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Best Indian Certified Financial Planners in Marietta, GA

Majestic Wealth Builders
967 Bridgegate Dr NE, Marietta, GA, USA

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,...

Ravi Dave Financial

From the Business: Our mission is to inspire, protect and restore your dreams. Because we don’t want to let your dreams be just a dream. We enhance the financial security of the people we serve by providing an array of insurance products and services that offer choice, independence and peace of mind. We enable professionals in the financial and risk, tax and account...

Tax Troopers LLC

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....

2933 Kings Walk Avenue, Marietta, GA, United States

From the Business: Mehul R Merchant CPA in Marietta is specialized in Finance & Taxation Services, Tax Consultants Services, Book Keeping, Income Tax Filing, Personal Tax Planning and Business Tax Planning. They are servicing at the Atlanta Metro area. Some of the other services they are skilled are Book keeping for Small Business, Certified Professional Tax Pre...

1640 Powers Ferry Road, Marietta, GA 30067, USA

From the Business: Pereira and Company, CPA provides tax preparation and Accounting services for Individuals and Businesses in Marietta and Atlanta.

2933 Kings Walk Avenue, Marietta, GA, United States

From the Business: Mehul Merchant, Cpa was founded in 2010. Mehul Merchant, Cpa specializes in Certified Public Accountant. Mehul Merchant, Cpa can assist you with your tax preparation, planning, bookkeeping, and accounting needs.

From the Business: Over 20 years of experience in accounting and tax preparation for individuals and businesses. Assist in IRS audits. Gayle Accounting & Tax Consulting has everything you need for a successful future. We''ll help you with accounting and bookkeeping services, financial consulting and planning, and experienced tax advising, so you can have an adva...

From the Business: Akbar Kassam is a Financial Adviser at Proactive Wealth Strategies, LLC, a Financial and Estate Planning Firm that is dedicated in providing an academic approach to building customized financial plans for individuals and business owners. He has served as a personal financial consultant to numerous clients throughout the last 13 years, and continue...

From the Business: I am one of the most distinguished Financial & Taxation Services in Marietta, GA. I specialize in Financial Advisor, Accountant Services, Finance & Accounting Training, Financial Forecasts, Financial Planning, Financial statement Analysis, Investment Management, Tax Consultants Services, Tax Preparation Services, Insurance Protection, Reti...

From the Business: Inderpreet Singh CPA PLLC has 15 years of accounting & taxation experience. Industries audited/worked include individual taxation, corporate taxation, financial consulting, technology, buy & sell-side finance, biotech, retail analysis, cryptocurrency, real estate accounting, and manufacturing. Inderpreet Singh CPA licensed with the New Y...

From the Business: " Pathak financial group is the right choice for your insurance needs. We are financial planners with various backgrounds of expertise. We are here to help all of our clients with their unique needs related to retirement and financial security. In addition we offer Payroll services, Group Health Insurance, and 401K retirement plans. No future is...

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 worth business owners and professionals. He has assisted many delinquent filers that have not filed ...

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-specialized, professional services that embrace the big picture of your financial landscape. Our work...

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Customer Reviews for Financial & Taxation Services in Marietta, GA

Rated 5/5 based on 22 reviews
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Prexa Patel rated5.0
5 months ago

Best thing to happen in this platform for all of us as a provider, agents and clients as well ??????????

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Prexa Patel rated5.0
5 months ago

Best thing to happen in this platform for all of us as a provider, agents and clients as well ??????????

P
Prexa Patel rated5.0
5 months ago

Best thing to happen in this platform for all of us as a provider, agents and clients as well ??????????

P
Prexa Patel rated5.0
5 months ago

Best thing to happen in this platform for all of us as a provider, agents and clients as well ??????????

V
Vilas Patel rated5.0
5 months ago

Chirag is very Knowledgeable, professional and very helpful. He explained everything line by line for all our questions. He is very good in what he is doing and he takes care of his clients. He go above and beyond to help his clients. Highly recommended!

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Pallav Aminrated5.0
5 months ago

My family is doing business with them for a few years now. Honestly, we haven’t found someone so knowledgeable, sincere, dedicated, and honest about what they are selling. They care about their customers first and guide them to the best possible outcome for their financial health and future. Great job and thank you for being there for my family.

A
Ashish Patelrated5.0
4 months ago

He fly from Georgia to Chicago to help my family he help me save money buy turning one policy into coverage for my entire family.

