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Anaheim Personal Finance Instructors

Browse these personal finance lessons with great ratings from Thumbtack customers in Anaheim.

  • New on Thumbtack
Shelly C.
Verified review

She was very professional and knowledgeable in finances and she was able to put a easy, workable plan together for my husband and I could use in order to meet our goal of putting our children in to college and being able to enjoy some vacations finally. She also saved us a lot of money on our car insurance and was able to set us up with affordable life insurance. I highly suggest using her.. she listens to what your dreams are and she helps you get on track.

Gregory Cheng, CPA
5.0
from 4 reviews
  • 1 hire on Thumbtack
Danny L.
Verified review

Greg helped me transition from engineering to finance. I was able to land a banking job with no prior experience. Would not have been able to find anything remotely close without him. Thank you!

  • 13 years in business
  • New on Thumbtack
David S.
Verified review

I would like to recommend the services of Saniah for all your bookkeeping needs. Saniah has been providing bookkeeping services for our law firm for the past eight years, and we have only praise for her accurate, efficient and value oriented services. For a small business, such as ours, Saniah provides all we need in the way of general bookkeeping. She reviews the firms financials, prepares budgets, prepares our tax returns as well as my personal returns. She also performs her services for my wife’s PR firm. Moreover, Saniah provides all these services at a reasonable and affordable price. Finally, Saniah is available to answer questions and help for all your accounting needs. Saniah has our highest recommendation for bookkeeping and related financial and administrative services, and we have enjoyed and come to value our relationship with her tremendously and we forward to a continued working relationship.

Collabrenomics
5.0
from 3 reviews
  • 8 years in business
  • New on Thumbtack
Zach D.
Verified review

Marc helped me revise a crucial Law school application essay which I can most likely contribute to me being accepted into the school of my choice. Great editor. Thanks, Marc!

PoweredBooks
5.0
from 3 reviews
  • New on Thumbtack
Joel R.
Verified review

My entire finance team has been replaced by Powered Books. Payroll, AR, AP its a dream a real dream come true! I cut my overhead in half and our productivity has increased tenfold. Thank you Powered books!

  • 4 years in business
  • New on Thumbtack
Ivan L.
Verified review

Setup accounting software and process for our company

  • New on Thumbtack
Valencia C.
Verified review

Tax 2010 has superbly served my tax and refund needs for the past 13 years. They professionally consulted, assessed, advised and got me the maximum refund possible each year allowing me to have the cash I need to meet my personal and financial goals!

Ver Management
5.0
from 9 reviews
  • 12 years in business
  • 2 hires on Thumbtack
Nassau B.
Verified review

I have worked with the J.Cole and his team for a number of needs for the past five years or so originally getting some individual tax services done and tax preparation for a small LLC started with a few close friends. Eventually we sought their counsel for marketing, business planning & credit development to take our small business to the next level. Working with the VER team we had a great amount of success. Unfortunately one of our partners of the business in charge of finance wasn't exact on the up and up and we all found ourselves in career transitions. At this time I went from a business client back to an individual client working with the VER Team putting together a professional resume, cover letter and doing a bit of career coaching. Finding a new position didn't happen overnight. Still I was consistently complimented for my resume and I'm positive that made a huge difference landing some key interviews which eventually lead to a great position.

Newport Wealth Advisors
5.0
from 3 reviews
  • 11 years in business
  • 3 hires on Thumbtack
Thomas C.
Verified review

Went above and beyond. I was looking for something that I didn't think I would find. The cold hard truth about finance is that most people are looking out for themselves first. What's in it for them. There is no incentive to take someone who may not benefit you directly and help them anyway. But Scott did just that. He was the first person in 3 days that gave me the info I needed. Professionals should be expected to provide information about their profession regardless of how it benefits them. Unfortunately that is not the case. So most people are dealing with non professionals when getting advice on their finances. Scary proposition if you ask me. In this case Scott proved he is a true professional and if you truly want someone looking after your money, trust me, your search should stop here.

