Citizens Bank & Trust, Inc. - Lookout Mountain (GA)

Greg Whitton Great people to work with. Very knowledgeable.

Evan Whitemyer I’ve worked with Will for 4 years now and his expertise has brought a calmness and confidence to my finances that I did not think was possible. While most other planners I have worked with focus on simple maintenance or aggressive growth, Will tailored a perfectly balanced plan built around my family’s needs. Will is able to draw on his experience in the Army to provide strong mentorship to junior officers, inspiring confidence in their decisions while remaining financially stable at the same time

Elice Baldridge Excellent customer service .

Eddie & Christina Deese Love this little quaint place and our RC route drivers. Always a good time when we get to talk to them. Friendly, helpful and always go over above to help us out.

Lori Forrester Prompted by a Facebook post, we attended a presentation Beau Henderson gave at Buford Community Center on retirement strategies. The presentation was so phenomenal, we pursued a financial partnership. Beau speaks in a language we can understand, offers a variety of plans, and really does work with the client to set achievable goals. Additionally, we were excited about the community he has created through several gatherings each year where people can meet and get to know each other—which is very appealing. Beau has provided the opportunity to feel good about having a strategy that will take us forward into the next and final season. If situations change, as life does, he is very solution-oriented and always makes us feel valued and at ease. We have recommended Beau to many of our friends and acquaintances for their retirement planning. His knowledge, client service, and demeanor are so attractive that we want everyone to feel as confident as we do about our retirement advisor! Whenever we need Beau’s direction, he is available; we appreciate his expertise and guidance more than words can say.

Royal Painting Chad is great. Its exactly what you should expect in any professional establishment. Chad is as nice as he can get but still does a great job. Will explain things to you when needed or answer any questions you may have. He is really the reason we come here to cash a check when needed instead of anywhere else. Thanks Chad!!!

Jackie My experience was made good. I really was in need of help. The friendliness made the experience even better. Customer service means a lot to me.

Nita Murphy Cecilia is an amazing representative. She went over everything in detail and made sure I understood it completely. She offered tax services and I wasn’t aware they did taxes. If you go to this location, give my name because they also offer referrals.