Oglethorpe University - Brookhaven (GA)

House of Bequest Innovative wealth solutions saved the day when starting my small business and trying to navigate the financial aspects that we so often overlook. Without Will and his team, we wouldve been stressed out. They made the entire process seamless, which I appreciate as someone new to bookkeeping and taxes. If youre looking for a supportive and efficient financial services firm, youve found it!

tammi austin The staff are exceptional help and kind love doing business with them

Danielle willingham-Mack I recently transferred my tag over from barrow. These ladies are super nice and helpful!! Went above and beyond and the process was painless. Thank you ladies. Youre awesome!

Jaquez Menchaca This is a loving business and she is one of the sweetest lady ever shes patient with you she understand she do the best she can with you all u gotta do is be honest with her, and this loving lady will help the best she can,,,❤

Spencer Stokes Been great to me. Never had an issue. If you have a problem waiting in a line you should probably avoid leaving your house(addressing several of the negative comments)

Kevin Morrill Been with BWM for a lot of years and have never been disappointed. Even in down times, our portfolio performed better than the markets. We have seen growth even in light of removing funds for use during retirement. Would recommend this organization to everyone!!