Best Financial Advisors in Kennesaw, GA

The highest-rated Financial Planning & Wealth Management companies out of 145 vetted & reviewed in the Kennesaw area.

MCP & Associates - Accounting & Tax Firm

MCP & Associates - Accounting & Tax Firm

(50)
  • Words
  • Tax Return
  • Company
“She was able to piece together my mess of a situation and get it filed within 2 weeks, my last accountant was going on 4 months with nothing submitted to IRS.”
In Business Since 2012
4255 Wade Green Rd NW Suite 520, Kennesaw, GA 30144
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CFO Navigator

CFO Navigator

(19)
​, ​consulting & Advisory, Tax
“Robert and his staff at CFO Navigator have done an outstanding job helping our business grow by organizing, and more importantly, understanding our financial data.”
In Business Since 1998
Offers Financing Options
732 Kennesaw Ave NW #210, Marietta, GA
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Georgia Tax Resolution Group

Georgia Tax Resolution Group

(27)
Tax Plan, Consultation, Tax Help
“Rosine has earned my total trust and respect for keeping me in line with the never ending changes and worries of tax compliance and liabilities for the past 25 years.”
In Business Since 2021
Free Initial Consultation
125 Townpark Dr Suite 300, Kennesaw, GA
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Phelps Financial Group

Phelps Financial Group

(23)
  • Goals
  • Options
  • Retirement
“I am happy, to say my long time Participation with the Phelps Financial Group is an evolving financial design providing ongoing liquidity in my retirement epoch.”
In Business Since 2011
1300 Ridenour Blvd Suite 100, Kennesaw, GA 30152
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One Atlanta Tax Solutions

One Atlanta Tax Solutions

(6)
  • Plan
  • Financial
  • Wealth
“I recommend this team to anyone whether they already have a solid financial plan with wealth protection strategies or even to individuals who are interested in learning more about options for financial planning.”
In Business Since 2023
1275 Shiloh Rd NW #2220, Kennesaw, GA 30144
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Hope Business Solutions Group

Hope Business Solutions Group

(5)
  • Expertise
  • Credit
  • Management
“Whether you are an individual seeking personal financial planning or a business owner looking to optimize your financial strategies, this consultancy firm has the knowledge, experience, and dedication to help you achieve your goals.”
In Business Since 2019
1300 Ridenour Blvd Suite 122, Kennesaw, GA 30152
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Parrish Capital

Parrish Capital

Financial Planning, Wealth Management
“At its fundamentals, financial planning seeks to ensure that your money lasts longer than you do. We work to ensure that you are set up for the future – whether it be retirement, a college fund, or that next big life event. Parrish Capital works with...”
In Business Since 2014
Remote Consultations Available
1619 Collins Rd NW Suite 100, Kennesaw, GA 30152
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Henssler Cpas & Advisers

Henssler Cpas & Advisers

(2)
“Melanie Wells, Zach Alexander, Jessie Thomas, and the rest of the Team are not only knowledgable wealth managers and tax advisors, but 1st class people as well.”
In Business Since 1996
3735 Cherokee St NW, Kennesaw, GA 30144
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Payne Financial Management

Payne Financial Management

(1)
“Great people”
In Business Since 2001
125 Townpark Dr Suite 300, Kennesaw, GA 30144
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Executive Planning Services

Executive Planning Services

(1)
“The best executive planning service that I have ever used!”
In Business Since 2004
Licensed
1815 Old 41 Hwy NW Suite 380, Kennesaw, GA
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Ross Accounting & Financial Services

Ross Accounting & Financial Services

“Ross Accounting & Financial Services Inc is a full service tax preparation and financial service firm. We take pride in the ability to combine tax and investment planning*, which allows us to provide you with the highest level of service at an afford...”
In Business Since 2001
Accepts All Major Credit Cards
3745 Cherokee St NW #702, Kennesaw, GA 30144
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Krause Wealth Management Group

Krause Wealth Management Group

(1)
Estate Planning, Risk Management, Portfolio Management
“Good guy”
In Business Since 2009
1690 Stone Village Ln NW # 301, Kennesaw, GA 30152
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Schumpert Investments

