3 Best Financial Services in Athens, GA

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.

I opened up an account with Mitchell Investment Group when I was 19 years old. The team here has been extremely helpful in helping me understand the benefits of investing early and how to do so properly. I now live in Alaska and still choose to use them. You can’t beat a team that treats you like family.

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.

Two years ago, my husband and I needed guidance to fine-tune our financial portfolio. It was also time for us to become more knowledgeable about required minimum distributions (RMDs), among other impactful portfolio issues. We also believed that a good financial advisor could quite possibly point to steps we could take to make our investments work a little harder for us, without committing more resources. We researched our options in the Athens area and contacted the Fully Financial team. I believe it is the best decision we could have made to get our portfolio in good order and to live confidently for our long-awaited retirement years. After discussing our goals and examining our resources, we made some significant corrections that made good sense and have strengthened our overall financial picture. We accomplished everything that we set out to do, and more. While accomplishing our best retirement status, we developed a great working relationship with two financial professionals who make the investment arena understandable and almost fun. (Almost.).

We started working with Ben & Cody earlier this year, and our experience has been excellent. They have not only truly taken the time to get to know us & our financial goals but also have patiently walked us through every step of their process. Their recommendations have been very thorough and personalized, and we love how they provide multiple scenarios/possibilities for how to reach different goals. They're also highly responsive and it's easy to set up meetings with them. Most importantly, we trust their advice implicitly—working with them has given us newfound peace of mind about our finances. If you're looking for a team that is incredibly knowledgeable *and* genuinely has your best interests in mind, Cody and Ben will be a perfect fit.

We've been with Ben and Cody for a little over a year now, and they have been exceptional. Not only do they possess deep expertise in financial planning and management, but they also show deeply sincere care for us and our future. They engender trust, and it is well-earned.