Valdosta, GA Financial Planner

Chelcie helped me find errors on my LES and taught me about how it impacts my financial goals.

Chelcie is incredibly knowledgeable, and helped my family secure our financial future. She was available every step of the way to answer any and all questions we might ha ... more

Chelcie helped me find errors on my LES and taught me about how it impacts my financial goals.

If you do not invest more than $100,00, you will pay up to $500 a month in administrative fees. We lost more than $7,000 in just over a year, and it was not all because ... more

We have been with Southern Point for many years and they are the best! They always have their clients best interests at heart. They listen to your situation and help you ... more

I always have no problem and its very convenient.

Such a welcoming atmosphere. Definitely recommend reaching out to anyone in office to help with your financial needs and goals.

Good morning, do you have customer service staff who speak Spanish?

My father banked at BoA and primarily dealt with Kory. When Kory found out my father had passed, he was genuinely sad and shared stories of my dad with my me and my mom. ... more

Awesome service every time with caring professionals who will work to your advantage, friendly and personable advisors!

Zach Roberson changed my life in a matter of 24 hours. I went in to apply for a credit card. And next thing you know I have consolidated my debt. And completely refinance ... more

Great

Great office of advisors if you need any financial planning assistance!