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Carrollton Financial Planners

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

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.

  • 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.

  • 9 years in business
  • 6 hires on Thumbtack
Mr Mrs Kaleb G.
Verified review

Pittman Financial Services have really made a difference in our tax debt relief. Not only did Mrs. Pittman get us out of a 4 year tax issue but she was knowledgeable and very thorough. We are confident in her ability and are customers for life.

Monica J.
Verified review

Did a great job providing me with the financial resources I needed. He also came to me.

Financial Change Services
5.0
from 2 reviews
  • 2 years in business
William C.
Verified review

Amazing service and quick returns. I will use Financial Change Services again!

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.)

    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!

    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.

    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

    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

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

    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

    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

    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

    We are fast, focused, friendly and flexible! We make insurance easy to understand. In addition, we have over 70 years of expertise in our agency. Our goal is to sell service, value, trust and intelligence.

    About

    We offer the following services: Incorporations - We assist you in setting up your corporation or LLC, and help you stay compliant with quarterly and annual documentation and filing requirements. Accounting/Payroll - We can handle your monthly bookkeeping needs, in addition to payroll processing and tax filings. Retirement Planning/Wealth Management - Benefits for you and your employees are important, and we can make certain all of these are kept current. We work with multiple 401(k) plans in addition to offering professional money management services. We do the books, so you can run your business.

    About

    Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your goals and dreams and develop a plan that addresses these needs and gets you started on the path to financial security.

    About

    Wiser Wealth Management is a fee only fiduciary financial services firm, offering portfolio management, tax preparation and legal services including estate planning. We do not sell products, only unbiased financial advice.

    About

    We help people restore their credit for a very low price monthly at $87 much better than all of our competitors. Our Services Credit Restoration Credit Builder Credit Attorney Smart Credit FES Debt Zero Lifelock Financial Lockbox Life Insurance* MyCare Plan Discount Shopping YFL Family Mint RX Discount Card FES Travel

    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

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