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Landmark Financial Services
Long-Term Care Planning, Alternatives to Traditional Health Care, Self-Employed Business Owners and Key Executives
“Like it”
Best Financial Advisors in Rocky Mount, NC
The highest-rated Financial Planning & Wealth Management companies out of 114 vetted & reviewed in the Rocky Mount area.
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Taylor Financial Strategies
“I like how they are patient with me and will answer any of my questions or concerns.”
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Whitener Capital Management
“Always making timely suggestions and putting our agenda at the forefront of his priorities.”
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Benfield Financial
“I recommend them to anyone looking to keep their money safe in this unstable world.”
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Wealth Management Strategies
“Mr Engrassia at Wealth Management Strategies was critical to settling all the financial matters.”
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Emerald Asset Management
“Emerald Asset Management, Inc. is a boutique Registered Investment Advisory Firm serving the investment and planning needs of Families,Individual Investors andBusinesses. We believe that a solid financial planning process, partneredwith sound investm...”
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Jolley Asset Management
“In 2020, Live Oak Private Wealth and Jolley Asset Management joined forces to further solidify our position as one of the most comprehensive wealth management firms in eastern North Carolina. With distinct but complementary investment styles, the add...”
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John A Pollard CPA
Services For Quickbooks, Industries, Services For Individuals
“The level of knowledge and professionalism is superior to any other firm I have worked with over the years.”
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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.”
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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...”
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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 ...”
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Influx of Wealth
- Planning
- Goals
- Coaching
“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!”
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Milestone Wealth
- Retirement Planning
- Management
- Team
“Always appreciate meeting with Dave and his colleagues to discuss the status of our Milestone accounts and how they are projected to perform in the upcoming months.”
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Padgett Business Services
“Have been with this company for over 15 years .”
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Dunn John A, CPA
“We had rental properties that we sold,and they got everything figured out with the taxes.”
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Acera Wealth Management
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!!”
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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...”
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Alex Pappas, CPA
“I am very pleased with the keen attention to detail and valuable insights Alex consistently delivers.”
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H.L. Ormond & Company
Services, Investment Strategies, Retirement Planning
“Seems to be on top of their game.”
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Keel & Long Financial Management
Financial Planning
“They have the clients best interest as their top priority.”
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Hoyle CPA
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, ...”
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The Journey's Group
“He still lives in the times where he thinks you can stop in at any time and have business taken care of.”
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Taunton Financial
“Great people to work with!!!!!!”
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Flat FEE CIO
“Concierge Wealth Management Services for a Low Fixed Annual Fee with Offices in Greenville, NC Wilmington NC and Chapel Hill NC. Fiduciary with 25 years experience. Family Office Services including Trust and Estate and Foundation. Raleigh NC Durham N...”
Retirement Planning and Investment Management Services in Rocky Mount, NC Cost Estimates
Minimum cost
$1043
Maximum cost
$8862
National Average
$3128
Avg Per Hour Rates
$313
$2086
$5734
Fair price range is based on
482 cost profiles
Why these companies made our list
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