CFS Wealth Management LLC - Macon (GA)

Sarah Santana Sarah has been an absolute pleasure to work with, handling my entire household’s auto policies and RV coverage with exceptional professionalism and care. She made what can often feel like a complicated process truly seamless, guiding me every step of the way with patience and expertise. Everyone I’ve referred to her has shared the same experience, expressing their gratitude for such a smooth and stress-free process. I highly recommend Sarah Taylor to anyone seeking an agent who is knowledgeable, attentive, and truly dedicated to their clients.

Richard Kirk Honestly one of the best experiences of my life. Great service! Great agent and very professional. Thank you Kate for giving us a great rate and service! Very happy to make this switch! Love this agency!

Tim White I recommend them to everyone. Friendly people and always a kind word.

Tracie Wright Dr Hannah is always so caring. The staff are always polite. I have migraines. They are always understanding and provide the best care. I feel well cared for!

Janice Bailey OMG this is the worse bank. I feel like this bank discriminate again peoples of color. I was working with Justina regarding my personal business I have been waiting to hear back from her for a week I have call left messages for her to call me back This is very unprofessional I will not be going back to this location again.... I had a cc get stuck in one of the machine outside I went in to retrieve my cc nobody had a key to the box. So I had to cancel that cc and a week later someone call me and ask if I left my cc in the machine. SMH The service is so bad I am thinking about moving my two litter quarter to a new bank. Someone that appreciate small coins.

Arianna Butler I chose to start a Roth IRA with Fidelity Investment group because they offered an match incentive after making my first deposit into my account, they have in person locations available to build a relationship with a broker, and because I thought it would be an overall good back to maintain my Roth IRA with. Shortly after opening the account I booked an appointment with a broker to begin making the investments best for me and having my 401k’s transferred into the account. I booked this appointment a month in advance and today, two days before the appointment a broker named Tasia called me and told me that brokers at fidelity only made themselves available to people with over a quarter of a million dollars in their Fidelity account and that the only help I would be given was via phone. I will be changing the bank I keep my Roth IRA in as that was the most ridiculous thing I had ever heard. I highly suggest people choose another bank to open their investment and retirement accounts with.

Joker WonderWoman I absolutely love having Mr. Kent and his staff help us with our taxes. My husband and I are always treated nicely, and any questions we have are answered. We moved out of the area and still use their services. You can not go wrong with them.