Downtown Summerville Tax Prep Firm Moves To Rome

Rome, GA, January 4th, 2019:  Wealth management firm, Coosa Valley Financial Group, Inc. condensed its satellite offices and moved its primary corporate facilities to 415 East 2nd Avenue in Rome,. All the company’s divisions, including tax and accounting, personal property, casualty and life insurance, commercial property and casualty insurance, and financial planning, are now under the same roof.

“We feel this is a positive move for the firm as it brings all of our resources together for a better customer experience,” said Mark L. Busby, President of Coosa Valley Financial Group, Inc.   The move also places the firm in the middle of a recognized Qualified Opportunity Zone that may allow for additional investment opportunities.

Additionally, Stephen E. Smith, Director of Tax and Accounting, was recognized by the Dave Ramsey organization as an Endorsed Local Provider (ELP) for taxation and small business consulting.  Smith, serving under CVFG, not only serves the Rome and surrounding areas but also covers the area surrounding Gadsden, AL, and part of the area surrounding Chattanooga.  “Working with the Dave Ramsey organization has been a tremendous opportunity for our firm.  We have been blessed as a company to be working with such a top-notch group of people that work for Mr. Ramsey,” Smith noted.

Coosa Valley Financial Group, Inc. is a privately-owned company headquartered in Rome. Coosa Valley Financial Group is a wealth management firm, assisting clients with cash flow and debt management, family risk management (insurance), business planning, and financial planning.

Leave a Comment