Powell Finance Group | Hoschton, GA

Total Hires: 5 times
Service Area: Hoschton, GA
Team Size: 1 employee
Business Duration: 7 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Credit Card
PayPal

Services Offered

Accounting needs

Bookkeeping
Managing AR and AP
Preparing fin. statements
Preparing tax returns

Entity type

Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Non-profit

Industry

Real estate
Construction
Sales & marketing
Healthcare
Technology / IT
Manufacturing
Financial services
Education
Retail / consumer goods
Non-profit
Other

Annual income

$500K - $1M
$1M - $5M
$5M - $10M
Greater than $10M
Less than $100K
$100K - $500K

Accounting software

QuickBooks
Xero
NolaPro
Sage
Quicken
TurboTax

Work location

I travel to my customers
My customers travel to me

About

Hey,

After graduating with a degree in Personal Financial Planning, we quickly took the value over commissions approach immediately. Meaning none of our revenue is generated from our advice and recommendations. I’d love to set up a quick call to understand more about what you’re looking for in your plan.

Our years of experience has exposed us to many scenarios. General advice just doesn’t work, personalized advice is made for YOU!

Typically, our plans include:

-Initial Consultation and Assessment

-Personalized Detailed Financial Plan

-Investment Planning

-Tax Planning

-Insurance and Risk Management

-Estate Planning

-Debt Management

-and ongoing support optional after the delivery of your detailed plan.

Talk soon!

Matt Powell

License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

Background Check
- Matthew Powell
- Completed on 11/15/2020

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