Best Financial Advisors in Smyrna, GA

“What if Company A was considering taking on Company B as a client and wanted to know the likelihood that Company B would pay its invoices in full and on time? No business wants to do hours and hours of work for a client, then not get paid. Company A ...”

“I had some questions regarding what tax form to use and how or whether (in his case) it was necessary to file.”

“Evan has been doing my taxes for 7years now and I am constantly referring more and more colleagues and fellow business owners to him because of his professionalism and expertise!”

“I highly recommend David as well as his team at Drive Planning because they will be there every step if needed with advice or help when it comes down to making important decisions about how to plan for the future.”

“She has exhibited the upmost expertise in her field, extending herself to provide me with not only awesomely delivered tax services, but valuable and much needed financial advise every time she meets with me.”

“One of the primary reasons I looked into Wiser is because of their fee-only model (vs fee-based/commissions), but after talking with Casey I'm also sold on their integrity and professionalism as well.”

“We work together frequently, and I am always happy to talk to one of their client about tax services since I know that the bookkeeping will be in good shape.”

“He considers my individual risk tolerance, and makes recommendations based on my preferences and timing of life events (such as pivoting to more conservative investments as college expenses near).”

“No market risk insuring safety of principle investment, no fees, deferred taxes, 10% no penalty withdrawal every year, and a reasonable rate of return ( so far averaging about 5% regardless of high volatility of the market in recent years).”

“Stephanie and her team offer a truly a rare and welcome combination of expertise, empathy, dedication, and professionalism, all of which equate to a tremendous value to anyone wise enough to hire them.”

“Rick, our tax accountant, always has a smile on and is very knowledgeable where it comes to his trade.”

“Most importantly, he keeps open communication, answers any questions or concerns that you may have and guides you every step of the way.”

“Karen really knows her business & is totally focused on doing the best thing for her clients.”

“Extremely nice people, a pleasure to work with.”

“Thank you for assisting me with getting my taxes done, I appreciate you going above and beyond to straighten out my medical expenses with one of my employers and helping me find that 1095 form.”

“She ensures all of your tax needs are met in a timely manner and will sit with you for as long as is needed to ensure quality work and a satisfied client.”