Schumpert Investments

“Are you looking for a caring Investment Adviser Representative in Kennesaw, Georgia? If so, then look no further. We are passionate about what we do. We are committed to serving people in the area of finance. Our passion and commitment originate from...”
In Business Since 2020
Transparent Fees & Pricing
3984 Madison Main, Kennesaw, GA 30144
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Balance Wealth Partners

Balance Wealth Partners

“At Balance Wealth Partners, our customized plans aim to strike a balance between saving for retirement and comfortable, intentional living along the way. Obviously, we want you to enjoy a secure, carefree retirement, but we also want you to live conf...”
In Business Since 2017
125 Townpark Dr Suite 300, Kennesaw, GA
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Freedom Wealth Partners

Freedom Wealth Partners

“Freedom Wealth Partners is an independent advisory firm committed to serving our clients with integrity, leadership, and passion. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families. O...”
In Business Since 2012
1690 Stone Village Ln NW #221, Kennesaw, GA 30152
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Eissman Wealth

Eissman Wealth

“Investment advisory services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisor. Eissman Wealth Management, LLC and Sound Income Strategies, LLC are not associated entities.”
In Business Since 2014
114 Townpark Dr Suite 175, Kennesaw, GA 30144
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Engels Financial Group

Engels Financial Group

“He utilizes his team of advisors and professionals to coordinate and ensure a completely customized plan for all of his client's affairs: income, financial, legal and tax. He is a strong advocate for the implementation and utilization of this trinity...”
In Business Since 2016
125 Townpark Dr, Kennesaw, GA
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Wiser Wealth Management

Wiser Wealth Management

(50)
Legacy Planning, Retirement Planning, Wealth Management
“I approached Casey and his team to help me get a better handle on our long term finances and planning to help ensure we were on track to meet our long term goals.”
Remote Consultations Available
In Business Since 2004
Licensed, BBB Accredited
125 Church St #220, Marietta, GA
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Nicholas Wealth Management

Nicholas Wealth Management

(38)
Tax Planning, Investment Planning, Retireready™ Plan
“Nicholas and his team listened to our financial goals and provided a very clear analysis of where we would stand financially at and many years beyond retirement.”
In Business Since 2017
Licensed, BBB Rating: A+
218 Roswell St NE Suite 200, Marietta, GA
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Investor Friendly CPA

Investor Friendly CPA

(50)
  • Asset
  • Tax Planning
  • Strategies
“We did not know much about it, and were using a regular CPA, not knowing that it was hurting us, as we were not getting the tax benefits we were supposed to.”
Remote Consultations Available
Transparent Fees & Pricing
In Business Since 2017
Emergency Services
4634 Country Manor Dr, Sarasota, FL
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SBS Accounting & Advisors

SBS Accounting & Advisors

(29)
Cash Flow Management, Budgeting and Forecasting, Advisory & CFO Services
“I understand tax season is hectic and they work with a lot of individuals and businesses during this time, but I paid almost half a grand to have my taxes done correctly and efficiently and neither were achieved.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2012
Licensed, BBB Rating: A+
363 Lawrence St NE, Marietta, GA
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Carter & Company Business Accounting Firm Atlanta CPA

Carter & Company Business Accounting Firm Atlanta CPA

(47)
Tax and Accounting Services, Fractional CFO Services / Business Advisory, Non-Profit Organizations
“Mr Carter is the wealth building guru of Atlanta and has ventured out to other states helping others to take their businesses and personal financial profiles to a higher level.”
Transparent Fees & Pricing
In Business Since 2017
Accepts All Major Credit Cards
3017 Bolling Way NE Ste 144, Atlanta, GA
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William Costley

William Costley

(45)
Business Services, Individual Services, Dave Ramsey Trusted ELP
“Their attention to detail, expertise in navigating complex financial scenarios, and prompt responses have consistently alleviated the stress often associated with tax season.”
In Business Since 2021
Transparent Fees & Pricing
Serving Kennesaw Area
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Jimmy Terrazas

Jimmy Terrazas

(49)
  • Mind
  • Knowledge
  • Questions
“I filed my taxes with spectrum 360 this year and what can I say Jimmy Terrazas helped me from start to finish explaining to me with full detail of my refund.”
In Business Since 2017
Se Habla Español
3455 Peachtree Rd NE, Atlanta, GA
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Retirement Planning and Investment Management Services in Kennesaw, GA Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 533 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 533 cost profiles.

Why these companies made our list

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