So glad about my decision to work with the Financial Consultants Group. Although I come from a…read morestrong business background, I really did not have a full and proper understanding of my current and future financial needs after a complex divorce. David and Sandee were able to walk me through a structured and simple process to better evaluate my current and future cash needs while adding constructive advice to improve my current position. They also provided me with some solid tax advice and also gave me several helpful ideas to assist with my new small business. Very pleased to recommend them highly.

From the owner: What does Financial Consultants Group Do? We partner with businesses, families, and individuals who…read moreneed someone to take an educated, professional, and compassionate approach to any of their financial obstacles or opportunities. We commit to being available to help you make informed decisions about all things that affect your financial present and future. We're your point of contact to guide you in the right direction from concept to implementation.

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.

We're a IT services organization using QuickBooks and Greg has been our bookkeeper for over 3…read moreyears. During this time he has advised us on invoicing, billing and general accounting practices. We truest Greg implicitly and highly recommend his work.

Running your own General Contracting business is work, lots of work. At G6 Builders we know what…read moreour strengths are, and the last thing we wanted to stress about was our bookkeeping. The Numbers Guy team has helped us stay organized, helped us take note of larger trends, and has helped us make strategic decisions. I can tell you from experience, it's worth it! They took over our books, and in the larger scheme of things it has made our lives easier.

Don't be thrown off by the name, she helps guys too! I've worked with other financial advisors…read more(individuals and teams). Melissa and team are by far the best at what they do. For me, it is based on one factor - authentic care for each person, no matter their needs. She has been there each and every day to answer questions, and ensure that I understand her recommendations and guidance. She is able to relate her knowledge in ways to help regardless of your financial literacy. With Melissa, I do not feel like just another account in her client book. She is patient and takes the time to understand me as a person and interpret that into solid financial advice. The level of care and attention didn't stop after I signed "on the dotted line." Schedule a consultation. You won't be sorry.

A few years ago, we invited Melissa to give a presentation for our family. It was such an excellent…read moreexperience. I remember thinking to myself, Oh my goodness, I would love to invest so I can save money for my grandchildren. At the time, I didn't have a large amount to put in, but Melissa simplified everything for me. She explained that I didn't need a huge investment to get started--that even smaller amounts could grow over time and bring a real benefit by the time my grandson finished high school and entered university. So that's exactly what I did. To my great surprise and joy, I was able to help my grandson with his first year of university! Now he's in his third year, and the investment is still growing and yielding rewards. I'm so grateful. For anyone who may not have millions or a large sum to invest, but who wants to start with just a few hundred dollars, I can truly say that by following Melissa's advice and putting it into action, you will see a good outcome. Thank you so much, Melissa!

I have worked with Rather & Kittrell for a number of years. They have always taken good care of my…read moreaccount, given me sound advice, and eased my apprehension during the rough times in the market. I live a distance away now, but I know I can call them at any time and get the advice and reassurance I need when I have a money issue. I'm not a number! I'm a client!!

From the owner: Rather & Kittrell is a Farragut-based fiduciary financial advisory firm providing private wealth…read moremanagement, comprehensive financial planning, and corporate retirement plan services. We work with clients across Farragut, Knoxville, Tellico Village, Sequoyah Hills, Hardin Valley, Maryville, Oak Ridge, and throughout East Tennessee. We help individuals, families, and business owners simplify complex financial decisions. That includes retirement planning, investment management, tax-aware strategies, estate planning coordination, and guidance through major life transitions such as retirement, the sale of a business, divorce, or the loss of a spouse. Clients are supported by a team of CFP® professionals and experienced advisors who collaborate on each plan. As a registered investment advisor, we act as a fiduciary. Our focus is long-term. We build plans designed to adapt as life changes, not just portfolios to react to markets. For many of our clients, that means having a clear strategy for income in retirement, managing risk, and making informed decisions with confidence. We primarily work with high-income professionals, retirees, business owners, and families with $1M+ to $5M+ in assets who want to delegate financial decisions and follow a comprehensive plan. If you are looking for a financial advisor in Knoxville or Farragut who offers comprehensive planning and ongoing guidance.

I've known Beau for several years and he constantly reminds me of how much he puts my best…read moreinterests first. He helps me focus on the big picture of my life's plan including things such as family planning and not sure percentages and rates of return.

From the owner: Retirement Income Planning Health Insurance Planning…read moreEstate Planning Long-Term Care Planning

Tim and the team are amazing. When looking for a company to help us with our financial needs we…read morewanted a place where we felt valued and was inclusive. Tim has created a great company that delivers results with strong core values and they make you feel like family.

Goodwin Investments is a wonderful financial advisory firm. I have been getting investment and…read moreretirement advice for years now and thanks to their guidance and strategic perspectives my retirement, income potentials and overall investment portfolio are secure. Everyone I have met is honest, knowledgeable, and best of all, shows solid integrity. I trust them to always have my best interests in mind and wouldn't hesitate to recommend them to anyone looking for a financial advisor. Thank you, team!

This review is a long time coming. James Thomas takes excellent care of our systems, and I couldn't…read morebe more thankful for our technician, Scotty. He was taking care of our home long before we purchased it and clearly knows the system inside and out. My husband and I have owned a number of rental properties over the years in various states, and as a result, we have dealt with various HVAC companies, both for service and maintenance, and these guys are the best, hands down. Even though our system is old (they don't make them like they used to ), Scotty has never tried to tell us it's time to consider replacing our system or sell us silly upgrades, something other companies we have worked would have absolutely done (and have done to us in the past). They also don't call me and try to sell me additional services. James Thomas and Scotty have our business for life! Now I understand why there was a James Thomas magnet with Scotty's name written on it on our fridge when we moved here.

I am in need of complete replacement for air unit in Mineral Bluff. I live a long distance from…read morethis home and due to the fact that I just inherited it I'm trying to have the work done pretty quickly. The only time I can be on the property to have them look at it is on the weekend due to working daily. However, I was told that there would be a 150.00 + charge to have someone come out on the weekends to just give an estimate to replace it. I have been in contact with 4 other companies, and this one is the only one that is requiring this. Seems to me that being a small town business, they would be understanding. Would not recommend this company.