If It were possible to have given a negative star it would be in order. This company was founded by…read moreLee Butler but is now run by his son and daughter-in-law. The integrity and transparency Lee brought to his clients is entirely absent in Mr. Malcom Butler's management. Mr. Butler does not have professional strengths on display and relies on others for legitimacy. Unfortunately, there is an arrogant ineptitude that is entirely out of place in a fiduciary setting. Our experiences with the staff have been unprofessional and irresponsable. Their organization is continually being audited and is apparently now under re-investigation, according a local attorney in the greater Savannah Area.

From the owner: Independent Asset Management Based on What's Best for You. At The Fiduciary Group, our mission is…read moreto build, protect, and grow our clients' wealth over the long-term through sound planning and disciplined investment management. Our philosophy to building wealth is defined by three words which we have memorialized in our tagline: Conserve Plan Grow®. Investment Management Trust and Estate Administration Financial Planning Family Back-Office Participant Directed 401(k) Plans Employer Funded Qualified Plans Captive Insurance Accounts

Very professional and knowledgeable. We changed accountants to Brian Kennedy in 2016, and have been…read morevery pleased. He found a major mistake our previous accountant had made the previous year, which saved us over $6,000 when file filed an amended return for us. We had used the previous CPA for nearly 20 years, and almost always had to file extensions, even though we always got our data to them early, and always got a refund. Brian's firm had a really good turnaround time, and at a very fair price. Highly recommended!

From the owner: Certified Public Accountant/Financial Advisors/Tax Preparation/Quickbooks/Consultants/Tax Planningread more

I was a client for Ryan and Ross when they were first starting out and they were always ready to…read morehelp out a new client get back on their feet or to give solid ffinancial advice. There was once a time when Georgia didnt have any proper financial companies and we had to rely on the North to give us our banking services and advice. But ever since Ryan and Ross opened their doors there has been a wave of positive feedback and reviews from the community who were helped by the staff of Ryan and Ross. I think that if another company in Savannah opened up and offered the same great service as Ryan and Ross they would not be able to compete because of the strong foundation Ryan and Ross established during their formitable years.

Does not return calls or emails. If she can't do that then how will she teach you to manage your…read moremoney??

From the owner: You have lifestyle. You have choices. You can do anything you want - you just need a plan…read more Experience the confidence that comes from having a daily money plan, without financial stress and overwhelm. Sarah Westcott, Wealth Coach, provides financial coaching to six-figure earners in Savannah, GA and throughout the United States. In our virtual coaching program, we'll explore your goals, dreams, wants and needs and together we'll create your personal spending plan, uniquely designed around your own lifestyle priorities. Live a life you truly love, on your own terms!