Beall Financial Planning, Inc. - Macon (GA)

Laura French Tim provides comprehensive service in a warm and approachable manner. We share many common clients. It is always a pleasure to work with him.

Derrion Pryor I love and appreciate Dana Beal at Wilkes Finance!! She has been generous and professional in caring for my financial needs. Approved me for a loan with a risky credit history and score. Im working effortless in building a trustworthy relationship by paying back my loan. Super THANK YOU Dana Beal !!

Jenna Stover I filed my taxes with PAT this year and last year, and the process is always smooth. If I dont understand something, they talk me through it. Also, Anthony is very quick to reply to my emails whether they are for a tax return or just a general tax-related inquiry.

Rita Franklin Have been with them for years always helpful and meet all my insurance needs. Glenda is the best at making sure your insurance is right.

Gunar Lowder Monica is an extremely helpful and patient person who has helped numerous times when I needed to borrow from them.

Ken Reynolds Fast, easy, and reliable! The process was smooth from start to finish. The team was helpful, explained everything clearly, and I got my loan approved quickly. Highly recommend this company for anyone needing a trustworthy loan service! Shout out Linnet Scott she Rocks!!

Jamie Nichols Jonathan is a great financial advisor. He is excellent at explaining the terminology and going over everything from the start. Him and Katie are an excellent team. Katie is always very prompt and efficient, when it comes to the paperwork and scheduling appointments. Highly recommend Jonathan. He is always in your best interest and no high pressure.

Kaylie Laster They have excellent customer service and always go above and beyond for their customers to meet their needs.