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Best Indian Certified Financial Planners in Alpharetta, GA

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Best Financial Planning in Alpharetta, GA

FinAccurate LLC

FinAccurate LLC

 Serving the Alpharetta Area
  •  425-620-3135 (Pin: 67796)
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Experience - 15 Years

From the Business : Jayanthi “Jay” Ganapathy is the founder and CEO of FinAccurate LLC, an accounting firm that delivers business sense. With a Bachelor’s degree in Accounting and Finance from the University of Madras, Jay is a certified cost accountant and a Chartered Accountant, holding a FICO certification. Jay is dedicated to helping small business owners achieve their goals and increase cash flow through high-quality outsourced bookkeeping and accounting services. With extensive experience in various accounting roles at Philips Electronics, including Assistant Manager of Financial Services, Financ...

GST Financial Services

GST Financial Services

 Serving the Alpharetta Area
  •  640-600-9258 (Pin: 58062)
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Experience - 5

From the Business : GST Financial Services, led by Thirumal Murugan, offers comprehensive financial planning solutions designed to support individuals, families, and businesses. The firm specializes in estate planning, retirement planning, wealth management, business succession planning, and long-term financial strategies. With a focus on creating personalized plans that align with clients' goals, GST Financial Services ensures that all aspects of financial security are addressed, providing clients with peace of mind and a clear path to future success.

Majestic Wealth Builders

Majestic Wealth Builders

 Serving the Alpharetta Area
  •  640-600-9258 (Pin: 26087)
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Experience - 8

From the Business : I’m Chirag, a dedicated Financial Services Professional with a strong passion for helping individuals, families, and businesses achieve their financial dreams and goals. With years of experience in the industry, I specialize in creating tailored financial strategies that address a wide range of needs, including Life Insurance, Retirement Planning, Wealth Building, and more. My approach is built on a foundation of honesty, integrity, and leadership. I believe that every client deserves personalized guidance that aligns with their unique circumstances and aspirations. Whether you are...

Retire Wisely Financial Services

Retire Wisely Financial Services

 Serving the Alpharetta Area
  •  312-626-4366 (Pin: 28821)
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Established Since - 2021
50% Offer available VIEW OFFER

From the Business : Welcome to Retire Wisely Financial Services Inc, where we are committed to helping our clients achieve their financial goals and plan for a comfortable retirement. Our team of experienced financial professionals provides a range of services, including wealth building, financial planning, investment advice, retirement planning and estate planning. Our wealth-building services are designed to help you grow and protect your assets. We offer a variety of investment strategies, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), to help you create a diversified port...

Rajesh Ravikumar Licensed Financial Professional

Rajesh Ravikumar Licensed Financial Professional

 Serving the Alpharetta Area
  •  737-377-4784 (Pin: 73921)
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Experience - 1

From the Business : I am one of the most distinguished Financial & Taxation Services in Peachtree Corners, GA. I specialize in Accountant Services, Finance & Accounting Training, Financial Advisor, Financial Forecasts, Financial Planning, Financial statement Analysis, Investment Management, Long Term Care Insurance, Tax Consultants Services, Tax Preparation Services, Insurance Protection, Retirement Income Strategies, Business Strategies World Financial Group offers a leading financial services platform and experience to help pursue your financial goals. No matter your life story, our tailored ...

Surefinbiz Financial Services

Surefinbiz Financial Services

 Serving the Alpharetta Area
  •  224-223-1076 (Pin: 48163)
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Experience - 15
Languages Known - Telugu, English, Hindi

From the Business : SureFinBiz is a financial services company founded by Surender Reddy Yampally with a mission to support families in achieving financial security and independence. Drawing on over two decades of professional experience, the company offers a wide range of services including investment planning, retirement planning, tax savings, life insurance, estate planning, and college savings strategies. SureFinBiz is committed to making financial planning accessible and empowering clients with the knowledge and tools they need to make informed decisions. Additionally, the company provides busines...

