Elevate Wealth Advisory - Athens (GA)

Tianna Brown It was the best experience I had and my tax preparer was very friendly and made feel very welcomed. I would refer anyone to this location. Keon was the best!!!!

Carlton Mathis Called Mr. Moton to try to set up a meeting with my wife and mother in law because unfortunately she had a life event that left her paralyzed and she needed to change her financial direction. I was called told that me nor my wife could be present with her even though that’s her request - for her daughter to help guide her through these tough times. I excused myself out of the meeting just Incase he was suspicious of a sin- in- law trying to assist. He called me and my wife money hungry thieves and other insulting things because we’re trying to help our mother who just became paralyzed. I recorded the entire conversation and will provide a link soon for you to judge for yourself. Please do your research before investing.

shawn wright Everytime I do business with GeoVista they never disappoint. This most recent experience was with Brittany in the loan department. She was so patient and informative that I felt compelled to leave A review. I would also like to mention Kathy that handles all my wire transfers for me. Just top notch service across the board even when going through an entire system update.

Jacara T All the ladies at the Douglas location were absolutely amazing! Everyone was kind and patient as I gathered my documents and made sure I was comfortable. I didn’t feel rushed or like just another customer and you can’t find that too many places nowadays.

Sherri Lazenby When we first entered there was one teller behind the counter with a customer in front of us. When he saw I was holding some papers, he asked if we needed something notarized which we did. He asked us to take a seat and she would be with us in a minute. Sheena Davis had one person in her office and there was one person waiting ahead of us. We were still in an out in under 10 minutes. Sheena Davis was very quick and efficient. Everyone greeted us and were friendly.