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Athens Financial Planners

Browse these financial planners with great ratings from Thumbtack customers in Athens.

  • 4 years in business
  • 313 hires on Thumbtack
Tonya N.
Verified review

I am very impressed with the final product of my business plan. They did a great job of listening and incorporating my vision for my business in the plan as well as including a comparison analysis of my competitors. The plan is very detailed, organized, and it was completed in a timely manner. They were very patient and applied corrections and changes upon request. Communication was very effective and the financial projections were very reasonable and accurate. Overall, I am a satisfied customer and would recommend this service for business owners that need guidance in writing a professional good quality business plan. After I paid in full, they still were available for questions and made additional changes changes to the plan with no hesitation. Thank you for this great experience and for helping me bring my vision or this business to life on paper.

  • 23 years in business
  • 76 hires on Thumbtack
Tim P.
Verified review

Andrew is always prompt and helpful. He handles my payroll, tax filing, and is my number one source for financial/tax advice.

  • 5 years in business
  • 8 hires on Thumbtack
Annie C.
Verified review

She was great and she gave some good referrals for my long term financial goals!

MNG Financial Services, LLC
5.0
from 7 reviews
  • 1 hire on Thumbtack
Ann N.
Verified review

I have been a client of MNG Financial services for the last 5 years and their expertise in handling my financial matters has been nothing but exemplary. MNG has always been forthcoming and personable when it comes to my taxes and financial advise. I'm looking forward to the next 5 years and beyond.

STAMI Group
4.8
from 5 reviews
  • 13 years in business
Juwana J.
Verified review

I was new to the nonprofit sector and unclear about the financial documents required by the federal government. Mr. Mizell simplified the complex document language, and he educated me on the best approach to tackle all of the requirements. He worked closely with me to understand my vision for the organization, and he created a financial plan that matched my vision and met federal requirements. Eight years later, I still use the plan as the organization's model.

Timothy P. Evans, CPA
5.0
from 3 reviews
  • 33 years in business
Stan B.
Verified review

I have personally worked with Tim for over 15 years. His expertise in all-things accounting / financial planning related is OUTSTANDING!!! My net worth is substantially greater than it would have been, had Tim not helped me!! He's the BEST ...

  • 16 years in business
  • 1 hire on Thumbtack
Annalisa R.
Verified review

Money matters can be really complicated, especially when you're reaching out for help and you're not a millionaire. I was really impressed with how quickly Mark responded to me, and how easy it was to talk to him about my particular tax issues. As it turns out, he is a holistic, full service financial planner - he was kind enough to provide several key insights and make recommendations to me, which included how to find the best kind of CPA to help me - and this was at no charge in our initial call! I'd recommend Mark to those who need a comprehensive financial checkup, needs help getting to a major financial goal, or plan their estate - but especially those average Joes out there who are trying to build themselves a better future.

Hula Tax Solutions
5.0
from 1 review
    About

    Welcome to Hula Tax Solutions! Our Promise We promise our clients fast answers, fast turnaround time, professional advice, and general personal support. We offer a full range of accounting, tax and financial services options designed to meet your needs. Our accounting services can help you save on taxes, prevent costly mistakes and free up your time. We offer maximum refund guarantee or your money back!

    About

    I help families plan and protect their financial future by providing professional advice regarding retirement planning, life insurance, annuities and estate planning.

    About

    We do tax and business setup, all accounting functions, QuickBooks, A/P, A/R, payroll, and financial statements.

    About

    ENEI Financial Solutions is a year-round tax and accounting business with its main office in Snellville, GA. Our menu of services include: * Individual/Small Business Taxes * QuickBooks Pro Advisor/Payroll Services * Financial Planning and Investments * Real Estate * Insurance and Annuities * Debt Management and Budgeting

    About

    Advocate Financial Group, LLC was formed through the combination of Frazier Cain, LLC and Affordable Health and Life Plans, Inc. Our mission is to become your insurance and financial planning resource. We focus on building long-term relationships with individuals, families and small business owners. We are an independent agency and will help meet your needs and solve financial problems by applying creative solutions and using competitive products. We are committed to representing only the highest quality health care and life plans available in the state of Georgia. Our goal is to assist you in finding the right plan at the right price for you. Let us earn your trust with our proven service, provide your family with the highest security and save you money.

    • 29 years in business
    About

    Artisan Financial Services specializes in profit enhancement strategies to increase your bottom line. Artisan Financial is located in Duluth, Georgia and is convenient to Alpharetta, Johns Creek, Suwanee, Lawrenceville, Lilburn and Norcross. Maria Stoney is an Enrolled Agent and Certified Financial Planner; she is a Dave Ramsey-endorsed financial provider and has over 25 years of experience in helping small business owners keep more of what they make through various business strategies. Benefits of doing business with us: Free initial consultation to review your information We provide a quote for your customized needs during the appointment We focus on helping you increase your business' bottom line We give you ideas to help you save money on your taxes We look over the past 3-year tax returns to see if there are any opportunities to get back additional money Pricing Pricing varies depending on the project - our goal is for our fee to be less than the benefit you derive from using our services.

    About

    Financial & Tax Pros Inc. team brings together extensive knowledge, skills and experience to provide strategic, visionary and comprehensive services that meet our clients’ true needs. Our mission is to: - Provide clients with the highest service quality - Meet our clients’ needs and exceed their expectations - Be entrepreneurial in our style and creative in our approach - Proactively serve the market and evolve with our clients

    About

    See our website for the complete details of our service, and see our testimonial page. We help people get out of debt and retire with dignity.

    About

    Taking advantage of IBS’ services will enable you to focus on the development and growth of your business by allowing you to secure sales, engage new and adjacent business ideas, collect on your receivables and to navigate the life of your organization.

    About

    We provide experienced financial advice and individualized personal attention to our individual clients, business owners, and pension plan trustees, thus helping to provide you with the financial peace of mind and freedom to enjoy life more fully.

    About

    We offer insurance and financial services, including individual health, group health, dental, life, Medicare supplements, long-term care, short and long-term disability, and more. We are independent agents, so we can shop rates for our clients and offer them the best rates and products available.

    About

    Hansen Financial Services (HFS) is a comprehensive wealth management firm based in the greater Atlanta area and serving clients nationwide. The financial professionals at HFS are independent and offer fee-based financial planning through LPL Financial. We provide asset management through LPL Financial, a Registered Investment Advisor and comprehensive planning services with a special emphasis on retirement planning.

    About

    I enjoy providing this service to my future annual contracted clients. This was specifically designed for the millionaire status level business owners. Their lives are actively busy with the daily routine of keeping up with scheduled business meetings, conventions/seminars, traveling, family, etc. With my client's permission of authorization, I will oversee all "household-related" reoccurring monthly expenses. The services include items such as rent/morgage, all utilities, credit card balances, phone serv., and pre-scheduled property maintenance appts. For an additional fee, I will also schedule and confirm their travel arrangements with a window of advance notice. I provide this service to ensure my client's month to month financial budget is always ahead of schedule in keeping up to date. Nothing ever delinquent but very much in tact. If by chance after one full year of servicing my client, if he or she would prefer to end or cancel the contract agreement, it is so granted. I hope my clients will be pleased with a "duty free" luxury of convenience to know it's finished to completion without having to think twice about it.

    About

    We offer personilized financial services to help you reach your dreams and goals! Don't leave your retirement to chance! Let us help plan the retirement you want!

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