Apex, NC
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Apex Financial Advisors

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

Top Pro
W. Clay Blue, Jr., CPA
4.9
from 78 reviews
  • 19 years in business
  • 148 hires on Thumbtack
  • Top pro on Thumbtack
Lucas R.
Verified review

Mr. Blue knows taxes. We needed a local CPA after relocating to NC. His experience and expertise speaks for itself. He was timely in all communication, and made the tedious tax process hassle free. He assisted our high income family with complex financial moves, saving us from significant tax consequences. I highly recommend him for personal/small business accounting services.

  • 14 years in business
  • 127 hires on Thumbtack
Clark J.
Verified review

4 years of Federal and State (NC) taxes completed in record time with no hassles. Max stars is 5 but that seams to be to low. I know I will be coming back to Cox Accounting and Financial Services for my taxes and for all other financial services in the future. Cannot express how satisfied I am with the services provided and also cannot stress strongly enough how much I recommend this company to anyone and everyone who is in the market for any service he offers. That James was/is a Marine should not be held against him...:)

H. Lee Miller, CPA, CMA
4.6
from 17 reviews
  • 18 years in business
  • 26 hires on Thumbtack
Shawn H.
Verified review

Lee did a great job with preparing our taxes for a fair price. He also provided tax advice and answered all of our multiple tax questions without charging extra. I would recommend Lee for personal and corporate tax and accounting services.

Bottle Cap Bookkeeping, LLC
5.0
from 9 reviews
  • 1 year in business
  • 13 hires on Thumbtack
Natasia H.
Verified review

Rachel is amazing! She works with you to help you realize your financial goals while educating you on best practices. She creates plans that are doable- a must if you plan to stick to it. Overall, it was pleasurable experience working with Rachel!

Sandra N.
Verified review

Financial Fitness, Total Personal Development and Corporate Leadership Programs have been amazing products. We have eliminated over $300K in debt over the last 2 1/2 years including a mortgage that we would have never even thought could be eliminiated. We are business owners and have increased our revenues significantly after implementing the Corporate Leadership program into our company and empowering our employees to become stronger leaders.

Financial Coaching RDU
5.0
from 2 reviews
  • 1 year in business
  • New on Thumbtack
Jennifer Y.
Verified review

Michael was easy to talk to and made sure I understood all my finances. He helped me create a budget that worked for my situation and evaluated it with me over our sessions. We also went over my 401k at work and other retirement investments as well as reviewed my insurance coverage. I now feel in control of my money!

McCordial & Company
5.0
from 2 reviews
  • New on Thumbtack
Adam C.
Verified review

McCordial & Company is our company's accounting and strategic advisor. They have consistently provided high quality insight to our team and exceptional financial value to our organization.

Shalam Financial
5.0
from 1 review
  • 3 years in business
  • New on Thumbtack
Phionne M.
Verified review

Very knowledgeable in the area of Yardi Commercial software support. Rolonda provides great customer service !

About

Capital Financial Advisory Group provides a structured system of wealth management through investment, financial, retirement, estate and tax planning customized to meet the individual financial needs of our clients. Headquartered in Apex, North Carolina, we specialize in helping pre-retirees from late 50s to early 80s remain financially secure in any economy.

About

I am a New York life insurance agent and a registered representative of NYLIFE Securities LLC Raleigh, NC. I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

  • New on Thumbtack
About

I provide fee only, fiduciary-based independent hourly financial planning. I do not charge an asset under management fee, and am free from outside commissions or sales. My recommendations are what are best for the clients - simple if possible, complicated if necessary. My goal is to provide you with comprehensive, client-focused solutions. Whether it be retirement planning, investment advice, tax solutions, or insurance matters, I can help you understand your needs and develop the solutions to reach your goals.

  • 1 hire on Thumbtack
About

We are a small tax prep office operating as a sole proprietorship. We provide tax preparation services and limited financial advice on a reasonable fee-only basis. The owner has met all requirements prescribed by the IRS to prepare returns for compensation.

  • 13 years in business
  • New on Thumbtack
About

I'm a financial advisor, a certified financial planner and an accredited asset management specialist assisting families to reach their financial goals.

About

I have over 20 years working for companies, both large and small, in the accounting and finance areas. I have done everything, from monthly close to SEC reporting, and worked with a variety of systems and am an Excel expert.

  • New on Thumbtack
About

Services offered: * Accounting * Bookkeeping * Tax preparation * Operational audits * Tax planning * Insurance * Investments My services are accurate, affordable, and timely.

  • New on Thumbtack
About

Fred's more that 30 years with New York Life provide him with a unique understanding of the company and a honed expertise in his role as agent.. Call today Barone Financial Group.

  • 9 years in business
  • New on Thumbtack
About

We never table.

About

We provide comprehensive financial services in a variety of ways. We provide investment management and advice, tax planning and tax return preparation, divorce financial planning, business valuation, and pension valuation. We also conduct and present investment research and comprehensive financial education. Our professionals are certified in a number of areas and include CPA, CDFA, CPEP, and CFA candidates.

  • 6 years in business
  • New on Thumbtack
About

The service that I provide is customized to meet individual needs. I have general programs, but each case is very unique.

  • 10 years in business
  • New on Thumbtack
About

I provide affordable tax preparation, credit repair, and help individuals become certified enrolled agents. I specialize in individual, business, previous year/years, partnership and corporation returns. Our company offers transportation to the office. This year we are also offering a 3-day 2-night getaway for 39.95 anywhere.

  • New on Thumbtack
About

Omnia Financial is a financial coaching and bookkeeping service, based in the Raleigh-Durham area of North Carolina. We were formed in 2015 out of founder Benjamin Williams' personal struggles and successes with finances. His quest to gain financial control of his life led him to a new mission: offering his knowledge to others without judgment or jargon. Today, Omnia Financial strives to guide individuals, business owners, members of the military and nonprofits toward better money management. From taxes to QuickBooks, we can help with money solutions.

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