Keywords: establishment,finance,point_of_interest

Southern Financial Consultants - Blue Ridge (GA)

Address: 🏡 3830 E 1st St #3, Blue Ridge, GA 30513
Phone : +1 (706) 632-3526

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJq9qRFFKmX4gRNc8Lr-rQgm0

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  • Top 11 Financial Advisors in Blue Ridge, GA

    09-2025 Southern Financial Consultants in Top 11 Financial Advisors in Blue Ridge, GA
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    Pam Fountain: Brett has been a great resource in guiding us through the current economic unrest. He has done a great job of helping us plan for the future.
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    Samantha Martin: Closes at 4 so will have to take off of work to do anything especially since NO ONE ever answers the phone. Also they are not BBB accredited and will move your transactions around to charge you the overdraft fee of $35 for EACH transaction.
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    Rex Miller: Watch him.
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    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.
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    Victoria Garcia Melanson: I don’t usually write negative reviews. But this is truly one of the least competent banks I’ve ever worked with. The list is very long but includes the following: - two weeks before closing, we were informed that our closing costs were not calculated correctly and we had to produce many tens of thousands of dollars by closing date or we’d lose our interest rate. This caused a huge overhaul of our finances and was incredibly stressful. The bank was unwilling to increase our loan amount (even though we were way below our debt to income ratio) or delay closing even though they admitted it was a clerical error. - TWICE I went in-person to set up auto payments for my mortgage. The first time the payments never went through and I was charged late fees, which tanked my credit score. It took weeks to correct this and get the fees forgiven after I produced evidence showing I did the paperwork on my end. The same thing happened AGAIN a second time!! I was told to come in a THIRD time but I opted to do things online….speaking of which…. - their online banking system is easily the worst system I’ve ever worked with. The system only allows one transaction daily, and it cannot exceed $2,000. So to pay our mortgage I need to do multiple transactions over multiple days. - because the bank closes at 4pm, you cannot do any online banking after 4pm or on weekends!! - I set up scheduled monthly transactions so I didn’t have to think about missing a payment. However, this month, two of the three transactions fell on a weekend. So instead of moving it to the next business day, the transaction just didn’t happen, with no notice or communication. Honestly I can’t wait to refinance and walk away from this bank. The workers all seem very nice, but the system is incredibly limited and they aren’t used to working with larger loans or anything remotely complicated.
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    Alexandra Dee: Amanda is the best! She is always wonderful!
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