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Lawrenceville Financial Advisors

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

  • 4 years in business
  • 316 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.

  • 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.

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!

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.

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.

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

    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

    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 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

    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

    • 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

    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

    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

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

    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

    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 We enjoy assisting our clients with reducing their expenses, keeping their books clean and staying compliance with laws and regulations.

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