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Smyrna Financial Planners

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

  • 4 years in business
  • 310 hires on Thumbtack
Tonya N.
Verified review

I am very impressed with the final product of my business plan. They did a great job of listening and incorporating my vision for my business in the plan as well as including a comparison analysis of my competitors. The plan is very detailed, organized, and it was completed in a timely manner. They were very patient and applied corrections and changes upon request. Communication was very effective and the financial projections were very reasonable and accurate. Overall, I am a satisfied customer and would recommend this service for business owners that need guidance in writing a professional good quality business plan. After I paid in full, they still were available for questions and made additional changes changes to the plan with no hesitation. Thank you for this great experience and for helping me bring my vision or this business to life on paper.

CFO Management Services LLC
4.8
from 74 reviews
  • 10 years in business
  • 107 hires on Thumbtack
Jeremy L.
Verified review

I started a new business that I setup as an LLC S-CORP. I hired Allan to advise with the corporate filing requirements, as well as consult on how to manage the taxes to maximize my return for 2016. Allan also helped us to develop a personal financial plan and budget to put us on track to meet our personal and business-related goals. Allan proved to be very knowledgeable in helping us sort out our tax and financial situation. He also has proved to be a valuable consultant for our business as we begin to grow and look into hiring employees and attaining various assets. We'll continue to use Allan in the years to come.

  • 23 years in business
  • 75 hires on Thumbtack
Tim P.
Verified review

Andrew is always prompt and helpful. He handles my payroll, tax filing, and is my number one source for financial/tax advice.

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.

Hussain Assani
5.0
from 11 reviews
  • 8 years in business
  • 8 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.

  • 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.

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!

MoneyWise Divorce
5.0
from 2 reviews
  • 13 years in business
  • 2 hires on Thumbtack
Celeste B.
Verified review

Brenda was very knowledgeable on both the financial aspects and the overall divorce proceedings and made me feel like more than just a client. She took a true interest in me as a person and to this day I call her a friend.

  • 16 years in business
  • 1 hire on Thumbtack
Annalisa R.
Verified review

Money matters can be really complicated, especially when you're reaching out for help and you're not a millionaire. I was really impressed with how quickly Mark responded to me, and how easy it was to talk to him about my particular tax issues. As it turns out, he is a holistic, full service financial planner - he was kind enough to provide several key insights and make recommendations to me, which included how to find the best kind of CPA to help me - and this was at no charge in our initial call! I'd recommend Mark to those who need a comprehensive financial checkup, needs help getting to a major financial goal, or plan their estate - but especially those average Joes out there who are trying to build themselves a better future.

Steven Bush
5.0
from 2 reviews
  • 2 years in business
Dotty H.
Verified review

Steven and his team gave me confidence with my financial situation - I have recommend him and will continue to!

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.

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

    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 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.

    • 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

    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

    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

    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

    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

    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.

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