Best Investment Advisors in Research Triangle

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Best Investment Management in Research Triangle Area

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Nearby Neighborhoods:Harsimus Cove, 5401 North, Abbington Ridge, Addison Reserve

From the Business:Neelkanth Accountants provides outstanding service to clients because of dedication to the three underlying principles of professionalism, responsiveness, and quality. We specialize in: Income tax preparation for individual, small businesses, Business tax planning and consulting, Compilations and Reviews, Quick-books services (incl. training and setup), Bookkeeping and Payroll services, Sales tax and other statutory filings and many other services! Read more

Showing 31 - 31 of 31 results

From the Business:Your fee Includes unlimited Telephone, Email and in person discussion of your tax and accounting inquiries. We are trained to give you advice and plan your taxes to save you money?.Read more

From the Business:I provide one of the most distinguished Financial Services throughout USA. I specialize in Financial Planning, Cash Flow ,College Planning/529, Estate Planning, Financial literacy, Financial Advisor, Investment Management, Life insurance (Term, IUL, VUL, Whole Life), Final expense, Personal Tax planning, Long Term Care Insurance, Notary Services, Personal Tax Planning, Retirement Planning, 401K, Mutual funds, Group Health insurance, Business Tax savings Planning, Employee benefits, Workers compensation. Read more

From the Business:We provide a wide range of services for individual and business clients. Our custom designed start-to-end service model helps small and mid-size business firms to significantly reduce their overhead operating costs with a professional degree of efficiency and accuracy. Our Tax CPA & Accounting Services, LLC is one of the few professionally run Accounting and Taxation firms with personal attention and professional customer service helping individuals, small and mid-size business firms since its incorporation. Our motto is to provide value addition through effective and efficient personalized Accounting/Taxation Services thereby enabling the Client to focus on their Core Businesses and Activities. Our Tax CPA an experienced tax specialists will help you minimize risk and maximize tax savings. We also provide single point advisory services for Taxation matters relating to investments/ Legal matters in India. If you still have not yet disclosed your India/foreign bank / other asset balances to the IRS, now is the time to take advantage of the voluntary disclosure program (OVDI) is currently available now. Avoid IRS horrific civil & criminal penalties. We understand your pain and stress and will be with you till the closure. Handle FBAR Reporting to IRS carefully & confidently. Specialized Services: Accounting, Payroll Services, HR Business Process Outsourcing, Taxation Services, Financial Advisory Services, Company Law and Secretarial Services.Read more

Sunny Financial Strategies, LLC

Sunny Financial Strategies, LLC

location_on Serving the Research Triangle area
  • 3.4
    Sulekha score
  • work_history15 Years in Business
  • verifiedClaimed
  • translateLanguage:English , Hindi +1 more

From the Business:When it comes to preparing for the future it’s important to work with someone who has the foresight and proven experience to help you navigate life’s changes successfully. That’s where we come in. Whether you’re just starting out, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, our Agents can help you find the right solutions to make the most of today, tomorrow, and the years to come. For all of life's milestones, we're here for you, your family, and your business. An increasing number will offer our clients comprehensive financial planning services, especially for clients approaching retirement .For more details kindly contact me. Thanks!Read more

From the Business:I am one of the most distinguished Financial & Taxation Services in Texas City, TX. Venkatarami Reddy, CPA, based in Texas, is a seasoned financial expert with over 5 years of experience, offering a wide range of accounting and financial services. Specializing in Accountant Services, Banking Services, Investment Management, Tax Consulting, Tax Preparation, Bookkeeping, Multinational Accounting, and Payroll Processing, I provide comprehensive solutions for both individuals and businesses. My services extend to areas such as IRS representation, estate and retirement planning, financial forecasting, and international tax consulting. With a strong focus on personalized attention, I help clients navigate complex tax laws and financial regulations. Whether you need help with financial statement analysis, business succession planning, or incorporation services, I’m available 24/7 to offer expert guidance tailored to your needs. My goal is to provide efficient, reliable financial support to help you achieve long-term success.Read more

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Ratings & Reviews for Investment Management

perm_identityPriya K
calendar_month3 months ago

I was impressed by Chirag’s knowledge and passion for helping clients. He listened carefully to my concerns and designed a plan that gave me peace of mind. His integrity and personalized service stand out in the financial industry.

perm_identityrajarapu srilekha
calendar_month3 months ago

It has been a pleasure working with Chetan and his team for my recent tax filing. Chetan is extremely knowledgeable, professional and definitely an expert at what he does. He took time to analyze our current situation and file for an extension in a timely manner. He also suggested helpful strategies to save more on taxes and introduced to other investments opportunities. Highly recommended!

perm_identityUnknown
calendar_month5 months ago

Very professional & knowledgeable staff. Ali help us out on our returns and business formation. Overall staff are very friendly , helpful and response on time. Thank you , Ayesha !

perm_identitymike arora
calendar_month8 months ago

Helped me save a bunch on my taxes. They were quick, knowledgeable and extremely helpful.

perm_identityJagmohan Sidhu
calendar_month1 year ago

I have been a client of NRI Tax Group for the past 8 years, and I can confidently say that Mr. Shamsher and his team provide exceptional service. Shamsher is a highly knowledgeable and experienced tax professional, well-versed in international tax laws, individual, and small business taxes. His expertise is unmatched, and he consistently delivers top-notch service. Not only is the fee structure very reasonable, but the office staff is also welcoming and extremely helpful. The overall experience of working with NRI Tax Group has exceeded my expectations time and time again. I highly recommend NRI Tax Group. Their expertise, reasonable fees, and exceptional service make them stand out in the industry.

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