Nicholas Wealth Management - Marietta (GA)

5 /5 Kenan Knight: David has always taken his time to review my investments with me on an annual basis. Not only that but when my grandfather passed away he took time to meet with my grandmother and make sure she understood her financial situation and how to access any money she would need even though it was a very small amount and David didn’t profit anything from helping her. When she passed away David took his time to meet with my mom and make sure any investments were managed properly and that she had a plan for retirement. David knows the markets but most importantly he cares about people and does what he can to help them be successful.

5 /5 William Panian: I have been extremely happy with my experience at Nicholas Wealth Management. David and the other advisors do an excellent job of explaining how their process works and tailoring it to fit my risk tolerance. They did not try to push a specific product, as I have seen from other firms. They ran several scenarios with my financial plan, which was helpful in the decision-making process. The staff is friendly, helpful, and prompt to return my calls. I trust them and am happy with the results thus far! Bill P

5 /5 David S.: We have been with Nicholas Wealth for while now. We appreciate the fact that David brings in a variety of different investment opportunities especially during this volatile market. David and his team has made recommendations along the way of which some we have decided to use and others we have we have skipped over. Everyone at Nicholas Wealth seems genuine and is pleasant to work with.

5 /5 Teresa Willis: We started with Nicholas Wealth by attending a free dinner and we were impressed with what we heard. We scheduled a meeting with Graham at their office to learn more and had several meetings to map out a retirement plan. There are many things that impressed us but probably the number one thing is that they do a complete plan. Graham answered all my questions and I had a lot! We have worked with several different financial advisors over the years but this is the first one that really took the time to explain the plan they proposed and explain risk management as we head into retirement. I have peace of mind now that I did not have before.