Snellville, GA
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Snellville Financial Advisors

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

  • 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.

  • 7 years in business
  • New on Thumbtack
Angela S.
Verified review

Ms. Shaheed, Harvest Time Founder, is very thorough in providing professional and efficient tax and financial services. I highly recommend her to those who appreciate such quality care and competence.

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.

  • 5 years in business
  • 8 hires on Thumbtack
Annie C.
Verified review

She was great and she gave some good referrals for my long term financial goals!

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.

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!

  • 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.

  • New on Thumbtack
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.

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.

Winford Financial, LLC
5.0
from 1 review
  • New on Thumbtack
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

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

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.

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.

  • New on Thumbtack
About

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

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.

  • 29 years in business
  • New on Thumbtack
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.

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