World Finance - Lawrenceville (GA)

Kelly Hnatt We have had the pleasure of working with Joel for nearly a decade. He takes the time to understand your goals and needs, and provides objective, thoughtful financial planning input and investment management. His well-rounded approach takes into consideration more than just looking at the numbers and returns—his strategic thinking across all portfolio elements, including real estate, small business needs, and estate planning—put him in a different category of wealth advisory services.

J Johnson This was my first year using Premier Tax & Accounting Services. I found the staff to be helpful and professional. Although I had to file an extension, my tax returns were completed shortly after April 15. I am not a computer expert so I had to seek help several times from Lisa Hernandez who is the receptionist. Lisa was always responsive and answered my many questions. She helped me navigate through the client portal to locate forms and other info that I needed. She was very patient, professional and knowledgeable.

Maxine White I can’t say enough great things about Bernice! From the very beginning, she took the time to clearly explain the details of annuities and how they could fit into my overall financial plan. Bernice broke everything down in a way that was easy to understand, never rushed me, and always made sure I felt comfortable with each step. What I appreciate most is her honesty, patience, and genuine care for my future. She wasn’t just trying to sell me something — she truly wanted to help me make the best decision for my goals and retirement security. Thanks to her expertise, I feel much more confident and at ease knowing I have a solid plan in place. If you’re looking for someone knowledgeable, trustworthy, and committed to your financial well-being, I highly recommend Bernice.

Jim MacLean I’ve been dealing with Buford Financial for 8 yrs. We’ve had personal, auto and mortgage through them. Most recently we have refinanced our mortgage. They have saved me a large amount of money when I refinanced to a 15yr mortgage. Jack Williams and Buford Financial work had to take care of their clients. They work with you on personal level that is rare these days. I would not go anywhere else

Denise Parrott I have been doing business with PTS Financial for a couple of years now. I work for a BHPH dealer and the GAP product they offer has been very beneficial. They have always been very helpful. The staff is great!