Innovative Wealth Solutions - Marietta (GA)

Jewel Etheridge Fantastic experience. Derick answered all my questions and empowered me in my choices. He is very straight forward, honest, and I just felt confident with the information he provided. He made it clear theres something for all budgets and broke it down in terms I could grasp. Derick and his staff go above and beyond. Highly recommend.

Kevin Goodwin I enjoyed my visit here! I wouldve gone through Drive-thru, except for the fact that I had to have a notary notarize paperwork. Yes, you must have an account here for a notary to notarize anything. Anyway, I was in and out within roughly 6 minutes, and the staff takes cleaning and sanitizing all surfaces and their hands very seriously! 5 out of 5 stars without a doubt!

Mason Merren Chance and his team are the perfect example of professionalism and exceptional customer service. They made our transaction extremely smooth and were very responsive and helpful throughout the entire process. In the future, Chance will be my top choice for mortgage services, and I highly recommend him and his team.

Jewel Quarles For a loan Security Finance in Canton Ga. Is Great. Taylor will really work with you to help get you your loan. She is super nice and understanding of all situations when times get tough. She is you go to Loan Representative. I’ve done business for years and this is the one I always go to!!

Caitlin Norris I am never disappointed when I come in or go through the window. Each and every one of these lovely workers r eager to help. For instance one day I walked in and I wasnt in a very good mood until I seen all 3 tellers trying to coax me to their window. I felt so special tht I had forgotten why I was feeling the way I was.

Teal Benevides My husband and I have been working with Heather Winner and the team at Ameriprise for several years and it has been one of the most rewarding long-term professional relationships we have ever established. I thought financial planners were for super-rich people and thought a set it and forget it approach was sufficient. I was wrong! Heather has gone above and beyond to listen to what our goals and priorities are for life and retirement and not only helps us know that we are on track for the future, but has helped us confidently weigh all the information needed to make big financial decisions in the present when life throws a curve ball. Heather manages several investment and retirement accounts but supports our overall financial wellbeing beyond investments with college-savings planning, healthcare costs planning, and other goals. She has helped us make sound decisions to protect our assets. There is a lot to worry about in life, but I actually dont worry about finances because Heather has helped us plan for the what-ifs. And lastly, Heather is genuinely kind and a good listener, meaning that our plan with her reflects important things that probably most financial planners would dismiss. Heathers work goes way beyond anything Ive received with other retirement consultations and does not compare. In addition, Andrea, who supports the team, is a wonderful person as well to work with. Really great team!