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Browse these financial planners with great ratings from Thumbtack customers in Chapel Hill.
Clay prepared our taxes for the 2016 tax season. He is knowledgeable in all aspects of tax and financial planning. We liked his patience, timeliness and his professionalism. We plan on using him in the future, and will certainly use again in 2017.
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...:)
I have had the distinct privilege of meeting with Jim and discussing my thoughts and plans for my financial future. He is and has always been a great pleasure to meet with and is a very knowledgable individual and not cold and intimidating like other financial planners I've met with in the past. I highly recommend Jim for all of your financial needs and questions. Mark T. Naples Florida
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!
Met with Michael after a string a bad luck which left me in a financial pinch with no where else to turn. I thought bankruptcy was my only option but I wanted to review my situation with someone before starting the process... I'm glad I found Michael, he knows his stuff! I found out that bankruptcy wouldn't have helped me. A bunch of the debts would still be there (IRS and student loans). Michael created a plan with me and we met several times over a few months. Whenever I had questions he was available. Highly recommended.
Wendy goes out of her way to make sure you are comfortable and informed. She has a wealth of information at her fingertips that helps others develop personally and professionally! I love the Financial Fitness Program she offers, which has helped me to eliminate over $1,500 of recurring debt each month. I am VERY grateful to have time to spend with my family, the posture this has given me in my business and dealings with others, and to get the debt monkey off my back and have my life back!
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.
Very knowledgeable in the area of Yardi Commercial software support. Rolonda provides great customer service !
Perry Financial was a great help to my business. Not only did take care of the small details, in addition to that I saved a ton of money! Perry Financial will not let you down.
I'm a financial advisor, a certified financial planner and an accredited asset management specialist assisting families to reach their financial goals.
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.
Services offered: * Accounting * Bookkeeping * Tax preparation * Operational audits * Tax planning * Insurance * Investments My services are accurate, affordable, and timely.
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.
I am a financial professional providing services and products assisting individuals with their financial planning needs.
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.
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.
We never table.
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.
The service that I provide is customized to meet individual needs. I have general programs, but each case is very unique.
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.
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.