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“Seeking Trusted Financial Support
Fiduciary, someone with a relationship of TRUST with one or more other parties, bound by law and ethics to act in the best interest of the client, not theirs.
During these modern times of chaos running rampant, and so much false information flooding the web, it's impossible to see the real truth. The key word here is truth and knowing whom to trust. A year ago, I retired as a Pharmacist after 50 years in the profession. When I left the company I was working for, my wife and I needed guidance with moving our 401K. After thorough research, we decided to schedule a meeting with a Fiduciary named Melissa George. That first meeting changed our life. We no longer had to worry about having enough money to last through retirement. Melissa understood our goals and implemented a plan to reach them.
While employed as a Pharmacist, my co-workers were part of my family, we celebrated our successes and learned from our failures. This year, we are very fortunate to have added Melissa George as a part of this family.
Melissa George IS the definition of Fiduciary.”
“I've recently had a very positive experience with Ty J Young Wealth Management. Whether you have had positive or zero returns or positive or negative experiences with the advisors, you have to get in touch with their Concierge group of Ty J Young. My most recent interaction was with Tina of that group. She helped navigated a problem I was having with one of my contracts and their payout of RMDs. Not only did she resolve the situation but she also followed up with status updates. Additionally, she spent time explaining some misconceptions I had with the annual contract reviews with my advisor. Her explanations were succinct and her attitude was positive and professional. It was a pleasure to be introduced to her.”
“We had a great experience using Rosenberg & Company for our business accounting needs. They are able to answer all of our questions and offer guidance when needed. We would highly recommend them to anyone looking for an accounting firm.”
“Miss Abigail Anzaldo was very professional, she explained the entire process to us in great detail, including information that we did not know after so much time doing our taxes with you. I would like her to be the one who gives us our taxes every year, thank you.”
8:30AM - 5PM
445 Manget St SE Suite 200, Marietta
Financial Advising
“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.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“I was looking for a local company to help my business with their taxes and payroll so while stopping by the local UPS store I saw this tax service. I'm glad I went in there she was very friendly and helpful and answered all of my questions and was able to help me via email after tax season was over.I have asked her questions even after my initial visit and she was very helpful I would recommend her to any small business or for your personal taxes.”