Casey is amazing!! He has literally saved us financially. I cannot sing his praises enough. He…read moreadvised and walked us through a series of unexpected expenses and losses and informed us of options we were unaware of. Despite the insanity of 2020, we are now in a good position thanks to Casey, adding to our retirement accounts and have gotten our savings back to where it needs to be. I trust Casey and his team to make the best decisions for us, and perhaps best of all, Casey is extremely ethical and I fully trust him with our best interests. I also love that Casey makes himself available to his clients and establishes great relationships... I can and do reach out to Casey when I have financial questions!

From the owner: Wiser Wealth Management is an independent fee-only investment advisory firm located in Marietta,…read moreGeorgia. As a fee-only firm, we do not receive commissions or sell any financial products. We are also held to a fiduciary standard to act in the best interest of our clients. Our services include portfolio management, financial planning, investment management and small business retirement plans. We also have a select group of business partners that we coordinate with to provide our clients with estate planning, tax preparation and business legal services.

Carrie helped me get my unusual tax situation on the right track and I look forward to continuing…read moreworking with her in the future. Price was also very fair.

From the owner: I have been in the accounting and tax preparation industry for over 20 years. I work with both…read moreindividuals for their personal tax returns as well as business for monthly, quarterly or annual financial preparation and business tax returns. I am a U.S Army Veteran and an enrolled agent with the IRS and my business is licensed and insured, weekends by appointment only. See my website for online booking details.

Amazing customer service!!! get the job done very friendly and kind. I will be coming back every…read moreyear to get my taxes done by her and any other finacial assistance i need.

Great service thanks. Check Mr Trai, he helped me set up my Trust for my family. Great value! I…read morewould recommend their intermediate plan.

From the owner: We are a dedicated portfolio management company focused on creating personalized investment…read morestrategies that align with your financial goals. Our expert team is here to guide you through the financial markets with transparency and trust. Let us help you achieve financial success with tailored investment solutions!

Alfred J. Adams circulated a flyer in my neighborhood regarding a Social Security Class to be held…read moreJuly 23rd at Beulah Heights University in Atlanta. The class and information would be helpful to people in my community. Two days before the class, the venue was moved to another area of the city, away from the community that the information described could have helped more. I am not inclined to attend another offering of this class, since it's clear that the information is not being made available to all. And I just read Herman P.'s review. Wow.

From the owner: Alfred J.Adams & Company is an Atlanta-Based Registered Investment Advisory Firm. We provide…read morecustomized portfolio management for individuals,corporations,and corporate employee benefit plans.We Believe succesful long-term investing involves participating in various asset classes such as stocks, bonds , real estate and international securities at all times based on your risk tolerance and objectives. Alfred J. Adams & Company can develop the right portfolio mix for you.