Vela Life Plan

Vela Life Plan

 Serving the Alpharetta Area
  •  848-800-2070 (Pin: 92984)
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Experience - 5 Years

From the Business : SecureYourTomorrow Life Insurance, where we understand the importance of safeguarding your loved ones' future. Our comprehensive life insurance plan is designed to provide financial security and peace of mind.Customize your policy with optional riders like critical illness coverage, accidental death benefits, and more. Tailor your plan to address specific risks and enhance your overall protection.

Trillium Square Advisors LLC

Trillium Square Advisors LLC

 Serving the Alpharetta Area
  •  512-355-7224 (Pin: 82716)
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Experience - 15 Years

From the Business : Trillium Square Advisors LLC is a full service wealth management firm. We are fiduciary financial planners and can help you with your retirement or ongoing financial planning needs. We also help your business with setting up retirement plans and tax planning. We have extensive experience evaluating financial markets and investments. Our goal is to utilize this expertise in meeting the unique needs of our clients. Our practice is led by Sukesh Pai. Prior to founding Trillium Square Advisors, he served at QMS Capital Management LP and Morgan Stanley & Co. He is a holder of the ...

Soujanya Vundavalli Financial Professional

Soujanya Vundavalli Financial Professional

 Serving the Alpharetta Area
  •  640-222-0303 (Pin: 89327)
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Experience - 1
Languages Known - Telugu, English, Hindi

From the Business : Soujanya Vundavalli is a dedicated financial professional committed to helping individuals and businesses achieve their financial goals. With expertise in investment planning, wealth management, and risk assessment, she provides tailored financial strategies to ensure long-term financial security. Her client-centric approach focuses on understanding individual needs and crafting customized solutions that align with their aspirations. Whether it’s retirement planning, insurance coverage, or portfolio diversification, Soujanya empowers clients with knowledge and financial tools to mak...

Trident Financial Consultants

Trident Financial Consultants

 Serving the Alpharetta Area
  •  310-912-7663 (Pin: 79672)
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Experience - 3
Languages Known - English, Hindi, Gujrati

From the Business : Trident Financial Consultants, led by Alok Navapura, is a reputable financial advisory firm specializing in offering a broad range of financial services. With a focus on wealth management, investment planning, retirement solutions, tax optimization, and more, Trident Financial Consultants provides tailored financial strategies to help clients meet their unique goals. Alok Navapura brings years of experience and expertise to the table, ensuring that each client receives the right advice and solutions to navigate the complexities of their financial journey. Known for a client-first ap...

Tax Troopers LLC

Tax Troopers LLC

 Serving the Alpharetta Area
  •  480-485-2277 (Pin: 54644)
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Experience - 5 Years

From the Business : TaxTroopers LLC is a professional tax service provider specializing in tax planning, bookkeeping, payroll, and financial consulting for individuals and businesses. Their team of experienced professionals is dedicated to helping clients navigate complex tax laws, maximize deductions, and ensure compliance with all federal and state tax regulations. With a focus on personalized service, TaxTroopers offers tailored solutions to meet the unique needs of each client, whether it's tax filing for individuals or strategic financial planning for businesses. The company prides itself on offer...

Manjeet Singh, Financial Service Professional

Manjeet Singh, Financial Service Professional

 Serving the Alpharetta Area
  •  424-400-2358 (Pin: 77124)
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Experience - 1
Wealth Plannings, Strategic Plannings, Personal Bankings

From the Business : Manjeet Singh was born in Chandigarh, India, and earned his degree in Hospitality from Punjab University. He began his career with success at the prestigious Imperial Hotel in New Delhi before moving to California. There, he met his wife Baljit and together they have two children. Manjeet enjoys spending quality time with his family, especially exploring parks and connecting with nature. In 2017, Manjeet transitioned into the financial services industry, starting his career with Wells Fargo Bank. The following year, he joined MassMutual Northern California, where he quickly establi...

