Lineal Wealth Advisors - Ameriprise Financial Services, LLC - Cumming (GA)

Matthew Andrews The branch manager Shirley Rush is an amazing lady. I had called CS prior to showing up to inform them I had fraud on my card and needed to pick up a new card in branch. The CS didnt inform the canton branch I was rushing to get there after work and so I arrived at 5:03. The doors we locked and I seen Shirley at the door. She kindly asked me if I needed help and allowed me to come in even after closure to help me out as I had drived 40 minutes to get there. Shirley encouraged her team to help and they were extremely kind as if I showed up earlier that day. I will be forever grateful for her allowing me to still receive help when the CS agent couldnt do so. She also was exceptional the first time I enrolled in a new account. Thank you Shirley!

Janay Brooks Exceptional Service & Genuine Support – A Company That Truly Cares! If you’re looking for a finance company that genuinely cares about your needs, Sunset Finance is the place to go! From the very first time I walked through their doors, I was met with kindness, professionalism, and a real willingness to help. Their team doesn’t just treat you like another customer—they take the time to understand your situation and find the best possible solutions for you. When I needed a loan, they made the process smooth and stress-free, explaining everything in detail and ensuring I felt comfortable every step of the way. They worked with me to create a manageable plan, showing that they care about long-term financial success, not just handing out money. Unlike other places that make you feel like you’re just a number, Sunset Finance takes the time to work with you, answer your questions, and offer support when you need it. Beyond loans, their tax services have also been a huge help. I needed my taxes done correctly without any stress, and they handled everything efficiently and professionally. Knowing I could trust them to get it done right was a huge relief. Sunset Finance truly makes it their mission to help people, and it shows in everything they do. Whether you need financial assistance, tax services, or just a team that treats you with respect and care, I highly recommend them. It has been a pleasure working with them, and I wouldn’t hesitate to return in the future!

Richard Bg Wonderful customer service! Always helpful and kind. Will take Time to call back after closing, to assist customer.

Tracy Hendrix Citizens Bank is amazing! They have helped with our business and personal property needs in a way no other bank ever has. Jonathan Young has handled 2 mortgages for us amongst other accounts. Ask for Jonathan! Great personable people! Everyone there is Great with attention to detail. I highly recommend them!

Stephanie Brown I just want to say that as a first time customer I’m very satisfied. Tanisha is very professional and I trusted the process and she came through. I look forward to working with her in future tax seasons and using her other services. I highly recommend.

Chris Manning These guys provide what is called an installment loan and also tax preparation servicea in Athens and about a 50 mile radius. The goon news is that to them you are more than just a number. They treat you with courtesy and respect as they work to get you the money you need. The installment loan application, on average takes approximately 3 hours to complete once the application is received. Then, you are able to repay the loan by making monthly installment payments tailored to your budget at the time you close the loan. This van come in handy if you are in a pinch and need money quick to bridge a gap.

Davis Tod “RED” They are great and will go up and beyond for you and I recommend them highly.