InvestHER Fiduciary Solutions - Atlanta, Georgia

Address: Mailing Address, 2905 E Point St #91589, Atlanta, GA 30344, United States.
Phone: 6782184900.
Website: investherfs.com
Specialties: Financial planner, Consultant, Insurance agency, Investment company.
Other points of interest: Identifies as Black-owned, Identifies as women-owned, Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Appointment required, Appointments recommended.
Opinions: This company has 8 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of InvestHER Fiduciary Solutions

InvestHER Fiduciary Solutions Mailing Address, 2905 E Point St #91589, Atlanta, GA 30344, United States

⏰ Open Hours of InvestHER Fiduciary Solutions

  • Monday: 10 AM–6 PM
  • Tuesday: 10 AM–6 PM
  • Wednesday: 10 AM–6 PM
  • Thursday: 10 AM–6 PM
  • Friday: 10 AM–6 PM
  • Saturday: Closed
  • Sunday: Closed

InvestHER Fiduciary Solutions: Una Solución Integral para tus Finanzas

InvestHER Fiduciary Solutions, con sede en Address: Mailing Address, 2905 E Point St #91589, Atlanta, GA 30344, United States., es una empresa que ofrece una amplia gama de servicios financieros de alta calidad. En este artículo, exploraremos las características, especialidades y características que la hacen destacar en el mercado.

Especialidades

Financial planner: Expertos en planificación financiera personalizada.
Consultant: Asesores que ofrecen orientación y consejo en diversas áreas financieras.
Insurance agency: Agencia de seguros que ofrece una variedad de opciones de cobertura.
Investment company: Empresa de inversión que ofrece servicios de gestión de activos y planificación de inversiones.

Características y servicios

Online appointments: Disponibilidad de citas virtuales para mayor comodidad.
On-site services: Servicios ofrecidos en su ubicación física.
Wheelchair-accessible car park, entrance, seating, toilet: Accesibilidad para personas con discapacidad en su instalación.
LGBTQ+ friendly: Compañía que se identifica como amigable con la comunidad LGBTQ+.

Opiniones y recomendaciones

Opiniones: Esta empresa tiene 8 reseñas en Google My Business.
Media de opinión: 5/5 estrellas, lo que indica una alta satisfacción de los clientes.

Recomendación final

Si estás buscando una empresa que ofrezca una solución integral para tus finanzas, InvestHER Fiduciary Solutions es una excelente opción. Con su amplia gama de servicios y características accesibles, es una compañía que se destaca en el mercado. Para obtener más información y programar una cita, visita su página web en investherfs.com. No dudes en contactarles para obtener asesoramiento personalizado y planificar tu futuro financiero con éxito.

Palabras clave principales: InvestHER Fiduciary Solutions, Financial planner, Consultant, Insurance agency, Investment company, Accesibilidad, LGBTQ+ friendly, Recomendación, Página web, Cita virtual, Servicios financieros.

👍 Reviews of InvestHER Fiduciary Solutions

InvestHER Fiduciary Solutions - Atlanta, Georgia
April R.
5/5

For more than a decade, Melissa has been my financial advisor. Little did I know, during our initial meeting, the immense value she would bring to my life as I journeyed through various stages of my life personally and professionally. Melissa is not just any advisor; she is a smart professional who genuinely cares about the well-being of those she assists. Since that pivotal session in 2012, she has been by my side through both prosperous and challenging financial times.

What distinguishes Melissa from just any financial advisor, to me, is her unwavering commitment to providing judgment-free, level-headed, and compassionate guidance. Her approach is solution-oriented, always striving to offer practical advice that resonates with my specific circumstances. I cannot emphasize enough how comforting and reassuring it is to have someone like Melissa in my corner. She has an exceptional talent for explaining complex investment options in a manner that is accessible and comprehensible. Additionally, she has the remarkable ability to break down overwhelming debt into realistic and manageable plans, assuring me that these are common obstacles we all face.

The gratitude I feel towards Melissa is immeasurable. It brings me solace and peace of mind knowing that I can rely on her whenever I require assistance. She is dedicated to helping me navigate any questions or challenges that arise, and has always demonstrated an unwavering commitment to my financial well-being.

