The highest-rated Financial Planning & Wealth Management companies out of 114 vetted & reviewed in the Rocky Mount area.
Learn how we score.
Prominent finalists A-Z in Rocky Mount
Acera Wealth Management
Alex Pappas, CPA
Benfield Financial
Cents With Intent
Dunn John A, CPA
Emerald Asset Management
Faber Wealth Management
Fortis Wealth Management
Hoyle CPA
Influx of Wealth
Jackson Lee CPA
Keel & Long Financial Management
Landmark Financial Services
Lisa Elmore Berry, Cpa, PA
Milestone Wealth
Next Chapter Financial Solutions & Services
Padgett Business Services
Pate Horton & Ess Pa
Rocke Financial
Taunton Financial
Taylor Financial Strategies
The Journey’s Group
Wealth Management Strategies
Whitener Capital Management
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Wealth Management Strategies
(5)
Saving
“His advice on long term care, asset management and charitable giving are ensuring that my desires for my future are implemented to the advantage of me and my heirs.”
i
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Landmark Financial Services
(1)
Long-Term Care Planning, Alternatives to Traditional Health Care, Self-Employed Business Owners and Key Executives
“Like it”
i
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Taylor Financial Strategies
(6)
“I like how they are patient with me and will answer any of my questions or concerns.”
i
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Whitener Capital Management
(4)
“Always making timely suggestions and putting our agenda at the forefront of his priorities.”
i
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Benfield Financial
(2)
“I recommend them to anyone looking to keep their money safe in this unstable world.”
“At Emerald Asset Management, we help our clients protect, grow and enjoy their hard earned investment capital by employing our proprietary financial planning and investment strategies.”
i
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Pate Horton & Ess Pa
Services For Individuals, Business Services, Industries
“According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.”
i
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Lisa Elmore Berry, Cpa, PA
Business Services, Tax Services
“At Lisa Elmore Berry, CPA, PA, I've been serving the CPA needs of Wilson, NC and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, I want to hear from you.”
i
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Rocke Financial
“Rocke Financial LLC is the new leader in unclaimed assets location and recovery, serving businesses and individuals worldwide. Created to meet a very important need in the billion dollar unclaimed property industry, Rocke Financial represents clients...”
i
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Fortis Wealth Management
“Capital markets can provide immense benefit to support financial security and quality of life. At Fortis Wealth Management, we believe that this view is critical to helping our clients achieve their financial goals. Our team's intensive academic and ...”
i
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Influx of Wealth
(38)
Meeting
Planning
Resources
“Influx has helped me so much, from financial planning and credit repair to becoming an llc, influx has been instrumental in my development Financial/business literacy!”
i
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Milestone Wealth
(35)
Expertise
Questions
Success
“My husband and I have worked with Milestone Wealth for the last four years and we could not be happier with their guidance towards reaching our personal financial goals.”
i
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Padgett Business Services
(1)
“Have been with this company for over 15 years .”
i
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Dunn John A, CPA
(2)
“We had rental properties that we sold,and they got everything figured out with the taxes.”
i
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Acera Wealth Management
(5)
Personal Wealth Management, Business Management
“Always calls to keep me informed of any changes or improvements that he thinks is needed, we also have quarterly reviews, to make sure that I am aware of or if I have any questions or concerns about my portfolio!!”
i
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Jackson Lee CPA
“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced a...”
i
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Alex Pappas, CPA
(2)
“I am very pleased with the keen attention to detail and valuable insights Alex consistently delivers.”
i
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Keel & Long Financial Management
(1)
“They have the clients best interest as their top priority.”
i
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Hoyle CPA
(5)
Payroll, Tax Return Preparation, Accounting
“I can't describe how they are professional, respectful, they doing much more than what you asking for , also the people work there very helpful, nice helping you even if not there job, they make sure you leave the office very satisfied and happy, ...”
i
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The Journey's Group
(1)
“He still lives in the times where he thinks you can stop in at any time and have business taken care of.”
i
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Taunton Financial
(1)
“Great people to work with!!!!!!”
i
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Faber Wealth Management
(2)
“We've been using Faber Wealth Management for over 30 years.”
i
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Cents With Intent
(4)
“For those starting out on a financial journey , she's a great person to start with in building a budget you can work with and offering simple non complicated advice”
i
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Next Chapter Financial Solutions & Services
(2)
“I am seeing results every month in my personal finances and now I have complete control of my financial future.”
i
Retirement Planning and Investment Management Services in Rocky Mount, NC Cost Estimates