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Finance Advising reviews in Waxhaw

  • A
    Fuse Financial Partners
    As an entrepreneur with a business idea but little business experience, I recognized I needed help and turned to Fuse Financial Partners.  David Worrell and his team of Fuse Financial Partners professionals were instrumental in the successful launch and sustained growth of our company.
    From the initial planning stages, Fuse Financial Partners helped us with their accounting and CFO services.  Rolling up their sleeves and working with us, Fuse Financial Partners has enjoyed helping our business grow more than 50% every year since we opened our doors 5 years ago.  We are thankful to have been a client of Fuse Financial Partners along the way and look forward to the years ahead.
    - Marc G.
  • A
    Sarah N Reames CPA PLLC
    We moved to NC from another state.  Sarah not only filed multiple state income taxes that first year, but helped us determine goals for long term financial estate planning,  After identifying exactly what those goals were,Sarah designed a detailed long-term estate plan to get us there - to the point of walking us through getting current Wills;  Living Wills, Powers of Attorney, Durable Powers of Attorney and various revocable and irrevocable trusts.  Sarah has been involved with our plan from the start ?going the second mile of meeting with the attorney to make sure all items necessary were covered in the above legal documents.
    Ourselves, having gone through various scenarios with elderly parents and the difficulties experienced following their passing, our goal was to make sure our heirs did not experience the same difficulties nor any unnecessary tax implications on our behalf when that time comes.
    Currently, having set our goals, designed a plan, executed items required, we now rely on Sarah to help us review and revise, as needed, on an ongoing basis for all of our financial planning.  Since Sarah has been instrumental in our plan from the start, we rely on her expert advice to monitor and provide professional advice re: current ever-changing economic conditions.
     
    In 2012, Sarah arranged various educational seminars utilizing specialized professional advisers as guest speakers.  The seminars provide opportunities to hear current on-point info re: life changing event options, financial planning options and new
    tax change implications.  They create a chance for one-on-one questions with professional answers.  The ideas, hints, suggestions and advice of the others going through similar situations provide valuable input for various life-events we all go through.
    - BOBBIE L.
  • A
    Sarah N Reames CPA PLLC
    Sarah is professional, competent, extremely knowledgeable and strives for accuracy. We highly recommend her as an accountant, for retirement planning, financial/ tax questions and any estate issues. We look forward to working with her for a long time. A lifetime of striving is being consolidated for our future. We're confident we're on the right track. Thank you, Sarah. I chose you from Angie's List in 2006. We're confident in your leadership, knowledge of our tax, financial needs and investment expertise and strategies.
    - BOBBIE L.
  • A
    W. Clay Blue, Jr., CPA
    I have absolutely no negative feedback about this business relationship. It's truly been a pleasure.
    - Celeste B.
  • A
    LB&J Certified Public Accountants
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    - Kevin R.
  • A
    LB&J Certified Public Accountants
    expect nor solicite that he give me the amount of advice that he did. I was impressed and grateful. I will definately continue to use Mr. Little.
    - Michelle L.
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Financial Advisors in Waxhaw

Companies below are listed in alphabetical order.

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    I
  • iBank

    3090F Pullman St
    Costa Mesa, California