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.

Steve Sink is an excellent financial advisor. Very knowledgeable and accessible. I highly recommend…read moreSteve for help with managing your finances and planning for your future!

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.

Beautiful new office in a great area. Lots of parking and easy to find. I felt at home and learned…read morea lot about my finances and how to prepare for the future. Cindy is welcoming and knowledgeable. I am glad I transferred my IRA's and the follow up and check in's are nice. I love her philanthropy to the community. 10 stars!

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.

My husband and I have been clients of Freedom Financial Group for about 4 years. We are very happy…read morewith the guidance given us by Tad Hill and his office staff in helping us reach our financial retirement goals.

This firm or their agents called claiming they were Experian, which was not true. They had my…read moresoc.sec. number and credit card accounts. Finally, they said they were Freedom Financial Group and wanted me to contract with them to reduce my debt. I said no, but they called back several times from different phone numbers. They blamed their lie about being Experian on their marketing staff. They spoke English with an accent like the Bollywood movies.

Great company and on the ball! Communication is superb! I would easily recommend this company and…read moreits employees!

Sam is very knowledgeable and helpful with life insurance. He will take the time to understand…read morewhat is the best option for your needs.