Financial Advising near Duluth, GA

“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.!”

“They are so helpful and thorough. I can't say enough good things about them. I recently had a practice appraised. Anyone who has gone through the process knows how very complex and stressful this can be. They did an excellent job. Michael then helped myself and the seller understand the evaluation to the fullest. When it looked like there would be difficulty reaching an operating agreement with the future partner, they helped explain to each of us the value of the practice, healthy percentages and the potential to be had. The partnership then reached an agreement in which we were both happy. These people are trustworthy, unbiased, and truly care. They were honest about any concerning data they received and gave insightful counsel when needed. They were never pushy. They truly went above and beyond what I expected and you cannot beat the value of their services. Other appraisers were nowhere near as complete in their evaluation and many did not seem to truly understand how unique a veterinary practice is. If you need an appraisal, do it right. Do it right the first time. It is so important. Call Nelson and Associates.”

“We have the pleasure of working with Atlanta Accounting and Taxation an outstanding accounting and taxation firm that provides exceptional service to both domestic and international clients. The firm offers a wide range of services including accounting, financial planning, and analysis (FP&A), and tax preparation.What sets this firm apart is their unparalleled expertise in both domestic and international tax law, which allows them to provide comprehensive tax planning and compliance services to their clients. They are able to navigate complex tax regulations with ease, ensuring that their clients remain in compliance with all applicable laws and regulations.In addition to their tax services, the firm's accounting and FP&A services are second to none. Their team of skilled professionals is able to provide accurate and timely financial statements, as well as valuable insights into a client's financial performance. This allows their clients to make informed decisions about their businesses and investments.Throughout our experience working with this firm, we are consistently impressed by their professionalism, attention to detail, and commitment to providing the highest level of service. Their team was always responsive and willing to go the extra mile to ensure that my needs were met.Overall, I would highly recommend this accounting and taxation firm to anyone in need of comprehensive financial services. Their expertise, attention to detail, and commitment to client satisfaction are unmatched in the industry.”

“I like friendly the staff at my branch or on the day I walked in I’ve never been to Ameris banks, and they were all very professional, sharp knew what they were talking about, and were able to take care of me very quickly. I opened a business account and a personal account. The lady that helped me with opening the accounts was so kind and so nice and very efficient and got me taken care of. I’m pleased. Ameris has all of the knowledge and services of the big banks, but small-town feel for the attention you’re hoping for.”

“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.”

“Before becoming a client of Fordham Financial, I was a client of a large Financial Advisor Firm. If I needed tax help, I'd call associate A. If I needed investment advice, I'd be directed to associate B. I was connected with associate C for Insurance consultation, and so on. When I first met Rob Fordham, he took a deep dive into his proven, multi-faceted strategies designed to build and secure wealth. I'm pleased to say that I walked away from that introductory meeting convinced that Rob is a leading Subject Matter Expert in all areas of personal finance - all under one roof. He stays up-to-date with any changes in tax, investment, insurance, and estate planning laws at the local, state, and federal levels.”

“I do not understand what all the bad reviews are for. I had a medical bill $1000 i could not pay off years ago and it went to this agency as a debt. It made my credit score drop about 100pts. So now that i have money i decided to pay it off in full and of course it had interest charges tagged on it because its been in collections so long but i paid that too and i asked for a receipt and they sent one to my email. I had no issues with the transaction process at all. I never even had them hounding me by calling me on the phone the whole time i was in debt. My collections showed up a month later as paid off in CK and even though the internet says this is not possible, i gained half of my credit score back after that debt was paid in full. The way i see it, if you have a debt it is your responsibility to pay it off. Companies can't run for free so why should i just expect to just magically get out of paying what i owe when i used someones services.”