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Anaheim Financial Advisors

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

  • 33 years in business
  • 45 hires on Thumbtack
Will B.
Verified review

Becky Seavert has been doing my taxes for the past five years and she does an excellent job. I feel confident with the tax preparation that she does for me. As an independent contractor I put my trust in Becky to write off all of my expenses and get me the most deductions I'm entitled to. I'm a devoted client of hers and will continue to be. She is always up to date on the tax laws and can help me with my financial planning.

Kelly Clubb Consulting
5.0
from 12 reviews
  • 4 years in business
  • 39 hires on Thumbtack
Wayne B.
Verified review

Kelly has been diligent, precise, and timely in her work. I would highly recommend her for real estate operating company financial statement preparation. She is a pleasure to work with and very professional.

  • 6 years in business
  • 22 hires on Thumbtack
Howard H.
Verified review

Raymond was very responsive and scheduled an initial office consultation to go over our taxes. He was able to get into a detailed analysis within minutes of seeing our previous year’s tax returns, and demonstrated a high degree of skill and communication. We were also very impressed with their inter-office collegiality. We really felt that Excellent Financial Solutions’ colleagues enjoy working together and do not work in a silo just preparing their own client’s taxes. We are very much looking forward to working with them this year!

Crossroads Planning LLC
5.0
from 9 reviews
  • 3 years in business
  • 3 hires on Thumbtack
Alba G.
Verified review

Tony was great and very helpful in answering all the questions we had. He was fast and accurate. Recommend him to anyone needing financial services .

Khristine Paustell
5.0
from 7 reviews
  • 2 years in business
  • 2 hires on Thumbtack
Chloe S.
Verified review

I met with Khristine for Financial Services about a year ago. She was very caring, and made sure that I get a good return on my money. She made sure it is the right plan that I need and reviewed them with me. She even answered my phone calls when I am confused or unsure of something. Thank you for helping me and my family and I definitely recommend her for your financial services needs.

  • 13 years in business
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.

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

Greg was super helpful in guiding me through the steps from a working at a startup to now a small business owner. He not only helped me make careful but smart career decisions, he also helped me package myself and my idea in front of the investors. I needed much help with business modeling, financial modeling, and pitch deck compilation, and Greg taught me all in the most efficient way possible. I would not have been able to raise the funds I needed and be where I am without Greg today.

Broder Financial Services
5.0
from 2 reviews
  • 38 years in business
  • 2 hires on Thumbtack
David S.
Verified review

Doing taxes isn't my idea of fun,however I am happy to say that I had an excellent experience this year with William Broder! The amount he charges for his services is very reasonable,and he's punctual, professional, and gets the job done efficiently.He even makes house calls! I would highly recommend Broder Financial Services.. Dave Segalla

Finances Comes First
5.0
from 1 review
  • 5 years in business
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

BookSmart Financial, Inc.
5.0
from 1 review
  • 7 years in business
Gianni N.
Verified review

I've been through quite a few accountants in my time and I must say no one is more efficient and trustworthy than Bret. He never steers me the wrong way and always has the best advice. I recommend him to all of my friends and colleagues.

Bhatt & Associates, Inc.
5.0
from 1 review
  • 8 years in business
  • 1 hire on Thumbtack
Arun P.
Verified review

I've been working with Mr. Bhatt since 2012, and he's the best. His advice and tax preparation have been great, and his keen insights have helped significantly. His knowledge of tax code is second to none. His staff is very nice and courteous. When it comes to tax issues and financial matters, it's great to have someone so skilled and knowledgeable to guide you along the way. Thanks Mr. Bhatt!

Woods Financial Services
2.0
from 1 review
  • 13 years in business
About

I do income tax preparation (personal/business), document preparation, and small business accounting services. Thank you for your interest. Please do not hesitate to contact me for more details.

About

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

About

With Golden Key, our assessment services are the key to your success. We sit down with you and get an understanding of your business and or personal goals and objectives. Financial Services Consultants Loan Principal Reductions Loan Modification Mortgage Mortgage Services Reduce Mortgage Broker With Golden Key, our assessment services are the key to your success. We sit down with you and get an understanding of your business and or personal goals and objectives. Financial Services Consultants Loan Principal Reductions Loan Modification Mortgage Mortgage Services Reduce Mortgage Broker

About

Our team is passionate about delivering five star service to our clients. We are committed to exceeding your expectations by delivering a customized financial plan to help you, your family, or your business achieve their financial goals. Having the opportunity to tell our clients they have reached financial independence is one of the highlights of our job.

About

Surety Investment Services works with individuals from all walks of life and different professions and is proud to have helped several thousands of individuals prepare for a more secure financial future. Our firm is dedicated to providing you the highest level of specialized service and individual attention in all areas of financial planning. We realize that your needs and goals change over the years, and our mission is to provide the continuity of service that your life transitions demand. When appropriate, we will furnish you with referrals for other professionals, such as attorneys and accountants, who are highly qualified in their specialized fields. We, at Surety Investment Services, also know that personal relationships are key to good communication and understanding. For this reason, we value greatly the rapport we have established with our clients over the years, and we are constantly striving to improve our contact and communication with them. Through dedication, integrity, and experience, we work to maintain a partnership with individuals wherein goals are defined, recommendations are established, and implementation is monitored.

About

We do internal financial controls/general accounting procedures/P&L responsibility. We are a highly accomplished financial controller and tax accountant with extensive experience in financial management across diverse industries. We are able to deliver strong and sustainable financial gains through cost reduction, cash flow improvement, and asset management. We have outstanding analytical, problem solving, leadership, technology, and communication skills. We have expertise in introducing and implementing accounting systems, practices, and processes. We are bottom-line-oriented with a consistent record of exceeding standards and expectations in making a favorable impact on financial performance. We have a proven track record for delivering strong financial results. Our core competencies include the following: * Financial Plans and Policies * Accounting Practices and Principles * GAAP Compliance * Financial Analysis and Reporting * Human Resources Administration * Foreign Tax and Exchange Loss Analysis * Multi-level Partnership Tax Preparation * Internal Accounting Controls * Reconstruction of General Ledger * Financial Compilation and Review

About

I am a financial advisor with tax and financial Group. I specialize in financial planning, investment planning and retirement planning. I am a former CPA and attorney from Germany, and I live in Newport Beach.

About

My agency focuses on Life insurance and Retirment Planning. My agency is not a quick fix. I'm here to build long lasting trusting relationships with my clients that last a lifetime. The fact that I get to protect so many people and help secure financial futures whether through life coverage or a solid retirement plan.

About

Andrew Eddy, AIF®,ChFC®,CLU®,CFP® Wealth Management Advisor Serving Professionals, Entrepreneurs, and Businesses I'm an active advocate for ethical practices in the financial community and feel passionately about helping people accomplish their goals with straightforward unbiased advice. As a leader of a wealth management advisory firm, I provide tailored comprehensive services to individuals and businesses in Los Angeles and across the country.

About

Investment Planning, Retirement Planning, Small Business Services MML Financial & Insurance Services is your stop for your financial needs. Before we begin developing your overall goals, we take a good hard look at where you are today.

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