View Profile

Dualvision

(46)

Tax Services, Quickbooks Services, Services For Individuals

“I am so thankful for finding Cyril and Lindsey and the rest of the team at Dual Vision, we're a small business and they have saved me a fortune by doing our taxes the best way to fit our needs, very smart and very attentive!”

i

View Profile

R Craig Durham, CPA

Tax Services, Services For Quickbooks, Services For Individuals

“If you own a small business and haven't kept up your bookkeeping, don't worry. We can help you. We'll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return.”

i

View Profile

Milestone Wealth Management

(1)

“I've worked with these ladies since the day they opened for business.”

i

View Profile

Betty Andrews Investment Management

“Welcome, we're Betty Andrews Investment Management, a financial organization in Burlington, NC. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow...”

i

View Profile

Gilliam Bell Moser

(1)

Business Valuations, Financial Monitoring & Accounting Services (Fmas), Consulting

“We have used Gilliam Coble & Moser for personal and business accounting services for over 20 years.”

i

View Profile

Fisher Wealth Management

(4)

Financial Planning, Investment Management, Services Overview

“FWM was founded by Dick Fisher and is now managed by his son Rick Fisher, who is as knowledgeable about prudent investments as he is caring about ALL of his clients and his very professional staff.”

i

View Profile

Blaser Investment Management Group

(2)

“The people are very friendly and very knowledgeable”

i

View Profile

Thomas Chandler Thomas & Hinshaw

“We are a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.”

i

View Profile

Ancora Wealth Partners

“Angie Hall, the founder of Ancora Wealth Partners, has combined her servant's heart, knowledge and experience as a financial planner to help positively impact peoples' lives. Providing all the services you need, from thorough research and due-diligen...”

i

View Profile

Anchor Wealth Management

“We are dedicated to providing investment management and strategic wealth planning to our clients. Simply put, we strive to be our client's trusted advisor. As a financial services firm, our primary focus is to provide independent opinions that are de...”

i

View Profile

Capital Citi Financial Co

i

View Profile

Retirement Solutions

“Estate Planning in these turbulent times is essential to financial survival. The problems facing Americans are complex and require the help of qualified professionals. Individual advisors and brokers, no matter how well educated and well meaning, can...”

i

View Profile

Envision Wealth Partners

(5)

Team
Knowledge

“Their kindness and compassion allows you comfort in asking all the right questions.”

i

View Profile

Cobb Ezekiel Loy & Company P.A.

(4)

Estate Planning, Tax Services, Accounting & Auditing

“Answered all my questions and really took away any stress about taxes!”

i

View Profile

Mildrid Esua, CPA

(37)

Small Business Accounting, Audits, Tax Advisory Services

“I recieve great support and empathy which continues to embolden the confidence and has me coming back for the know-how coupled with down to earth and easy to understand explainations.”

Featured

Best Tax Advisory, Personal, Business & Crypto Taxes Cryptocurrency / virtual currency transactions, and mining coins are subject to income tax. We are familiar with all virtual currencies such as Bitcoin, Etherum, Ripple, as well as alternative coins. We have experience working with running various reports on many of the common exchanges used to buy and sell Cryptocurrency. We can provide assistance preparing gain and loss summaries as well as determine the correct tax treatment for various transactions. In a new and expanding field you can rest assured we are going to stay at the forefront of this issue which is a hot topic with the IRS. We are here to help long term investors, traders, miners, and clients who accept payment in Cryptocurrency.

i

View Profile

Bumbry & Associates

(5)

“Because of my situation, I could file on my own but it's worth the few extra dollars, sewing into his business to get high quality service and actually speaking with someone knowledgeable.”

i

View Profile

Woodruff Family Law Group

(46)

Paralegals:stephanie c, Lauren James, Attorneys:carolyn j Woodruff

“If you find your life takes a turn to where you need the support of family law, Woodruff will handle your case with the highest respect and lead you though the process with dignity.”

i

View Profile

Wilson Financial Advisors

(26)

Fees

“Keith Wilson has been a God send to me: he is teaching me how easily my money can work for itself… as well as taught me best practices with day to day spending.”

i

View Profile

Level Wealth Management

(34)

Inception
Goals
Tax

“Coinciding with Aaron's decision to open his own firm, I was having some concerns about the AUM fee structure and learned that Aaron's new firm, Level Wealth Management would operate as a flat-fee advisor.”

i

View Profile

Ledger Logic

(4)

Financial Statements, Business Tax Returns, Individuals

“This is the best tax service I've ever known!”

i

View Profile

Master Plan Wealth Management

(1)

Pension Plans, Financial Planning, Investment Management

“My Financial Planner Phil Royal provides me with excellent service and has allowed me to meet my financial goals without taking undue risk.”

i

View Profile

Spartan Planning Group

(18)

Corporate Retirement and Benefits Plans, Pro-Bono Widowcare Financial Planning, Individuals and Families

“Although their knowledge with any financial or monetary decisions related to your life is exemplary, what makes them even more exceptional is the fact that they are great people!”

i

View Profile

Jj&a Accounting Services

(12)

Profitability Assessments, Bookkeeping Services, Tax Services

“Needed a website, business card, and flyers for my business and i was able to get all my marketing materials all from one place and it was great i was very happy with the service and the professionalism of this company Positive Responsiveness, Quali...”

i

View Profile

Button & Button Cpas

(16)

Small Business

“Great guy, Had opportunity to sit down and discuss just how the tax law changes in 2018 would affect my small business, and what I could do planning wise to optimize these changes.”

i

Average Cost	$3139
Minimum cost	$1047
Maximum cost	$8894
Avg Per Hour Rates	$314

Best Financial Advisors in Burlington, NC

The highest-rated Financial Planning & Wealth Management companies out of 169 vetted & reviewed in the Burlington area.

Dualvision

R Craig Durham, CPA

Milestone Wealth Management

Betty Andrews Investment Management

Gilliam Bell Moser

Fisher Wealth Management

Blaser Investment Management Group

Thomas Chandler Thomas & Hinshaw

Ancora Wealth Partners

Anchor Wealth Management

Capital Citi Financial Co

Retirement Solutions

Envision Wealth Partners

Cobb Ezekiel Loy & Company P.A.

Mildrid Esua, CPA

Bumbry & Associates

Woodruff Family Law Group

Wilson Financial Advisors

Level Wealth Management

Ledger Logic

Master Plan Wealth Management

Spartan Planning Group

Jj&a Accounting Services

Button & Button Cpas

Retirement Planning and Investment Management Services in Burlington, NC Cost Estimates

Why these companies made our list

Wealth Management Advisors near Burlington

Popular in Burlington