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9AM - 6PM
416 Grassdale Rd # D, Cartersville
Investing
“We are very pleased with the service we get every year ..Michelle has done our taxes for the last few years always professional and personable . Thanks Michelle for the great service”
“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.”
“I was a little worried from negative reviews that my afternoon would be wasted, but Emmanuel was very helpful and wiring money for my home purchase was quick and easy.”
“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.”
Investing
Investing
Investing
Investing
“The guy that helped me was awesome!!! He went out of his way to make sure I got everything I needed or was trying to get!!! Super friendly and knew what he was doing!!! Thank God because I rarely do!!! Lol but shout-out to him!! He rocked!!”