Allegiance Retirement Solutions - Lawrenceville (GA)

Cedric Shivers Great customer service.Very personable atmosphere.

Sharon Charite This place is great and the staff is awesome. Every time we needed help, they were right there with a friendly attitude. I highly recommend Security Finance, you will not be disappointed. Miss Amy and Miss Hannah are wonderful, give them a try.

Bennie Bates At that time of my writing this, we have just completed taxes for 2024. I had my personal and business taxes done by Christine and her team. Ive had poor experiences in the past with CPAs and was weary, but she came recommended from a coworker. I was blown away on day 1. Christine personally met with me for a free consultation. She had papers laying out everything including the flat rates for all services and the program they use to upload documents (and instructions on how to use it). The team was very communicative and worked quickly. I only ever got messages if they needed something directly from me. Next thing I know, the taxes are done! I was fully expecting to owe thousands of dollars due to my contractor status..... but Christine got me a refund!! (I havent gotten a refund in YEARS!) Unless something crazy happens, this was by far the best process Ive ever had done. I will use Christine again for 2025 and would highly recommend her to anybody!

Amanda Mulkey Christy was absolutely amazing! She was patient and so understanding and worked diligently to get everything ready for us to sign. Also Jessica & Tina are pretty amazing as well. Oh and don’t forget the awesome bald guy.

Kevin Lee Warning: They will harass you with new loan offers every month, manipulate the application , approve you to satisfy their quota, then harass you with 3 calls per day to make payments.

IDNb70 Customer service at UCB is second to none! Ive been with UCB for more than 15 years and have never had a negative experience interacting with the branch in Monroe. Excellent people, excellent branch!

Margret Carroll Excellent group! Carey has been my CPA for years. No issues! Thank you