Wells Fargo Advisors - Savannah (GA)

Humble Homestead The bad - I opened an acct on the 4th , it is now the 15th and still no debit card, was told it should be here by the end of the week with no explanation for delay. No online checking like the bank weve had. The good - What you would expect from a small town bank, friendly. Mrs Dana was the sweetest thing to everyone who came in the door. Summary - will be switching direct deposit back to old bank where the service is speedy. Had a replacement debit card in 3 days once. Was hoping to bank close to new home but not willing to sacrifice service recieved from other small town bank where were from.

Mike Cappas Great bank with great customer service

Thomas R Anytime I have had any issues with my account the staff has promptly resolved them. Very helpful and kind. I’ve been with this bank for almost 10 years and never had any issues. It’s the people at this branch that make banking with Athens First great!

Ruhamah Calhoun I have been dealing with this company for 10+ years. Becky, the manager is a very professional young lady. All the ladies in the office have been professional, kind and respectful. Because I have been doing business with them for so long, they always ask me how Im doing, how are the kids and my family. They have been apart of my life. They are not just a business, they are like family. Im one that always forgets my due date. They call and give me a friendly reminder. There have been times that I have not been able to pay on time, and they always work with me without judgment. The office is always clean. They will continue to have my business for life.

Stephanie Howard Professional, personalable, informative and patient. That is how I’d describe Stephen Nelson with Strive Financial. Stephen, on a number of occasions, has taken the time to explain the differences in the types of accounts, which one(s) benefits me most and why. We’ve discussed my current financial situation, my retirement goals and from there chosen an investment strategy that benefits me most. I truly appreciate that Stephen does NOT use a cookie cutter approach and instead takes the time to personalize my investment model to my lifestyle. Bonus! Strive Financial also offers assistance with life insurance which I 100% took advantage of. Again, Stephen was there for me each step of the way ensuring I was selecting a model that fit me best. If you’re looking for someone to guide you or just want to know you have a trustworthy person planning for your future, Stephen is your guy.

Marsha Landers My family (father, sons, husband and I) have used their services for many years and have recommended them to many.. I have been pleased with them and always appreciate the response to my financial questions during the years.

Misty Molloy Business by the Book offers invaluable support for my interior design firm by providing a comprehensive understanding of my finances and the profitability of my projects. This clarity empowers me to make more informed and strategic business decisions, ultimately contributing to the growth and success of my company. The team is always quick to respond to any questions I have. I especially appreciate the monthly management reports they provide. These reports offer key insights into my businesss financial health, highlighting important metrics and trends that I might otherwise overlook. This regular flow of information has been instrumental in helping me monitor performance, manage expenses, and identify opportunities for improvement. One of the specific benefits of working with Business by the Book is the peace of mind I have during tax season. In the past, preparing for taxes was stressful and time-consuming. With their attention to detail, my books are consistently clean and up to date. This level of preparedness has ensured that all my 1099s and other necessary documents are on file well ahead of deadlines, making the entire tax process smooth and hassle-free. Business by the Book has been a game-changer for my interior design business. Their exceptional service, attention to detail, and insightful reporting have not only simplified my financial management but also contributed to my businesss overall success. I highly recommend their services to any business owner looking to enhance their financial understanding and improve their bottom line.