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Concord Family Financial Services

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

Taylor & Morgan CPA PC
5.0
from 18 reviews
  • 36 years in business
  • 39 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.

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.

Blaine La/Car Associates
5.0
from 3 reviews
  • 36 years in business
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

  • 10 years in business
Nicole G.
Verified review

Icon of Success is an awesome company. They have mentored me on multiple levels, such as from a business perspective and educational aspect. The staff is super nice, helpful and informative. The people and the company have made an amazing impact on my business and life. I recommend Icon of Success to all of my friends and family.

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.

Leah Hanrion
5.0
from 1 review
    Brian W.
    Verified review

    Top notch financial advisor. Leah really took the time to get to know me and my financial goals, in order to customize a portfolio to fit my needs. I feel that she truly had my best interests in mind, and I highly recommend her to anyone looking for life insurance, investment, retirement planning, and/or tax reduction services.

    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.

    • 14 years in business
    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.

    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

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

    • 8 years in business
    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.

    About

    About

    Providing bespoke financial solutions for individual requirements.

    About

    Clemmons Financial has thirty years of life insurance brokerage and medicare supplement experience.

    About

    We provide financial services and planning for the 21st century. Our firm has provided financial planning and services throughout the Southeast since 1977. We currently enjoy the confidence of hundreds of clients in 11 states and several foreign countries. We invite your inquiry and would be delighted to provide references. Our firm provides strategic financial planning and support to business owners, professionals and high-net worth individuals. We employ a multidisciplinary approach, integrating our input with that of other financial advisors and counsel. We focus on wealth accumulation, asset protection, family asset distribution strategy, business exit and succession planning, profit-oriented employee benefits and innovative planning strategies incorporating sound tax principals. As the financial industry attempts to provide multidisciplinary solutions and one-stop shopping for corporations, top executives, and affluent families, our firm has become a necessary resource for those institutions and individuals who seek analysis of their most critical tax and risk reduction needs. We offer in-depth product knowledge, without product bias, as well as the administrative support for the design, implementation and maintenance of the numerous advanced financial strategies implemented. Our services progress systematically from initial discovery and fact verification, to design, implementation, updating to meet and/or anticipate legislative and regulatory changes through annual review of our recommendations. Our focus is to provide the highest quality of client satisfaction. Our process involves listening to your concerns, benchmarking your current status, making recommendations that are appropriate and evaluating the tax and financial changes that impact your revised planning. Open and frequent communication is the hallmark of our client relationships. Please call us toll free for a no-obligation initial meeting.

    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

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

    About

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

    About

    Serving Cornelius, NC, and the outlying areas, Danielle Maggs at National Financial Services Group is offering the following services: investment strategies, insurance needs, financial counseling, financial services and business financial planning.

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