Financial Services

in Raleigh, NC

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Financial Advisors Ready to Help

  • Accounting, Payroll, Taxes & Business Consulting

    Capital Accounting & Taxation LLC

    (15 reviews)

    Capital Accounting & Taxation LLC offers financial planning for businesses. Their financial planners also provide IRS problem resolution, payroll and tax preparation, accounting services, and more.

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  • CPA Services

    James Martin Beadle, CPA

    (1 reviews)

    Hire CPA James Beadle with more than 17 years of experience. This 1990 Villanova graduate specializes in family financial planning and offers corporation, partnership and individual tax planning.

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  • Accounting & Business Consultation

    Universal Business Accountants

    Universal Business Accountants provides professional financial services, which include business architecture, credit-card processing, overall management solutions and more.

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  • Certified Financial Planner & Fee Only Advisor

    Master Plan Wealth Management LLC

    On the lookout for a fee-only, financial advisory firm? Master Plan Wealth Management provides financial planning services for retirees, pre-retirees, business owners, professionals and more.

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  • Financial Services & Planning

    Vincent J Gallo & Associates, Inc.

    This company does financial services and planning. They focus on asset protection, profit-oriented employee benefits and innovative planning strategies and more.

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  • Financial Advisor

    Wright Financial Services LLC

    Wright Financial Services LLC provides financial advising services to families. They do fixed and variable annuities, life insurance, stocks, bonds, financial planning, and more.

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  • Financial Planning Services

    Fee Only Planning NC, LLC

    Fee Only Planning NC, LLC offers quality asset and investment managements, financial solutions, and more. They also provide certified financial planning services at reasonable rates.

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  • Financial Solutions

    JRL Financial Group

    This business provides financial planning services for businesses, individuals and families. They also offer tax reduction, retirement planning, asset management, strategic plan implementation, and more.

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  • Financial Services

    ATC Solutions LLC

    ATC Solutions LLC has a team of professionals who provide competent financial services. They offer financial planning, accounting, tax preparation and more. Check out their rates.

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  • Student Enrichment Services

    Educational Global Group, LLC

    Educational Global Group, LLC offers social, academic and financial enrichment programs to pre-college students. They offer assistance with the application process, college tours and more.

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  • Financial Services

    Worldwide Financial & Tax Services

    Sharyn Tyler offers affordable tax preparation, credit repair and financial planning services. She also provides individual, business, corporation and partnership tax return services.

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Thumbtack Spotlight

Rukosky & Associates Inc.

(45 reviews)

What do you love about your job?

What I love about my job is said easily. I can think of no greater satisfaction than knowing that the tax preparation and tax and financial planning work we perform for our clients is instrumental in changing their lives for the better. We currently serve over 750 individual and business clients across the United States each year, and all of those clients have been gained through word-of-mouth advertising. I also love that we consistently provide quality service at significantly lower costs than other professionals in our industry, and that we are able to accomplish this due to our low-overhead business model and client volume. With more than 30 years in this industry, I cannot think of doing anything else. Frankly, I don't even think about retiring.

What or who inspired you to start your own business?

My father, J. Robert Rukosky, was an accountant and ultimately a chief operating officer. He was my mentor not only in my professional life, but my personal life as well. He taught me about work ethic, serving people instead of just making a living, and the meaning of the word "quality." I decided to start my own business for several reasons, the most important of which was because I thought the pricing for professional tax and financial planning was unaffordable for the average person, whom I identify with. We accomplished that by building a low-overhead, high volume business model. Second, new clients told me that they wanted to have all of their financial services handled at one source so that an integrated approach to their financial lives could be accomplished. In response, we built a team of highly qualified and experienced professionals to offer those services. The final reason is personal. I love seeing people smile when I solve whatever financial challenges they may have or when I help them reach whatever goal they are striving for.

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