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Brookhaven Financial Advisors

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

  • 4 years in business
  • 310 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!

CFO Management Services LLC
4.7
from 75 reviews
  • 10 years in business
  • 108 hires on Thumbtack
Nick D.
Verified review

I found Allan through a referral who found him on Thumbtack and contacted him regarding my tax situation; I had not filed 2010 through 2015 income tax returns which frankly I had not filed simply due to procrastination; I run a small business and my records organization was not the best; Allan asked many questions and soon I was providing him with many documents and financial records; some more questions and some more financial records followed; when all done Allan was able to generate over $60,000 in income tax refunds for me. VERY affordable fee schedule. Could not be happier about all this. We have already started on my 2016 income tax return which we plan on filing EARLY in February 2017. Turns out Allan has also run businesses in his past so he was extremely knowledge about how to set up my records organization to simply the approach going forward; also very savvy with regards to business recommendations; I recommend Alan for ANY personal or business financial or tax related matter... One of the BEST.

  • 23 years in business
  • 75 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.

Hussain Assani
5.0
from 11 reviews
  • 8 years in business
  • 8 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.

  • 7 years in business
Angela S.
Verified review

Ms. Shaheed, Harvest Time Founder, is very thorough in providing professional and efficient tax and financial services. I highly recommend her to those who appreciate such quality care and competence.

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!

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

Tim has been my financial and tax advisor for at least the last ten years. His financial experience is both wide and deep, he is incredibly responsive and he has great judgement. He is one of my most valued and trusted advisors.

Steven Bush
5.0
from 2 reviews
  • 2 years in business
Dotty H.
Verified review

Steven and his team gave me confidence with my financial situation - I have recommend him and will continue to!

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.

  • 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.

Tim Hourihan, CRPC
5.0
from 1 review
  • 1 hire on Thumbtack
Kim P.
Verified review

It was a great experience working with Tim on my overall financial picture!

Winford Financial, LLC
5.0
from 1 review
    Melinda S.
    Verified review

    Chandra put a budget together for our business. We were please with the first assignment which gave us details on our current position and our future's potential. Later, we called Chandra again to get her more involve in setting up our new location. We were most impress by Chandra's timely fashion, her commitment to confidentiality, meeting deadlines and bring reports when promised. Chandra met with me face to face and spoke with clarity; she returned every phone call, text and e-mail. Her current follows up are awesome keeping us focus and on track to complete the task at hand and moving forward to accomplishing some of our online goals. We appreciated the passion and energy she demonstrated when discussing details about our business plans. It would probably be on my part to improve on my technology skills. Maybe she can teach a class on technology on certain programs and software that would be most beneficial to her clients' needs or recommend her clients get trained/educated in the areas which will help them run a proficiency business. ( ie.: Software and programs you need to know.)

    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

    As a fiduciary advisor, the goal is to help my clients maximize their overall financial situation not to make money. I don't like my clients going backwards with their money, only sideways and up. We were created with a purpose, which is to service and uplift the community. We believe a better financial understanding leads to a better financial future. I take an educational approach when dealing with clients. As most individuals don't understand the plans they have in place with other firms and advisors, I strive to give my clients the best understanding of what they are doing by using a lot of graphics, visuals, and different tools. The only way to pass wealth in perpetuity is to understand it and teach it to those after you. Therefore, as an investor, you must have some inclination and understanding of where your money is and why.

    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

    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.

    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

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

    About

    Serving Peachtree City, GA and outlying areas, David Rottschager and associates of Rottschafer Wealth Solutions are offering the following services but not limited to: * Financial planning * Retirement planning * Estate planning * Income planning * Risk management

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