Third Act Retirement Planning - Marietta (GA)

Hineta Gibbs Agent Valencia made this experience awesome she get a 10 in my book… Thanks Again

Roseatta Jones-Turner Excellent, I would recommend their business to my family

mark mckenzie I’ve been a client of Joe and the financial services he provides from many years. I can truly say that he is a stand up guy who creates a very calm fruitful and rewarding atmosphere to understanding the process of my financial goals. I’ve had nothing but positive and rewarding outcomes and I appreciate his honest and straightforward approach to business. He’s professional, patient and thorough. He keeps me abreast of any changes to financials, he’s available and he doesn’t BS when comes to returning phone calls, text or emails. He’s always on point and I know his partners at Innovative Financials will foster the same work ethics and values. I’m looking forward to working with you with you on future financial needs. Always a rewarding experience. Thanks again.

Robert Gaines You all did great I had needed the assistance

Cecelia McMichen I absolutely love this bank and the people that work there! Every time I have had interaction with them, I have received professional, prompt, courteous, personalized service. I changed from a larger bank to Small Town Bank and I have not had one regret. I would highly recommend them to anyone.

Sonya B Deese They helped us out when we needed it, very friendly staff!!

Travis Sawyer Wendy, Moya and the whole team are true professionals. They are my go to and Im happy to have them in my corner looking out for my best interest and also the interest of those I love. They have helped my mother and my now passed "Nana" in making some great financial decisions and help manage their money and retirement for the long haul. Not only do they guide the also educate and innovate. Offering classes and workshops will help you think more about the future and not out live your money. Thank you for what you do and being such a big part of my life.

Christopher Smith Dana and everyone in this branch are so nice and knowledgeable! I love coming in to see them! Thanks for proving sung great service.