Marietta, GA
21 Financial Advisors near you
Where do you need the Financial Advisor?

Answer a few questions

Tell us what you need so we can bring you the right pros.

Get quotes

Receive quotes from pros who meet your needs.

Hire the right pro

Compare quotes, message pros, and hire when ready.

Marietta Financial Advisors

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

  • 4 years in business
  • 300 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 73 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.

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.

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.

  • 15 years in business
  • 8 hires on Thumbtack
Dawana B.
Verified review

I have just started with Personal Financial Solutions but so far all is great. Mr. Bethel is helpful, kind and has mindful of my personal needs. he has not given me a blanket plan. He has helped me establish financial goals based on my own financial life.

  • 17 years in business
  • 3 hires on Thumbtack
Thumbtack Customer
Verified review

This group of folks helped me and my family with getting our financial plan in order and gave unique ways to pay down all our debts. They did not try to sell me more life insurance like the other one did.

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.

A.D. Robinson Financial
5.0
from 2 reviews
  • 3 years in business
  • New on Thumbtack
Krisanne T.
Verified review

A.D.Robinson financial started up at time in my life when I seriously needed it the most. Before it became an entity, the owner Antony was doing my budget way back in the day. Not only is he steadfast in his approach, but he seriously has a love and passion for numbers, finances but mostly people. Antony holds you accountable for and with everything, because like he always states, it's your future and finances that you're playing with. I can speak on this with true honesty because I'm his fiancee. I don't get treated any differently than any of his clients. Actually, I get held to much stricter practices and expectations which requires much discipline. Because of him , I think twice before making any sudden money decisions. I always ask myself "do I need this now? " "How will this affect something else that I may seriously need in the future?" If I am not sure, I go back to him for some guidance or if I am having a difficult time staying on track I know he does not mind helping me stick to my goals. I would definitely recommend him to anyone who may be in need of any form of assistance with their finances/budget structuring or just help with ensuring their money is going to good use. He has a passion for this. It is definitely not about what he can get from anyone, but ask about how and what he can do to help everyone to achieve the wealth or financial status they desire but are having a tough time achieving. Choose A.D. Robinson Financial, I promise you will be happy that you did. He really puts in that time and extra effort for you.

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.

  • 7 years in business
  • New on Thumbtack
About

Taking advantage of IBS’ services will enable you to focus on the development and growth of your business by allowing you to secure sales, engage new and adjacent business ideas, collect on your receivables and to navigate the life of your organization.

  • New on Thumbtack
About

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

  • 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

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

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

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

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

  • 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.

  • 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.

Hire skilled professionals for absolutely everything.