-
January 2024 by Ambria C
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! - ***********************
-
December 2023 by DiAnn Mason
I have received exceptional financial advice and service from Melissa George for over 14 years. I was looking for someone that would be focused on my current situation and future retirement needs. Initially, I needed to roll over 401(k) funds and find a solution that would maintain my initial investment and provide growth options. Melissa did her due diligence and provided different investment options for me to review. Ultimately, after weighing all the pros/cons I decided on her first choice for me that had a solid financial growth plan and allowed withdrawals if needed. This investment was definitely the best solution for me. If you’re in need of a financial advisor that has your best interest in mind, no need to look any further, I highly recommend Melissa George!
-
November 2023 by Terri Tilford
Melissa George has been a wonderful resource in my planning for retirement; I feel so fortunate to have found her! I’m an elementary school teacher who lives on a budget but wants to ensure that I am able to live the life I’ve dreamed of in retirement. Although I have always made pretty good decisions around money and budgeting, there is just so much that I didn’t know. For something as important as retirement, ‘pretty good’ just wasn’t good enough. I didn’t feel fully equipped to make the right decisions. (I have never been good with numbers, and for this once-in-a-lifetime event I had to be sure that everything was perfect.)Melissa got to know me - my thoughts about money, my needs, my wants, … my dreams - and delivered a tailored plan that is exactly what I need! It is not only understandable and easy to follow, but it shows me what my financial picture will look like next year, in 5 years, in 10 years, and onward.As outstanding as she is as a professional, I am most impressed with her “people skills”. She is warm, engaging, and radiates a true sense of caring that is difficult to fake. She delivers information in a clear and compassionate way; she will not sugarcoat any difficult issues, but she will guide you through them. How rare to find such an outstanding business professional who is also a sincerely kind person! I have already paid her the biggest compliment that I can by referring my sister to her. Melissa George is simply the best at what she does!
-
November 2023 by Terri T.
Melissa George has been a wonderful resource in my planning for retirement; I feel so fortunate to have found her! I'm an elementary school teacher who lives on a budget but wants to ensure that I am able to live the life I've dreamed of in retirement. Although I have always made pretty good decisions around money and budgeting, there is just so much that I didn't know. For something as important as retirement, 'pretty good' just wasn't good enough. I didn't feel fully equipped to make the right decisions. (I have never been good with numbers, and for this once-in-a-lifetime event I had to be sure that everything was perfect.) Melissa got to know me - my thoughts about money, my needs, my wants, ... my dreams - and delivered a tailored plan that is exactly what I need! It is not only understandable and easy to follow, but it shows me what my financial picture will look like next year, in 5 years, in 10 years, and onward. As outstanding as she is as a professional, I am most impressed with her "people skills". She is warm, engaging, and radiates a true sense of caring that is difficult to fake. She delivers information in a clear and compassionate way; she will not sugarcoat any difficult issues, but she will guide you through them. How rare to find such an outstanding business professional who is also a sincerely kind person! I have already paid her the biggest compliment that I can by referring my sister to her. Melissa George is simply the best at what she does!
-
November 2023 by Terri T
Melissa George has been a wonderful resource in my planning for retirement; I feel so fortunate to have found her! Im an elementary school teacher who lives on a budget but wants to ensure that I am able to live the life Ive dreamed of in retirement. Although I have always made pretty good decisions around money and budgeting, there is just so much that I didnt know. For something as important as retirement, pretty good just wasnt good enough. I didnt feel fully equipped to make the right decisions. (I have never been good with numbers, and for this once-in-a-lifetime event I had to be sure that everything was perfect.) Melissa got to know me - my thoughts about money, my needs, my wants, my dreams - and delivered a tailored plan that is exactly what I need! It is not only understandable and easy to follow, but it shows me what my financial picture will look like next year, in 5 years, in 10 years, and onward. As outstanding as she is as a professional, I am most impressed with her people skills. She is warm, engaging, and radiates a true sense of caring that is difficult to fake. She delivers information in a clear and compassionate way; she will not sugarcoat any difficult issues, but she will guide you through them. How rare to find such an outstanding business professional who is also a sincerely kind person! I have already paid her the biggest compliment that I can by referring my sister to her. Melissa George is simply the best at what she does!
-
June 2023 by Deborah Hardnett
Brilliant Advisor! Thank you so much for your advice.
-
December 2022 by Erica P.
Melissa is very professional. I met her through a virtual ******************** at The Gathering Spot. We both are members of the club. Since that moment, she has been a blessing to me and my business. She initially assisted me with funding opportunities for the ***** helped me strategize some of my financial business goals, and served as a guest on my Buy Black Friday Show. Melissa brought real-time information to the Show to help business owners. She informed my audience how her consultation services could help their business. She also served as a facilitator for my organization, Camouflage Me Not - Suicide Prevention Month Event, "Connecting Our Paths to Heal - Embracing Whole Health." I hired Melissa for this event, and she provided my attendees with valuable information and tools to help them make better financial decisions. Her table discussion included practical activities, and each participant could relate. She empowered them to change their thoughts about money to change their financial behaviors. Melissa was one of the five facilitators people bragged about helping them. She also gained some referrals from this event.I am grateful for meeting her and being able to hire her to help my business. I look forward to the next opportunity to patronize her service.
-
September 2022 by Al H
Weve been a client of Melissas for almost a year now. This was our first venture working with a financial planner. Melissa has spent countless hours with us asking questions, providing information and most importantly listening to our wishes, concerns, and dreams. Her wealth of experience, expertise and willingness to share that knowledge has eased a lot of the anxieties we had entering into our retirement years.We highly recommend that you spend some time and get to know Melissa the way that we have, you wont be disappointed.******* and **
-
December 2021 by Robyn Thomas
My family and I have been clients of Melissa's for over 12 years and we love working with her! She has a phenomenal ability to look at your situation and recommend products or service providers to cover all areas of need. And what's more, she lends her expertise to help you anticipate future needs and plan ahead. She is also passionate about helping businesses grow and is a huge asset to anyone, but especially business owners. I highly recommend Melissa L. George & Associates!
-
October 2021 by Google user
My family and I have been clients of Melissa's for over 12 years and we love working with her! She has a phenomenal ability to look at your situation and recommend products or service providers to cover all areas of need. And what's more, she lends her expertise to help you anticipate future needs and plan ahead. She is also passionate about helping businesses grow and is a huge asset to anyone, but especially business owners. I highly recommend Melissa L. George \\u0026 Associates!
