Charles Schwab Financial Planning Center - Athens (GA)

OFFICE CUMHA (CUMHA office) Kirk isnt even my "assigned" agent but I was getting the run around and got 4 different agents in 2 days. I knew the Adams Family to be wonderful people so I took a chance and called for assistance. I missed the ladys name that helped me but was able to search my accounts and give me updated information. THANK YOU - Ginny

K B All of the staff at the Mt. Berry branch are very friendly and jump in to help each other when I bring numerous transactions at one. That makes my visit more efficient and enjoyable.

House of Bequest Innovative wealth solutions saved the day when starting my small business and trying to navigate the financial aspects that we so often overlook. Without Will and his team, we wouldve been stressed out. They made the entire process seamless, which I appreciate as someone new to bookkeeping and taxes. If youre looking for a supportive and efficient financial services firm, youve found it!

Hansel Brand Friendly, knowledgeable, and professional.

Cheryl Norris Whenever we meet with our advisor, we feel confident that we have received good advice and that he understands our needs and is working with us to help us achieve our goals. Great group of people - the rest of the staff are great and excited to help as well.

McCoy Dan “Bop-Bop” David Brooker and everyone involved with this institution are always consummate professionals. From the moment you enter the doors of every branch you are greeted with smiles and kindness. Whether you are a lifelong local resident, or if youre just moving into the community. You can expect to be treated as a VIP by this staff. Im especially fine of Ron Frazier and the gang at the main branch in Sandersville. Not only have they treated me like family for the last 30 years. They have gone out of their way to guide me through the more difficult fiscal challenges that I have faced in life. Thank you Citizens Bank for always treating our community like neighbors instead of like marks!

Winston Bandoh Stephen is great financial planner who takes his time to understand clients needs and evaluate options. Most importantly, he is a gentleman, caring, and family man. Its always a pleasure working with Stephen.