Financial Advising near Forest Park, GA

13 locations found near Forest Park
View Map

“I had a wonderful experience as a client with Ms. Gray. She was super polite and accommodating. Moreover, she was professional and handled my request expeditiously. 10/10 would recommend!!!”

5 Superb14 Reviews

“Melissa George is an exceptional asset to my familys financial future! Ive always thought of myself as being great with budgeting and saving, but my husband and I knew we needed to seek professional help to make our money work smarter and to formalize our estate planning. I was referred to Melissa by a friend, and ** so thankful the connection was made. From our initial consultation, Melissa has been very personable, extremely knowledgeable, trustworthy, and a great listener. She feels like family, which is very important to us since this involves our finances. Shes helped us prioritize the most important steps in our financial future and holds us accountable for completing the plan weve put in place. We look forward to continuing to grow our relationship with Melissa and growing our investments! If you are seeking an outstanding Financial Advisor with all the attributes Ive listed above, Melissa is the ONE! - ***********************”

5 Superb6 Reviews

“I started using Ms Phyllis over well over ten years ago when a friend recommended her. She has been my tax lady ever since. She’s even resubmitted taxes that the IRS said I owed and gotten me a refunds of thousands of dollars. I’ve been audited, and she went to bat with the IRS for me. The work she and her staff (The Hetebrink Sisters) does for her clients is priceless. I travel from North Carolina to Georgia for her services, and she never lets me or my friends travel home without a full belly and praying with me and my party for safe travels. Everyone I’ve ever recommended to her ALWAYS returns for her expertise. I don’t know what I’d do without her knowledge, professionalism, and guidance. Ms Phyllis and her entire staff are truly family and will treat you as such from the moment they meet you. Much love ❤️”

4.1 Good14 Reviews

“Resources for Residents and Communities of Georgia is a great organization doing much-needed work and help so people can do more every day. The leaders of RRC are truly caring people making the world a better place for all of us.”

5 Superb3 Reviews

“Over the past 13 years, I've developed a deep trust and appreciation for the SBS team and their high service standards. SBS provided a strong foundation for me as I opened a brick-and-mortar retail location and served as advisors and educators throughout my time as a small business owner. Utilizing their expertise in bookkeeping, payroll, and tax management allowed me to focus on growth while their solutions-based strategy and integrity ensured a successful, and seamless, sale of the business. Their guidance is invaluable and I am grateful for our continued relationship.”

3.7 Good12 Reviews

“Me and My Family have been with John and Becky before Becky was there. They don't come any better. Fantastic two people. I highlyrecommend him for your Tax needs...Thanks, John...Tim Thomas”

5 Superb2 Reviews

“Excellent service every time I visit this branch. Nikki Russaw was very knowledgeable and assisted me in setting up CD's and retirement plans for my family and Veronica Hale is always so kind and assisting. I always feel as if they go out of their way to assist my family. Good service is hard to find so I appreciate the whole staff here for providing excellent service”

2.6 Average29 Reviews