Reviews

Review Details

• Review fromChivonne H

  Date: 04/09/2025

  5 stars
  Working with InvestHER Fiduciary Solutions has been a game changer for me. Melissa and her staff are so knowledgeable, helpful and truly transparent. She guided me in the correct direction and allowed me time to do my own independent research and come back to her with questions before I signed my name on anything. I truly trust and appreciate her and her team.

• Review fromCharva J

  Date: 02/11/2025

  5 stars
  I absolutely love Melissa. She is very professional and return your emails to concerns promptly. I feel comfortable working with her and trusting in her expertise. I am very pleased that I have chosen to give my business to Invest Fiduciary Solutions. **

• Review fromDee D

  Date: 03/06/2024

  5 stars
  Melissa is amazing!!! I run out of words to express my gratitude. First, she is professional, organized, timely, efficient, knowledgeable, proficient and brilliant. She has impeccable customer service skills. Her ability to stay connected to you and your project is second to none. I am mostly impressed with her ability to multitask and she is such a problem solver. I have worked with her since 2020 and will continue to choose InvestHER Fiduciary Solutions for all of my service needs!

• Review fromApril R

  Date: 02/03/2024

  5 stars
  For more than a decade, Melissa has been my financial advisor. Little did I know, during our initial meeting, the immense value she would bring to my life as I journeyed through various stages of my life personally and professionally. Melissa is not just any advisor; she is a smart professional who genuinely cares about the well-being of those she assists. Since that pivotal session in 2012, she has been by my side through both prosperous and challenging financial times.What distinguishes Melissa from just any financial advisor, to me, is her unwavering commitment to providing judgment-free, level-headed, and compassionate guidance. Her approach is solution-oriented, always striving to offer practical advice that resonates with my specific circumstances. I cannot emphasize enough how comforting and reassuring it is to have someone like Melissa in my corner. She has an exceptional talent for explaining complex investment options in a manner that is accessible and comprehensible. Additionally, she has the remarkable ability to break down overwhelming debt into realistic and manageable plans, assuring me that these are common obstacles we all face.The gratitude I feel towards Melissa is immeasurable. It brings me solace and peace of mind knowing that I can rely on her whenever I require assistance. She is dedicated to helping me navigate any questions or challenges that arise, and has always demonstrated an unwavering commitment to my financial well-being.

• Review fromAmbria C

  Date: 01/07/2024

  5 stars
  Melissa George is an exceptional asset to my familys financial future! Ive always thought of myself as being great with budgeting and saving, but my husband and I knew we needed to seek professional help to make our money work smarter and to formalize our estate planning. I was referred to Melissa by a friend, and ** so thankful the connection was made. From our initial consultation, Melissa has been very personable, extremely knowledgeable, trustworthy, and a great listener. She feels like family, which is very important to us since this involves our finances. Shes helped us prioritize the most important steps in our financial future and holds us accountable for completing the plan weve put in place. We look forward to continuing to grow our relationship with Melissa and growing our investments! If you are seeking an outstanding Financial Advisor with all the attributes Ive listed above, Melissa is the ONE! - ***********************

• Review fromTerri T

  Date: 11/26/2023

  5 stars
  Melissa George has been a wonderful resource in my planning for retirement; I feel so fortunate to have found her! Im an elementary school teacher who lives on a budget but wants to ensure that I am able to live the life Ive dreamed of in retirement. Although I have always made pretty good decisions around money and budgeting, there is just so much that I didnt know. For something as important as retirement, pretty good just wasnt good enough. I didnt feel fully equipped to make the right decisions. (I have never been good with numbers, and for this once-in-a-lifetime event I had to be sure that everything was perfect.) Melissa got to know me - my thoughts about money, my needs, my wants, my dreams - and delivered a tailored plan that is exactly what I need! It is not only understandable and easy to follow, but it shows me what my financial picture will look like next year, in 5 years, in 10 years, and onward. As outstanding as she is as a professional, I am most impressed with her people skills. She is warm, engaging, and radiates a true sense of caring that is difficult to fake. She delivers information in a clear and compassionate way; she will not sugarcoat any difficult issues, but she will guide you through them. How rare to find such an outstanding business professional who is also a sincerely kind person! I have already paid her the biggest compliment that I can by referring my sister to her. Melissa George is simply the best at what she does!

• Review fromErica P.

  Date: 12/06/2022

  5 stars
  Melissa is very professional. I met her through a virtual ******************** at The Gathering Spot. We both are members of the club. Since that moment, she has been a blessing to me and my business. She initially assisted me with funding opportunities for the ***** helped me strategize some of my financial business goals, and served as a guest on my Buy Black Friday Show. Melissa brought real-time information to the Show to help business owners. She informed my audience how her consultation services could help their business. She also served as a facilitator for my organization, Camouflage Me Not - Suicide Prevention Month Event, "Connecting Our Paths to Heal - Embracing Whole Health." I hired Melissa for this event, and she provided my attendees with valuable information and tools to help them make better financial decisions. Her table discussion included practical activities, and each participant could relate. She empowered them to change their thoughts about money to change their financial behaviors. Melissa was one of the five facilitators people bragged about helping them. She also gained some referrals from this event.I am grateful for meeting her and being able to hire her to help my business. I look forward to the next opportunity to patronize her service.

• Review fromAl H

  Date: 09/02/2022

  5 stars
  Weve been a client of Melissas 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 into our retirement years.We highly recommend that you spend some time and get to know Melissa the way that we have, you wont be disappointed.******* and **