Great company. Sherri in the Braselton office was lovely to…read morespeak with. She handed off my info to Cherea and Brian in the Atlanta office who helped me with a same day Auto quote late on a Friday. I went ahead and purchased for a year as their quote was better than anything I could get shopping around on my own. Great service and a lovely staff.

I was in the property casualty insurance business so i am very familiar with insurance agents who…read moresell this type of business. I was very unhappy with the agency i had so i contacted Harmony Insurance who also represented the insurance company i have my auto,HO and Umb policies with. Fortunately, i connected with Jonathan Milford, an owner of Harmony Insurance. He spent more time than i expected thoroughly reviewing my policies and recommending several changes which we implemented during the transfer of my business to his agency. I am very impressed by his knowledge of the business. Moreover, since moving my policies I have found his office staff to be excellent in their servicing of my policies and in their customer service attitude toward me as an account in their agency. I highly recommend this agency for personal lines policyholders looking for quality representation. .

I would highly recommend Chris and Meredith. Chris saved me a lot of money on a new Medigap plan…read more Good people that know their business.

Not only were they able to get me a great savings over my last insurance company but when I had a…read moreclaim, Mallory went above and beyond to make sure that everything was taken care of perfectly! Thank you so much to everyone on the team.

Chrissy and her team are great!!! Very helpful and outgoing! Highly recommend!…read more Tim Griffith

I have had insurance through David Chamblee Stare Farm for about 10 years. They are very friendly…read moreand professional. I've walked in with requests and have called in requests many times. Every time I contact them they handle my request promptly and accurately. I prefer to call the office rather than 800-state-farm because iota just easier. Ashley is a pleasure to deal with as well as the rest of their team. I've called to make policy changes, pay my bill, report an incident, and with general questions. I've never had a problem and have great rates. I highly recommend doing business with them.

Tracy is very helpful and patiently explained to me throughout the process. She very helpful. She…read moreknows of what she's doing. Awesome!

Shannon Boyd was fantastic to work with on switching policies on my auto insurance. I highly…read morerecommend her and the Deb Manno State Farm Office in Winder!

Phil does our personal and business taxes. I've also gone to him for cash flow management…read moreconsulting. I am extremely pleased with the level of service provided by both Phil and his staff. Finances/accounting/ bookkeeping/taxes are my biggest weakness as a business owner. I appreciate that they never make me feel like an idiot or talk down to me. His staff is very courteous and helpful. I've had some big messes to clean up in my books and they took it in stride without ever being judgemental toward me. Phil is my third accountant as a business owner and I'm here to stay. I appreciate the things they automatically take care of, like filing extensions, because as I've said finances/accounting/taxes are not my forte. I need automation and a hand holder. Phil has always been very thorough with our returns. While I'm not super savvy with deductions and taxes, I know the basics. He's always made sure we are taking the most beneficial deductions and such. Phil runs a well-oiled machine. Very happy with the service we receive.

When ask one of his office workers why I had additional payments and documents required after…read morehaving already been to his office to pay and sign documents once, this is a copied and pasted response directly from Phil. "Hard to believe I've just wasted 30 minutes explaining a ridiculously low partnership fee AND just wanting to provide you a copy of the return we prepared for almost free!   It never fails as the returns I prepare with a severely discounted fee always end up being the ones that cause me the most problems! Seems if I'm going to catch hell for preparing and e-filing a return for a client for a totally ridiculous fee charged, I might as well charge my average fee of $650 for the return.   Phil Manley, CPA"

I think Robert probably knows his business, but don't expect to be able to get in touch with him…read more Sending emails or leaving voice message does not warrant a response in a timely manner. There were issues that needed follow up after our last in office meeting and information that he requested that I get, but after several weeks he still has not responded to my emails or voice messages. I am really fed up with the inability to reach my financial advisor. So, what good is having a financial advisor that you cannot reach when you need to?

Before becoming a client of Fordham Financial, I was a client of a large Financial Advisor Firm…read more If I needed tax help, I'd call associate A. If I needed investment advice, I'd be directed to associate B. I was connected with associate C for Insurance consultation, and so on. When I first met Rob Fordham, he took a deep dive into his proven, multi-faceted strategies designed to build and secure wealth. I'm pleased to say that I walked away from that introductory meeting convinced that Rob is a leading Subject Matter Expert in all areas of personal finance - all under one roof. He stays up-to-date with any changes in tax, investment, insurance, and estate planning laws at the local, state, and federal levels.

This is our second year doing taxes with Terry, and I cannot recommend her highly enough! She has…read morealready completed my husband's return and we are barely into February. She absolutely understands how important it is getting every possible penny back, and will make sure you are getting every cent due to you. Terry cares about her clients and treats them like family, we will happily continue to go to her for any of our tax or travel needs!

I worked with Taxes by Terry this past tax season and had a frustrating experience…read more I began submitting my documents weeks in advance, but throughout the process there was limited clarity on what additional information was needed. Communication was inconsistent, with responses often coming very early in the morning or on weekends, which made the process harder to manage in my experience. As of April 13th, my return had still not been filed. On the 13th, I was asked about payment. I explained that I planned to pay once I received a completed draft of my return, especially since my invoice was not due until April 27th. This resulted in her getting very upset. During a phone call that followed, I was told that nothing was owed at that time. However, on April 15th at 11:52 PM, just minutes before the tax deadline, I was informed that I did owe money for my taxes. Then the following day, I was told the return had been adjusted to break even. This back and forth added confusion to the process.