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TOP 30 Tailored tax advisory in Canton, GA
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Trident Bookkeeping Solutions
Trident Bookkeeping Solutions is a specialized accounting and finance institution located at 225 Reformation Parkway in Canton, Georgia, United States. Our services are tailored to meet the specific needs of State Farm Agents and other Insurance Agency Owners. With a team of experienced professionals and the latest technology, we ensure the highest level of accuracy in all of our Monthly Bookkeeping & Financial Reporting services. We offer fixed monthly pricing with no hidden fees, making it convenient for our clients to manage their finances. Our services are ideal for State Farm Agency Owners, Independent Insurance Agents, and other Captive Agents. We provide Monthly Financial Reports and Quarterly Advisory calls to keep you informed about your business finances. Contact us at 103 South Church Street, Canton, Georgia 30114, United States for more information.
J. Lyndon Financial
J. Lyndon Financial is a finance and insurance agency located at 185 West Main Street in Canton, Georgia, United States. Specializing in custom-tailored investment strategies and financial plans, J. Lyndon Financial helps clients achieve their retirement goals. The process begins with a risk profile assessment followed by a complimentary consultation where clients can enjoy coffee, wine, or craft beer while discussing their financial situation and goals. The institution's process involves collecting financial information, setting up an online dashboard, and creating a comprehensive plan tailored to each client's specific objectives. J. Lyndon Financial manages investment portfolios, monitors progress, and makes necessary adjustments to keep clients on track. Annual in-person meetings ensure that the plan stays aligned with any significant life changes. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Residents of select states can work with the registered representatives associated with J. Lyndon Financial to achieve their financial goals.
Rich & Company, LLC
Rich & Company, LLC is a prestigious accounting and finance institution located at 321 East Main Street in Canton, Georgia, United States. Our discerning and dedicated team is here to help you maintain and grow your financial empire with a strategic plan tailored to your unique goals. With years of experience and a commitment to staying ahead in today's ever-changing financial landscape, our advisors at Rich & Company are equipped to provide you with consolidated management and efficient service. Delegate the day-to-day operations to us and free up your valuable time to focus on what matters most to you. Our team, led by David, ensures that all advisory matters, including investment recommendations, are carefully considered and aligned with your vision. Noah Gibson, our Junior Staff Accountant, is dedicated to providing detailed financial statements, while our support staff ensures smooth operations and business development efforts.
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