Financial Planners near Decatur picked by BestProsInTown
“Amy did an excellent job with developing our financial plan. She developed multiple personalized scenarios to help us understand the impact of some major life decisions on our long term plan. They were great to work with, the process was smooth, and we felt the service provided a great value. We are looking forward to continuing our relationship with Minerva Planning Group the next time we need a financial plan check in.”
“We have worked with Buckhead Wealth Management for both our personal and corporate accounts and am exceedingly happy working with them.
We are a CPA firm and when clients ask us who we use we always recommend Buckhead Wealth Management.
The clients who have moved their accounts to them are all very happy with them.
Taylor is very knowledgeable with the investment world and studies it daily and always has his finger on its pulse. He can discuss anything investment wise which makes him a valuable asset.
Taylor always seems a step ahead of anyone we hear on the news or in the newspapers.
Brittany is another valuable asset of Buckhead Wealth who also is invaluable and why we recommend Buckhead Wealth with the highest rating.”
“Even though we decided not to go with Georgia Financial Advisors, we wanted to say thank you for Jacob Workman's willingness to help us. He was a joy to work with and very informative. We couldn't have asked for a better experience. Jacob is a special guy and we wish him the best for his future. Our decision to stay with our current advisor had no negative reflection on Jacob's dealings with us.”
