Gilbert, AZ
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Gilbert Family Financial Services

Browse these family financial services with great ratings from Thumbtack customers in Gilbert.

  • 12 years in business
  • 140 hires on Thumbtack
Mary D.
Verified review

We found Mr. Benzrioual on Thumbtack as we were unhappy with our previous CPA/tax accountant. He came to our house, making it easier for us, and had talked with us ahead of time, telling us what we needed to collect prior to his arrival...plus he emailed us a handy checklist of items (we'd need) for our reference. He was very accommodating and allowed us more time to prepare and adjusted his visit date accordingly. Mr. B. Is very Professional, knowledgeable and cordial throughout. He completed our taxes in a timely manner, and we are delighted with the refund results! We recommend Mr. Benzrioual very highly, and will definitely seek his services again next tax year. We have found our new "tax man"!

Top Pro
CFO On Call, LLC
4.8
from 23 reviews
  • 9 years in business
  • 59 hires on Thumbtack
  • Top pro on Thumbtack
Scott G.
Verified review

CFO On Call was great with our taxes and got us the maximum tax return. Nate is awesome and we will be using his services when tax season comes around again.

Top Pro
Tax Shark
4.9
from 24 reviews
  • 3 years in business
  • 43 hires on Thumbtack
  • Top pro on Thumbtack
Katie P.
Verified review

Working with Wendy on my tax return was awesome! She is very knowledgeable, had a quick turn around, and gave great advice. I would definitely recommend her to anyone looking for assistance with financial services.

  • 17 years in business
  • 34 hires on Thumbtack
Peter D.
Verified review

I've been a Shoreline Financial Services client for nearly eight years now and have always been very satisfied with Sean Humeston as my "personal" financial planner. He is not only very knowledgeable and professional, but is sincerely interested in my financial "well-being." It seems like he's available 24/7 as he provides me with solid advice when it comes to my financial planning options. He also conducts financial seminars periodically throughout the year which often includes guest speakers, all with the objective of helping his clients with a better understanding of the multitude of financial products that might be available to them. In short, I highly recommend Sean Humeston of Shoreline Financial Services to anyone seeking honest financial advice.

Jo Carrithers CPA
4.9
from 23 reviews
  • 40 hires on Thumbtack
Jennifer S.
Verified review

Jo is so nice! She answered all of my questions and even suggested I go another route as it was less expensive given my tax situation. She could have easily taken my money, and she was honest enough not to do so. So while I did not need to work with Jo, I would most definitely recommend her and will keep her information should I need her services in the future!

ProDBX Software
5.0
from 6 reviews
  • 6 years in business
  • New on Thumbtack
Kent S.
Verified review

Van is the ultimate professional. I never had to think twice about his integrity. I have known Van personally and professionally for years and he is just a great individual. I highly recommend him for all business needs. Van helped secure financing for my small business needs and it has been terrific for moving my business forward.

Clouse & Company PLLC
5.0
from 5 reviews
  • 5 years in business
  • 10 hires on Thumbtack
Reylene S.
Verified review

We recently moved states and were in need of help with our tax preparation. Thumbtack put us in contact with Greg Clouse. Mr. Clouse was extremely helpful and answered all our concerns and questions in a timely and professional manner. He alleviated our stress and made filing taxes easy. We will be using his services again and have already recommended him to family and friends. Larry & Reylene Smith

Timothy Bursell, EA
5.0
from 2 reviews
  • 6 years in business
  • 1 hire on Thumbtack
Ted F.
Verified review

Mr Bursell has been a excellent source for all my financial needs over the past 20+ years. I recommend him highly. Ted Ford

Rios Financial Group LLC
5.0
from 2 reviews
  • 16 years in business
  • New on Thumbtack
Guillermo D.
Verified review

Jimmy's services where great. My wife and I have been going through him and his team for a few years now for our taxes and before we would owe now since we've been taking his advice, our last 2 years we've gotten a refund. Thanks Jimmy your team is awesome. So glade we switched. Thanks again

SKS Wealth Management
5.0
from 2 reviews
  • New on Thumbtack
Kelly E.
Verified review

My experience with SKS Wealth Management was very impressive. I would recommend them to my family and friends for sure.

