Cofield Advisors

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Introduction: Cofield Advisors is a financial planning practice geared toward Entrepreneurs that takes a holistic approach to financial planning and tax planning. We understand the financial complexities that come with being a business owner and we're here to guide you every step of the way. Since our financial planners are also licensed CPA's we guide our clients through extensive tax planning to help lower their overall tax liability, saving them both time and money. Our goal is to give clients a one-stop shop for all their financial and tax needs!

Overview

Hired 12 times

Background checked

3 employees

7 years in business

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Facebook, Instagram

Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

2019

2018

Featured Projects

3 photos

Reviews

Customers rated this pro highly for work quality, professionalism, and responsiveness.

Exceptional 5.0

8 reviews

5

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Read reviews that mention:

Katie T.

Jan 4, 2018

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Hired on Thumbtack

Cortlon was so helpful and so knowledgeable. He clearly loves helping people achieve their financial goals. During our consultation he brought up something that I wasn't even thinking about that will end up saving my thousands of dollars down the road. I would absolutely recommend working with him.

Personal Finance Instruction

Mark J.

Feb 14, 2018

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Hired on Thumbtack

Cortlon was a pleasure to meet with and I am looking forward to a long-term relationship as his client. It is evident that he has a wealth of financial knowledge and I am happy to have him as my financial advisor.

Personal Financial Planning

Laila P.

Nov 15, 2017

Doing business with Cofield Advisors was by far an amazing experience. They made me feel valued and was extremely helpful and thorough. They made it where I could fully understand everything and kept it completely professional. I would recommend them to any and everyone that wants an Adviser that also value them as an individual.

Erica V.

Jan 28, 2018

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Hired on Thumbtack

We couldn't be happier to be working with Cortlon. His professionalism, knowledge and organization impressed us the most. He is a joy to work with, easy to talk to and we trust him impeccably. We are excited to continue working with him and truly look forward to what the future holds for us as his clients.

Personal Finance Instruction

Jeff B.

Nov 15, 2017

Cofield Advisors has assisted me with a few financial literacy presentations and offers great advice! Cortlon truly cares about his clients and always has their best interest in mind. If you're looking to enhance your wealth, I would highly recommend reaching out to Cofield Advisors.

Credentials

Background Check

Cortlon Cofield

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
First consultation is Free
What is your typical process for working with a new customer?
Our first meeting will focus completely on you and your financial goals. I am more focused on building a trusting relationship upfront and learning if we are a good fit for each other.
What education and/or training do you have that relates to your work?
Master's Degree in Accounting Licensed Certified Public Accountant Licensed Personal Financial Specialist

Cofield Advisors

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