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!

Yesterday I walked in and made an appointment with Chris Metzger for this morning at 9am. The staff…read moreSina at the front desk was nice and friendly. I know I supposed to talk to a Chris something but I just could not remember the last name. Sina helped me to figure that out which was good. My appointment with Chris Metzger was this morning. Upon walking in, Chris was already walking out of his office and greeted me. I have never meet him before, I guess he figured out I would be his first client he was seeing this early cold morning. I have been procrastinating to come to Charles Schwab. Not like Charles Schwab is bad, in fact I heard good things about Charles Schwab and particularly this branch. Chris was the one I should see to get help, so I was told. I am just clueless about anything investment and to me, that's like Greek to me and I have no idea and no interest in that "language". Then again I have to do what I need to do. That's life, isn't it? Chris led me to his office and I was dreading this session. I thought it was going to be a painful and boring morning for me. Turned out, it was not too bad at all. I am pretty sure Chris' personality and approach helped. He was cheery, helpful and extremely patient with me. And yes, I told him I am clueless about anything that has to do with investing and I really was not looking forward to my session with him. No, I did not say it in a mean way. I actually put it across very pleasantly. Please, I do have my manners ;-) He set up a Charles Schwab account for me, went through and explained some materials and did not make anything too complicated for me. Chris also told me I could contact him anytime if I have any questions. At the end of the session, I supposed to provide him some information and I told him I could drop by before the end of the day to pass it to him. While driving in the crazy Friday rush hour traffic, Chris called and informed me he was about to go into a meeting. I told him no problem, I would leave the information at the front desk for him. I am definitely happy to recommend Chris Metzger to anyone who is interested in investment services at Charles Schwab.

They have no regard for their customers. I had 10 short calls in the money, 5 short puts that were…read morein the money and 300 shares long of the underlying. About 30 minutes before options expiration, I logged into my accout to close out 5 of the short calls (I really only needed to close out 2 but I didnt want all of my shares called away), I put in a limit order to close out 5 of the calls, and was waiting for it to execute . It would have executed but somebody at Schwab logged into my account, cancelled my order and put a market order to close out all 10 in the money short calls. Their order got executed at a terrible price. They also closed out the 5 put options with a market order and the trade went through at a horrendous price. I ended up paying $2k in time premiums that would have disappeared in 20 minutes. They literally threw $2k of my money away. They could have placed limit orders and at least try to get me a decent price. What infuriates me was I was logged into my account and I was closing things out and they cancelled my order. They could have at least called or texted me but they did not. They also closed out some short put options on a different security that was 10 points out of the money and expiring in 20 minutes. Absolutely no reason to close out short options that are expiring in 20 minutes. They have no regard for their customers money.

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.

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!

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!

I would highly recommend Hoffman Financial Group to any of my friends. I have been working with…read moreChris Cummings for a few years now. He is extremely knowledgeable and has helped me fully understand the investment "buckets" that were chose for me. Chris is kind, patient, trustworthy, professional and (best of all) keeps the lines of communication open at all times. I am nearing retirement, so these characteristics are extremely important to me. I have had numerous financial advisors in the past, but he is by far the VERY BEST!! Thank you Hoffman Financial Group!!

The gentleman who signed me up with Hoffman sure liked to talk about himself! You will have to…read morelisten to him brag about himself and how he played football in college. And evidentially he's on some radio station representing Hoffman. Unfortunately, when I changed investment companies, he would not replay to my email. I had extremely difficulty getting the info I needed to file my taxes. After several attempts, I finally lucked out and spoke with a young man in their Alpharetta offices. It left me with the feeling that once you transfer to another investment firm, it's difficult to get the information you need. I am so pleased with my new firm.

Outstanding customer service. Great investing opportunity. Perfect time to enroll in cds.read more

I opened a 529 for my grandchild and deposited $30K when I checked on it it was $25K…read moreI know you anticipate some risk with an investment company but come on this is ridiculous.