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Marietta Financial Advisors

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

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.

  • 7 years in business
Ebony S.
Verified review

My experience is always a great one with Harvestime Tax and Financial Services. Tamecia is always very professional and the service is always prompt and valuable. I always get more than expected from this company. I would recommend to others.

  • 9 years in business
  • 6 hires on Thumbtack
Coretta M.
Verified review

I would like to thank Pittman Financial Services for once again preparing my taxes. If you're looking for Top Notch Professionals then look no further. You have found the right one. Wishing your company continued SUCCESS!!

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.

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.

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!

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.)

    About

    As a fiduciary advisor, the goal is to help my clients maximize their overall financial situation not to make money. I don't like my clients going backwards with their money, only sideways and up. We were created with a purpose, which is to service and uplift the community. We believe a better financial understanding leads to a better financial future. I take an educational approach when dealing with clients. As most individuals don't understand the plans they have in place with other firms and advisors, I strive to give my clients the best understanding of what they are doing by using a lot of graphics, visuals, and different tools. The only way to pass wealth in perpetuity is to understand it and teach it to those after you. Therefore, as an investor, you must have some inclination and understanding of where your money is and why. I love making a difference in my clients lives. I love teaching them financial strategy and concepts used by the financially privileged that they didn't know existed and that they can easily implement in their everyday lives.

    About

    Accounting, Tax, and Professional Consulting for small to mid-size companies Satisfaction that we helped propel our clients to the next level.

    About

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

    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.

    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

    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.

    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

    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

    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

    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.

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