Upland Wealth Advisors - Albany (GA)

Eric Teagle Been a customer for some years now, I have always been met with professional courtesy and great relations.

Cindy Bailey Staff was so helpful and kind. We had a weird issue and they were able to find a quick solution.

Danielle Steele I asked Shelby for a quote on two vehicles, 2007 Malibu and 2011 Tundra, with full coverage. She was able to get me the same coverage for $140 less than I currently pay with a major insurance company. That is a major deal to a single mom on a single paycheck income. She is the best and is always courteous and dependable! Thank you, Shelby!!

Alicia Ford The best!! It’s hard to find hometown service like this anywhere. We were referred to Danny years ago. Danny and his team have been so wonderful. We get great service and great price. Very honest.

Elio Fernandez This Bank, together with each other staff member, is a living evidence of what other Banks should Be: I have a very sweet personal experience With one of the Bank officers; I have no Account in that Bank at all, nevertheless They did great and unusual favor for me. For which I am, and will be grateful to them all. Thank you Fist Bank !!!

JOSE More than just a visit, my wife and I had an exceptional experience with Shawn Broe. Initially, I didn’t even want to attend the meeting. I’ve always found financial topics to be dry and monotonous; simply not my thing. But I must confess: Shawn brought the subject to life. He skillfully transformed what I expected to be a tedious session into an engaging and even enjoyable conversation. His deep knowledge, paired with a great sense of humor, empathy, and remarkable patience, turned the meeting into a surprisingly pleasant experience within the first 15 minutes. It no longer felt like a financial strategy session; it felt like a meaningful and enlightening conversation. In addition, none of it felt artificial. These qualities -- clarity, warmth, and the ability to guide, are clearly part of Shawn’s professional DNA. He has a natural talent for making complex topics accessible and enjoyable. I recommend him wholeheartedly and without reservation.

Uri Bobrycki Cant recommend Scottie enough! From Day 1 he made an effort to get to know me and consistently provides me with the guidance on my finances I was hoping for, and more. Working with him at the start of my career on active duty has seriously been a blessing