Marietta, GA 118 Financial Advisors near you

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4ES LLC  D/b/a Efficient Solutions

4ES LLC D/b/a Efficient Solutions

5.0 (10)
I have over 20 years of experience in accounting and tax compliance.  I manage a very small practice in Winder, GA.  I love to do research and if your business has a specific need, I go the extra mile to do the research free of charge.
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Accutax Business & Financial Services

Accutax Business & Financial Services

5.0 (3)
Let Accutax Business & Financial Services providers take care of you and your company's individual tax preparation, business tax preparation, and tax preparation needs. Hire Kevin now. They do tax preparation, financial services and planning, and individual tax preparation at affordable rate.
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A & N Accounting

A & N Accounting

5.0 (3)
Andrew Holcomb provides reliable private financial services. Hire seasoned financial planners from this company. They handle data entry, recruiting agency, and tax accounting at flexible price.
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Rothschild And Associates PC

Rothschild And Associates PC

5.0 (2)
Looking to find someone who provides financial planning services? Then give Rothschild And Associates PC a try. This professional specializes in small business financial services.
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TAXPREP EVOLUTION- TUCKER FIRM

TAXPREP EVOLUTION- TUCKER FIRM

4.0 (2)
Searching for someone who will manage your wealth? Check out and try TAXPRO ELITE THE TUCKER FIRM today. Their professionals also do community organizing, nonprofit fundraising, and more.
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Tax Genius Of Atlanta

Tax Genius Of Atlanta

5.0 (2)
Affordable, Expert tax services 
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S Accounting & Tax LLC

S Accounting & Tax LLC

4.0 (1)
•Susie Chan Kang, CPA •Soo Jin Lee, CPA Susie has been offering tax, accounting, payroll and advisory services  to clients in diversified industries including manufacturing, wholesale/retail businesses, construction, real estate development and investment, banking, finance and professional/legal consulting service since 1998.   In 2010, after 12 years experience practicing in two local firms, she established her own practice providing comprehensive services to clients in a variety of industries. Susie established a niche working with high net-worth individuals who maintain complex corporate and engagements, such as l ... View Profile
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Accounts R US, LLC

Accounts R US, LLC

5.0 (1)
Les Karla provides tax accounting, accounting, and financial services and planning for various clients. They also offer full planning and financial solutions. They have reliable and reputable financial planners who offer accounting, tax preparation, and individual tax preparation.
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Third Act Retirement Planning

Third Act Retirement Planning

5.0 (1)
We specialize in serving clients who are planning for retirement in the next 5 years or are already retired and want to transition into it in excellent health and a commitment to and relationship with the Lord so that it can be the best phase of their lives. We provide comprehensive investment management, retirement and comprehensive financial planning, retirement lifestyle design, and more to help our clients pursue the retirement of their dreams. ... View Profile
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Twenty Twenty Investment Advisors

Twenty Twenty Investment Advisors

5.0 (1)
Comprehensive financial planning is the foundation of our service.  Understanding your goals and objectives allows the service to center around building a plan that focuses not only on return of investment but return on life.
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ICredit Solutions

ICredit Solutions

5.0 (1)
A financial firm that cares about clients financial needs. With over 2 years experience we specialize in credit restoration,  individual and business tax preparation, debt counseling and funding services. We have an enrolled IRS agent and certified public accountant on staff to cater to your tax preparation needs to ensure a maximum refund with audit protection. ENTER FOR A CHANCE TO WIN A VACATION TO LAS VEGAS WITH TAX PREPARATION! DRAWING WILL BE HELD ON APRIL 16, 2019. REFER A FRIEND FOR AN EXTRA ENTRY! ... View Profile
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World Multinational Corporations Consulting Groups LLC

