Patti Puckett - Financial Advisor, Ameriprise Financial Services, LLC - Douglasville (GA)

Paul Son Weve been a client of Wickham Financial & Insurance Services for several years now, and I couldnt be more pleased with how the team takes the time to understand my specific goals and objectives, rather than pushing one-size-fits-all solutions. What I appreciate most is their proactive approach to financial planning. The customer service is exceptional. Whenever I have questions, they respond promptly and explain everything in terms I can understand, without the confusing insurance jargon. Theyve made what can be a complicated and stressful process feel manageable and straightforward. I highly recommend Wickham Financial & Insurance Services to anyone looking for a trusted partner in insurance and financial planning. Their professional expertise, personalized service, and genuine care for their clients financial wellbeing make them stand out in the industry. Thanks Pat for the referral!

D Webb The people that works in here are awesome! I had the pleasure to meet with Tina. She was so kind and had me in and out of there in no time. Everything was so well prepared and very easy. Thanks Tina for working with me!

Brock Eady Thank you Mike for helping get started with a good plan for myself and child. I would never be at this point without a little help of your guidance.

Chassity Watkins I’ve had the pleasure of working with John for my tax and financial literacy needs since 2019, and I couldn’t be more impressed. He and the America Tax Pros team have always made complex financial concepts easy to understand, empowering me to make informed decisions about my finances. They provided personalized guidance and answered all my questions with patience and clarity. The tax preparation process was seamless, and I felt confident knowing my finances were in expert hands. I highly recommend America Tax Pros to anyone looking to gain financial literacy and take control of their financial future. Truly a five-star experience, and I guarantee you won’t find better! I’m a customer for life!!

Lori Forrester Prompted by a Facebook post, we attended a presentation Beau Henderson gave at Buford Community Center on retirement strategies. The presentation was so phenomenal, we pursued a financial partnership. Beau speaks in a language we can understand, offers a variety of plans, and really does work with the client to set achievable goals. Additionally, we were excited about the community he has created through several gatherings each year where people can meet and get to know each other—which is very appealing. Beau has provided the opportunity to feel good about having a strategy that will take us forward into the next and final season. If situations change, as life does, he is very solution-oriented and always makes us feel valued and at ease. We have recommended Beau to many of our friends and acquaintances for their retirement planning. His knowledge, client service, and demeanor are so attractive that we want everyone to feel as confident as we do about our retirement advisor! Whenever we need Beau’s direction, he is available; we appreciate his expertise and guidance more than words can say.

Rigoberto Ramos Jeff is personable and so kind! We had never done this process before and she explained everything perfectly. We had tons of questions and he helped us the entire time! We felt genuinely cared for! We didnt feel like they were just trying to get all of our money. We genuinely felt like they were trying to help save us money! Jeff definitely feels like a friend after all of this-especially from all the "out of business hours" call.

sandy payne Vicky has been the best help for us threw the years

Deb Ridings We have been loyal banking customers at the original Mountain Valley Community Bank for twenty years. We have 4 accounts with them. In less than a few years, MVCB sold out to Piedmont Bank Corp, which has now sold out to United Bank Shares. We are not interested in having our routing numbers, account numbers etc, fee schedules changing to include new charges, and to have to purchase all new checks for four accounts! We will be moving our accounts and business as of next week, the first week of March, 2025. There was zero notice given to us as a customer about this second buyout, until it had happened. Were done with whatever they want to call themselves this month. The changes being made only appeal to the stockholders of the new bank, evidently. :-(