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Rocky Mount Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Rocky Mount.

  • 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...:)

  • 33 hires on Thumbtack
Fabienne S.
Verified review

I am really grateful for Hatims help with my complicated tax situation (research scholar with taxable income in two countries). He was very knowledgable, the price was fair, and he even followed up with a law question that we couldn't resolve during the meeting. Will use his services again next year.

Financial Coaching RDU
5.0
from 8 reviews
  • 1 year in business
  • 2 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.

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 !

  • 6 years in business
  • 1 hire on Thumbtack
Damilare A.
Verified review

Great and Amazing service. This company is on point in all perspective, we are most impressed by the timely delivery and accuracy of information provided by Gemini Financial Services. They treated us like we are their friend and our business success is paramount to them which gives us the confidence in their business abilities. Also, the most quality work and affordable price based on our research on Thumbtack!! We will definitely recommend to our clients........Monumental Solutions. Tyson's Corner VA.

  • 9 years in business
  • 1 hire on Thumbtack
About

Wright Financial Services LLC is an independent full-service financial planning firm. We offer a wide range of products and services; including mutual funds, fixed and variable annuities, life insurance, stocks, bonds, financial planning, tax planning, tax preparation, and fee-based investment advisory programs. We cater to families, pre-retirees, retirees, and small business owners, designing financial plans specifically tailored to their situations. Learn how to protect and grow your retirement account. It's not too late to prepare for your future. Contact us today and let us work out a personalized financial plan for you.

About

Looking for a professional business consultant who also offers marketing services for small companies? Hire this expert. She specializes in resume design as well.

  • 12 years in business
About

This enterprise offers accounting, property management, insurance, and financial solutions that will surely fit your needs. This company has been in the industry for eleven years.

About

If you are seeking a team that offers financial planning services in Apex, consider this business. They also provide tax return preparation services.

  • 10 years in business
About

Why choose us? Because there is no conflict of interest -- our interests are always perfectly aligned with yours.

About

We are a full-time forensic account and offer computer audit services.

  • 20 years in business
About

financial advisor, wealth management, financial consultant

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 offer hourly-only financial planning. We have no commission products or asset management fees. We just offer sound advice from a certified financial planning practitioner. We evaluate what you are doing well and what needs improvement and provide you with action steps to address any issues. Since we are hourly only, you control the cost.

About

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

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

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.

  • 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

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

About

Looking for a team that provides professional financial management consulting services? Consider Anchor Financial Group. They are available at your convenience.

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