Macon, GA6 financial planners near you

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Macon Financial Planners

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

  • 23 years in business
  • New on Thumbtack
Nakia E.
Verified review

Lynnay has done my tax returns for years. She is very professional and detailed oriented. She has always provided exceptional customer service and great advise. I could not have worked with a better financial consultant.

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!

  • 5 years in business
  • 2 hires on Thumbtack
Christina S.
Verified review

Christine was very professional and knowledgeable with accounting and servicing our tax needs. She seems to have much experience in this field and has her best interest to meet the needs of her clients. She is very outgoing and respectful. I really enjoyed working with her. I would definitely recommend her to anyone and I personally will be using her in the future.

  • 37 years in business
  • 2 hires on Thumbtack
Matthew B.
Verified review

I could not be more pleased with the service from Tony and his team. They were very courteous, informative and down to earth. All of my questions were answered in a very straightforward manner. Tony is the type of guy that inspires confidence in his ability to handle the finances of my company. First impressions are everything and they made a great one! I recommend them to anyone with a small business!

Nicole Davis, CPA, MBA
5.0
from 2 reviews
  • 3 hires on Thumbtack
Kathleen J.
Verified review

Nicole was able to offer me advice on precisely the area I was having trouble with. She was concise and explained the processes very clearly.

  • 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.

ISmart Financial Group
5.0
from 1 review
  • New on Thumbtack
Joya S.
Verified review

Great business to work with! Brian knows his stuff. Brian is my business consultant.

About

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe that you will be better able to identify your goals and make sound decisions to help reach them by us, providing sound financial information.

  • 17 years in business
  • New on Thumbtack
About

WFG uses industry leading software to ensure you receive fast and accurate return preparation and the largest refund you are entitled to under the law. We offer a full line of competitive refund settlement products to meet every taxpayer's needs. WFG professionals are dedicated to excellence in delivering a wide array of financial services to a diverse client base and are therefore committed to being lifetime learners in a rapidly changing business environment.

  • 14 years in business
  • New on Thumbtack
About

Specialize in creating optimum Retirement Strategies and Estate Planning so clients are guaranteed income for life. Licensed in 19 states.

About

Our unique business development and financial products and services create access to the global stage and worldwide marketplace. We provide a broad range of professional services to small, mid-sized and large businesses. Our services include but aren't limited to: * Merchant services * Unsecured business loans and lines of credit * Leasing * Capital expenditure financing * Purchase order financing * Receivable financing So, give us a call, or e-mail us today, and let us see what we can do for you to help your business grow.

About

Do you need to find a financial planner in the Mcdonough area? Hire this bookkeeper. This personal financial consultant has been in the trade for over a decade now.

  • 7 years in business
  • New on Thumbtack
About

Are you looking for some of the best financial advisors who will help manage your wealth? If yes, you better hire this company. They provide sound and practical financial advice. They provide affordable rates.

  • 28 years in business
  • New on Thumbtack
About

If you are looking for a financial planning business in the Atlanta area, choose this company. They have financial consultants who also provide tax preparation services.

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