PruittHealth - Toccoa - Toccoa (GA)

Teal Benevides My husband and I have been working with Heather Winner and the team at Ameriprise for several years and it has been one of the most rewarding long-term professional relationships we have ever established. I thought financial planners were for super-rich people and thought a set it and forget it approach was sufficient. I was wrong! Heather has gone above and beyond to listen to what our goals and priorities are for life and retirement and not only helps us know that we are on track for the future, but has helped us confidently weigh all the information needed to make big financial decisions in the present when life throws a curve ball. Heather manages several investment and retirement accounts but supports our overall financial wellbeing beyond investments with college-savings planning, healthcare costs planning, and other goals. She has helped us make sound decisions to protect our assets. There is a lot to worry about in life, but I actually dont worry about finances because Heather has helped us plan for the what-ifs. And lastly, Heather is genuinely kind and a good listener, meaning that our plan with her reflects important things that probably most financial planners would dismiss. Heathers work goes way beyond anything Ive received with other retirement consultations and does not compare. In addition, Andrea, who supports the team, is a wonderful person as well to work with. Really great team!

Sheila Smith They are professional and friendly people you will ever meet. I have been so happy we decided to use this Bank when we opened a checking account with such wonderful people and I think I can call them friend

ModelARider I have lived here for over 15 years. These folks have a very tough job yet still try to treat everyone with dignity and respect. I really appreciate the way Ive been treated whether it be for car tags or property tax. This is a poorer area and homeowner tax seems unusually high. Just remember the folks behind the counter dont choose the tax rates. They are good everyday folks who mostly live here too. Be respectful and see it for what it is.

Norman Lanier Needed to get a notery stamp. This was a very nice place. Very nice people. And even free. They do loans too.

Toby Chapman Southeast Asset Advisors have managed my familys finances for more than a decade. They provide extraordinary long term and conservative financial advice. They are a full service firm with extraordinary credibility and results. They managed my Dads finances and his childrens spanning three generations now. I highly reccomend this incredible group of women and men who provide personal and sound financial planning. They take care of everything from taxes to investments. I would never consider another firm. I have known the founder and managing partner for a number of decades.

Beard James (ACE) Fast, Friendly service with a smile. I have been doing business with first Citizens Bank for over 12 years.

Tammy Best bank Ive ever had.....

Tracy Monts Ive been with them every since I started filling taxes and Im 50 years old now. They are very friendly and professional.

kayla James was very knowledgeable and sweet. He knew exactly what I needed. 10 out of 10 definitely recommend!