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Financial Experts of America in Atlanta, GA
Financial Experts of America is a full-service professional firm offering tax preparation, business coaching, and financial literacy education to help individuals and small businesses build wealth.
Data compiled from public sources · Rating from CreditDoc methodology
Financial Experts of America Review
Financial Experts of America (FEOA) has been operating since 2013 as a full-service professional firm headquartered in Atlanta with an additional office in New Orleans. The company positions itself as a comprehensive financial services provider focused on education and long-term financial solutions rather than lending or credit repair.
FEOA's core service offerings include income tax preparation and strategy, business coaching for small to medium-sized businesses, home ownership readiness courses, life insurance consultation, and payroll services. The firm claims to have served 600+ companies and helped many small businesses reach six-figure revenue status. Their approach emphasizes consultation, research, and tax strategy delivered through what they describe as "concierge service."
What distinguishes FEOA is its positioning as a financial education and advisory firm rather than a lender or credit repair service. The company features a prominent figure known as "Lady Finance" (Trelles Williams) whose testimonials emphasize personalized guidance on tax structuring, business organization, and wealth-building strategy. The firm explicitly offers Home Ownership Readiness courses that teach clients to understand tax returns and credit requirements, suggesting an educational rather than transactional approach. Their mission statement emphasizes "financial literacy and wealth-building strategies" as their core purpose.
However, the company's current categorization as "business-loans" appears incorrect based on website content. FEOA does not advertise lending products, SBA loans, merchant cash advances, or any loan origination services. Instead, the company functions as a tax and business advisory firm. The firm operates during standard business hours with phone and email contact options, suggesting a traditional professional services model rather than a lending operation. While testimonials reference assistance with obtaining a PPP loan, this appears to be advisory guidance rather than FEOA providing the loan itself.
Services & Features
Business coaching for small to medium-sized businesses
Concierge-style financial advisory service
Corporate tax returns
Financial literacy education
Home ownership readiness courses
Income tax preparation for individuals
Individual federal and state tax returns
Life insurance consultation and planning
Payroll services
Tax filing assistance for 2024
Tax strategy and planning
Wealth-building strategy consultation
Feature Checklist
Mobile App
Online Portal
Score Tracking
Credit Education
Personal Advisor
Identity Theft Protection
Pros & Cons
Pros
- Offers Home Ownership Readiness courses that educate clients on tax returns and credit requirements before applying for mortgages
- Provides business coaching specifically designed for small to medium-sized businesses with claims of helping businesses achieve 3x growth
- Emphasizes personalized, concierge-level service with hand-holding guidance throughout the financial process
- Combines multiple services (tax prep, business coaching, life insurance, payroll) under one firm for convenience
- Been operating since 2013, suggesting 11+ years of experience serving clients
- Operates dual locations (Atlanta and New Orleans) with extended office hours including evening availability
- Uses testimonials from clients who became team members, suggesting strong client relationships and trust
Cons
- Website lacks specific pricing information, making it impossible to compare costs with competitors
- No credentials or certifications listed for tax preparers or business coaches (CPA, EA, CFP, etc.)
- Limited online presence for booking appointments despite having a "Book Appointment" button with no clear scheduling system visible
- Testimonials are largely unverified and lack professional third-party review sources
- Website currently miscategorized as "business-loans" despite offering no lending products, which raises questions about data accuracy
Rating Breakdown
Value 5.0
Effectiveness 3.5
Customer Service 3.7
Transparency 3.5
Ease of Use 3.9
Frequently Asked Questions
Is Financial Experts of America legitimate?
Yes. Financial Experts of America is a registered company, headquartered in 1945 The Exchange SE, suite 410, Atlanta, GA 30339.
Quick Facts
- Headquarters
- 1945 The Exchange SE, suite 410, Atlanta, GA 30339
- BBB Accredited
- No
- Starting Price
- Free to Use
- Setup Fee
- None
- Free Consultation
- Yes
- Money-Back Guarantee
- No
CreditDoc Diagnosis
Doctor's Verdict on Financial Experts of America
Financial Experts of America is best suited for small business owners and individuals in Atlanta or New Orleans seeking comprehensive tax preparation and business advisory services rather than lending products. The primary caveat is that the firm lacks published credentials for its advisors, specific pricing information, and independent verification of claims about client outcomes—prospective clients should request detailed qualifications before engaging services.
Best For
- Small business owners seeking tax strategy and business organization guidance rather than financing
- First-time homebuyers wanting to understand their tax returns and credit readiness before applying for mortgages
- Self-employed individuals and entrepreneurs needing comprehensive tax planning and business coaching
- Business owners in Atlanta or New Orleans seeking in-person consultation with extended office hours
Updated 2026-04-29
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