Accounting and advisory services in Marietta, GA
14 results found
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Lam Tax Advisory
● OpenLam Tax Advisory, located at 4210 Kinsmon Way in Marietta, Georgia, is a trusted institution specializing in accounting and finance services. With a focus on retirement planning and tax optimization, Lam Tax Advisory helps clients navigate complex tax rules to maximize their financial well-being. From social security benefits to Roth conversions, required minimum distributions, widow tax implications, and estate planning, they offer personalized strategies to minimize income tax and achieve long-term financial goals. In addition to tax preparation services for individuals and businesses, Lam Tax Advisory provides customized tax strategies such as distribution planning, tax-efficient charitable giving, and international tax considerations. Trust Lam Tax Advisory to help you secure a prosperous financial future.
4210 Kinsmon Way, Marietta, GA 30062, United States -
Cagle Financial Advisory Inc
● OpenCagle Financial Advisory Inc is a reputable accounting and finance institution located at 3225 Shallowford Road, Marietta, Georgia, United States. With a team of experienced professionals, we provide top-notch financial advisory services to help our clients achieve their financial goals. Whether you need assistance with tax preparation, investment planning, or retirement strategies, our experts are here to guide you every step of the way. Trust Cagle Financial Advisory Inc for all your financial needs.
3225 Shallowford Rd #300, Marietta, GA 30062, United States -
Timely Tax
● ClosedTimely Tax is a trusted accounting and finance institution located at 358 Roswell Street Northeast in Marietta, Georgia. Our team of experienced professionals is dedicated to providing timely and accurate tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. Trust Timely Tax to handle all of your financial needs with precision and expertise.
358 Roswell St NE #1150, Marietta, GA 30060, United States -
Atlantax CPA
● OpenAtlantax CPA is a leading accounting and finance institution located at 1320 Roswell Road in Marietta, Georgia, United States. Our team of experienced Certified Public Accountants (CPAs) provides a wide range of services including tax preparation, financial planning, and business consulting. With a commitment to excellence and personalized service, Atlantax CPA is dedicated to helping clients achieve their financial goals and maximize their success. Contact us today to learn more about how we can assist you with your accounting and finance needs.
1320 Roswell Rd g6, Marietta, GA 30062, United States -
MedCXO.com
● OpenMedCXO.com is a finance and accounting institution located at 343 Church Street, Marietta, Georgia, United States. We specialize in providing medical practices with access to highly skilled executive CPAs with years of experience in physician practice management. Our goal is to help small medical practices run profitably and efficiently, ultimately leading to better patient outcomes. Our services are provided by experienced executives who understand the importance of marketing, accounting, and operations. We analyze cash outflows, identify vendors causing financial stress, and help renegotiate rates. We also offer employee fraud detection software and advisory services for selling practices.
343 Church St, Marietta, GA 30060, United States -
Jayden Snyder - Thrivent
● ClosedJayden Snyder - Thrivent is a finance institution located at 850 Kennesaw Avenue, Marietta, Georgia, United States. Licensing is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice and recommend consulting with an attorney or tax professional. Thrivent provides financial advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning with Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent.
850 Kennesaw Ave suite C7, Marietta, GA 30060, United States -
Derek Peterson - Thrivent
● ClosedDerek Peterson - Thrivent is a finance institution located at 3901 Roswell Road, Marietta, Georgia, United States. They are licensed in multiple states including AK, AL, FL, GA, IN, KY, MN, MO, NC, NV, OH, SC, TX, VA, and WA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for further planning engagement through Dedicated Planning Services for a fee. They do not provide legal, accounting, or tax advice, and recommend consulting with an attorney or tax professional. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Only credentialed financial advisors provide investment advisory services. Visit their website or FINRA's Broker Check for more information on their financial advisors and professional designations.
3901 Roswell Rd # 200, Marietta, GA 30062, United States -
Katherine Gross - Thrivent
● ClosedKatherine Gross - Thrivent is a finance institution located at 4343 Shallowford Road, Marietta, Georgia, United States. Licensed in multiple states including AL, AZ, FL, GA, IN, KY, LA, MO, NC, OH, PA, TX, this institution is dedicated to helping individuals pursue their lifelong dreams while supporting causes they care about. With nearly 5 decades of combined financial guidance experience, the team at Katherine Gross - Thrivent is committed to putting the interests of their clients first and preparing them for a more secure financial future. As a member-owned fraternal benefit society, Thrivent operates without stockholders, ensuring that decisions are made with the best interests of its members in mind. The institution believes in viewing money as a tool to help individuals lead a life rich in meaning and gratitude. Thrivent offers comprehensive financial advice and guidance through its Financial Planning Framework, with the option for further planning engagement through Dedicated Planning Services for a fee.
