Peachtree Planning Corporation - Rome (GA)

Lee Yowell The first thing you should know about Aaron, is that he is a person of character. He values faith, family and of course the Georgia Bulldogs. He is honest, transparent and a person of the highest integrity. Well versed in the complex world of finance, he is able to work with very wealthy investors, as well as those just starting out. He is a man I trust and is one of the good guys. Thank you Aaron!

Jacques Carswell Highly recommended, I worked with Lisa and Dianne and they were awesome. They got together to figure out the best way to consolidate my loans and save me a ton of money and at a reasonable rate, I’m talking at half the cost of what I was having to pay.

cheeze (cheeze) I’m feeling kinda sad today because I looked and seen these 1 star reviews from people that seem to think the world starts and stops with them. I’ve been at this bank for more than 10 years and the people inside the bank have changed over the years but their values haven’t changed. They offer face to face interaction and obviously that’s at a premium… Also every successful business has open and closed schedule and as a customer I know these hours. I feel the current staff inside do a great job and they’re actually at a job unlike most of society. It could be way worse. Why do we worry about the 1 percent of unsatisfied that will stay unsatisfied? Thank you Ringgold branch for all you do!

Cathy Dobbs We decided to hire a financial advisor because we needed help with education planning, estate planning, and making sure our son was protected. We’ve worked with Josh for about 8 years now, and even followed him from his previous employer. From the start, Josh always made us feel like we were worth his time, and he explained things in a manner that made our finances easy to understand. It was also important to me that my son be financially savvy. He recently joined the Marine Corps and Josh has helped him set up his retirement and navigate his finances. I appreciate Josh’s straightforwardness and honesty, and I feel very secure with him handling our financial planning. If you need a financial advisor, I highly recommend working with Josh and F5 Financial.

Betty Lou Sanchez Hannah, Kendra and BreAnna were absolutely amazing! From start to finish, they were friendly, professional, and incredibly helpful. They made the entire experience smooth and stress-free. You can really tell they care about what they do and go the extra mile to make sure everything is done right. Highly recommend working with this awesome team!

Daniel Martin Just go with someone else, this guy has no idea what he is doing, he can’t even respond to a text so good luck reaching him.

Darlene Kirby I have always been pleased with this Credit Union until recently. After my surgery I signed up for the Bill pay thinking I was going to need to use it to pay one of my bills since I dont have checks with ACU. Turns out I didnt use it and never have. I noticed for the last 3 months that ACU has charged me $5.00 for bill pay fee. I called to inquire as to why the charges? I was told that since I didnt use the service I am charged. If I use the service its free and they gave me 3 months free. What?? This policy sounds backward to me. I had them deactivate the bill pay services. I have never experienced this with a bank. Shame on me for not researching the information about the bill pay services. The bill pay service at my previous financial institution was always free no matter if you used it or not. ACU you will lose customers practicing this kind of business.