Naimesh Shah – Independent Financial Advisor At Money In A Nutshell Inc.

Naimesh Shah – Independent Financial Advisor At Money In A Nutshell Inc.

 Serving the Alpharetta Area
  •  224-223-1076 (Pin: 95010)
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Experience - 15 Years
Offer available VIEW OFFER

From the Business : My Reasons to become Financial Advisor are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our experience of personal finance, coupled with our successful track record as financial professionals, we can help people better prepare for the future. We offer comprehensive financial services under one roof so you can consolidate your finances and simplify your life. Securities offered through Avantax Investment ServiceSM, Member FINRA, SIPC. Investment advisory services ...

Alam One Stop Tax And Accounting Services INC

Alam One Stop Tax And Accounting Services INC

 Serving the Alpharetta Area
  •  424-400-2358 (Pin: 11539)
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Experience - 20
Languages Known - Urdu, Bengali, English, Hindi

From the Business :

Alam One Stop Tax and Accounting Services in San Jose, CA offers a variety of financial services to make your life easier. We provide Tax Preparation and Accounting Services. Tax firm owned by Mahbub Alam.Services offered include: Bookkeeping, Payroll Preparation, IRS Representation, Tax Preparation, Sales Tax Preparation & H-1B Visa Preparation. At Alam One Stop Tax and Accounting Services, we take pride in providing the San Jose community with trusted, professional tax, accounting, and payroll solutions. Since our establishment in 2015, we’ve built a reputatio...

Sandu Wealth Builders

Sandu Wealth Builders

 Serving the Alpharetta Area
  •  848-800-2070 (Pin: 97671)
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Experience - 5
Languages Known - Telugu, English, Hindi

From the Business : Sandu Wealth Builders is a financial services firm dedicated to helping individuals and businesses achieve financial growth and stability. The company specializes in wealth management, investment planning, and strategic financial solutions tailored to clients’ unique goals. With a commitment to financial education and smart investment strategies, Sandu Wealth Builders provides expert guidance to build and preserve wealth over time. Whether assisting with financial planning, asset management, or long-term investment strategies, the firm focuses on empowering clients with the knowledg...

SNP Tax & Financials

SNP Tax & Financials

 Serving the Alpharetta Area
  •  609-772-4641 (Pin: 24271)
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Established Since - 2011

From the Business : I am one of the most distinguished Financial & Taxation Services in Pleasanton, CA. I specialize in Bookkeeping,Business Tax Planning,Financial Planning,Income Tax Filing,Income Tax Preparation,Payroll Processing,Tax Preparation Services SNP Tax & Financials founded by professionals with over 10+ years of experience to handle all types of Individual, Business Tax filings and Business formation, etc. We have great expertise in finance, bookkeeping, taxation, and business consulting.We know tax. More importantly, we thrive on relieving our clients’ workload, freeing them from ...

FinFree Services LLC

FinFree Services LLC

 Serving the Alpharetta Area
  •  737-232-7100 (Pin: 91230)
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Experience - 1
1% Offer available VIEW OFFER

From the Business : Finfree is a next-generation platform that has made investing easier and more accessible than ever before. We are committed to promoting social investing. In this path, we want to produce solutions that exceed expectations and create new values tailor-made for investment enthusiasts. We are passionate about what we do and strive for excellence in all the services we offer. We are constantly trying to improve and renew our tools so that our users can stay one step ahead in their investment choices. We listen to and care about the feedback from all of our users. We always prioritize t...

Giri Lankipalle - Financial Services

Giri Lankipalle - Financial Services

 Serving the Alpharetta Area
  •  773-886-1257 (Pin: 63770)
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Experience - 15 Years

From the Business : I specialize in assisting individuals and families in implementing tailored strategies to attain financial independence. Introducing Giri Lankipalle – a devoted full-time financial advisor boasting over 25 years of expertise in customer service and the IT sector. Giri ardently upholds the principle of "No Family Left Behind" and has been actively empowering families through his Financial Literacy Campaigns for the past 6 years, comprising both in-person and virtual Zoom sessions. Through his campaigns, Giri has positively impacted over 7000 families and aspires to reach 1 million f...