4343 Shallowford Rd Suite 420, Marietta, GA 30062, United States -
Jennifer Smalley - Thrivent
● ClosedJennifer Smalley - Thrivent is a finance institution located at 4343 Shallowford Road, Marietta, Georgia, United States. Financial Advisors Jeremy Cox and Matthew Beatty founded Fairway Financial Group in January 2023, focusing on a values-based approach to financial planning. Their team is dedicated to creating personalized financial plans that align with clients' dreams and goals. Operating hours are Monday-Thursday from 9 a.m. to 4 p.m. and Friday from 9 a.m. to 2 p.m. Thrivent, the parent company of Fairway Financial Group, believes in using money as a tool to achieve a higher purpose. They offer a range of financial services including advice, investments, insurance, banking, and generosity programs. Membership with Thrivent provides clients with access to resources for giving back and living a more meaningful life. With a strong financial foundation and over 100 years of experience, Thrivent is committed to helping clients build their futures and make a positive impact in their communities.
4343 Shallowford Rd Suite 420, Marietta, GA 30062, United States -
Gregory Sinatra - Thrivent
● ClosedGregory Sinatra - Thrivent is a finance institution located at 4343 Shallowford Road, Marietta, Georgia, United States. Gregory Sinatra is the Financial Advisor of The Avonlea Financial Group of Thrivent, licensed in multiple states including AL, FL, GA, IL, IN, LA, MO, OH, OR, PA, and TX. Avonlea Financial Group specializes in integrating biblical principles with financial planning, catering to clients who seek to align their financial strategies with their values and beliefs. With over five decades of experience, the group emphasizes stewardship and responsible financial management in accordance with biblical teachings. Clients interested in faith-based financial guidance can benefit from the group's focus on preparing for a generous future and making a positive impact on their community. Thrivent and its professionals do not provide legal, accounting, or tax advice, but offer services through their Financial Planning Framework and Dedicated Planning Services. Insurance products are issued by Thrivent, while securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit Thrivent.com for more information on their services and professional designations.
4343 Shallowford Rd Suite 420, Marietta, GA 30062, United States -
John Michael Miller Inc
● ClosedJohn Michael Miller Inc is a reputable accounting and finance institution located at 1033 Sandy Plains Road in Marietta, Georgia, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, John Michael Miller Inc is dedicated to providing top-notch service and expertise to help you achieve your financial goals.
1033 Sandy Plains Rd, Marietta, GA 30066, United States -
JoDee Bowen CPA, LLC
● ClosedJoDee Bowen CPA, LLC is a reputable accounting and finance institution located at 2645 Dallas Highway in Marietta, Georgia, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, auditing, and consulting. Clients can trust JoDee Bowen CPA, LLC for their expertise in helping individuals and businesses with their financial needs.
2645 Dallas Hwy Suite 200, Marietta, GA 30064, United States -
KMN CPA LLC
● ClosedKMN CPA LLC is a reputable accounting and finance institution located at 383 Battlefield Creek Drive in Marietta, Georgia, United States. With a team of experienced professionals, they offer a wide range of services to help individuals and businesses with their financial needs. Whether you need help with tax preparation, auditing, or financial planning, KMN CPA LLC is dedicated to providing top-notch services and personalized solutions to meet your specific needs. Trustworthy and reliable, KMN CPA LLC is the go-to institution for all your accounting and finance needs.
383 Battlefield Creek Dr, Marietta, GA 30064, United States -
Ana Gonzalez Taxes
● ClosedAna Gonzalez Taxes is a renowned accounting and finance institution located in Marietta, Georgia, United States. With a team of experienced professionals, they provide top-notch tax preparation and financial services to individuals and businesses. Whether you need assistance with tax filing, bookkeeping, or financial planning, Ana Gonzalez Taxes is committed to helping you achieve your financial goals. Trustworthy, reliable, and knowledgeable, they are the go-to institution for all your accounting and finance needs in the Marietta area.
445 Windy Hill Rd SE 2do Piso Suite 230 - 231, Marietta, GA 30060, United States
- Financial consulting
- Tax advisor
- Tax consultant
- Tax preparation services
- Financial advisor
- Small business loan
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