Forest Park, GA16 Financial Advisors near you

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Forest Park Financial Advisors

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

  • 4 years in business
  • 308 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
4.8
from 74 reviews
  • 10 years in business
  • 106 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.

Top Pro
Mary McDuffie CPA
5.0
from 12 reviews
  • 34 years in business
  • 22 hires on Thumbtack
  • Top pro 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 6 reviews
  • 8 years in business
  • 3 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
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.

Michel Valbrun
4.8
from 5 reviews
  • 1 hire on Thumbtack
Talya P.
Verified review

My husband and I had a pleasant experience working with Mich. He is very knowledgeable, patient and very responsive. We have accomplished our financial goals regarding to 401k, emergency savings and home buying. We highly recommend Mich for all of your financial needs.

STAMI Group
4.8
from 5 reviews
  • 13 years in business
  • New on Thumbtack
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
  • New on Thumbtack
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
  • New on Thumbtack
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.

  • 1 year in business
  • 1 hire on Thumbtack
About

Financial Clarity Partners is an independent financial planning and investment advisory firm dedicated to providing affordable, comprehensive financial planning to anyone who is committed to improving their financial future, no matter their bank balance. We are setup to make financial planning affordable, accessible and understandable. We utilize technology to streamline the financial planning process and work together with our clients on a collaborative basis. We do not sell investment products but instead charge an affordable fee for our services. This allows us to deliver a high level of service to a wide variety of people. All clients work directly with Mark Sinderson, a CFP® practitioner with more than 16 years experience helping people meet their obligations, achieve their dreams and get more life out of their money. Financial Clarity Partners, LLC (FCP) is a registered investment adviser offering advisory services in the States of Georgia, South Carolina, Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by FCP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of FCP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. For additional information, please read our Full Disclosure Page. ©Financial Clarity Partners 2017. All Rights Reserved.

E & C Enterprises
5.0
from 1 review
  • 17 years in business
  • New on Thumbtack
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.

  • New on Thumbtack
David P.
Verified review

Ellen Wood, CPA, MBA implemented and design Sage Communications Services financial systems by utilizing Sage Fund Accounting Program for nonprofit organization. That enables us to plan and manage budgets, maximize grants, manage Human Resources, and produce accurate financial reports.

  • New on Thumbtack
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 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 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

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

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

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.

  • New on Thumbtack
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

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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