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Vick Patelrated5.0
4 months ago

I had an excellent experience working with Majestic Wealth Builders. They took the time to really understand my financial goals and walked me through different options in a clear and patient way. What I appreciated most was how they simplified complex topics around life insurance and financial planning so I could make confident decisions for myself and my family. Their professionalism, honesty, and genuine care stood out from the start. I now feel much more secure knowing I have a solid plan in place for the future. I highly recommend Majestic Wealth Builders to anyone looking for guidance with their financial planning or insurance needs.

p
priya patelrated5.0
4 months ago

He personally flew from Atlanta to Michigan to meet me and my friend, going above and beyond to ensure we understood everything. No one had ever explained a plan like this to me before—one that truly protects me and my family’s future. His careful planning and genuine dedication gave me complete confidence.

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panchal pak'srated5.0
4 months ago

“I received the best information available, and I had never been aware of anything like this before. He took the time to educate me on everything I have, which truly matters to me. What stood out most is that he genuinely helped me without any monetary motives—his focus was on my well-being and future.”

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Ram Gandhirated5.0
2 yrs ago

After 50 years of doing my own taxes, I decided to venture out and hire professionals and I am extremely pleased. Tax Troopers provided amazing customer services and tax services I will definitely use them again

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Yiki Lrated5.0
2 yrs ago

Tax Troopers helped me with their top-notch preparation and planning services. They know their stuff and kept me updated on all the latest tax changes. With their help, I felt confident everything was handled correctly and got the best refund possible. Let me know if you have any questions.

A
Ashish Patelrated5.0
2 yrs ago

I couldn’t be happier with Tax Troopers. The entire process was very easy and felt like a huge weight off my shoulders. The team is very knowledgeable and answered my questions in a timely manner on top of being able to secure a maximum refund. Highly recommend Tax Troopers

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Priya Krated5.0
9 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.

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Michael Trated5.0
9 months ago

From life insurance to investment strategies, Chirag provided comprehensive support and made complex topics easy to understand. His professional approach and genuine care made all the difference. I’m grateful to have him on my financial team.

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Lisa Mrated5.0
9 months ago

Chirag is not just a financial advisor; he is a partner who genuinely cares. He took the time to explain every detail and offered tailored solutions for my wealth-building goals. I appreciate his leadership and commitment to helping me succeed.

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Raj Prated5.0
9 months ago

Working with Chirag has been a game-changer. He helped me navigate retirement planning with patience and expertise. His dedication to integrity and transparency is unmatched. Highly recommend him to anyone looking for trustworthy financial advice.

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Amanda Srated5.0
9 months ago

Chirag truly understands my financial goals and created a personalized plan that fits my family’s needs. His honesty and clear communication made the entire process smooth and stress-free. I feel confident about my future thanks to his guidance.

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Yiki Lrated5.0
2 yrs ago

Tax Troopers helped me with their top-notch preparation and planning services. They know their stuff and kept me updated on all the latest tax changes. With their help, I felt confident everything was handled correctly and got the best refund possible. Let me know if you have any questions.

R
Ram Gandhirated5.0
2 yrs ago

After 50 years of doing my own taxes, I decided to venture out and hire professionals and I am extremely pleased. Tax Troopers provided amazing customer services and tax services I will definitely use them again

A
Ashish Patelrated5.0
2 yrs ago

I couldn’t be happier with Tax Troopers. The entire process was very easy and felt like a huge weight off my shoulders. The team is very knowledgeable and answered my questions in a timely manner on top of being able to secure a maximum refund. Highly recommend Tax Troopers

G
Girishrated5.0
9 yrs ago

good services

Tax Troopers LLC

Tax Troopers LLC

Serving the Marietta Area
Financial & Taxation Services - Financial Planning +26 more
Ravi Dave Financial

Ravi Dave Financial

Serving the Marietta Area
Financial & Taxation Services - Financial Planning +19 more
Majestic Wealth Builders

Majestic Wealth Builders

967 Bridgegate Dr NE, Marietta, GA, USA
Financial & Taxation Services - Financial Planning +8 more

Financial Planning Providers yet to be reviewed in Marietta, GA

Mehul Merchant Cpa

2933 Kings Walk Avenue, Marietta, GA, United States
Financial & Taxation Services - Financial Planning +3 more

Akbar Kassam Financial Advisor

533 Johnson Ferry Road, Marietta, GA, United States
Financial & Taxation Services - Financial Planning +11 more

Pereira And Company, CPA

1640 Powers Ferry Road, Marietta, GA 30067, USA
Financial & Taxation Services - Financial Planning +4 more

Mehul R Merchant CPA

2933 Kings Walk Avenue, Marietta, GA, United States
Financial & Taxation Services - Financial Planning +15 more

Gayle Accounting & Tax Consulting

328 Southeast Alexander Street, Marietta, GA, United States
Financial & Taxation Services - Financial Planning +5 more

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