World Multinational Corporations Consulting Groups LLC

5.0 (1)
Thank you for your interest in our services.   Whether you're a first time filer with a basic tax return or you have a complex tax situation, we always have solution to fit your needs. World MCCG Tax Services has been providing quality assistance to our taxpayers for years. We offer: complete tax preparation and/or electronic filing of all 1040s,1041, 1099s Schedules C, 1065, 1120, 990  as well as complex small businesses.  Our highly experienced personnel are ready to help you with your tax preparation needs. We begin taking appointments in January 2 for each tax year. Appointments can be made to prepare your ... View Profile
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Norris Financial Group

Norris Financial Group

This financial services firm provides financial services and planning. They provide financial consulting services. They have knowledgeable professionals who will help you manage your wealth.
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Pure Logic Tax Service

Pure Logic Tax Service

Our service offers Strategic Tax Law Planning and Preparation for EVERY tax bracket.  Often, the tax and financial issues that cause a threat to occur in taxpayer's finances are no respector of income tax bracket.  Pure Logic Tax Service has made it our goal to use all of the super powers that we have accumulated from data analysis and data science, careful consideration and practice of tax law, and strategic business and personal financial counseling to support taxpayer wealth no matter your tax bracket! ... View Profile
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Peach Accounting

Peach Accounting

This company offers financial advisory services that you can count on. They also offer retirement planning services to small businesses. This expert also offers bookkeeping, tax accounting, and hr and payroll.
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46 & 2 Wealth Partners LLC

46 & 2 Wealth Partners LLC

Jesse is the founder of 46 & 2 Wealth Partners, a fee only registered investment advisory firm in Georgia.  Jesse also hosts The Jesse Tee Show. A mindset focused podcast that teaches anyone hunting greatness in business, health and wellness and in relationships the secrets to success. At an early age Jesse realized he had a knack for being an entrepreneur. He would buy, sell and trade comic books and sports cards. Growing up in Boston, during the harsh winter months, Jesse would shovel his neighbors sidewalks and driveways earning a few dollars and other times, a cup of hot chocolate. In 2006, Jesse moved to Georgia and resumed his ... View Profile
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Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group

We are an established independent firm providing fee-only financial planning and investment management (i.e., NO commissions). We only work on the fiduciary starndard care, thus legally obligated to always recommend what's best for our clients. All advisors have university degrees in financial planning. Our truly independent firm is NAPFA-registered and SEC-registered and includes three UGA professors of financial planning.
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Infinity Financial LLC

Infinity Financial LLC

A common question is “ what is financial planning or what do I do as a certified financial planner. I like to breakdown my role as a certified financial planner into three parts.  The first role is that of a Life Planner which is to Help my clients plan their life ... I need to get to know you first . Where you are in your life right now.... and how you got here. What you want to achieve now and in the future until you are no longer here. To find out all about YOU and the lifestyle you enjoy right now and the lifestyle you want to continue to enjoy going forward and finally whether you want to change this in anyway in the future ... View Profile
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Boardwalk Capital Management

Boardwalk Capital Management

Boardwalk Capital specializes in helping investors connect their finances with their values. We help you articulate what you care most about, and build an investment plan to achieve both your financial objectives and your social ones.  We are the Southeast’s first wealth management firm that is also a Certified BCorporation. What’s a BCorp? It’s a company  that strives to be a good steward of the environment and an exemplary corporate citizen. And that has been audited and scored to measure its progress.  We’re impact investors and hope to help you be one, too, while also achieving your financial goals.& ... View Profile
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GLOBAL

GLOBAL

Tax Strategy  Tax Help (Do it yourself  with my help) $39 and up! Monthly and Annual Financial Statement Preparation  Eliminate Tax Liability  Utilizing Tax Credits and Wealth BUILDING SERVICES.  CORPORATE TRUST LLC LLP S CORPORATION  Financual Projections Business Startup Consulting  Planning 
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Magnolia Group

Magnolia Group

Magnolia Group advises clients on all forms of Risk. We are fiduciary professionals who focus on client concerns helping to protect families, businesses, and legacies from exposure to loss and excessive taxation. Our group holds multiple lines of authority in risk and financial management. A good client for us has recognized their financial management needs and the benefit of a team of experts that can help sort out the basics of risk management to the heights of exposure to loss. We help you protect that which is near and dear to the heart of your family while planning for your success. From insurance to wealth management the Magnolia Group ... View Profile
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Synergy Wealth Management Inc

