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Scott Cornelius, CPA

(27)

Services For Individuals, Tax Preparation, Compliance and Management, Business Services

“When five years ago, we moved to NC from NJ and had to deal with multiple-state filings as well as the new forms related to retirement funds, happily, he was recommended to us.”

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Ncdotax

(4)

Auditing Services, TAX Service, Retirement Planning

“They are friendly, responsive, and always willing to answer my questions or address any concerns that I may have.”

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Accounting & Tax Consultants

(8)

“They have always treated us good.”

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Kasbar

(1)

Get Your IRS File, Bankruptcy, Part-Time CFO Services

“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.”

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Sledge and Company

(1)

Wealth Management Services, Tax Services, Business Services

“He went above and beyond on several occasions throughout the process, and his timely responses to get the necessary documents were critical to the transaction.”

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Center For Homeownership

(3)

Phone Counseling, Online Counseling

“If you are looking for a program to help and direct you, please consider them…Thank you all for all my help”

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Susie's Tax EA Firm

Innocent Spouse Relief, IRS Audit Representation, Non-Filed Tax Returns

“We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. We pride ourselves on being efficient, affordable, and discreet. Any Tax and IRS problems you have will not just go away; they just keep g...”

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Gillikin & Associates / Capital Choice

“Ronnie is a devoted family man who has been married to his wife Rebekah since 1985. Together they have two loving children and four grandchildren. He is the Chairman and CEO of Capital Choice of the Carolinas and is well-known for his expertise in fi...”

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High Point Financial Design

(1)

“They have done an excellent job for me and my family members over many years!”

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US Funding

“US Funding's flexible invoice factoring services are right for your business…whether you are a manufacturer, distributor, importer, or service organization. We work with businesses who are startups as well as those with revenues in the $1million – $5...”

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Golden Ridge Financial Designs

Useful Links, Kathy's Commentary, Financial Calculators

“In an effort to provide long-term continuity, Golden Ridge Financial Designs has established a new partnership with SmithSandlin Wealth Planning.This strategic partnership will combine the resources of both firms to help meet the evolving needs of ou...”

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Blakely Financial

“Financial planning that supports you, your business, and your personal goals allowing you the time to focus on what you do best. Worrying about your future takes more energy than planning for it. Our purpose is to help business owners and entrepreneu...”

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Armfield Wealth

“For your financial plan and your investments to have consistency, its important to work with one advisor who knows you well.”

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Panoptic Capital Management

“Many people wait to roll over their 401(k) dollars until they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you're still working and...”

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Mildrid Esua, CPA

(37)

Small Business Advisory, Tax Advisory Services, Small Business Accounting

“As I was waiting in the lobby, a gentleman came out and told me the person I was meeting with (Wilson Esua) was not in the office and unable to make our meeting.”

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Strategic Planning Corporation

(45)

Emoney, Trust Company of America, Black Diamond/Eba

“I can't say enough about how great his heart and willingness to get me on the path to be set up for success with my finances both now and for my future.”

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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.”

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Woodruff Family Law Group

(46)

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

“They clearly explained each step and provided different alternatives so the final decision was made with a good understanding of what could have happened.”

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Wilson Financial Advisors

(26)

Fees

“I was able to roll over my pension from the company that I worked for and Keith invested it so that I am able to draw from it monthly, and guess what??”

Featured

Are you REALLY ready to retireâ ...nnwith your spouse?í ½í±« nnIn particular when couples retire together. What will you do?nnMy parents for example had, what I thought was a very successful routine and had balance. âï¸ nnThey learned very quickly that each one had to have their own space at times. nnDad joined a golf leagueí ¼í¿ï¸ and would meet a couple of times a week with his group of friends. nnMom joined a quilting clubí ¾í·µ and met with her friends. nnBoth doing what they enjoyed and had interaction with other people. nnThey also spent time doing things together that they both enjoyed, like traveling âï¸ and going to ball gamesâ¾ . nnThey also had balance âï¸ in that they would spend time with friends and family.í ¾í´² nnThey would meet with a group of friends once a month for lunch and sometimes when they would go on trips âï¸ they would invite another couple to go with them. nnSo the balance for them was they had their own routine separately, they had activities planned for just the two of them and they had activities planned that included others. nnSo as you can see there is more to this retirement thing than just making sure you have enough money.í ½í²° Be intentional with your day, and decide what interests you want to pursue. nnWhen I construct a plan for retirement, these conversations come up.nn#retirementplanning #financialadvice #balance...

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Ledger Logic

(4)

Payroll Services, Tax Representation, Tax Planning

“They help me with preplanning so we can be prepared for situations that will change, and are absolutely spot-on with our taxes.”

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Level Wealth Management

(34)

Instrumental
Advice
Retirement

“His attention to every detail of our financial situation, along with his expertise has been invaluable in our preparation for a comfortable retirement.”

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Robert Cooper & Associates

(2)

Financial Planning

“Robert Cooper is an honest businessman and a Christian.”

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Spartan Planning Group

(18)

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

“We certainly put money away on a regular basis but did not feel confident that we were maximizing our results or whether fees and lack of management were eating up our gains.”

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Jj&a Accounting Services

(12)

Bookkeeping Services, Profitability Assessments, 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...”

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Average Cost	$3534
Minimum cost	$1178
Maximum cost	$10013
Avg Per Hour Rates	$354

Best Financial Advisors in High Point, NC

The highest-rated Financial Planning & Wealth Management companies out of 185 vetted & reviewed in the High Point area.

Scott Cornelius, CPA

Ncdotax

Accounting & Tax Consultants

Kasbar

Sledge and Company

Center For Homeownership

Susie's Tax EA Firm

Gillikin & Associates / Capital Choice

High Point Financial Design

US Funding

Golden Ridge Financial Designs

Blakely Financial

Armfield Wealth

Panoptic Capital Management

Mildrid Esua, CPA

Strategic Planning Corporation

Bumbry & Associates

Woodruff Family Law Group

Wilson Financial Advisors

Ledger Logic

Level Wealth Management

Robert Cooper & Associates

Spartan Planning Group

Jj&a Accounting Services

Retirement Planning and Investment Management Services in High Point, NC Cost Estimates

Why these companies made our list

Wealth Management Advisors near High Point

Popular in High Point