"We've been a client of Melissa's for almost a year now. This was our first venture working with a financial planner. Melissa has spent countless hours with us asking questions, providing information, and most importantly listening to our wishes, concerns, and dreams. Her wealth of experience, expertise, and willingness to share that knowledge has eased a lot of the anxieties we had entering our retirement years. We highly recommend that you spend some time and get to know Melissa the way that we have. You won't be disappointed. Al & Michele Hoke, Financially Independent (2022) "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 through it all with a sense of security, sanity, and sensibility." Kristin Brown, Customer Service Executive, Blockit, Conyers, GA (2020) "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, and 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, Documentary Professor, Spelman College, Atlanta, GA (2017)
“Melissa provided expert advice for my retirement needs and, as a result, I have referred her to several friends and family members. Most recently she consulted with my mother -- patiently -- for almost two years while Mom debated her options on how to best utilize the Trust my father left us when he passed away. We explored several estate planning options and implemented a strategy that was easy to manage, eliminate taxes and make me a millionaire... all thanks to Melissa L. George.” Stephanie Marchant, Academic Advisor, Georgia Highlands College, Canton, GA (2011) "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." Eric Wynstin Walton, Ph.D., MBA, Chief Transformation Officer, LEAD360, Washington, DC (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 jargon to 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, Annandale, VA (2006) "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 and 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, Retired Forensic Underwriter, Fannie Mae, Atlanta, GA (2003) |