Keywords: Financial whb wealth management group llc ga

WHB Wealth Management Group LLC - Milledgeville (GA)

Address: 🏡 150 W Washington St, Milledgeville, GA 31061, USA
Phone : +1 (478) 414-1004
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJYw6u1GK49ogRtc9-VGdVeGQ
#Georgia

Gordon State College - Barnesville

Cool Ppl Thank you lord!! This day have finally came. My son is in college, he bust his but in high school and now things are about to pay off. This is a great school, Ive done my research on this place and even though its small, they have a big heart!! Today we still had to sign papers and everyone that we encountered was very friendly and helpful and I really appreciate that. My son will fit in, hell he has no choice, his old room is now my workout room! Gordon College is a great school, dont sleep on them.
5 /5

Serita Lombard, CPA - Dallas

Jesse Wright Serita Lombard, CPA is a professional accountant and financial advisor. She provides a wide range of services for individuals and businesses, including tax preparation, accounting, financial planning, and consulting. With her expertise and experience, she can help her clients navigate the complex world of finance and taxes and make informed decisions about their finances.
5 /5

Metter Insurance Agency - Metter

Kelly Jackson I spent an hour or more on the phone and the internet at the same time. Even went to a few of those "Well show you all the quotes " sites. (Wouldnt recommend doing that. (First Phone call in less than 10 seconds!!!) Metter Insurance got me the best quote. I couldnt even reproduce anything near it... Right now, every dollar counts and each one is greatly appreciated. Thanks, Metter Insurance. Salty - 399 - Kelly
5 /5

Personal Finance Services - Sylvester

Christy Holbrook Very nice and friendly place... under new management! Really simple and easy loan process! Thank you Cathy and Quinton for all your help!
5 /5

North Georgia Credit Union - Toccoa

Caitlin Norris I am never disappointed when I come in or go through the window. Each and every one of these lovely workers r eager to help. For instance one day I walked in and I wasnt in a very good mood until I seen all 3 tellers trying to coax me to their window. I felt so special tht I had forgotten why I was feeling the way I was.
5 /5

Heather Winner - Financial Advisor, Ameriprise Financial Services, LLC - Evans

Teal Benevides My husband and I have been working with Heather Winner and the team at Ameriprise for several years and it has been one of the most rewarding long-term professional relationships we have ever established. I thought financial planners were for super-rich people and thought a set it and forget it approach was sufficient. I was wrong! Heather has gone above and beyond to listen to what our goals and priorities are for life and retirement and not only helps us know that we are on track for the future, but has helped us confidently weigh all the information needed to make big financial decisions in the present when life throws a curve ball. Heather manages several investment and retirement accounts but supports our overall financial wellbeing beyond investments with college-savings planning, healthcare costs planning, and other goals. She has helped us make sound decisions to protect our assets. There is a lot to worry about in life, but I actually dont worry about finances because Heather has helped us plan for the what-ifs. And lastly, Heather is genuinely kind and a good listener, meaning that our plan with her reflects important things that probably most financial planners would dismiss. Heathers work goes way beyond anything Ive received with other retirement consultations and does not compare. In addition, Andrea, who supports the team, is a wonderful person as well to work with. Really great team!
5 /5