Spartan Planning Group
“If you are looking for a disciplined, process-focused team that works to protect your assets in down markets while keeping your long-term goals on track, I highly recommend the Spartan Planning Group.”
Best Financial Advisors near Kernersville, NC
There are no firms listed in Kernersville itself yet; the 15 below are the closest options, from towns including Winston-Salem (9, 10 mi), High Point (2, 9 mi) and Greensboro (2, 14 mi).
1 open weekends · 11 rated 4.5+
Data verified October 18, 2026
Book onlineBook
Strategic Planning Corporation
“Along the way, Mike has given us the necessary information that has been key in making the best possible decisions for our future.”
Integrated Advisory Services
“Jordan and Richard are genuine caring people.”
Maestro Wealth Advisors
Arbor Investment Advisors
“Thank you to all including Erika for providing honest and valuable insight for my accounts throughout these years!”
Wisdom Wealth Care - Financial Advisors
“The staff is very friendly and made sure that I left my meeting understanding everything that was happening with my investments.”
The 15 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
The 15 firms on this page are rated from 3.7 to 5.0 across 159 reviews; 11 are rated 4.5 or higher. 1 is open on weekends. The services the firms on this page list most often on their websites are estate planning (3), financial planning (2), tax planning (2) and tax services (2). 5 have a BBB rating of A or A+. 14 have ten or more years of experience, the longest 39 years. 2 offer payment plans. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 14 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.
Do firms listed for Kernersville take financial planning bookings online?
3 of the 15 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.
Accounting & Tax Consultants
“Mike has been doing our taxes for years now always professional.”
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.”
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.”
Strategic Tax Solutions Company
“I have recommended him to all of my friends and family, especially those who own small businesses.”
Timonier Wealth Beyond Financial
“The best tax department in NC.”
Pioneer Financial Group
“A special "Thank You" to Mr Gerard Blue for assisting me with my fathers policy!”
Ncdotax
“Very busy place , my work was delayed but it was done perfectly.”
Center For Homeownership
“Be patient and trust the process the program is amazing”
Covenant Wealth Management
“This is one of the best teams in the industry.”
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
