Southern Financial Systems - Lakeland (GA)

Fayette Ashley Terry Prince has done my taxes for many years. He is very accommodating and has always been reliable and trustworthy. Since moving to Florida, I drive almost two hundred miles every year to have him do my taxes. What more can I say!

Sarene Foskey Bridgette Cain has excellent customer service, she’s very approachable as well. She made me feel comfortable with having to borrow money as it is humbling, but she made me feel like I was dealing with a family member. I so appreciated her service because in addition to all of her professional attributes, she was efficient. I couldn’t have had better service. I am definitely going to refer others. Warmly, Sarene Foskey

MR. ELI Very helpful staff handled my detailed questions with patience and consideration.

jessica hundley They are the most kind and friendly people you would meet in Cook County!

Evan Whitemyer I’ve worked with Will for 4 years now and his expertise has brought a calmness and confidence to my finances that I did not think was possible. While most other planners I have worked with focus on simple maintenance or aggressive growth, Will tailored a perfectly balanced plan built around my family’s needs. Will is able to draw on his experience in the Army to provide strong mentorship to junior officers, inspiring confidence in their decisions while remaining financially stable at the same time

Lee Denton I highly recommend them. The best ever. Thank you!!!

K Harris I had an awesome experience today on 3/10/2023 with Kanesha. She was very friendly and made my banking process smooth. She was very knowledgeable with answering my questions. Whenever I come to Pinnacle I always leave satisfied. The employees deserve a raise. The manager Shawanda is amazing as well and shows great leadership skills. I will be referring more people to bank with Pinnacle.

Constance Buey Eric was my agent today he was extremely informative about my New policy, he answered all my questions. Plus he was concerned about what I had to say. He is the best I have spoken to about my life ins. Final expenses. Thank you! Have a wonderful day. Constance Buey

Charles Cunard Matt and his staff are fantastic. We have been clients for quite a few "tax seasons" and he is always thorough and efficient. He has definitely helped us through some rough times and we trust him explicitly. After having given our information to Matt just a couple of weeks before, we signed our tax returns Friday, 4-5, and received notice our Federal refund was deposited in our bank account Wednesday, 4-10!!!