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Raleigh Affordable Financial Services

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

Top Pro
W. Clay Blue, Jr., CPA
4.9
from 79 reviews
  • 19 years in business
  • 149 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
  • 129 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...:)

Top Pro
Jim Beam Financial
4.9
from 45 reviews
  • 9 years in business
  • 76 hires on Thumbtack
  • Top pro on Thumbtack
Manny D.
Verified review

I hired Jim to buy life insurance for me and my wife. He helped us select affordable insurance which we needed at the time. His timely solution to all the initial problem was amazing I will highly recommend Jim for potential life insurance buyers

H. Lee Miller, CPA, CMA
4.7
from 17 reviews
  • 18 years in business
  • 26 hires on Thumbtack
Rachel S.
Verified review

Lee was communicative and willing to talk to us right away about an immediate need we had. Not only did he work with us to find a good time to discuss our issue, he also promptly followed through and was really nice and approachable about the entire thing. His pricing was very fair. Our issue is now resolved and we have Lee to thank for our peace of mind. Found him on Thumbtack, will continue using his professional services at tax time!

Bottle Cap Bookkeeping, LLC
5.0
from 13 reviews
  • 1 year in business
  • 17 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!

Financial Coaching RDU
5.0
from 8 reviews
  • 1 year in business
  • 2 hires on Thumbtack
Chenae N.
Verified review

Michael is awesome! He was very flexible with my schedule, open for video or phone sessions, thorough and non-judgemental! I felt like I was drowning in my debt and although nothing has changed in terms of what I owe, I have a whole new attitude on how to tackle my debt! He’s a great resource, professional, and personable. He has the tools and experience to help you succeed!

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.

Melanie P.
Verified review

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!

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 !

  • New on Thumbtack
About

Welcome to the Timeless family! We are committed to helping you improve your long-term financial success. Our customized programs are designed to create more opportunities for you to grow, protect, and conserve wealth by delivering an unprecedented level of personalized service and expertise. We respectfully encourage you to experience some of our resources and solutions designed to help create a prosperous life for yourself and those who matter most to you.

  • 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.

  • New on Thumbtack
About

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

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

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.

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