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.

They will put a large portion of your money in annuities that under perform the market. Find…read moreanother group like Fidelity. If someone is good in their business they don't have to constantly try to get more business. Referrals are the best advertisement for any company. I wouldn't refer them to anyone. They used to do free dinners as marketing, now TV seems to be their drive for new business. Biggest financial mistake we've ever made.

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.

Melissa George has been a wonderful resource in my planning for retirement; I feel so fortunate to…read morehave found her! I'm an elementary school teacher who lives on a budget but wants to ensure that I am able to live the life I've dreamed of in retirement. Although I have always made pretty good decisions around money and budgeting, there is just so much that I didn't know. For something as important as retirement, 'pretty good' just wasn't good enough. I didn't feel fully equipped to make the right decisions. (I have never been good with numbers, and for this once-in-a-lifetime event I had to be sure that everything was perfect.) Melissa got to know me - my thoughts about money, my needs, my wants, ... my dreams - and delivered a tailored plan that is exactly what I need! It is not only understandable and easy to follow, but it shows me what my financial picture will look like next year, in 5 years, in 10 years, and onward. As outstanding as she is as a professional, I am most impressed with her "people skills". She is warm, engaging, and radiates a true sense of caring that is difficult to fake. She delivers information in a clear and compassionate way; she will not sugarcoat any difficult issues, but she will guide you through them. How rare to find such an outstanding business professional who is also a sincerely kind person! I have already paid her the biggest compliment that I can by referring my sister to her. Melissa George is simply the best at what she does!

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!

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.

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 would never recommend anyone using Fidelity as a financial firm. I've had a couple of managed…read moreaccounts with them for approximately 10 years and have paid fees to meet with a planner each year. I've met with only three planners over the 10 years because they lack good time management or are just not interested in their clients. I've complained many times over the years due to their lack of customer service and it never gets better. I've requested a refund on my fees for not receiving the service I've paid for. I was just told I will probably not receive a refund even though they've not offered the service I've paid for!

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.