Ncdotax
“They are friendly, responsive, and always willing to answer my questions or address any concerns that I may have.”
Best Financial Advisors in High Point, NC
15 firms listed · 8 in High Point · 10 rated 4.5+
Data verified October 18, 2026
Accounting & Tax Consultants
“Always the best service and quick accurate providers for your tax needs”
Sledge and Company
“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.”
Gillikin & Associates / Capital Choice
High Point Financial Design
“They have done an excellent job for me and my family members over many years!”
Golden Ridge Financial Designs
The 15 firms listed for High Point, 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: High Point, NC
Of the 15 firms we list here, 8 are in High Point itself and 7 come from Greensboro (6, 12 mi) and Colfax (1, 9 mi). 12 of the firms on this page have a rating, from 4.2 to 5.0 across 159 reviews; 10 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (94%), responsiveness (89%) and quality (67%). 4 have a BBB rating of A or A+. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers payment plans and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 12 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside High Point listed here?
8 of the 15 firms are located in High Point. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Blakely Financial
Armfield Wealth
Book onlineBook
Strategic Planning Corporation
“Mike is very professional, extremely responsive to any of our needs or questions.”
Ledger Logic
“They have been doing a wonderful job in filling taxes and payroll not only for our company but employees as well.”
Book onlineBook
Level Wealth Management
“He was instrumental for us as we sold our small business and looked to invest the proceeds and our quarterly meetings with him are always educational for us.”
Spartan Planning Group
“They only advocate for our absolute best and our ability to fully trust them is priceless.”
Button & Button Cpas
“Button and Button takes care of my bookkeeping and taxes, allowing me to concentrate on growing my business.”
Wisdom Wealth Care - Financial Advisors
“Regular periodic meetings assure that I am informed about and knowledgeable of my account.”
Bass Financial Strategies
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
