Thumbtack Logo

Raleigh, NC 25 Financial Advisors near you

Where do you need the Financial Advisor?

Answer a few questions

Tell us what you need so we can bring you the right pros.

Get quotes

Receive quotes from pros who meet your needs.

Hire the right pro

Compare quotes, message pros, and hire when ready.

Raleigh Financial Advisors

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

TOP PRO
  • 19 years in business
  • 143 hires on Thumbtack
  • Response time: 33 min

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.

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.

Micah J.

Verified review

He does a great job, very professional, and a pleasure to work with. I highly recommend his services.

  • 14 years in business
  • 124 hires on Thumbtack
  • Response time: 1 hours

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...:)

Annemarie P.

Verified review

Mr.Cox was prompt, thorough, professional and easy to get in touch with. I will use his accounting services again.

Rachel S.

Verified review

James is great to work with; we will be using his services again for sure!

  • 18 years in business
  • 22 hires on Thumbtack
  • Raleigh, NC

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!

Marie M.

Verified review

Lee has been my tax preparer for several years and has always delivered exceptional services. Even when my schedule was hectic, Lee would make time for me and most times it was at the last minute. His commitment to accuracy is definitely appreciated and I highly recommend him!

Shawn H.

Verified review

Lee did a great job with preparing our taxes for a fair price. He also provided tax advice and answered all of our multiple tax questions without charging extra. I would recommend Lee for personal and corporate tax and accounting services.

  • 1 year in business
  • 8 hires on Thumbtack
  • Response time: 20 hours

Marco V.

Verified review

Rachel was very friendly and made the experience of setting a budget fun and exciting. She is passionate about what she does and creates an amazing one-on-one experience. The value of what she did for our family was priceless. I highly recommend her services.

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!

Pat M.

Verified review

Rachel helped our family set up a budget for our future with outstanding professionalism! Would recommend to anyone that is looking to hash out financial details in budgeting and planning!

  • Cary, NC

Elyse G.

Verified review

I have worked with McCordial & Company for several years now to complete the taxes for my multi-state S-chapter corporation. These filings are a beast, and McCordial & Company does a great job working with my cloud-based accounting software, finishing documents on-time and on-budget (unlike some other CPA firms I've worked with!!). McCordial & Company also provides some fabulous business, finance, and operations advice. They've seen it all and lived to tell the tale, so I always trust M&Co's opinions and council.

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!

Sandra N.

Verified review

Financial Fitness, Total Personal Development and Corporate Leadership Programs have been amazing products. We have eliminated over $300K in debt over the last 2 1/2 years including a mortgage that we would have never even thought could be eliminiated. We are business owners and have increased our revenues significantly after implementing the Corporate Leadership program into our company and empowering our employees to become stronger leaders.

  • 8 years in business
  • 3 hires on Thumbtack
  • Response time: 12 hours

Troy F.

Verified review

Reid's focus on educating me on the potential pitfalls of retirement planning won me over. And the fact that he was upfront in telling me JRL wasn't the place for aggressive investments sealed the deal. For people looking for safe, tax-efficient growth of their retirement savings...Reid is the man to talk to.

Joe A.

Verified review

Reid with JRL made the process so simple and walked me through every step. He also took the time to compare the different products and dial me right in to the one that best suited me. This is my 3rd transaction with this firm and it won't be the last.

Troy F.

Verified review

Reid and JRL's staff has always been exceptional at being proactive and responsive. Their emphasis on minimizing taxes, fees, and potential market losses are perfect for people who are 50+. Highly recommended!!!

  • 3 years in business
  • Knightdale, NC

Phionne M.

Verified review

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

About

Omnia Financial is a financial coaching and bookkeeping service, based in the Raleigh-Durham area of North Carolina. We were formed in 2015 out of founder Benjamin Williams' personal struggles and successes with finances. His quest to gain financial control of his life led him to a new mission: offering his knowledge to others without judgment or jargon. Today, Omnia Financial strives to guide individuals, business owners, members of the military and nonprofits toward better money management. From taxes to QuickBooks, we can help with money solutions.

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.

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.

  • Clayton, NC

About

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

  • 13 years in business
  • Cary, NC

About

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

  • Chapel Hill, NC

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.

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

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.

  • 1 hire on Thumbtack
  • Garner, NC

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.

  • 10 years in business
  • Raleigh, NC

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.

  • 9 years in business
  • Raleigh, NC

About

I am a sole proprietor with 15 years of experience in management, finance, and accounting. I specialize in helping small businesses improve financial performance.

  • 6 years in business
  • Chapel Hill, NC

About

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

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.

Hire skilled professionals for absolutely everything