Lawrenceville, GA26 Financial Advisors near you

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Lawrenceville Financial Advisors

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

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.

  • 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.

  • 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!

  • 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.

  • 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.

  • 15 years in business
  • 1 hire on Thumbtack
Katina W.
Verified review

I9 notarized Antoinette was very professional also on time will use her again

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.

  • New on Thumbtack
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

  • 10 years in business
  • New on Thumbtack
Raquel H.
Verified review

I was very pleased! Author was convenient, fast, informative & thorough. Great customer service!

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!

  • New on Thumbtack
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.

Winford Financial, LLC
5.0
from 1 review
  • New on Thumbtack
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.)

LKMG Financial Services

New To Thumbtack

  • New on Thumbtack
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.

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.

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