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Pitters Accounting & Tax Professionals

(50)

Knowledge
Right
State

“They take the time to go over everything with you, answer all questions with a smile, knowledgeable and always seek to ensure that you leave satisfied in knowing that you tax was done right.”

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Wealthplan Financial Group

(1)

Affiliated Firms, Financial Advisors & Representatives

“Thank you Randy for all of you professional advice and the peace of mind I get from partnering with you and Wealthplan Financial Group.”

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Steven L. Gargano, CPA

(27)

Payroll Services, Small Business Accounting, Wealth Management

“We feel we are off to a good start and felt very comfortable sharing our review right after our first meeting with him and as we look forward to a long business relationship with him.”

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Ferguson Financial

(6)

Flipbooks, Tax Library, Newsletters

“He really took the time to understand exactly where I was at financially and where I personally want to be moving forward to set myself up for the best and easiest retirement.”

i

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The Wealth Guardians

(11)

Custom Retirement Paycheck Plan

“They are very professional and always there to guide you though any process you may encounter while dealing with your financial future.”

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King Wealth Partners

(12)

Financial Advisor
Understand
Goals

“He's been helpful at navigating complex investment options as well as making sure my family was adequately insured so we were prepared the the unknown.”

i

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The Potter Law Firm

(13)

Estate and Gift Tax Figures, Incapacity Planning, Legacy Planning

“On a recent personal situation, John used his resources to connect me with a wonderful advisor who has similarly guided us to a virtual conclusion of the problem.”

i

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Family Trust Investment Services

(8)

Security & ID Theft Protection, Calculators, Family Trust Blog

“Elverta - handled with care and great experience”

i

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Welch CPA

(8)

Questions

“Ken was referred to me a couple years ago from a friend of mine after receiving some incorrect guidance from another accountant that had my new business starting off on the wrong foot.”

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Wilson Wealth

(1)

Wealth Management, Business Owner Retirement Solutions, Financial Planning

“Maurice is practical, intelligent and trustworthy person who also happens to be a great financial advisor.”

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Freedom Gold USA

(14)

Understanding
Company
Cash

“They did not have me waiting long they got straight to the point”

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Short Financial Group

(7)

Payroll Tax Filings, Accounting Consulting, Bookkeeping

“Great insights into the best approach to set up accounting / books in our small business; Adam ensures that we understand pros/cons to make decisions and do things the right way!”

i

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Financial Strategies Consulting

(3)

Investments

“William Smith showed him Annuities and plans to invest his pension funds so that he didn't lose money and even provided a way to get help in the event he was unable to do 2 of the skills necessary for daily living.”

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Matthew J. Rice CPA

(5)

Financial

“I had a very unusual tax situation and I called every CPA in lincolnton, nc and no one wanted to deal with my issue, then I started calling CPA'S in charlotte, nc.”

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H B Financial Resources

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Palmetto Investment Consultants

(3)

Retirement Planning, Estate Planning, Asset Management

“Great advice, Great people, always have time for you.”

i

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Dolan Capital Advisors

(2)

“Knowledgeable, honest, and hard-working.”

i

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Executive Accounting Solutions

(1)

“They deliver value by providing financial insight to their clients about how they can improve their effectiveness and profitability.”

i

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Lancaster & Hall

“After years of personal and professional experience, we founded Lancaster & Hall to be your trusted back office, providing you with the clarity, projections, and strategic structure and guidance you need to exceed your business goals.”

i

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BNA Wealth

(1)

Wealth, CPA

“This is the ONLY place I would ever trust for financial advice, and they can bet on our business in the future!”

i

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Mint Hill Wealth Management

(1)

Creating Wealth, How We Help

“Highly recommended if you're looking for a wealth team with strong ethics and knowledge!!”

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Gargano Financial Group

(5)

“What he also does is educates his clients on options and choices available to them so that they are making the best decisions for their personal needs.”

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Burkett Financial Services

Education Planning, Retirement Planning, Estate Planning

“Burkett Financial Services is a comprehensive, financial-planning firm. We work with you and other advisors you may have to develop a plan to reach your goals. We provide advice and implementation of such on investments, income tax, estate planning, ...”

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Sinclair Financial Solutions

(2)

“Kristin was very knowledgeable and professional when I needed her services.”

i

Average Cost	$3352
Minimum cost	$1118
Maximum cost	$9496
Avg Per Hour Rates	$336

Best Financial Advisors in Rock Hill, SC

The highest-rated Financial Planning & Wealth Management companies out of 157 vetted & reviewed in the Rock Hill area.

Pitters Accounting & Tax Professionals

Wealthplan Financial Group

Steven L. Gargano, CPA

Ferguson Financial

The Wealth Guardians

King Wealth Partners

The Potter Law Firm

Family Trust Investment Services

Welch CPA

Wilson Wealth

Freedom Gold USA

Short Financial Group

Financial Strategies Consulting

Matthew J. Rice CPA

H B Financial Resources

Palmetto Investment Consultants

Dolan Capital Advisors

Executive Accounting Solutions

Lancaster & Hall

BNA Wealth

Mint Hill Wealth Management

Gargano Financial Group

Burkett Financial Services

Sinclair Financial Solutions

Retirement Planning and Investment Management Services in Rock Hill, SC Cost Estimates

Why these companies made our list

Wealth Management Advisors near Rock Hill

Popular in Rock Hill