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!

These folks are friendly and so far no complaints! Having a relationship with a credit union never…read morehurts so go for it. *this location is on Ft McPherson so be prepared to stop at the entrance gate as it is on base.

From the owner: For over 90 years, Associated Credit Union has been committed to providing exceptional service and…read morea wide variety of competitive products and services to help our members achieve their financial goals and afford life. Our mission is to offer members financial products that fulfill their needs, service that exceeds their expectations, and relationships that inspire their trust. We're YOUR credit union, and we're excited to grow together.

Writing this revue took a lot of consideration. As a new business owner in 2021 I was referred to…read moreHLM by a neighbor. I was using the company initially for tax purposes only. The CPA that managed my account seemed very friendly and knowledgable. After many conversations she thought it best for me to change my business to an S-Corp. During this process I was advised to apply for a different tax ID number because the business was tied to a different name when I started it. During this process my CPA "stepped away" and I was put with the owner for the management of my taxes and now payroll. Mercedes, was a different vibe. I did not get overly friendly communication from her, but that didn't matter to me as long as she managed my taxes well. WELL. Let me tell you. The decision to change my Tax ID caused a heap of cascading problems. In the last 2 years I have received countless letters from the IRS saying that I immediately owe money. These letters ranged from $1000-$5000. I was also simultaneously receiving checks from the IRS. It was very stressful. Every time this happened I was told the issue was being addressed, yet it continued to happen. Last week, after all of this was supposed to be in the past I received an additional letter under my old tax ID saying I owe money again for 2022! How is this possible? I had been scared to change accountants because the mess HLM created. The problem was so deep that I wasn't sure anyone else could get a grip on it. The final issue that forced me to leave HLM was my 2023 taxes. I got a casual email from Mercedes (in February 2024) telling me that I owe the IRS an additional 10k. She noted that it was because I didn't have vehicle depreciation. 10k? My business is small, 10k is a huge oversight. After I told her that I would not be using her services anymore, I was sent a long email blaming me and the IRS for all of the problems. She stated that I received a (1) call from someone on her staff in December to tell me about the 10k issue. I never received an email or any follow ups. Also, I had never received an unscheduled call from HLM in 4 years. There was always an email to schedule a phone conversation. I left HLM with a complete loss of trust. Overall my experience with HLM was very negative. This is my story and my situation and I thought it was important to share with other consumers.

My tax return not numerically large, but for me accumulating detailed stock forms stressful…read more Mercedes & Lynn for 30 years have been so patient & kind in helping. They offer a total one stop center for all your financial needs including legal, mortgage & financial advice. From my small needs to a gigantic corporation, these dear friends of mine can do it all for you. The very best financial center in all metro Atlanta. edwin b., Clarkston, Ga.