Charlotte, NC
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Charlotte Easy Financial Services

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

Taylor & Morgan CPA PC
5.0
from 18 reviews
  • 36 years in business
  • 38 hires on Thumbtack
Daniel A.
Verified review

My fiance and I recently had a financial meeting with Craig and couldn't be more pleased with the results. He was able to be flexible with his schedule and meet us on a Saturday at our time preference. He went through our detailed monthly expenses to provide us with several financial plans to take place over the next 6 to 18 months. He was very easy to talk to and was sincerely interested in helping us make informed decisions on several important topics such as renting/buying a home, paying off student loans, initiating an IRA, and future savings. He never rushed us through the appointment and was very open to us asking questions. Later that same afternoon, he emailed us a detailed summary/breakdown of all the plans that we had gone over so that we could discuss and keep for our records. Overall we feel that Craig well surpassed any expectations that we had. Our meeting and his work was outstanding and we would highly recommend him and his company for any financial assistant.

  • 2 years in business
  • 9 hires on Thumbtack
John P.
Verified review

Edin is extremely knowledgeable and professional. We will utilize his services for our tax and investment planning. Great guy!

La Trisha Pressley
5.0
from 4 reviews
  • 7 hires on Thumbtack
Caroline P.
Verified review

Exactly what I was looking for. She was able to meet up with me to discuss what I was looking for in a resume and got it back to me within 2 weeks. Fast, cheap, easy and convenient! Thanks again, La Trisha!!

Blaine La/Car Associates
5.0
from 3 reviews
  • 36 years in business
  • New on Thumbtack
Imani C.
Verified review

Brooke is phenomenal at what she does. She's been such a great help as we transitioned from doing taxes as single people, to a married couple, to parents, and now as business owners. Each stage requires different tax information and it's a great thing to trust your accountant. It's even better to work with someone who answers all of your questions and teaches you so much about the financial state you're in versus working with someone who doesn't communicate with you, does your taxes impersonally. I would recommend Blaine La/Car Associates to anyone! ( And I do every chance I get) - Imani Coles

Lisa W.
Verified review

Brittney is both engaging and thorough, and is really good at going into the details of her insurance products. She helped me understand the nuances of how they work, and also how they contribute to the overall financial planning picture.

Transamerica
5.0
from 11 reviews
  • 15 years in business
  • 1 hire on Thumbtack
Thumbtack Customer
Verified review

Roy was very patient and truly cared about my families financial security. Looking forward to working with him in the future and referring my clients to take advantage of his expertise.

  • 14 years in business
  • New on Thumbtack
Brian B.
Verified review

Spark Asset Management is a true professional financial management group that focuses on listening to the client, asking excellent questions so that the team knows how to respond and manage each person's risk, needs and desires. I love how they call to give periodic updates, talk about potential future risks and rewards and partners with me to make decisions, rather than simply telling me what to do. I trust them whole heartedly to care about my needs and highly recommend them to anyone seeking honest and professional fund management.

  • New on Thumbtack
Carolyn G.
Verified review

I hired Marlene to help me set up and clean up my company books. She was very knowledgeable, patience and very understanding. She made it very easy for me to understanding the financial statement among other things. I highly recommend her service.

Cfe Tax Services
5.0
from 1 review
  • 11 years in business
  • New on Thumbtack
Shermitt H.
Verified review

They provided tax service for me, they were very professional, about the way everything was conducted. My documented information was very descriptive and easy to read. Would highly recommend getting my taxes done here.

  • New on Thumbtack
About

I integrate a range of services and solutions, which include investment management, retirement planning, estate planning and life/long-term care insurance planning. I focus on each client’s financial needs and provide both a comprehensive and personalized plan.

About

Charlotte Financial Planner Pros helps clients structure superior financial and retirement plans that are completely tax free, 100% safe from market declines and crashes, have unlimited contribution limits, excellent growth and are completely private, liquid, and creditor proof. Our fees are the lowest in the industry by far. Call or click today to find out more and schedule your free 15-minute analysis call.

  • 8 years in business
  • New on Thumbtack
About

Because we are a small business, we can take the time to really get to know our clients and analyze their specific needs in an in-depth way unlike some of the larger corporations. Plus, since we work with other sole proprietors specializing in the restaurant industry, we can build a team to work with each client and unique concept, rather than re-creating the same model each and every time.

  • 1 hire on Thumbtack
About

I am able to perform wedding ceremonies and marriage counseling. I can also help in personal business and financial planning.

  • 5 years in business
  • New on Thumbtack
About

  • New on Thumbtack
About

We specialize on credit repair, financial advising, credit lines, and boost credit. We offer 100% money-back guarantee on all of our services.

  • New on Thumbtack
About

The Business Credit Builder Program and your personal certified coach will provide you with a system and support to successfully establish your business credit and ensure you can obtain lines of credit. With this foundation, businesses will be able to establish trade and vendor credit and build their business credit scores to the highest level possible. Our financial consultants will provide advice on how best to leverage your business credit asset to obtain the cash and trade credit to help your business grow and thrive.

About

I am a financial adviser with Edward Jones. I chose this profession to be able to help others with improving their financial situation over time. I do this through a consultative approach, always putting my client's needs first. Whether it's starting an IRA or doing a full retirement plan, I partner with my clients every step of the way.

About

Providing bespoke financial solutions for individual requirements.

About

Financial planning including 401K review, self-employed retirement options, 529 plans.

About

IRA 401K, Fee-Based Planning, Investments, Financial Planning, Retirement Planning

About

I am a financial professional, providing services and products and assisting individuals with their financial planning needs.

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