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Find a Finance Instructor near Gastonia, NC

Find a Finance Instructor near Gastonia, NC

100+ near you

Find a Finance Instructor near Gastonia, NC

100+ near you

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Top 10 Finance Instructors near Gastonia, NC

Avatar for Edward Jones - Ryan Volpe, CFA
Avatar for Edward Jones - Ryan Volpe, CFA
5. Edward Jones - Ryan Volpe, CFA
5.0

(4)

5.0

(4)

Offers remote services
Discounts available
  • 3 hires on Thumbtack
  • Serves Gastonia, NC

Online now

I am extremely passionate and dedicated to helping individuals, families and businesses achieve their financial dreams. It is a privilege to serve clients with their best interest in mind. This is why I am an Edward Jones financial advisor. We use an established process to determine what is most important to you, tailoring a strategy specific to your goals and partnering with you throughout your lifetime to help keep you on track. Before we can begin working toward achieving your financial goals, you must first define what is most important to yourself and your family. Does that include preparing for retirement, living in retirement, putting your children or grandchildren through college, preparing for the unexpected, protecting the financial future of your heirs or something else? I can help you prioritize your needs and define your goals. Prior to joining Edward Jones in 2019, I was an investment research analyst for 13 years. A 2006 graduate of Hofstra University, I hold a BBA in finance with a minor in mathematics. I obtained the CFA® professional designation in 2011, a graduate-level curriculum and examination program for investment professionals. I also received an MBA from NYU Stern School of Business with concentrations in financial instruments and markets and quantitative finance in 2017. Originally from New York, I have lived in New Jersey since 2013. My most gratifying, and sometimes challenging, role is that of a husband and father of twins. To recharge, I enjoy being outdoors, mountain biking and traveling. Focus Areas College Savings Estate & Legacy Strategies Insurance & Annuities Retirement Income Strategies Retirement Savings Strategies Wealth Strategies Personal Interests Health & Nutrition Mountain Biking Running Golfing Traveling Education History New York University Master of Business Admin Hofstra University Bachelor of Business Admin Certifications CFASee more
Avatar for Alexa CPA Group
Avatar for Alexa CPA Group
7. Alexa CPA Group
Great 4.7

(19)

Great 4.7

(19)

Offers remote services
Discounts available
  • 17 hires on Thumbtack
  • Serves Gastonia, NC

Online now

Alexa CPA Group is a Beyond Full-Service Modern CPA firm. We focus on the following: 1) ACCOUNTING - basic and advanced level (sub-account management, bookkeeping/accounting services, outsourced controller), 2) OUTSOURCED CFO (in-depth analytic report, analyzing company activity and setting up goals together for the future, tracking those goals, assessing and optimizing your accounting environment, projections, forecasts, internal valuations, exit planning, tax planning, wealth management, etc) 3) BUSINESS and INDIVIDUAL TAX - TAX PREPARATION & TAX PLANNING. We have 90+ tax saving strategies to get you to a better position then you're now. Average savings for Tax Resolution & Tax planning services - $3k to $264k per client. 4) TAX ATTORNEY SERVICES (BUSINESSES & INDIVIDUALS) - IRS Audits, Back taxes, Settlement / Installment agreements, Payroll tax issues Civil penalty, Litigation (criminal taxes/tax court), Offer in Compromise, Non-Collectible Status, etc. 5) ASSURANCE (reviews, financial audits, agreed-upon procedures). 6) REVENUE OPTIMIZATION - the combination of pricing, demand, and marketing strategies used to maximize revenue growth 7) FINANCIAL RISK MITIGATION - risk avoidance, transfer, elimination, sharing and reducing to an acceptable level. 8) COVID - 19 RESPONSE - We help with - a) Government Loans & Grants Application - Up to $2M Per Business; b) COVID-19 Payroll Tax Credits; c) PPP Forgiveness, etc. 9) ATTORNEY SERVICES - we partnered up to provide Corporate, Immigration, Real Estate, and other related services for your convenience. 10) MORTGAGE // LOAN ASSISTANCE - we'll help your business to obtain financing. Currently serving Construction, Real Estate, Trucking, Manufacturing, Healthcare, Residential Mortgages. 11) INSURANCE - to be added soon. 12) PERSONAL FINANCIAL PLANNING - General financial planning, Retirement Planning, Life insurance review, Home purchase, Investment review, Tax planning, Annuities, Trusts or estate planning, Mutual funds. Let's secure your assets through this crisis! Contact us for 15-min quick session! #covid19 #cpa #balancesheet #accountingservices #taxservices #taxpreparation #cpafirm #smallbusiness #audit #taxreturns #taxplanning #backtaxes #taxattorney We'll cover all your Accounting, Tax, and Assurance needs whether you’re a START-UP or $100M entity. Our team is skilled to accommodate your growth as needed because we served clients from START-UPs to $30B+. We have recent experience on board with Accounting firm #1 on our planet and Top world-wide corporations to ensure the world-class quality of deliverables. Currently 26 REVIEWS on Google with an average of 5.0 RANKING. CONTACT US NOW for fast and accurate service! *** PROCESS - We can comfortably work with you in our Deer Park or Chicago West Loop office. We can also meet on Zoom, Google Hangouts, or handle everything via phone and e-mail. *** PAYMENT METHODS - a) preferred - Zelle, ACH (you'll need your account # and routing #), cash, check; b) other - Paypal, Credit Card, Apple Pay - 3% convenience fee will be added to the invoice.See more
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