Best Financial Advisors in Gastonia, NC

“I would absolutely recommend Jimmy and NUMBERSETC to anyone who's looking for a CPA to do everything from personal to business tax-preparation, tax planning/advisory, payroll, etc.”

“Take a look at our page. William L. Woody Jr. CPA is a full service tax, accounting and business consulting firm located in Gastonia, NC.”

“The details about the availability of the team to be available to answer any questions I have and provide guidance throughout the year, not just during tax time, relieved a lot of my anxiety about this part of starting a business.”

“His continued education, in Finance, up-dates by Blog, Email, & You Tube, are a comfort & welcome!”

“Checks all the boxes for a solid, dependable financial manager/advisor.”

“They impressed me at a free lunch to discuss the best way to maximize your SS payments when they asked the question why are you / we here and they stated that when they gave us the SS plan, which is different for everyone, that you would like to cont...”

“Awesome financial advisor.”

“As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.”

“Some advisors say that Social Security and Medicare are not their job … That is not us! We embrace all areas of retirement, to help our clients embark on a smooth and more financially secure retirement. Traditional advisors pride themselves on the in...”

“High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.”

“K.A. Gregory Wealth Management is an independent full-service firm dedicated to helping individuals, families and small business pursue their financial goals.”

“We are a team of fiduciaries with different strengths like CFP®, CPA, Masters in Taxation, Tax Attorney, and RTRP; all worked into a culture of sharing, always learning, and collaborating to provide you with the best solutions possible.”

“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hone...”

“Jim Crisp: R.J. Schrift Private Asset Management is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance...”

“At McMahan Financial, we help clients develop a personalized plan that meets their individual goals whether that be retirement goals, lifestyle goals, or leaving a legacy to the next generation.”