One Wealth Management
5.0
from 2 reviews
  • 6 years in business
  • 2 hires on Thumbtack
Alexandria P.
Verified review

We needed some direction with our finances. Alex helped us devise a good solid plan to invest in our future. He worked with us on getting life insurance and planning for long term investments. Since we recently moved to LA we also needed some recommendations for other services like CPA and a family lawyer. His recommendations have been stellar and we are thoroughly glad that we chose Alex to help us. Can't say enough how great he is, he will go above and beyond for his clients and it shows in all his actions.

Finances Comes First
5.0
from 1 review
  • 5 years in business
  • New on Thumbtack
Jason R.
Verified review

I am thankful for Jobi looking out for me and my family's financial needs. Job has be a great teacher and help in learning more about my retirement. Very instrumental in helping my family move towards their financial goals. Thank you again

JB Studio
5.0
from 1 review
  • 11 years in business
  • 1 hire on Thumbtack
David B.
Verified review

Working with Jonathan is truly amazing. He is very easy to talk with, funny, and he's a creative guy. Taking voice lessons and creating music with him is SO FUN. Jonathan has given me great feedback, on my voice and songwriting. I'm looking forward to producing songs with him in near future. I also am looking forward to working with him on other projects in the future. Jonathan has also helped me decide, where I want to go within the entertainment industry. I truly feel like I have grown a lot working with Jonathan. Thank you Jonathan for your continuous support towards my aspirations. P.S. I hope to see you working with Jonathan soon! David Bache

About

I am an experienced finance and accounting professional with 10 years of experience in the service and retail industries. I work on the following: - Accounts receivable - Accounts payable - Bank reconciliation - Bookkeeping cleanups - Payroll reconciliation - General journal and general ledgers - Business and personal accounts - Balance sheets, cash flow, and custom reports - Profit and loss

  • New on Thumbtack
About

All kinds of financial services are offered, such as insurance (auto, home, and life), credit card settlements, and investments. Most importantly, we analyze all types of policies.

About

First Capital Business Finance is a full service commercial lending company based in California focusing on business loans, lines of credit, equipment leasing and even business cash advances. Starting a new business or you’re an existing business? Get equipment financing programs for both good & bad credit business owners.

  • New on Thumbtack
About

I am a Banking professional with 33 yrs experience. I understand both personal and business banking needs, and am an advocate for my clients. I offer personalized service for business clients and work with them to grow their business. I specialize in business development and finance.

  • 18 years in business
  • New on Thumbtack
About

I take a personal approach to teaching. I feel my success is best judged by my clients success. I apply the fundamentals to each person individually. You can't teach everyone the same and as a teacher you need to be able to apply the same fundamentals in a different way based on body type, strength, etc. I also believe that too many teachers forget that the difference between shooting in the mid 80's and the 70's is ability from 100 yds and in 90% of the time.

  • New on Thumbtack
About

Music lessons from Grammy nominated teacher John Linnon Ellis are offered in Music MBA LLC. John teaches saxophone, flute, clarinet, recorder, guitar, piano, business, theory and improvisation.

About

I have customer service, sales, administration and management skills. I am an accounts payable secretary, supervising and training other employees, completing annual employee performance reports and collecting rent and other monies owed. I can do receiving in- and out-bound calls, receiving and distributing mail and other documents and using the computer and postage equipment.

  • New on Thumbtack
About

I am an accounting and finance professional with 20+ years experience. I also teach college level courses at a university in Southern California. Whether you are an accounting or finance student that needs additional assistance or a business owner that needs some time with a professional, I can assist. Discounts are available for small groups

  • 10 years in business
  • New on Thumbtack
About

We offer private loans for real estate investors. Mortgage Vintage, Inc. originates private money real estate loans which offer high-yield returns as secured trust deeds investments. Hard money loans are typically for real estate investors and non-owner occupied rental properties. As a direct lender, we fund loans through our network of private money lenders and private lines of credit. Our loans are secured and offer immediate high-yield payments on a monthly basis. We also provide business-purpose loans, business-purpose second trust deeds, small commercial loans and loans for self-employed borrowers. If you are a real estate investor looking to purchase a property, looking for a secured trust deed investment or trust deed opportunities, call us today.

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