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.

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.

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!

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!

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!

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.

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!

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.

This most simplistic education out there! The Financial Freedom Club is the Real Deal!read more

FFC trading is very thorough and easy to understand. The trainers are very approachable and…read morerelatable. Live trading is one of my favorites. You are able to talk through your thought process and understand the thoughts of others. In just 3 months I have been making money consistently through Forex trading.

What a terrible company. Rude customer service. Over talks people on the phone. Informed valuable…read moreinformation to me when I am not even the business owner or legally aloud to make business decisions or payments. When trying to explain this to the employee she started over talking me, not allowing me to finish my sentence. Even starred yelling at me. Reccomedations: 1. When in customer service - train staff better 2. Hire people with common decency 3. Close your doors of operation Absolutely terrible company!

Katie was the most rude person that I have ever dealt with. She was trying to collect an invoice…read morethat we did not owe. I explained why we did not owe the invoice and she would not listen. I became very upset with her and she told me that my deceased mother must have been a total bitch. She further told me to grow up and act like a man and not a child. The most unprofessional organization I have ever encountered. My guess is she is the one that grew up in a horrible home because no one should treat people the way that way. I hope they go out of business soon and she can crawl back under the rock from which she came.