Rocky Mount, NC14 Financial Advisors near you

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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...:)

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.

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 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

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

  • 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

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.

  • 20 years in business
About

financial advisor, wealth management, financial consultant

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.

  • 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

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

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.

  • 10 years in business
About

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

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