Roundtable Forum LLC - Hartwell (GA)

Noah I called 4 locations before this one and every one did the robot speel and left me on hold. Called this one and immediately Nikkie answered. She answered all my questions and gave me very useful information that potentially saved them from losing a customer. So props to Nikkie, 10/10 customer service.

Cory Carmin The rates I got beat or matched any other rate I received. Additionally, she was able to close for me in our very tight two week window, including with an appraisal. She was also always available when I had questions. I would recommend her to anybody. Thanks for helping get our home!

Elizabeth Burse Excellent service and Mike is very knowledgeable when it comes to taxes.

Iamthe Braidplg This process was smooth—no gimmicks or anything extra. Leon, Courtney, and Ms. Grace were amazing! I needed this money on short notice, and they were kind and understanding. They are thorough, but if you have all your ducks in a row, you’re good to go!

Sam Bryant Jake is personable, professional, and a wealth of knowledge. He takes the time to truly get to know the people and businesses he serves, and always does right by his clients first.

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.

Makenzi Robinson Julie Cooley is the ideal banker. Truist she is a great asset to your team and you did right placing her desk right out front. Very helpful, patient and friendly.

Jeff Hair Very professional and trustworthy!