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“I am personally not very knowledgeable about managing my finances and was looking to grow my savings instead of just keeping it in a savings account. I found the perfect agents Daniel and Leticia at WFG who walked me through the entire process of saving my money smartly for my future goals. Very satisfied with their knowledge and service.”
9AM - 5:30PM
1080 Sanders RdSuite 300, Cumming
Financial Advising
“I've been with David and his team for over a year now and could not be more pleased. They have done a fantastic job and have always been there to answer questions. We meet on a regular basis to review my accounts, current results and answer any questions.
5 out of 5 on account management and servicing. If you're looking for someone to handle your investments, I highly recommend!”
“Frank and Gail are a pleasure to know and do business with. They are both very professional, honest, and responsive, coupled with great personalities and an understanding of a client's needs/requests. I highly recommend Certified Planners Group.!”
“Michael Sheen did his job so well, very welcoming and helpful in many ways. Answer everything I wanted to know in a very polite and professional way he can. Highly recommended!!”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“New to this area and opened our bank account with Amerois Bank basws on a recommendation. Each employee acknowledges us when we are at the branch and always answers any questions or sees to our needs. The manager, assistant manager, and all the other staff are all what we love about our bank!”