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Rock Hill Financial Advisors

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

Taylor & Morgan CPA PC
5.0
from 19 reviews
  • 36 years in business
  • 42 hires on Thumbtack
Daniel A.
Verified review

My fiance and I recently had a financial meeting with Craig and couldn't be more pleased with the results. He was able to be flexible with his schedule and meet us on a Saturday at our time preference. He went through our detailed monthly expenses to provide us with several financial plans to take place over the next 6 to 18 months. He was very easy to talk to and was sincerely interested in helping us make informed decisions on several important topics such as renting/buying a home, paying off student loans, initiating an IRA, and future savings. He never rushed us through the appointment and was very open to us asking questions. Later that same afternoon, he emailed us a detailed summary/breakdown of all the plans that we had gone over so that we could discuss and keep for our records. Overall we feel that Craig well surpassed any expectations that we had. Our meeting and his work was outstanding and we would highly recommend him and his company for any financial assistant.

Transamerica
5.0
from 11 reviews
  • 15 years in business
  • 1 hire on Thumbtack
Thumbtack Customer
Verified review

Roy was very patient and truly cared about my families financial security. Looking forward to working with him in the future and referring my clients to take advantage of his expertise.

Blaine La/Car Associates
5.0
from 3 reviews
  • 36 years in business
Imani C.
Verified review

Brooke is phenomenal at what she does. She's been such a great help as we transitioned from doing taxes as single people, to a married couple, to parents, and now as business owners. Each stage requires different tax information and it's a great thing to trust your accountant. It's even better to work with someone who answers all of your questions and teaches you so much about the financial state you're in versus working with someone who doesn't communicate with you, does your taxes impersonally. I would recommend Blaine La/Car Associates to anyone! ( And I do every chance I get) - Imani Coles

Lisa W.
Verified review

Brittney is both engaging and thorough, and is really good at going into the details of her insurance products. She helped me understand the nuances of how they work, and also how they contribute to the overall financial planning picture.

Leah Hanrion
5.0
from 1 review
    Brian W.
    Verified review

    Top notch financial advisor. Leah really took the time to get to know me and my financial goals, in order to customize a portfolio to fit my needs. I feel that she truly had my best interests in mind, and I highly recommend her to anyone looking for life insurance, investment, retirement planning, and/or tax reduction services.

    Carolyn G.
    Verified review

    I hired Marlene to help me set up and clean up my company books. She was very knowledgeable, patience and very understanding. She made it very easy for me to understanding the financial statement among other things. I highly recommend her service.

    • 1 hire on Thumbtack
    About

    I am able to perform wedding ceremonies and marriage counseling. I can also help in personal business and financial planning.

    About

    Investment Planning, Insurance Planning, Estate Planning Serving Matthews, North Carolina and outlying areas, John Kirwan and Associates of Carolina Financial Partners is offering the following services not limited to: Investment Planning, Insurance Planning, College Planning, Estate Planning and Retirement Planning.

    About

    Serving Cornelius, NC, and the outlying areas, Danielle Maggs at National Financial Services Group is offering the following services: investment strategies, insurance needs, financial counseling, financial services and business financial planning.

    About

    I am a financial professional, providing services and products and assisting individuals with their financial planning needs.

    About

    Charlotte Financial Planner Pros helps clients structure superior financial and retirement plans that are completely tax free, 100% safe from market declines and crashes, have unlimited contribution limits, excellent growth and are completely private, liquid, and creditor proof. Our fees are the lowest in the industry by far. Call or click today to find out more and schedule your free 15-minute analysis call. We offer the following: * Financial Planner * Investment Service * Financial Consultant * Life Insurance Agency * Retirement Planning * Financial Planning * Financial Planner * Financial Advisor * Retirement Planning * Retirement Planner * Wealth Management * Retirement Advisor * Tax Free Retirement * Tax Free Investments * Retirement Investments * Retirement Calculator * Retirement Book * Tax-Free Retirement Planning * Tax-Free Retirement Investments * Life Insurance * IUL * Indexed Universal Life Insurance * Whole Life Insurance

    • 8 years in business
    About

    Because we are a small business, we can take the time to really get to know our clients and analyze their specific needs in an in-depth way unlike some of the larger corporations. Plus, since we work with other sole proprietors specializing in the restaurant industry, we can build a team to work with each client and unique concept, rather than re-creating the same model each and every time. I love helping entrepreneurs in the restaurant industry bring their dreams to a reality and helping them make it successful.

    About

    The Business Credit Builder Program and your personal certified coach will provide you with a system and support to successfully establish your business credit and ensure you can obtain lines of credit. With this foundation, businesses will be able to establish trade and vendor credit and build their business credit scores to the highest level possible. Our financial consultants will provide advice on how best to leverage your business credit asset to obtain the cash and trade credit to help your business grow and thrive.

    About

    We specialize on credit repair, financial advising, credit lines, and boost credit. We offer 100% money-back guarantee on all of our services.

    • 2 years in business
    About

    Platinum Financial Group is prepared to handle commercial financing for your business. It doesn’t matter how large or small your business is, we want to find the business loans and lending products that meet your needs. Talk to one of our specialists about the financing opportunities we have available to move your business forward in today’s market. Give us a chance to show you why we’re a leader in commercial finance.

    About

    I am a financial adviser with Edward Jones. I chose this profession to be able to help others with improving their financial situation over time. I do this through a consultative approach, always putting my client's needs first. Whether it's starting an IRA or doing a full retirement plan, I partner with my clients every step of the way.

    About

    Providing bespoke financial solutions for individual requirements. We are not affiliated with any financial products provider, hence work in your best interests!

    About

    About

    IRA 401K, Fee-Based Planning, Investments, Financial Planning, Retirement Planning Serving Mooresville, NC and outlying areas,Michael Klenck of Retirement Income Advisers, Inc is offering thefollowing services not limited to: Retirement Planning, FinancialPlanning, Investments, 401k IRAs, fee based planning and CPA Services.

    About

    Financial planning including 401K review, self-employed retirement options, 529 plans. My emphasis is on planning for your present and future. I want to make sure you understand your options and feel comfortable with your financial future.

    About

    Rapid Rabbit Financial Services Inc., is a Charlotte N.C. based one stop shop for all your accounting, bookkeeping, payroll, business formation assistance, business financial counseling and all your business tax needs. We pride ourselves in providing excellent customer service along with accurate accounting so that you can relax knowing we are your partners in success. We do not watch the clock or charge extra to council you, or to make calls to the IRS or Department of Revenue on your behalf; we feel if you need us, we should be there. We charge all our monthly fees, upfront so you don't have to be surprised when you get your monthly bill. If there is any additional fees, which are rare, you will know about them, before they occur. We want you to trust and feel comfortable that your hometown friend is here, watching over your business so that you can do whatever you do best, and still have time for your family.

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