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Wilson Financial Advisors

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

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

  • 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
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.

Top Pro
Bottle Cap Bookkeeping, LLC
5.0
from 14 reviews
  • 1 year in business
  • 17 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!

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.

    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.

    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 !

    • 4 years in business
    • 1 hire on Thumbtack
    Richard G.
    Verified review

    I have always imagined being a tax professional serving individuals could be trying. I presented myself as one of those individuals to Mr. Rukosky's firm, and despite the complexity of my needs and my much less than perfect organization, Mr. Rukosky was able to guide me through the process and produce the necessary product quickly, efficiently and at a price I found quite satisfactory. I needed federal and state returns completed for a deceased parent Mr. Rukosky, myself and my parent's place of residence where all different...getting this done across those distances and jurisdictions was not a problem. The one thing I would have liked to have seen go better...would be my ability to properly organize the necessary documents to complete this project. I recommend Mr. Rukosky's service without reservation.

    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.

    • 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-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

    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

    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

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

    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

    Personal Financial Planning in Raleigh, North Carolina

    • 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.

    • 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 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
    About

    We never table.

    • 20 years in business
    About

    financial advisor, wealth management, financial consultant

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