentive, sincere, and knowledgeable about investing and tax issues. Love their new office space, which is a few steps from Red Eyed Mule restaurant (featured on Food Network). Bonus! It is worth the drive OTP for the peace of mind they offer.”

3 Average11 Reviews