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Ncdotax
“Ncdotax provided excellent service and made tax filing smooth and easy.”
Best Financial Advisors in Winston-Salem, NC
24 firms listed · 17 in Winston-Salem · 2 open weekends · 17 rated 4.5+
Data verified October 21, 2026
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Strategic Planning Corporation
- Mike. he
- Responsive
- Future
“Mike has gone above the expectations to help me personally and professionally to prepare for my retirement and my special needs son's future financial needs.”
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Brendle Crouse P.A.
“Excellent firm.”
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Maestro Wealth Advisors
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Accounting & Tax Consultants
“Everyone is friendly, personable, and always smiling.”
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Salem Investment Counselors
“They have done a great job with my investments, have been responsive and always available to talk.”
The 24 firms listed for Winston-Salem, 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: Winston-Salem, NC
Of the 24 firms we list here, 17 are in Winston-Salem itself and 7 come from towns including High Point (3, 17 mi), Clemmons (2, 8 mi) and Colfax (1, 15 mi). 20 of the firms on this page have a rating, from 4.0 to 5.0 across 124 reviews; 17 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (95%), responsiveness (89%) and quality (66%). 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are estate planning (5), financial planning (5), tax planning (4), accounting services (2) and retirement planning (2). 8 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 2 offer payment plans. 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 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.
Why are financial advisers outside Winston-Salem listed here?
17 of the 24 firms are located in Winston-Salem. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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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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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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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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Center For Homeownership
- Patient
- Information
“Be patient and trust the process the program is amazing”
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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.”
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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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Horizon Financial Services
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Advance Financial Group
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Integrated Advisory Services
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The Matthews Office
“Terri and her team treat their clients and their businesses as family and always in the client's best interest!”
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Fincoach Consulting | Roslyn Lash
“She is thoughtful and caring throughout the whole process.”
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Dixon & Company Wealth Management
“As a business owner, they have helped me navigate paying off over $50,0000 in debt in only a few years and get me to the point where I was able to make some serious capital purchases without taking on any new debt!”
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Holden & Mickey
“Many thanks to John Mickey for guiding me through process of selecting quality insurance products (life and disability).”
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Avior Tax & Accounting
“Knowledgeable, thorough and efficient - all qualities that make it a pleasure to work with them.”
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Marzano Capital Group
“Had the pleasure of working with Mike and he wasn't any different than the excellent help The Marzano's always give.”
Retirement Planning and Investment Management Services in Winston-Salem, 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 484 cost profiles
Why these companies made our list
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