Sure Financial And Tax Services

Sure Financial And Tax Services

 Serving the Alpharetta Area
  •  862-350-0123 (Pin: 26962)
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Experience - 5

From the Business : We prepare federal and state personal tax returns for our clients, throughout the United States. We frequently prepare tax projections to advise clients with an ongoing need to ensure they are not overpaying or underpaying their quarterly estimated taxes relative to their overall income. We have also developed a niche in the US Expatriate space and prepare returns for many US Citizens who live overseas but still need to comply with their US Tax Filing Requirements. We also prepare federal and state partnership, S-Corporation, and Corporation tax returns for our clients. For our b...

Northeast Solution CPA

Northeast Solution CPA

 Serving the Alpharetta Area
  •  512-515-9579 (Pin: 70109)
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Experience - 15 Years
Languages Known - English

From the Business : Deepak Malhotra is a Certified Public Accountant (CPA) practice based in Edison, New Jersey. Deepak Malhotra can assist you with your tax preparation, planning, bookkeeping, and accounting needs. He is an IRS registered tax preparer in Edison, New Jersey. If you are a taxpayer or a small business owner and looking for some assistance in tax filing preparation then Deepak Malhotra can be of assistance to you. For more details contact him. We use unique approach to identify the areas where planning is required to save taxes. We plan for your future by advising you best way to manage ...

Rashmi Satyadeo CPA

Rashmi Satyadeo CPA

 Serving the Alpharetta Area
  •  620-450-4636 (Pin: 62496)
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Experience - 25 Years
Languages Known - English

From the Business : Rashmi Satyadeo CPA in New York is specialized in Accounting services, financial consultant new york, Taxation services, Tax Preparation services, Book Keeping, Business Related services, Payroll Processing and Finance & Accounting Training. They are servicing throughout the United States and Canada. Some of the following services they are well versed are Business Incorporation, End Wage Garnishment, IRS (Internal Revenue Service) Audit, Past Tax Collection, Reduce IRS Penalties and Release IRS Levy. For years, Rashmi Satyadeo CPA has been providing high quality, personalized fi...

Realtime Finance Fix USA LLC

Realtime Finance Fix USA LLC

 Serving the Alpharetta Area
  •  516-518-8867 (Pin: 38410)
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Experience - 15 Years

From the Business : Real-time FinanceFix. My name is Anand Balakrishnan, and I bring 20 years of accounting experience in North America to the table. Holding an MBA in Finance & Accounting, I have effectively served as a CFO for a medium-scale company, guiding organizations through their financial complexities. At Realtime FinanceFix, we are committed to delivering exceptional advisory services tailored to meet your specific requirements. Real-time FinanceFix is a seasoned accounting services provider with nearly two decades of experience catering to small businesses. Our array of services encompas...

Goalseek Shared Services Pvt Ltd

Goalseek Shared Services Pvt Ltd

 Serving the Alpharetta Area
  •  586-999-9901 (Pin: 28552)
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Experience - 15 Years

From the Business : At GoalSeek, We have got a team of enthusiastic cutlets providing clients, Accounting, taxation, and Payroll related Services. Working with over 150 clients on a monthly basis for their Bookkeeping and Tax planning, our team is expert and passionate in this field. We aim to create value for a client and make sure that they get value for their money they spend on us.

