Financial Advising near Milton, GA

18 locations found near Milton
View Map

“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.”

5 Superb15 Reviews

“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.”

4.8 Superb16 Reviews

“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.”

4.2 Good20 Reviews

“Bob Cook has helped my family's portfolio tremendously. He has steered us in the right direction as to how to make the most of our financial nest egg all while explaining everything that we need to know and understand. And he's so helpful and accessible when I have questions. There's not been a single time that I have reached out and did not get an immediate or quick response! And his staff is always so friendly! They even ask about my children by name! A HUGE thanks to Bob Cook, Stacey, and the rest of his staff!”

3 Average6 Reviews

“Felicia is great, professional and easy to work with. The Clayborn Group makes sure I get the maximum refund each year. I always receive good advice and easy to follow instructions. I feel safe using the website and I know that I am in good hands.”

5 Superb1 Reviews

“My team at oXYGen Financial is he best thing to happen to my investments! They are knowledgeable and extremely prompt to respond to my questions and needs. I would highly recommend oXYGen Financial to anyone who wants to quit worrying about the safety and growth of their investments.”

5 Superb1 Reviews

“Great organization and they do amazing things furthering Christians giving and charitable goals here in the US and around the world. They make tithing and charitable giving easy and I would recommend anyone to NCF who is looking to expand their charitable giving in an easy to use format and with the backing of the people at NCF as a resource to its givers.”

5 Superb1 Reviews

“Excellent bank with great customer service. I have not used the brokerage but the bank has low fees, free atm use of any atm worldwide. I've even used atms overseas and have always reveived a credit for any fees that the atm (of another bank) charges.”

2.6 Average5 Reviews

Related Categories