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9AM - 2PM
416 Grassdale Rd # D, Cartersville
Investing
“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.”
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”