Dattani & Partners, CPA

Dattani & Partners, CPA

 Serving the Alpharetta Area
  •  408-560-4939 (Pin: 95854)
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Experience - 15 Years

From the Business : Over 11 years, our team has been managing your business accounting and tax needs. We are your partners in ensuring compliance while you strive for personal & financial growth so you accomplish new heights every year. Our team is dedicated & focused on your success and helps you to achieve your set goals with high standards of excellence and professionalism. With our experience in the tax industry and updates occurring in tax laws and other areas every tax year, we have served individuals and businesses in varying industries, including technology, retail, wholesale, child car...

Showing 1 - 24 of 41 results
Umang Thakkar  Financial Advisor

Umang Thakkar Financial Advisor

 4080 McGinnis Ferry Rd, Alpharetta, GA 30005, USA

From the Business : Nothing compares to the feeling of helping a family or individual plan for their financial future. My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business. F...

Professional Accounting Sales

Professional Accounting Sales

 11700 Great Oaks Way, Alpharetta, GA, USA

From the Business : Professional Accounting Sales selling CPA and EA firms for over 37 years. No other organization in the U.S. represents as many accounting practice sales as PAS, with over 40,000 registered buyers nationwide, and hundreds of satisfied sellers coast ...

Harry Mehra CHFC

Harry Mehra CHFC

 11675 Great Oaks Way, Alpharetta, GA, USA

From the Business : Harry Mehra CHFC, We’re here to help you pursue your overall financial goals and guide you through the complexities of planning for your future. Using our client-centered approach, we seek to help you design a framework that allows you to pursue fin...

Paramount Business Advisors

Paramount Business Advisors

 5910 Shiloh Road East, Alpharetta, GA 30005, United States

From the Business : Terry Kime Professional CPA Tax Accountant in Alpharetta, GA With over 37 years of experience as a Certified Public Accountant, Terry L. Kime understands the importance of financial literacy. He decided to specialize in tax preparation, financial pl...

Tax Planning, Filing, Business Formation, Book Keeping And ITIN

Tax Planning, Filing, Business Formation, Book Keeping And ITIN

 480 North Main Street, Suite 216, Alpharetta, GA, USA

From the Business : At MyTaxFiler®, our goal is to provide both individuals and small businesses with the highest-quality tax preparation and business consulting services, so you can do what you do best. As a boutique, full-service firm, our clients can expect highly-s...

Horrigan & Company CPA

Horrigan & Company CPA

 3970 Old Milton Parkway, Alpharetta, Georgia, United States

From the Business : Horrigan & Company CPA’s, P.C. In 1995, when George Horrigan founded Horrigan & Company, CPA’s he envisioned a “one stop shopping” CPA firm where both individuals and businesses could obtain the complete range of services that they need, but...

IncorpTaxAct

IncorpTaxAct

 4080 McGinnis Ferry Rd Bldg 200, Ste 204, Alpharetta, GA 30005

From the Business : He is an Enrolled Agent with over 15 years of experience in the areas of Taxation, Accounting & Payroll. Umang has served a wide variety of tax clients, including individuals, small businesses and trusts. He has worked with a number of high-net ...

Manish Patel, CFP Private Wealth Advisor

Manish Patel, CFP Private Wealth Advisor

 Alpharetta, GA, USA

From the Business : Are you financially on track to live the life you want today and in the future? As an Ameriprise financial advisor I can help you plan for your immediate and long-term dreams and goals with our comprehensive approach to financial planning. It starts...

Eric Orubele CPA PC

Eric Orubele CPA PC

 11180 State Bridge Road, Alpharetta, GA, United States

From the Business : Eric Orubele CPA PC is a Georgia Certified Public Accounting Firm that provides highly technical accounting and tax services to companies ranging from development stage to existing companies. Our firm is committed to producing top quality work, and ...

Kruti Patel Accountant

Kruti Patel Accountant

 Alpharetta, GA, United States

From the Business : Kruti Patel is a Staff Accountant for Chugh CPAs, LLP’s Atlanta office. She obtained her Master of Business Administration degree from the University of Wisconsin Parkside. With 1.5 years of experience in the accounting field, Kruti specializes in b...

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