Clack Jerry E CPA - Winder (GA)

Sonja Adcock First, Maury is SO wonderful to work with and you’d be hard pressed to find anyone who doesn’t adore this man on a personal and professional level. His clients are like family. Maury is a well-educated, well-rounded, no nonsense Financial Advisor who ALWAYS puts his clients first. Maury utilizes a strategic process to create custom and holistic financial and investment plans, based on the specific needs of each client. Maury works in tandem with a client’s tax and legal professionals to offer an ongoing team approach. If you’re trying to build wealth, plan for the future, protect your family and the wealth you’ve build, call Maury. You will not regret it.

Anthony Cantor Always pleasant and super helpful. Great at finding me new rates when the current ones get challenging. Quick to respond and just enjoy working with you all. I gave you an NPS score of 9 because now you know I am a promoter without saying you are perfect :) ... but I happily promote you all to any and everyone... weve been together over 15 years! WOW! Time Flies when it goes well!

Ted Turner Jr I have tried different banks local and distance and can honestly say this bank is by far the best for the everyday working person and you will not find a better bank to do business with. Friendly staff and good people skills.

Ray Harod Tiffany was alot of help,and very professional ,great experience!

Jason Whitaker Teresa is always eager to help. She goes above and beyond to make things happen. Its very important to have a team you can depend on for successful closings. She is invaluable to the process and very dependable. I highly recommend her to anyone!

Kenneth Davis Came here three years ago, and was not impressed, but today its a different store. Much better. Cleaner, well lit and neatly organized. Very helpful friendly staff. Glad I gave this place another try.

Lee Yowell The first thing you should know about Aaron, is that he is a person of character. He values faith, family and of course the Georgia Bulldogs. He is honest, transparent and a person of the highest integrity. Well versed in the complex world of finance, he is able to work with very wealthy investors, as well as those just starting out. He is a man I trust and is one of the good guys. Thank you Aaron!

Brenetha Reddish Very friendly place. They will always get my service if I need it.