View Profile
Greerwalker Cpas & Advisors
Tax, Assurance & Accounting, Advisory
“Excellent firm and great group of folks to work with.”
Best Financial Advisors in Charlotte, NC
The highest-rated Financial Planning & Wealth Management companies out of 156 vetted & reviewed in the Charlotte area.
View Profile
Fisher
Business Advisory Services, Business Accounting Services, Business Improvement Services
“She has worked hand in hand with my financial advisor (who is down in South Carolina) to make sure that no matter what, we have the answers and the direction we need to protect not only our business finances, but our personal finances as best as poss...”
View Profile
Perry G. Walker Accounting & Tax Service
Bookkeeping, Tax Resolution, Quickbooks Accounting Services
“Overall, I am extremely satisfied with the services provided by Perry, and I highly recommend them to anyone in need of reliable and proficient tax assistance.”
View Profile
Taylor's Pro Tax & Beyond
“Not only is she quick but she is amazing and we have always gotten back the most in our refund here.”
View Profile
Newtonwealthmanagement
Investment Management, Financial & Retirement Planning, Life Insurance Planning
“Their expertise resulted in a timely and efficient tax package filed with confidence that all the "i" s are dotted and "t"s are crossed to the satisfaction of all concerned, especially the IRS!”
View Profile
The Zaino Group
Federal Employees, Executive / Entrepreneur, Life in Transition
“I enjoyed meeting with Mike he is very nice and knowledgeable and helpful not pushing and overbearing at all I would recommend him to anyone needing financial advice he is extremely helpful”
View Profile
Linden Thomas & Company
- Management
- Results
- Decisions
“Steve Thomas and Co has helped manage our personal finances for over 18 years and has skillfully guided us through 2 bear markets, helped us finance our kids' college education, and especially managed our fixed income portfolio extremely well.”
View Profile
Ragi Riad, CPA
Tax Services, Business Services
“After years of confusion as the interpretation of the rules and responsibilities of doing business taxes, we have been able to get our taxes done quickly and consistently with Ragi Riad CPA.”
View Profile
Pro Financial Group
- Company
- Attention
- Projects
“Excellent service, I really liked the guide they gave me and how they guided me to understand how easy and viable it is to be able to own apartments for rent, I saw it as impossible and for a long time, now I see a great possibility for me and my fam...”
View Profile
Todaro & Associates
Tax Services, Business Services, Services For Quickbooks
“After my husband passed away I was overwhelmed and Peter walked me thru my tax issues and Is still helping me.”
View Profile
Kohari Gonzalez Oneyear & Brown
For Small Businesses, Additional Services, Audit, Review and Compilation Services
“My favorite part is how Sara doesn't miss anything and is very responsive to clients and was able to help me in so many ways that I would not have known, nor have gotten from any other CPA firms with my businesses.”
View Profile
Lb&j Certified Public Accountants
TAX Services, Coronavirus Disaster Assistance, Accounting & Bookkeeping
“Not only did he take the time to ensure that he had everything that he needed to provide me the most accurate return but then he educated me on the "do's and don'ts" of being a small business owner.”
View Profile
Ballantyne Tax & Consulting
Business Services, Strategic Business Planning, Tax Services
“Excellent Service!”
View Profile
Elevated Financial & Tax
- Team
“They've been a big help with our family business and have helped keep us on track.”
View Profile
Wealthplan Financial Group
Affiliated Firms, Financial Advisors & Representatives
“Thank you Randy for all of you professional advice and the peace of mind I get from partnering with you and Wealthplan Financial Group.”
View Profile
Alloy Wealth Management
Investment Management, Estate Planning, Insurance Services
“They're very thorough in explaining why the decisions they make are being made and aren't just throwing a dart at the wall and picking whatever it lands on.”
View Profile
Hobbs Crossley Benefield & Craven PA
Consulting & Advisory, Audit & Accounting, Tax Preparation & Representation
“We underwrite the continuing education of every employee, encouraging them to grow both technically and personally – well beyond the minimum annual requirements for licensed CPAs.”
View Profile
Blue Financial
Retirement Tax Strategy and Minimization, Healthcare and Long-Term Care Planning, Investment and Wealth Management
“They are honest because they told me, If they cannot do better than what I already had in order for my retirement and health care then they would leave it as it is.”
View Profile
The Wealth Guardians
Custom Retirement Paycheck Plan
“These are caring people, who listened to our goals, made excellent suggestions to help us attain them in keeping our retirement money safe.”
View Profile
KKS Audit Financial Services
- Patient
- Understanding
- Tax
“Kks is very knowledgeable, kisha and her team go out of their way to work around your schedule, kisha has put together a very knowledgeable and likewise team of individuals to assist w all your trucking and financial needs.”
View Profile
Flat Fee Financial Planning
- Financial Advisor
- Goals
- Tax
“If you are looking for someone to help you invest more intelligently, reduce tax liability strategically and ethically, or thoughtfully help you plan for retirement, look no further.”
View Profile
Parsons CPA
Consulting Services, Accounting Services, Tax Services
“Huge talent at a small firm, clients get a high level of service with personal attention.”
View Profile
Remedy Tax & Financial Services
- Information
- Dollars
- Documents
“When I sent them my tax information and 1099's, based on previous years, I fully expected to owe the government thousands of dollars.”
View Profile
Accounting & Tax Services of Charlotte
“I live outside of the US and simply send him all of my documentation and he prepares and files everything for me.”
Retirement Planning and Investment Management Services in Charlotte, NC Cost Estimates
Minimum cost
$1246
Maximum cost
$10587
National Average
$3737
Avg Per Hour Rates
$374
$2491
$6851
Average price range is based on
349 cost profiles
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
