Top 15 Financial Advisors 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.

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.

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.

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.

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.

Robbie Henry Liz was absolutely amazing throughout the entire loan process. She guided me step by step, answered all my questions, and made everything so easy to understand. I couldn’t have asked for a better experience

Ed Miller iThink Credit Union is great. They are efficient, their staff are friendly and they have been a great banking partner for me and my family for decades. Keep up the good work!!

Steven Crane Steve Cyr is a gem. Knowledgeable, personable, and passionate about helping clients achieve their financial security goals. If you have the opportunity to partner with Steve, DO IT!

emily snipes Justin is a very good accountant. He helped my family save money on taxes and helped us plan for retirement. Highly Recommend!!

Latanya Clarke I have been doing my taxes with Financial Advisory Agency for years. They are the best!!! Very professional, Communication is prompt and Mrs Tiffany is the BEST!!!! Their company is aware of all the IRS laws so they have all the information needed to get your taxes done the right way.