The 30 Best Customer relationship management in Covington, Georgia

Merrill Lynch Financial Advisor Paul W. Covington is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. Paul W. Covington, CRPC, has been in the financial services industry since 2012 and serves as a Senior Financial Advisor, helping clients manage their wealth to meet their individual needs. He takes a comprehensive approach to wealth management, starting with understanding each client's goals and needs. Paul specializes in assisting clients with concentrated stock positions, retirement planning, inheritance, and other important financial transitions. He also provides access to Bank of America Private Bank for trust and estate planning services, as well as Bank of America for credit and lending needs. Paul values community involvement and volunteers with organizations in the community. Merrill Personal Wealth Analysis™ is used to create personalized financial plans centered on clients' goals. The institution focuses on building relationships based on understanding clients' changing priorities and goals over time. By listening to clients and asking thoughtful questions, Paul helps design and implement personalized plans to help clients pursue their financial goals while managing investment risk. The institution offers investment insights, tips, and strategies to help clients achieve their financial goals. Paul Covington is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor™ (CRPC™) certification. Investing involves risk, and clients are advised to consult legal and tax advisors before making financial decisions. Merrill Lynch Financial Advisor Paul W. Covington is dedicated to helping clients navigate the complexities of their financial lives and build customized investment approaches to meet their needs and goals.

Collaborative Touch Management and Realty is a leading real estate agency located in Covington, Georgia, United States. Our dedicated team of professionals works collaboratively to provide top-notch real estate services to our clients. Whether you are looking to buy, sell, or rent a property, we are here to assist you every step of the way. With our expertise and personalized approach, we strive to make the real estate process smooth and stress-free for our clients. Contact us today to experience the collaborative touch difference in real estate management.

Mica Johnson - State Farm Insurance Agent is a reputable insurance agency located at 1410 Klondike Road Southwest, Conyers, Georgia, United States. Serving the community of Conyers and surrounding areas such as Almon, Oxford, Covington, and more, our dedicated team is committed to providing a range of insurance services including Life, Health, Homeowners, Auto, Renters, Condo, Small Business Insurance, and Financial Services. Our goal is to protect, educate, and cover families, ensuring their current and future needs are met. Our licensed team, led by Mica Johnson, is passionate about helping individuals and families with their insurance needs. With a focus on exceptional service, we aim to build strong relationships with our customers and provide prompt responses to their inquiries. We welcome you to stop by our office for a free insurance quote and enjoy some candy and snacks while you're here.

Edward Jones - Financial Advisor: Royce Baker is a leading finance institution located at 5109 Highway 278 Northeast in Covington, Georgia, United States. As a trusted financial advisor, Royce Baker provides personalized investment advice and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: Royce Baker is dedicated to helping individuals and families secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.

Edward Jones - Financial Advisor: Joey Montgomery, AAMS™ is a reputable financial institution located at 1112 Monticello Street Southwest in Covington, Georgia. As a trusted advisor, Joey Montgomery, AAMS™ provides personalized financial services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert guidance, Edward Jones is committed to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Joey Montgomery, AAMS™ is dedicated to helping you navigate the complex world of finance with confidence and peace of mind.