Merrill Lynch Wealth Management - Augusta (GA)

Danny Perez I just closed on an investment loan with them last month, and as a real estate agent for almost three years, this was my easiest loan ever! Cole Pitts handled everything smoothly and without delays, closing in record time with lower costs than my go-to bank. The customer service here is top-notch—Victoria Dunn was incredibly sweet and helpful, making the account-opening process quick and effortless. Marybell, the residential lender, is amazing as well. I’ll definitely keep doing business here and highly recommend them!

Stephanie Bell In the complex world of taxes, finding a dependable tax accountant can feel like striking gold. After several years of navigating this financial landscape with Josh, I can confidently say that my experience has been nothing but positive. He embodies what one hopes to find in a tax professional – knowledgeable, responsive, and dedicated to providing excellent customer service. One of the standout features of working with Josh is his profound knowledge of tax regulations and strategies. Whether it’s the latest changes in tax law or maximizing deductions, he brings a wealth of expertise to the table. I’ve always felt reassured knowing that he stays updated on the latest developments, which is essential in a field that frequently evolves. Customer service is another hallmark of Joshs practice. He recognizes that taxes can be overwhelming for many individuals, and he approaches every interaction with patience and clarity. He takes the time to explain complicated concepts in a straightforward manner, ensuring that I understand my options and responsibilities. It’s clear that he values not only the accuracy of his work but also the comfort of his clients. Responsiveness is an area where Josh truly shines. Tax season can create a whirlwind of questions and concerns, but I’ve found that he is consistently quick to reply. This agility helps alleviate the stress that often accompanies tax preparation. No question seemed too trivial for him, and he was always willing to provide insights or clarifications when needed. Over the years, my satisfaction level has remained high. I wholeheartedly recommend Josh as a tax accountant, especially for those who value strong communication and a knowledgeable partner in the often-daunting world of taxes. Whether you’re a first-time filer or someone with complicated financial situations, his dedication to service and expertise will ensure that your experience is a positive one. If you desire a tax professional who will leave no stone unturned and respond to your needs with precision and care, look no further than Josh.

Darryl Booker Service was great

Steven Reeve I had a financial situation and Regions and the relationship Banker that day has the answer. I am going with Regions for financial plans!

Eddie & Christina Deese Love this little quaint place and our RC route drivers. Always a good time when we get to talk to them. Friendly, helpful and always go over above to help us out.

Christopher seda Isabell was amazing in helping me understand my retirement plan! She broke everything down clearly and recommended me simple, actionable steps to get on track. Highly recommend her for anyone needing clarity on their money goals!