What Clients Are Saying Abacus Wealth Factors, LLC (GG)
5 /5 Kyle Harding: Faced with an unplanned option for early retirement, we met with Marvin for a financial health check. He took a lot of time with us to discover not only our present realities, but our future desires as well. He listened well, and used his skills and knowledge to help us craft a plan to secure our future while leveraging our assets wisely and avoiding some potential pitfalls. Its my pleasure to recommend Marvin.
Caitlyn Bailey Mr. Freeman was super helpful and quick to assist in everything I needed to help me get my policy set up! His personality is great and he’s very conversational! I had several questions and even had issues setting up the policy myself and he helped me after hours to set up everything correctly. Thank you so much Mr. Freeman— I definitely know who to go to when I need help regarding anything insurance wise. This was my first time dealing with big girl tasks and I was overwhelmed at first, but he made it an easy process.
Kevin Morrill Been with BWM for a lot of years and have never been disappointed. Even in down times, our portfolio performed better than the markets. We have seen growth even in light of removing funds for use during retirement. Would recommend this organization to everyone!!
Michelle Warren I called the Canton branch yesterday and I was greeted by Alexandra Barbosa. She was most helpful with my needs and kept me informed with her progress. By the close of business she had already taken care of my needs! She is very professional yet friendly and very helpful!!
Jodi Stubbs Personable, personalized service. Even though we now live a few hours away, we keep coming back. Theres no one else we trust with our taxes and financial questions.