Find the Best 15 Finance services in Marietta, GA

Margret Carroll Excellent group! Carey has been my CPA for years. No issues! Thank you

Paul Son Weve been a client of Wickham Financial & Insurance Services for several years now, and I couldnt be more pleased with how the team takes the time to understand my specific goals and objectives, rather than pushing one-size-fits-all solutions. What I appreciate most is their proactive approach to financial planning. The customer service is exceptional. Whenever I have questions, they respond promptly and explain everything in terms I can understand, without the confusing insurance jargon. Theyve made what can be a complicated and stressful process feel manageable and straightforward. I highly recommend Wickham Financial & Insurance Services to anyone looking for a trusted partner in insurance and financial planning. Their professional expertise, personalized service, and genuine care for their clients financial wellbeing make them stand out in the industry. Thanks Pat for the referral!

James Holt I have known Steven & Arthur about 5 years and have been very pleased with the way they have handled mine and my wifes accounts. They are professional but also personal. I feel like they are part of my family. Late last year they added Missouri Hoppe to their team. She fits in very well with them. I have full trust in their abilities and desire to do what is best for my wife and I.

Amber Landry John’s team has been taking care of our non profit taxes for years and has really done a great job. He’s very knowledgeable and gives great tax saving advice. We are very happy with their service.

Mark Smith I will echo Kelvins experience. I have both business and personal accounts with Truist so I am in the Powers Ferry Branch frequently. With rare exception, the experience is painfully slow. I always feel particularly sorry for the cars that are in the drive-thru. Over the years, the operational performance has been in steady decline. Its not the tellers, as they are usually personable and helpful; but theres never sufficient staff to manage the customer workload. I have literally seen one teller trying to handle both the drive-thru and the counter at lunch time. I havent seen more than two tellers in a very long time. My advice is if there are more than four people in line, you should save yourself the frustration and come back later.

Mario Barker I had great experience getting my loan with Dwayne Chisholm over at Heights finance. He was very knowledgeable and helpful. The whole thing only took about 45 minutes. I recommend them to everyone.

Jobeth Givens They are good been with them for 4 years, always helping

Miguel Martinez Excellent service. I have known Alma for 15 years and Kelli for 2 years. Both are very friendly and their work is of very high quality.

Maxim Petkov Mark (financial advisor) goes above and beyond with helping his clients. As someone who is very aware of the markets and financials, I can sleep well at night knowing that my Roth/401k is in safe hands. Mark breaks everything down and really teaches you how investing/opening an account works, along with being very transparent about your account. He truly wants his clients to succeed and be financially free for retirement.

Kenan Knight David has always taken his time to review my investments with me on an annual basis. Not only that but when my grandfather passed away he took time to meet with my grandmother and make sure she understood her financial situation and how to access any money she would need even though it was a very small amount and David didn’t profit anything from helping her. When she passed away David took his time to meet with my mom and make sure any investments were managed properly and that she had a plan for retirement. David knows the markets but most importantly he cares about people and does what he can to help them be successful.

Karen Obrien Excellent service. Brandon and Tammy were prompt in returning my calls, answering my questions and processing our re-finance of our loan. Definitely will do business with this branch again. Very pleasant to work with as always.

Gabriel Thomas I hate having to do this, especially since my issue is with Truist. They just changed names this weekend, 2/18. I come the following Tuesday, today, and attempt to cash my check as I have done for about 3 years. Never an issue. Until the merger. Suddenly they cant explain why i, a customer of SunTrust for over 15 years, and 5 years at this particular location, am unable to cash my check with my ID and debit card. No explanation? For a customer of almost 2 decades. What a great way to start off a new bank. It seems they cleared out the old crew, so anyone I speak with is going to be brand new. Its pretty disappointing and annoying. I mean, is it impossible to check the account for funds, like has always been done? Weird, how with the implementation of better tech, somehow they lack services they had before.

Brian Driscoll Mike is reachable, adaptable, patient, and most importantly transparent! He’s a pleasure to work with and a true professional.

Jim Maloney We use this company to collect from patients who refuse to pay their portion of old medical bills. The staff we have dealt with has always been very professional, they follow through with monthly updates and payments upon collecting. I would highly recommend them to help reduce any A/R issues your office may be experiencing.

Frankie Gunnz Go check out Kenneth Fosuhene the Sr. Personal Loan Specialist, he treats everyone like family and knows what he Is talking about. What a great place to get a loan. Rates are a bit high but Its really good and mostly helpful for people needing some quick cash, paying down som credit cards, or Just needing a loan for a boast on your credit score.