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.

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.

Justin, partner advisor, does a 360° review of what our needs and concerns are. Consequently, he…read moreunderstands our needs and gives us a variety of choices to pick. He understands one size doesn't fit all. I appreciate that...

I was in the corporate finance business for 35 years, I'm retired now but continue to advise people…read moreon financial subjects ranging from how to manage to retire decently to how to value their family business. Because of that I am picky about who manages my personal money. I have been with Schwab for close to 40 years and in that time I have continued to be impressed with their business model. Their people are not paid off of commission so you can be assured that they are not giving advice based on making a buck off of you. They give advice based on what is good for you. There are multiple levels of service. You can start with them just out of school, invest for close to nothing, get access to their great research, and or work with some of their standard investment advice tailored to your risk appetite, etc. You can open a Schwab One account with no minimum, no charge for online trading, etc. At some point, when your portfolio is sufficiently large, you can join their Private Client service where you get a dedicated Financial Consultant, access to a wide range of specialists, tailored solutions, and pricing advantages meaning very low prices for almost everything... Later if you build substantial wealth they have a Private Wealth Management service which offers expanded services... All of their plans are based on fees that are independent of trades, sales of products, etc. You can always depend on Schwabs people to look out for your best interests, unlike some other brokers who may have incentives to steer you to investments that make big commissions for the broker. On of the reasons that I was able to retire early was the excellent investment advice I was given by Schwab. My financial consultant talks with me periodically to discuss balancing my portfolio, managing my tax situation, assisting with any big spending needs that I foresee. He even assisted with a temporary loan against some of my assets so that I could build a new home prior to selling the one I was living in. This is simply world class service as far as I am concerned. My personal consultant as well as the consultant in Atlanta who works with me have both gotten to know me and my wife. They have visited my home in SC, they occasionally offer to take us out to talk at a high end restaurant. They know my personality and are able to deal with my financial needs as a result of that personal connection. The returns they earn me are very good for the evil of risk I am willing to take. I can say without a doubt that they have saved me substantial sums of money by watching mu portfolio and warning me when they found investments that might be headed South. I could not be more pleased with a broker. I advise all the folks who ask me for help to consider Schwab and I honestly hold them in the highest esteem. If you are interested call (678) 297-7749 and ask for Sarah Glover... You don't have to live near Atlanta to do this, I'm living on Lake Hartwell in SC. BTW all I get for recommending them is the personal satisfaction of seeing people do well financially. I hope everyone out there spend less than they make, invests consistently, pays off their debt, and grows wealthy over time. It's not as hard as you might think, it just takes some planning and discipline.

I went to a meeting to have my portafolio review and the two individuals acted as if I were stupid,…read morevery arrogant .

Don't waste your time. They didn't help us. Not sure why they do what they do with these…read moreinvitational groups they conduct regarding Social Security. Didn't really learn much. Mostly stories of scenarios when their multi-millionaire clients were mis-managing their money and they helped them. My take is they use this as a way to canvas new business but in a follow-up one on one meeting gauge whether or not they want to help. If you're not a multi-millionaire then maybe you're not worth their time. One last thing, he uses techniques like political leanings to try to associate with you that he's a patriot. He could very well be but it felt more like a sales pitch and not patriotism.

This place had originally sent me a dinner invitation 2 years ago. I took my fiancé. Then recently…read morethey sent her a dinner invitation, but a few days later sent an email canceling on us. Not right. They didn't even have the professionalism to personally call on the phone to explain THEIR error. All we got was an email. This was their fault - not ours. I could take them to small claims and force them to buy us a dinner, but more importantly if this is how they operate then I would not have the slightest degree of confidence in their ability to manage my money.

All of the people at this office are incredibly competent and make me feel remarkably reassured…read morethat I am in good hands. My sister and I started with them when we needed help with our parents estate and were so impressed we both have continued with them after our parents passed. Greg is so informative and goes out of his way to keep me comfortable with asking questions and advice. Bryan Totri, the tax advisor, is equally skilled and communicative. This is a terrific business and anyone can be confident that their money will be handled expertly.

I have worked with this firm for several years. They are a financial planning group in addition to…read moremanaging my investments. I have benefited greatly from their expertise in financial planning. Bryan has helped quite a bit and is very knowledgeable.

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!

My financial advisor switched jobs to come work hear and since we liked him we followed him here to…read morecheck it out. I must say so far I'm totally impressed with the service, available products I have seen, and the tools available for the clients. It is a great feel in the office and the advisors make you feel your assets are safe with them. They really allow you a look at everything you have. That was a point I thought was missing at other places. Other places just look at where they think you should be but not if it is possible to actually be there right now. Oxygen takes your current situations into consideration and helps you manage where you should be and where you are not in a realistic manor. I highly recommend Jeremiah Thompson if your new to the place. He is a great guy and I was very happy to keep him as my advisor during my move from his old company to here.

Used them to do my taxes in 2011 and they were terrible. Didn't respond to emails quickly, didn't…read moreseem very knowledgeable, and, worst of all, caused me to incur $105.91 in additional tax fees and a nasty letter from the IRS. I'm working through it with them currently, so there's a possibility that they raise their level of service and address the issues, but so far, I'm not sure my experience could have been any worse.

This is one of my favorite places on earth! Wine, Netflix, and the Truth! From suits to flip flops…read moreall are welcome and comfortable in this way too cool office environment.

Hard working, intelligent, and skilled. He is interested in our success rather than his. We are…read moreblessed to have him as our FA

John Michael Brunetti is hard working and dedicated. He does an amazing job. I hope he continues…read moreto act professionally and reasonably with me. Thanks!!!