Southpoint Financial - Gainesville (GA)

Kenneth OShields These guys are the greatest. They care about their clients and are honest and committed to serving my best interest. Kim Sheek and Dan Anderson are top drawer guys. Their mortgage unit in St Louis is also top notch (Aaron Wilson).

martin vera I had GREAT experience with Sunset Finance. From the moment i reached out, their team was incredible responsive , friendly, and knowledgeable! Brandi is the manager and she went above and beyond to help with my financial needs! I’ll definitely will be referring others to her and her team☺️

Arianna Butler I chose to start a Roth IRA with Fidelity Investment group because they offered an match incentive after making my first deposit into my account, they have in person locations available to build a relationship with a broker, and because I thought it would be an overall good back to maintain my Roth IRA with. Shortly after opening the account I booked an appointment with a broker to begin making the investments best for me and having my 401k’s transferred into the account. I booked this appointment a month in advance and today, two days before the appointment a broker named Tasia called me and told me that brokers at fidelity only made themselves available to people with over a quarter of a million dollars in their Fidelity account and that the only help I would be given was via phone. I will be changing the bank I keep my Roth IRA in as that was the most ridiculous thing I had ever heard. I highly suggest people choose another bank to open their investment and retirement accounts with.

Monta Lloyd This place is amazing!! Friendly faces, very nice environment, they are here to HELP!! I’m and out within 30 minutes!! Referral bonus too!! 50$!!!!