Horizon Financial Services
“My wife and I have been very pleased with the professional, personal and warm approach to financial advising and consulting at Horizon Financial Services.”
Best Financial Advisors in Winston-Salem, NC
19 firms listed · all 19 in Winston-Salem · 2 open weekends · 14 rated 4.5+
Data verified October 21, 2026
Brendle Crouse P.A.
Integrated Advisory Services
“Jordan and Richard are genuine caring people.”
Maestro Wealth Advisors
Arbor Investment Advisors
“Thank you to all including Erika for providing honest and valuable insight for my accounts throughout these years!”
Kasbar
“She always takes the time to answer questions and help us plan for the next tax year to make sure we make changes as needed to be where we want to be.”
The 19 firms listed for Winston-Salem, NC provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Winston-Salem, NC
All 19 firms we list here are in Winston-Salem itself. We have 38 firms in Winston-Salem on file; this page shows the highest-rated 19. The firms on this page are rated from 1.0 to 5.0 across 88 reviews; 14 are rated 4.5 or higher. 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (4), estate planning (3), tax planning (3), legacy planning (2) and retirement planning (2). 6 have a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers payment plans. We have a website on file for all 19 of the firms on this page; 18 publish a contact page; all 19 list a public email and 4 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Winston-Salem take financial planning bookings online?
4 of the 19 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Strategic Tax Solutions Company
“Are the best with quality and remarkable services, they do my books and file taxes and their charges are very reasonable you will never regrets .”
Pioneer Financial Group
“Jacqueline has been nothing but a great and awesome help to me through my claims processing.”
Timonier Wealth Beyond Financial
“The best tax department in NC.”
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Center For Homeownership
“Be patient and trust the process the program is amazing”
Covenant Wealth Management
“Rusty Russell took the time to truly understand our family's unique dynamics, long-term goals, and legacy wishes.”
Compass Financial Services
“Always very informative and helpful for many years.”
Mitchell Wealth Management Group
“Myron and his team are simply the best!”
J. Harris Financial
“Knowledgeable and I found his services helpful.”
KP Higgins CPA
“Tricia has been a phenomenal CPA - always responsive, knowledgeable, and kind.”
Accruent Wealth Advisors
“If you are looking for financial and tax advice under one roof Accruent Wealth Advisors is a great option!”
Advance Financial Group
Fincoach Consulting | Roslyn Lash
“She is thoughtful and caring throughout the whole process.”
Holden & Mickey
Why these companies made our list
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