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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
“We absolutely love everything about Financial Consultants Group! They treated us just like we are family. We have full confidence in everything they are doing. We would highly recommend them to anyone!”
“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.!”
“I had been recommended to Schwab for opening a business retirement plan, which is how I found this branch. The steps to open an account online were a little intimidating, so I decided to visit in person. Adil and his team helped make the process quick and easy. There was a small delay from my end as one of my employees paperwork was incomplete, and they let me know right away and gave me a courtesy call once everything was ready with my account. Would definitely recommend!”
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!”