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.

I have had a fantastic experience working with Ray Brown and this wealth management firm. Ray has…read morebeen an exceptional financial advisor, helping me develop a solid plan for my retirement in the coming years. He is always courteous, knowledgeable, and incredibly responsive. Whenever I send him an email, he typically replies within a day and takes the time to answer all of my questions thoroughly. Since I began working with Ray a year ago, I have been very pleased with my investment results. I highly recommend his services to anyone looking for a trusted financial advisor. Thank you, Ray, for your outstanding support and dedication. Your guidance has made a meaningful difference.

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.

Michelle helped me finally build a budget for my personal finances, along with my business. These…read moreare things I put off and ignored, hoping my debt would somehow magically disappear (which apparently isn't how it works). She set me up with a plan where I actually monitored the flow of my expenses, kept a specific allowance of money so I don't overspend, and just in general relieved my stresses and anxiety around money and my financial future. Thanks Michelle!

My husband and I met with Michelle a handful of times over the course of building our comprehensive…read morefinancial plan. Before Michelle, we paid bills and saved some but mostly just ignored our finances. Michelle started by asking us a bunch of questions about retirement dreams, potential family needs, and what we wanted our lives to look like over the next few decades. Some questions she asked were things we had never talked about, which was a useful endeavor in and of itself. It really felt like she wholly supported us in reaching our goals, but she also was the wiser older sister (errr I think we might be older, but you get the point) that was real with us about where we might need to cut back to make those goals a reality. She took all of our questions seriously and went above and beyond to help us have all of the information we needed to take our financial future into our own hands. We are so glad we met Michelle!

Just finished the 7 day course on futures trading, instructed by Michelle…read more This course was intense, since there is such a wide scope of trading considerations in the futures environment. Michelle, the master of all, took us through the various trades - oil, beef, currencies, indexes, precious metals, corn, et al. Each has distinct attributes, but all can be done in the trading environment. Michelle would spend half the time instructing, and half the time making us actually create and execute trade tickets in a simulated market environment. So at the end of the course, I walked out knowing what i don't know and how to stay on the course to become a trader. The facility is great, the beverages and snacks give some energy, lunch is free and choices of sandwiches and salads. I highly recommend this course of instruction for those who desire. I can't imagine how it could be any better than the OTA approach. Also, cudos to the front desk - Ashton and Brittany - for keeping us on track throughout the week.

I don't like their approach, sneaky and waisted time Not…read morebeing upfront about the educational Costs- really not worth the free 30 minute talk..‍

Equitax has filed at least a dozen appeals for me. Received a reduction on every one. Great people…read moreto work with. They make it easy, take you through the process and keep you informed every step of the way. Highly recommend, Ron W.

What a great experience using Equitax. They did all the work, they kept me informed every step of…read morethe way and did us great in getting a true evaluation.

I highly recommend Micah Porter at Minerva Planning Group. He is kind and knowledgeable, and he…read morehas helped us tremendously with our financial planning. He really listens to his clients and is great at explaining complex information so that you can easily understand it.

Minerva Planning Group's team is very personable, which is unusual in the Financial Services…read moreindustry. Micah is sharp and always accessible for a brief call and responsive to emails. I highly recommend this financial advising group to anyone looking for personal attention.

The whole process was perfectly transparent and professional. The prices are published, no…read moresurprises. I had approximately 50 coins and was through the whole process and walking out the door with a check in about an hour.

After trying several other spots, I land a golden coin buyers was clear and above in terms of…read morecustomer service as well as the pricing being very fair and meeting my expectations. The whole process was very clean and smooth. Colin was great!

Russ went above and beyond in helping me. He is sharp as a tack, organized and really knows his…read morestuff. I highly recommend him.

Russ is incredible. Not sure I can put it into words. If you have the opportunity, hands down you…read moreshould work with him!! Russ, thank you for all of your help!

This place helped me net a profit with my investment clubs and 401K. Who could ask for anything…read moremore! If you're looking for an investment representative and you live near the Stone Mountain area go to the branch off of Highway 78 and ask for Patrick Desamours. While he has high end celebrity clients, he also deals with mere mortals like me to create investment strategies to meet my financial goals. Call Patrick at (770) 465-4722 or visit http://www.edwardjones.com/cgi/getHTML.cgi?page=/USA/IR/market/index.html.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.