Elwood & Goetz is one of the best financial planning services located in Athens, Georgia. With its first office established in Athens, Georgia, Elwood & Goetz is proud to serve over 500 families across more than 35 states with an impressive 99% client retention rate. The firm is committed to providing transparent, client-centric service and comprehensive financial planning. The experienced financial planning team at Elwood & Goetz can help you maximize your investment portfolio, grow your savings, and minimize lifetime taxation. The team comprises financial planners, business operations specialists, and investment specialists who develop and share investment opportunities to enhance your financial plan and portfolio. In addition, they help you to delegate your financial planning and investment management and free up your time to focus on the things that matter most to you. Elwood & Goetz has offices in Athens, Atlanta, Charleston, and Naples.
3 Best Financial Services in Athens, GA
Expert recommended Top 3 Financial Services in Athens, Georgia. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
ELWOOD & GOETZ REVIEWS
What a relief to have this knowledgeable and professional team managing my retirement! Ben Jacobs-Nichelson and the Athens team of Elwood & Goetz are super passionate about helping their clients reach their retirement goals, and it shows. Their plans are detailed and strategic but easy to understand and implement. They’re always so responsive when we have questions, and we know we can trust their counsel. I’m so glad to have such an attentive team of advisors on my side as I prepared for a strong financial future.
I've been with Elwood & Goetz for years. Best decision I ever made. After they reallocated my investments, the fees I'd been paying dropped more than enough to offset their modest fee. With their help, I retired more than two years ahead of schedule. Everything about E&G is top-notch.
We’ve been using E&G for a few years now and we’re super happy with their professionalism, easiness to get in touch with, reliable and patient. They take care of everything financially related in our lives. Plus we work with Ben Jacobs whom we like a lot! Performance wise, they’ve excelled in the good years and minimized the loses in the low ones. They even found the house of our dreams in Athens. Man, we just lov’em. Cheers!
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Michele K Pearson Tucker is a financial adviser at Edward Jones with experience in the financial industry since 2014. Michele works closely with your professional circle to determine the most appropriate financial strategies for you and your business. She understands that each individual's financial situation is unique and offers personalized financial plans to suit your needs. Specializing in retirement income strategies, entrepreneurs, business owners, and business retirement plans, Michele can help you prepare for retirement and save for your child's education. Whether you are looking to secure your financial future or expand your business, Michele is ready to provide you with professional guidance and support. Michele's office is based at the Kroger Marketplace in Athens, Georgia.
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MICHELE K PEARSON TUCKER - EDWARD JONES REVIEWS
Michelle is very thoughtful and transparent. Additionally she does great work! I'm super satisfied with the investments she's guided my husband and I towards.
Michele is top notch and responds quickly. I've called her several times when I needed her professional opinion on crucial financial decisions!
Michele manages your investments and educates you at the same time. She loves Athens and invests herself.
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Mitchell Investment Group is a financial services firm located in Athens, Georgia. They are known for their dedication to building strong, long-term relationships with their clients, offering personalized and high-trust service. Mitchell Investment Group is an independent firm, allowing them to make decisions and offer its clients unbiased advice. Their experienced teams provide a comprehensive range of financial services, catering to clients at every stage of life, from those just starting out to those who are already retired. Furthermore, they specialize in mutual funds, variable annuities, and IRAs, such as traditional, simple, and self-directed IRAs. With a track record spanning over a quarter of a century, Mitchell Investment Group has established a solid reputation of helping clients plan and achieve their financial goals. Mitchell Investment Group provides outstanding customer service and objective financial advice.
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MITCHELL INVESTMENT GROUP REVIEWS
Mark and his team are wonderful. They have done a ton of stuff for me personally as well as my businesses. I trust them to steer us in the right direction. If you want someone who cares about you and your success, go to Mitchell Investment Group.
The team at Mitchell Investment Group really make you feel like family. The reach out to check in periodically--not to sell stuff but just to review current accounts and touch base to make sure you're satisfied as an investor. Mark and Rex have always been terrific and given me honest answers to any questions.
Mark and Rex have always taken great care of our investments. Very transparent and takes time to explain everything with our accounts. I would advise anyone to use them.
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