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Raleigh Financial Planners

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

Top Pro
W. Clay Blue, Jr., CPA
4.9
from 79 reviews
  • 19 years in business
  • 150 hires on Thumbtack
  • Top Pro on Thumbtack
Nick I.
Verified review

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.

  • 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
H. Lee Miller, CPA, CMA
4.7
from 18 reviews
  • 18 years in business
  • 27 hires on Thumbtack
  • Top Pro on Thumbtack
Frederik G.
Verified review

Even with my more complicated tax situation as a Dutch citizen living and working in the USA, H. Lee Miller handled everything with confidence and provided a lot of value for a very reasonable fee. One can truly depend on him for complicated financial and tax issues. Highly recommended!

Top Pro
Bottle Cap Bookkeeping, LLC
5.0
from 14 reviews
  • 1 year in business
  • 18 hires on Thumbtack
  • Top Pro 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 9 reviews
  • 1 year in business
  • 3 hires on Thumbtack
Steve L.
Verified review

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.

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!

McCordial & Company
5.0
from 2 reviews
    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.

    Shalam Financial
    5.0
    from 1 review
    • 3 years in business
    Phionne M.
    Verified review

    Very knowledgeable in the area of Yardi Commercial software support. Rolonda provides great customer service !

    About

    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.

    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.

    About

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

    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.

    • 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.

    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.

    • 13 years in business
    About

    I'm a financial advisor, a certified financial planner and an accredited asset management specialist assisting families to reach their financial goals.

    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.

    About

    The service that I provide is customized to meet individual needs. I have general programs, but each case is very unique.

    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

    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.

    • 9 years in business
    About

    We never table.

    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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