Best Financial Advisors in Marietta, GA

“Casey and his team truly listen to and address your financial goals and concerns and put together solid financial plans that are conservatively tailored to helping you achieve financial security.”

“From the evaluation of our needs up front thru document signing, Stephanie was pleasant to work with, thorough, detailed and ensured the end result met our needs.”

“Denis has been very helpful, professional, and quick to respond in preparing and completing our taxes!”

“Karen certainly knows how to untangle the confusing thoughts of building your wealth.”

“He is very professional and his price is quite reasonable considering the time he spent with me and my company with my tax planning and tax saving strategies.”

“Our specialist was helpful in guiding us to different areas that we should explore further (comparing our current supplemental life insurance with long term care options).”

“Very nice and very helpful”

“Robert and his staff at CFO Navigator have done an outstanding job helping our business grow by organizing, and more importantly, understanding our financial data.”

“Craig is a seasoned financial planner that I have successfully worked with for over a decade, he's courteous, professional, knowledgeable, patient, and will go the extra mile for you, unlike most other planners I've encountered.”

“I would recommend anyone to call the office for a complementary consultation.”

“I have been given amazing opportunities for career advancement and personal growth, and have had the chance to work with some inspiring leaders who have each helped me to learn and grow.”

“The best executive planning service that I have ever used!”

“Amazing job in a very professional .”

“I had the pleasure of working with Pollard Capital and highly recommend for any financial services and advice.”

“She runs a world class operation and I highly recommend her for all your association needs!”

“Most people spend more time planning for their annual vacation than for theirretirement. Not having a tax favorable retirement planning strategy can cost a personthousands of dollars. I can help you navigate the complicated tax rules to figure out th...”