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Phoenix Family Financial Services

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

  • 12 years in business
  • 143 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
Tax Shark
4.9
from 28 reviews
  • 3 years in business
  • 47 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.

Mietzner Solutions
5.0
from 10 reviews
    Freddie T.
    Verified review

    Mietzner Solutions has been a pleasure to work with. When we first started our journey to financial freedom we were both a little heistant of the idea of getting help management our finances ( from a financial coach). Fast forward to today...It’s been the best decision of our life. Colleen’s professionalism and punctuality make it easy to communicate with her. It's easy to open up to her about our finances and our goals. Her unconditional support with our question, helpful budgeting tips, excel sheets, tools has made this experience/transition very smooth. We strongly recommend the Mietzner Solutions ! The Torres family!

    • 11 years in business
    Dean M.
    Verified review

    The budgeting & financial planning documents Jerry created specifically for each of my business models (one set for planning / producing events and another for apparel production) made projections / actuals for both very digestible and efficient. I don't conduct any business without consulting him about the financial portion first.

    ProDBX Software
    5.0
    from 6 reviews
    • 6 years in business
    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.

    Pro Back Office
    5.0
    from 4 reviews
    • 6 years in business
    Denise J.
    Verified review

    Selecting and working with Pro Back office has been the smartest decision I have made in the past 4 years. The Pro Back Office team delivered a balance sheet in 30days! This is important because I had previously contracted with 'other' professionals to help me with my financials and after 3 years I still did not have a P&L. Thank You Christine, Vida and Patt!

    Timothy Bursell, EA
    5.0
    from 4 reviews
    • 6 years in business
    • 3 hires 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

    SKS Wealth Management
    5.0
    from 2 reviews
      Kelly E.
      Verified review

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

      Rios Financial Group LLC
      5.0
      from 2 reviews
      • 16 years in business
      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

      • 5 years in business
      About

      Capital Tax Service is a multifaceted financial services provider company. Unlike other major tax preparer competitors, our goal is to develop a long lasting rapport with our clients by offering a broad array of products such as tax preparation, tax planning, complimentary financial strategies, credit restoration and much more. We have many outstanding services that is offered to local and national clients with our easy access online tax forms and faxing options. We ensure the following: *No out of pocket expenses *Compared to other estimates, our clients average over $1200 more on their refunds *Maximizing available deductions to reduce your tax liability *Receive your refund within 1-3 business days *No more waiting on your W-2 Form. File with your last paycheck stub *Our professionals look for money that you are entitled to that the Government do not let you know. *We bring a personal experience to helping you receive the max Government would allow. Call today to receive your free estimate. If you like the numbers, then we can do business. Specialties Tax Strategies/Tax Planning, Financial Planning, Debt Management, Credit Restoration, Insurance (Auto, Health, Life, and Supplementary), Motor Vehicle Tag & Title Services, Immigration Paperwork Preparation/ Help, College Planning, Accounting & Payroll The satisfaction of helping others!

      • 16 years in business
      About

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

      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.

      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.

      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.

      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 My passion is to help people! Purchasing a home is likely the biggest purchase you make in your life, and I want to make sure it is a great experience!

      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.

      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.

      About

      Professional Army Veteran Tax Preparation Service. With the analysing skills to maximize your refund. Helping the working people out by providing the best preparer available to them at a reasonable cost.

      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.

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