About

The Wealth Guardian Group PLLC is a privately owned, independent, registered, and fee-based investment advisor firm located in Gilbert, AZ. It is our aim to treat all our clients in every aspect that would offer for a rewarding financial planning experience. Each of our customers enjoys the attention to detail and time that will result in tactics that will boost efficiency in their financial journey. We commit the resources and time to stay up-to-date with the ever-changing laws, concepts, rules, and regulations that afford an outstanding financial planning experience. We will give our commitment through integrity, honesty, transparency, and ethical behavior. Our expertise focuses on financial tactics that support all financial stages of life. Some of our tactics include improved distributions, enhanced accumulation, wealth plan performance, asset protection, and multi-generational wealth transfer through legacy planning. Recommendations are made in a fiduciary capacity, solely in the interest of giving the highest benefit and value for each unique client's goals, risk toleration, time horizon and objectives. Jared R. Daniel, CFP, CRPC is our company's founder and president. He is committed to the industry of financial planning. He is a licensed financial planner, professional and has gained the rights to utilize the CFP symbol by the Financial Planner Board of Standards. This title is the outstanding marks in the financial planning community, expecting candidates to master over 120 financial planning ideas and abide by the added ethical standards. Jared is a chartered retirement planning counselor as well, which is given by the College for Financial Planning. Jared is a member of the National Ethics Bureau, an organization that promotes consumer confidence by offering a source to validate business ethics for financial and insurance advisors. Jared is also a Financial Planning Association member, which is an advocacy and leadership organization that links individuals who support, offer, and benefit from expert financial planning. FPA is the core of financial planning and embodies a guarantee of financial well-being, hoping to build a world where everyone grows and succeeds. Jared earned his BS in business finance with an extra major of business management from University of Phoenix.

  • New on Thumbtack
About

I am a tax professional with over 20 years track record for preparing taxes (both individual and corporate), accounting, bookkeeping and financial preparations.

About

I offer fee-based financial planning and investment management services. My work tends to be comprehensive and may include sophisticated life insurance transactions.

About

We offer insurance and financial services. Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.

  • 1 year in business
  • New on Thumbtack
About

Professional Army Veteran Tax Preparation Service. With the analysing skills to maximize your refund.

About

With Win Win Investment Planning, LLC, I have put together a team of professionals to help incorporate all of your financial needs to make sure that everything works together to help optimize your financial independence.

  • 16 years in business
  • New on Thumbtack
About

Our services include the following: * Financial planning * Investment advisory * Life insurance * 401K rollover * Long-term care insurance * Disability insurance

About

We specialize in wealth management and financial planning. We offer unique tactical investment strategies that focus on managing risks and limiting large downside losses, while participating in the upside.

  • New on Thumbtack
About

I am fully licensed and have obtained a master's degree in taxation and financial planning. I have travelled around the world and have worked with people from various backgrounds and cultures. My goal is to get to know my clients, to educate them about their money, to empower them to control their financial well-being, and to work with them to achieve their financial goals and objectives. Planning is a lifetime process, and building a trustworthy relationship is critical to my business. Communication is the key to success. Thank you for reviewing my profile.

About

Strategic Financial Partners has been built on the ideals of two financial services representatives -- David Escarcega and Darin Whittington. David and Darin developed their partnership in 2000, when a common vision and a strong work ethic brought them together. While providing retirement and estate conservation strategies, they and their associates can help you answer the questions you may have about a sound financial future.

  • New on Thumbtack
About

I will always do everything I can to help you get into a home or at least get you on the right track to home ownership! I am available 24/7

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