Coosa Financial Planning - Rome (GA)

Anntionette Burns I was new to the area was a little nervous about finding someone new to do my taxes . But I must say I was very impressed. Very personable me back and answered all my question .

Marie Francoise Republic Finance is one of the best financial service I have dealt with over the past years. Their professionalism is one of a kind. Their service is great, they are reliable to help anyone in need and willing to help the community!

Joe Cathey I have been knowing and getting Dennis Bellamy to handle all my taxes for over 20 Years, if and when I have a question Dennis or Ann is always answering and helping Me out in a timely manner, I appreciate them So much !

Madison Race Very thorough and knowledgeable. Tim took the time to explain all of my account information in detail to make sure I understood all aspects of my investments. Whenever I call in with questions, his assistant Karen is also very pleasant and helpful. I highly recommend this office.

Charity Lange I highly recommend Brandi. I have been using Brandi since 2022. She has always been very thorough, and if I problem comes your way she right there with you to help you fix . I had personally issue with taxes yesterday during our filing session and she stayed right on top of it . She didn’t push off the problem And say I will get back with you she stayed working on it tell we were able to resolve the issue . I have never had an issue getting my returns back . She is also very affordable. She is also very kind , and a local . You definitely will be making the right decision if you choose her.

Constance Buey Eric was my agent today he was extremely informative about my New policy, he answered all my questions. Plus he was concerned about what I had to say. He is the best I have spoken to about my life ins. Final expenses. Thank you! Have a wonderful day. Constance Buey

Anna Lu Such a welcoming atmosphere. Definitely recommend reaching out to anyone in office to help with your financial needs and goals.

Vinnie Fusco Have always gotten excellent service with Raymond James. They have done a very good job managing my, and my familys investments over the years, as well as those of some of my friends. Everyone there has always made us feel welcomed, and genuinely happy to see us anytime we have visited the branch at the Trinity Place office in Athens GA.