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.

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!

Worked with Rose who happily provided advice for business tax questions and cheerfully denied me of…read moreher services because, at this stage in my work, her tax services just weren't needed. She didn't want to waste my time or money. So, naturally, Tax Geeks has a ready client in me when it 'is' time for me to use her services. She established trust and clarified everything I needed to know. She also referred me to a financial advisor I'll be working with. You can't beat that kind of honest professionalism that values your time and protects you from doing things you don't need to do.

I had an amazing Experience with TaxGeaks and have been a faithful returning customer because of…read moreit. Rose and her team of wonderful tax accountants take their time and make it convenient for you to get your taxes done at an affordable rate! I have given so many referrals because it's an unbeatable experience. You will not only get top dollar for your refund, but have experts backed by their experience who can help guide you in your unique situation. Highly recommend and can't wait until tax season next year!

It's always a pleasure to work with Paula! I can honestly say that I no longer stress over my…read morebookkeeping and year end taxes! She takes care of everything, all year round!

From the owner: Don't hesitate to call Taylor Accounting & Associates in Marietta, GA. We are committed to your…read moresatisfaction. Call us today.