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Phoenix, AZ 24 Financial Advisors near you

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Phoenix Financial Advisors

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

TOP PRO
  • 9 years in business
  • 56 hires on Thumbtack
  • Response time: 3 hours

Bernie D.

Verified review

Great service and a fair price. It's great to have my taxes prepared by someone I can trust. Been happy with your services for over 3 years now! Thanks You!

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.

Cindy C.

Verified review

Nate was thorough, efficient and a pleasure to work with....obviously very experienced. Will definitely use his services again next year.

  • 40 hires on Thumbtack
  • Mesa, AZ

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!

Robie D.

Verified review

Jo was Great!! I was nervous with my situation and after meeting with her felt at ease she could get my taxes done fast and correct. She did a very professional job and I was pleased/relieved with the results. She even assisted with some financial decisions I had pending. I highly recommend her!!

Michael S.

Verified review

Great personal service. She "gets" things quickly and gets right to work on solutions. She got right to work on missed tax returns and really turned things around. She dealt personally with the IRS, going to their office several times. Also: bonus! She's very nice.

  • 17 years in business
  • 31 hires on Thumbtack
  • Gilbert, AZ

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.

CYNTHIA S.

Verified review

I had Shoreline Financial help me with my taxes for 22016. They did aa superior job! The financial team was extremely courteous, fast and very knowledgeable. I will be using this firm in the future for my tax returns and the other financial services they offer.

Jim M.

Verified review

Great experience. Worked with Sean on taxes, financial planning and estate planning.

  • 11 years in business
  • Phoenix, AZ

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.

Sheldon P.

Verified review

I had my taxes reviewed and completed by Mr. McPherson and also budgeting and a financial review. He was personable and helpful. Mr. McPherson was also understanding of my current situation but did not judge or make me feel less than. Great experience

Makis W.

Verified review

Absolutely AMAZING service I received from Jerry McPherson. I'm usually pretty skeptical about letting someone into my financial world, but Jerry made it very easy to discuss. I would suggest seeing him for any and all of your tax inquiries!

  • 11 years in business
  • Mesa, AZ

David A.

Verified review

I have known Van Hansen for the past 8 years on a professional level. He has been extremely personable and thorough in all aspects of our business relationship. I know few people that are as thorough and honest as he. Van is dedicated to doing the right thing and doing it honestly with utmost integrity. In the World we live in today, to find someone of his caliber, is extremely rare and difficult. David Autrey Surprise, AZ

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.

Matthew D.

Verified review

Van is one of the more remarkable individuals I have ever met. Not only is he incredibly capable in the world or finance, bankruptcy and restructuring, he is one of the most honest and ethical people I have met. I highly recommend his services. Matthew Dickerson, J.D.

  • 6 years in business
  • Phoenix, AZ

Bill P.

Verified review

Christine is a pleasure to work with. She brings a team of accounting and book keeping professionals. The team model works really well for a small company like mine that can't afford even a full time bookkeeper but needs bookkeeper, accountant and very infrequently controller level people when we need them. Christine coordinates that really well with the team of Probackoffice behind her. My company used to be a couple of million dollars revenue but as I reach 65 I'm scaling back a bit, at least for now. When I was that size though I wish I had known about Probackoffice. It would have been even more valuable to me as my needs were both broad and deep and they could have brought the right people at the right time for the right price. I highly recommend them

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!

Frank D.

Verified review

That did exactly what I needed! Great option for a growing small business.

  • 6 years in business
  • Response time: 7 hours
  • Mesa, AZ

Jessica H.

Verified review

Tim listens to your needs and digs deep to find exactly what you need, then explains it to you so you understand. I trust Tim to make solid suggestions for me.

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

  • 16 years in business
  • Mesa, AZ

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

John R.

Verified review

Thank you Rios Financial! Very knowledgeable, kind and they treat you with dignity and respect.

  • Response time: 8 hours
  • Mesa, AZ

Elsa G.

Verified review

My experience with Ancora Financial, was very pleasant. Bill chatted with me about how he could help me with my retirement options and how it would grow my money. There was no pressure, just a thorough explanation. I'd encourage everyone to take the time to listen to the information, 30min of your time, for a valued opportunity, with no commitment. Elsa Gallegos

  • 4 years in business
  • 5 hires on Thumbtack
  • Response time: 8 min

Michael S.

Verified review

My wife and I were interested in learning more about managing our own finances, we've had very poor results with working with financial planners in the past. With Cindy, we were educated in improving our own finances in regards to wealth protection, retirement, reducing our debt, etc. We were so satisfied that we have continued our association with Cindy who we regard as our friend.

Carmen W.

Verified review

Honest person with a sincere knowledge in aiding one who wants to become financially stable.

Solange M.

Verified review

Very helpful and personable. Right on target with my needs.

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

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.

  • 5 years in business
  • Tempe, AZ

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

  • Scottsdale, AZ

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.

  • 1 year in business
  • Apache Junction, AZ

About

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

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

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

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.

  • 16 years in business
  • Scottsdale, AZ

About

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

  • Phoenix, AZ

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.

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