Synergy Wealth Management Inc

Principal, FiduciaryVirtue Capitol Management., LLC IAR Dave Ramsey ELP Financial Advisor At Synergy Wealth Management, our goal is simple: help clients live a better life by assisting them with creating reliable financial strategies they can be confident in.​We aspire to maintain lifelong, productive relationships with our valuable clients and believe providing our clients with transparent information, reliable options, objective guidance and exceptional service aids us in achieving our clients’ financial goals and objectives. PRESIDENT AND FOUNDER Scott Stooksbury is the president and founder of Synergy Wealth Management, an i ... View Profile
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Transamerica Financial Advisors

Transamerica Financial Advisors

Tim Koenning, Investment Advisor Representative, Transamerica Financial Advisors, Inc. With over 33 years' experience in the financial services industry, Tim joined Transamerica Financial Advisors, Inc., in 2012 to recruit, train and mentor a team of independent financial advisors while continuing to maintain his own personal investment services practice. After graduating from Georgia State University in 1986, Tim worked for noted financial services firms such as Bear Stearns, Prudential Securities and Raymond James & Associates, prior to going independent in 1997 with American Wealth Management, Inc. In 2003, Tim helped form Magnolia Fi ... View Profile
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Wiser Wealth Management, Inc

Wiser Wealth Management, Inc

Wiser Wealth Management is a fiduciary fee-only financial services company offering financial planning and portfolio management services. 
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Kinship Wealth Partners

Kinship Wealth Partners

Kinship is derived from the state of being the same, similar, or a deep sense of belonging.  The word encompasses the feeling you get when you know you are in the right place, with people who genuinely care about you, and they actively strive to help you achieve your dreams.  Kinship Wealth Partners works to make you feel important, just like family, every time you connect with us.  We help prepare you through conversations, education, and advice to live the life you always dreamed.  We accomplish this by building a personal trusted relationship with you.    We believe financial planning should be relational ... View Profile
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Ultimo Tax Pro

Ultimo Tax Pro

We treat our customers like royalty, we believe that providing great customer services is the key to any successful  business relation. We value honesty in our line of work, we believe strongly in our abilities to fix and resolve any issues related to our services and we give the guarantee of an excelent  and fruitful  services. Sincerely 
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Centurion Advisory Group

Centurion Advisory Group

We choose to listen, plan, guide, with a focus on helping clients make good decisions related to money.  We find that our clients have questions about how to prepare well for retirement, how to pay less in taxes, and how to make sure they don't run out of money in retirement.  We help them prepare for all these concerns.
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Edward Jones Financial Advisor - Hamilton Brandenburg

Edward Jones Financial Advisor - Hamilton Brandenburg

I am a Financial Advisor in the greater Atlanta area helping businesses and families with their retirement plans. I came to work with Edward Jones in 2017 after previously working in finance for General Motors Financial Company. I have over 10 years of experience in Finance and Management, and hold the Chartered Retirement Planning Counselorâ„  designation from the College for Financial Planning. Early in my career, I saw firsthand the importance of having a financial strategy. As a Financial Advisor I share that impact in a deep way with families and businesses in over a dozen states from New York to Hawaii. I was born and raised in the Atla ... View Profile
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The Piedmont Group

The Piedmont Group

As a multifaceted financial planning and wealth management firm, we offer insurance and investment planning for individuals and businesses. We implement holistic financial solutions designed by a team of strong advisors embodying integrity, proactivity, and fellowship with an emphasis on people versus the product.
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Duckrow Financial Services, LLC

Duckrow Financial Services, LLC

Duckrow Financial Services, LLC provides financial advising services to families. Try Duckrow Financial Services, LLC. They are one of the reliable financial services firms that have been in the trade for 5 years.
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