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Strategic Planning Corporation
- Teach
- Future
- Responsive
“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.”
Best Financial Advisors near Kernersville, NC
There are no firms listed in Kernersville itself yet; the 24 below are the closest options, from towns including Winston-Salem (11, 10 mi), Greensboro (9, 14 mi) and High Point (3, 9 mi).
Data verified October 18, 2026
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Wilson Financial Advisors
- Confidence
- Future
- Understand
“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??”
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Level Wealth Management
- Instrumental
- Advice
- Relationship
“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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Ncdotax
“Ncdotax provided excellent service and made tax filing smooth and easy.”
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Ledger Logic
“They have been doing a wonderful job in filling taxes and payroll not only for our company but employees as well.”
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Brendle Crouse P.A.
“Excellent firm.”
The 24 firms listed for Kernersville, 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: Kernersville, NC
23 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 220 reviews; 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (94%), responsiveness (90%) and quality (71%). The services the firms on this page list most often on their websites are estate planning (5), tax planning (5), financial planning (4), our process (2) and retirement planning (2). 7 have a BBB rating of A or A+. 20 have ten or more years of experience, the longest 44 years. 2 offer payment plans and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 21 list a public email and 4 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.
Do firms listed for Kernersville take financial planning bookings online?
4 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Maestro Wealth Advisors
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Spartan Planning Group
- Confident
- Team
- Wealth
“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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Button & Button Cpas
- Small Business
“Since tax laws change yearly we rely on their expertise with the IRS and NCDR to keep us on track with the payroll taxes, quarterly estimates, monthly P & L statements and filing the Corporate, State and Federal tax returns.”
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Accounting & Tax Consultants
“They have always treated us good.”
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Wisdom Wealth Care - Financial Advisors
- Future
- Understanding
- Questions
“They handle my retirement accounts and those of my two sons, so I sleep soundly knowing my sons will have the help they need handling their affairs after my demise.”
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Salem Investment Counselors
“They have done a great job with my investments, have been responsive and always available to talk.”
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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.”
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Kasbar
“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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Fortified Futures
“Great group that answered all my questions and had my family's best interest at heart.”
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Pioneer Financial Group
“I am honored to announce that it's been a pleasure to have an amazing advisor like Gerard Blue who's ALWAYS doing his job,there's no questions that goes unanswered and he's always back in touch with you in a timely manner,Such an AWESOME ADVISOR !!!”
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Timonier Wealth Beyond Financial
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Bass Financial Strategies
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Center For Homeownership
- Patient
- Information
“Be patient and trust the process the program is amazing”
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Tarheel Advisors
“Tarheel Advisors is one of the best financial planning companies in Greensboro.”
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JFJ Financial Group
“You're the best of the best.”
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J. Harris Financial
“Knowledgeable and I found his services helpful.”
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Accruent Wealth Advisors
“If you are looking for financial and tax advice under one roof Accruent Wealth Advisors is a great option!”
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KP Higgins CPA
“She is diligent and gracious in answering questions, advocating for her clients, and explaining complex matters in the most simple and stress-free way possible.”
Retirement Planning and Investment Management Services in Kernersville, NC Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 256 cost profiles
Why these companies made our list
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