Testimonials

"If asked what the characteristics of a perfect financial planner would be, I would answer the following:  An individual who understands my dreams and my realities, my goals and my aspirations, my strengths and my weakness.  The person who is accessible and hears everything I am saying, and many of the things I am unable to articulate.  My financial planner is my partner, my confidante, and my own personal miracle-maker.  I was completely intimidated by the status of my financial life, and was on the verge of making enormous mistakes.  Melissa L. George and Associates stepped in, took my hand, and got me though it all with a sense of security, sanity and sensibility."

Kristin Brown, Sr. Director, MedAssets, 2011  

"I highly recommend fellow GABWA colleague, Melissa L. George, for your insurance, retirement and estate planning needs! She works hard to get exactly what you want. Undaunted by the challenge I presented her, she and her California-based cohort, Natasha Somerville persisted until they were able to craft the perfect solution for my California-based uncle's investment goals. He is, I quote, “tickled pink,” and so am I. Thank you, Melissa and Natasha!" Adrianne G. Thompson, Esq., 2010

“Melissa has cleaned up my mother's financial plan and spent countless hours with both us to make sure we understand and are happy with the way things are set up. She is a very astute and professional businesswoman whose advice I trust implicitly and to whom I've referred several friends. Melissa is always on top of new and innovative strategies for growing and protecting retirement savings, reducing tax liabilities, and making sure not only her client but also their beneficiaries know everything they need to know.”  Stephanie Marchant, President, Lion's Roar Marketing, 2010

"I'd like to think I'm one of Melissa's first clients since I have been working with her since 1997. I became her client because of her analytical skills, her ability to translate financial industry jargon into plain English, her integrity and candor. As a journalist, I've learned to trust AND verify...Melissa's always been "right on the money" and she's made me money! I've recommended her to several persons and I plan on sticking with her until the end." Anjanette Levert, CEO, Tall-Tale Productions, Inc., 2010

"I'm proud to endorse Melissa as my Financial Advisor. Melissa has performed in my favor for eleven (11) profitable years. Unlike many, she is personable and concerned about her clients. She's involved very honestly in her client's selection process in selecting accounts and/or products that are beneficial and profitable based upon what the client wants to accomplish. You can count on an honest opinion that breeds special relationships with all of her clients."  Harrell W. Moore, Retiree, 2008

"Melissa L. George & Associates has provided our family with great financial guidance. I really appreciated the time Melissa took to advance my knowledge of appropriate financial tools. With an enhanced understanding, I was better able to make the right choice for my family's future. We were most impressed with Ms. George's true concern and personal attentiveness. We continue to feel that we are in great care."                         

E.W. Walton, PhD, President & CEO, National Executive Forum, 2008

"Unsurpassed! It is the one word that comes to mind when I think of my experiences with Melissa. She is very savvy in the financial arena yet extremely thorough when explaining all those numbers and jargons for those who just don't understand. My 401(k) performed very well until my corporate career ended in 2005. After one year of rolling over my 401K to MLGA, my portfolio produced double digit returns in the first year with no risk! I learned that active participation from an expert can yield great results. Moving my money management to Melissa L. George & Associates was a VERY SMART move. "         

June M Grant, Mortgage Broker, 2005

"Working with Ms. George since 1999 should indicate my satisfaction with her service. Ms. George has consistently kept me informed of my money's progress, switched my investment vehicles as my needs changed and as my investment risk tolerance changed over the years. Ms. George is a textbook professional and I think she gets into the soul of her clients in order to find what best fits their personal profile."           

Percy Blackshear, President, 1st Commitment Mortgage Services, 2003

"I would like to commend your office [South Metro Department of Labor] for offering the Financial/Stress Management Workshop facilitated by Melissa L. George, CFS.... I found the information to be invaluable. Additionally, Ms. George's presentation and information was concise and to the point....Participation in this workshop within the first one to three months of unemployment would be beneficial in helping people to make wise decisions regarding their money and their future." Celeste P. Anthony, 2003