The Chattahoochee Valley Group - Morgan Stanley - Columbus (GA)

Bennie Bates At that time of my writing this, we have just completed taxes for 2024. I had my personal and business taxes done by Christine and her team. Ive had poor experiences in the past with CPAs and was weary, but she came recommended from a coworker. I was blown away on day 1. Christine personally met with me for a free consultation. She had papers laying out everything including the flat rates for all services and the program they use to upload documents (and instructions on how to use it). The team was very communicative and worked quickly. I only ever got messages if they needed something directly from me. Next thing I know, the taxes are done! I was fully expecting to owe thousands of dollars due to my contractor status..... but Christine got me a refund!! (I havent gotten a refund in YEARS!) Unless something crazy happens, this was by far the best process Ive ever had done. I will use Christine again for 2025 and would highly recommend her to anybody!

Christina Bailey Very helpful and sweet!!

Kristi Casey Randy and Janine we so helpful in finding all the discounts for our NEW driver. The driving app that saves us money also is a great way to track his driving and make sure he is being safe. They also made sure we had the correct coverage for what we needed without trying to give us coverage for what we dont.

Anderson Kennedy Meeting with Ryan was awesome! I had a number of questions related to retirement planning, so I went ahead and scheduled some time. The office staff was extremely friendly and worked with me on several scheduling conflicts. What I enjoyed most about meeting with Ryan was that you could really tell he LISTENED. He asked several probing questions, but he did it in a way that took my personal goals into account. What I appreciated how intentional the questions he asked were. He simplified things without making me feel like I didnt know what I was doing. Hes highly knowledgeable, and he really seems to enjoy offering advice to his clients. Id highly recommend Ryan to anyone in need of financial advise, regardless of what stage of life youre in.

Benjamin Kroll Charles and his team had a high level of communication that allowed us to move quickly when making decisions on buying the right home in a fast paced market. He and his teams support provided a clear outline of any tasks we needed to complete allowing us to follow simple step by step instructions through out the process. This gave us a strong sense of what needed to be done and where we where through out the whole process. When any issues came up they where responsive in explaining the process or finding a solution. We highly recommend New American, Charles and his team!

Mary Dee Boylan Even though we had an appointment in the lobby area, we had to conduct it outside in the parking lot. My mom is 86 yrs old, she was extremely hot. They would not let her use the restroom after driving from Calhoun, GA.