InvestHER Fiduciary Solutions - Atlanta, Georgia
Catalina O.
5/5

I recently worked with Melissa from InvestHER Fiduciary Solutions for life insurance, and it was a stellar experience. Melissa meticulously assessed my needs upfront, ensuring a tailored and affordable plan. She guided me through the process seamlessly, with clear communication and expertise. Thanks to her proactive approach, underwriting was smooth, and I got comprehensive coverage at competitive rates. Her care and empathy made me feel valued. I highly recommend Melissa for top-notch life insurance planning.

InvestHER Fiduciary Solutions - Atlanta, Georgia
A C.
5/5

Melissa George is an exceptional asset to my family’s financial future! I’ve always thought of myself as being great with budgeting and saving, but my husband and I knew we needed to seek professional help to make our money work smarter and to formalize our estate planning. I was referred to Melissa by a friend, and I’m so thankful the connection was made. From our initial consultation, Melissa has been very personable, extremely knowledgeable, trustworthy, and a great listener. She feels like family, which is very important to us since this involves our finances. She’s helped us prioritize the most important steps in our financial future and holds us accountable for completing the plan we’ve put in place. We look forward to continuing to grow our relationship with Melissa and growing our investments! If you are seeking an outstanding Financial Advisor with all the attributes I’ve listed above, Melissa is the ONE!

- Ambria Clark

InvestHER Fiduciary Solutions - Atlanta, Georgia
DiAnn M.
5/5

I have received exceptional financial advice and service from Melissa George for over 14 years. I was looking for someone that would be focused on my current situation and future retirement needs. Initially, I needed to roll over 401(k) funds and find a solution that would maintain my initial investment and provide growth options. Melissa did her due diligence and provided different investment options for me to review. Ultimately, after weighing all the pros/cons I decided on her first choice for me that had a solid financial growth plan and allowed withdrawals if needed. This investment was definitely the best solution for me. If you’re in need of a financial advisor that has your best interest in mind, no need to look any further, I highly recommend Melissa George!

InvestHER Fiduciary Solutions - Atlanta, Georgia
Terri T.
5/5

Melissa George has been a wonderful resource in my planning for retirement; I feel so fortunate to have found her! I’m an elementary school teacher who lives on a budget but wants to ensure that I am able to live the life I’ve dreamed of in retirement. Although I have always made pretty good decisions around money and budgeting, there is just so much that I didn’t know. For something as important as retirement, ‘pretty good’ just wasn’t good enough. I didn’t feel fully equipped to make the right decisions. (I have never been good with numbers, and for this once-in-a-lifetime event I had to be sure that everything was perfect.)

Melissa got to know me - my thoughts about money, my needs, my wants, … my dreams - and delivered a tailored plan that is exactly what I need! It is not only understandable and easy to follow, but it shows me what my financial picture will look like next year, in 5 years, in 10 years, and onward.

As outstanding as she is as a professional, I am most impressed with her “people skills”. She is warm, engaging, and radiates a true sense of caring that is difficult to fake. She delivers information in a clear and compassionate way; she will not sugarcoat any difficult issues, but she will guide you through them. How rare to find such an outstanding business professional who is also a sincerely kind person! I have already paid her the biggest compliment that I can by referring my sister to her. Melissa George is simply the best at what she does!

InvestHER Fiduciary Solutions - Atlanta, Georgia
John M.
5/5

I am over-the-moon with Melissa and InvestHER FS. Melissa is worth her weight in gold. I am so glad that I chose to use her services. You can see Melissa's passion, enthusiasm, excitement, and love for what she does. Melissa help me to get my business off the ground. Her guidance and expertise made the process so so so seamless and easy. I highly recommend using Melissa and InvestHER FS.

InvestHER Fiduciary Solutions - Atlanta, Georgia
Robyn T.
5/5

My family and I have been clients of Melissa's for over 12 years and we love working with her! She has a phenomenal ability to look at your situation and recommend products or service providers to cover all areas of need. And what's more, she lends her expertise to help you anticipate future needs and plan ahead. She is also passionate about helping businesses grow and is a huge asset to anyone, but especially business owners. I highly recommend Melissa L. George & Associates!

InvestHER Fiduciary Solutions - Atlanta, Georgia
Deborah H.
5/5

Brilliant Advisor! Thank you so much for your advice.

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