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Brookhaven Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Brookhaven.

  • 4 years in business
  • 313 hires on Thumbtack
Reggie J.
Verified review

I have utilized the services of Vlad and his team at Sterling Rose on several of my projects. In my opinion they are very professional and most importantly they pay attention to detail and deliver on time!

  • 23 years in business
  • 76 hires on Thumbtack
Xavier B.
Verified review

We've trusted Andrew's work for many years now which entailed, but was not limited to payroll services for our corporation. Payroll has always been submitted on time, and last minute changes on our end were always met with helpful, positive, and quick fixes. We certainly recommend Andrew.

Mary McDuffie CPA
5.0
from 12 reviews
  • 34 years in business
  • 22 hires on Thumbtack
Janaee W.
Verified review

Mary is extremely helpful and professional, she aims to ensure correct filing is done, and is extremely responsive. Mary wants to develop my financial health beyond tax preparation which I greatly appreciate.

Kiran Hussain Assani
5.0
from 11 reviews
  • 10 hires on Thumbtack
Sadiq N.
Verified review

Hussain has been a great help to me and my family. He has expertise in financial planning and has educated me to manage my finances.

  • 9 years in business
  • 6 hires on Thumbtack
Coretta M.
Verified review

I would like to thank Pittman Financial Services for once again preparing my taxes. If you're looking for Top Notch Professionals then look no further. You have found the right one. Wishing your company continued SUCCESS!!

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.

John W Walker II CMFC, CRPS
5.0
from 4 reviews
  • 26 years in business
Rhobda S.
Verified review

When John Walker did our financial plan we were very impressed with his honesty, Integrity. knowledge and his no-pressure approach. He was extremely helpful. I would recommend John 100%. Because of John I feel like my financial house is now finally in order. Thank you so much John!

Krystle S.
Verified review

I went to Ms. Hall for financial services. She was very professional and helped me tremendously. She is very experienced in financial analysis, account reconciliations, month-end closing and reporting, fixed assets, and intercompany accounting. I recommend her without any hesitations.

E & C Enterprises
5.0
from 1 review
  • 17 years in business
Demarcus W.
Verified review

Mr Edwards was phenomenal and I highly recommend him and his service. I was having a financial issue and I didnt know what to do. I asked Mr. Edwards for advice and what he told me changed my life. I definitely recommend you seek his advice as well. I promise you it will be one of the best things you could have ever done for yourself.

  • 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

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

Accounting, Tax, and Professional Consulting for small to mid-size companies

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

Do you need help or advice on how to get out of debt, credit issues, financial issues, investment issues, retirement, college funding, or anything else financially related? Many people just do not know what to do, where to go, and how to start getting their ducks in a row. I can help for free. I have 25 years of banking, investments, insurance, lending, credit, and financial planning experience with several major firms. If you are tired of living from paycheck to paycheck, tired of always being broke, and just don't know what to do, then email me. I will do my best to help you. Like I said, it's for free. It is my way of showing Christ that I care about my fellow human beings. Sincerely, Paul Watts

About

I teach financial education. I show families how to make sure they have the right kind of coverage for their families, as well as help them set up a plan to get out of debt and save for retirement.

About

We provide a comprehensive suite of accounting and tax services, including tax preparation, tax minimization planning, small business accounting, payroll, auditing, and consulting services.

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

Services include: * Individual/Corporate Tax * Partnership and Estate Tax * Accounting and Bookkeeping * IRS Representation * 501 (C)(3) Formation * Business Incorporation * Insurance

About

Serving Atlanta, GA, and outlying areas, Martin Halberg of Halberg Financial Associates is offering the following services: - Tax management - Investment management - Retirement strategies - Estate conservation - Insurance and annuity products

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

LKMG is a local service provider of life insurance. LKMG is a one-stop-shop provider of complete wrap-around financial services that include annuities, life insurance, tax preparation, mobile notary public, accounting and bookkeeping, and payroll services. Servicing Atlanta residents and surrounding counties, LKMG is headquartered in the Perimeter area, and prides itself on providing financial education and resource. We develop wealth creation and tax-free retirement strategies. Our goal is to ensure wealth, security and success.

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