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Browse these financial planners with great ratings from Thumbtack customers in Antioch.
Charlotte was extremely helpful and kind. She provided me with some great information not only on my taxes, but for future financial success as well. I recommend her tax services. She has a very welcoming and sure presence. Thanks!!
Rostambek and Co. has helped me more than any other accounting firm I've ever used. They consistently provide excellent, detail oriented, and timely tax return service for me. Not only that, but they have helped me make better financial decisions with my small business. I feel secure with their high level of attention to detail and professional expertise. I feel that they care about me and my small business. I recommend them to my friends every chance I get!
I am very pleased with my financial planner. She has covered everything that I needed from planning a perfect budget to fit my lifestyle to investing in stocks as well as planning my retirement. With her friendliness and patience to help me learn the tools to my investing goals; I would not hesitate I'm recommending her to my family and friends!
Tushar personalizes his services to allow you to drive toward your financial goals. He's a smart guy who cares about helping you set yourself up for success.
Leslie is very caring , knowledgeable and compassionate. I received great insights from her and I appreciate her expertise.
Tej is very knowledgable and patient. He explains everything in easy to follow terms and helped us make the right decisions. His willingness to schedule appointments beyond the regular 9-5 hours made working with him even more productive!
Doug specifically has been outstanding. When dealing with your hard earned money you want someone who genuinely cares about the person and not just the business aspect.. Doug embodies that. He has been patient, flexible, understanding and most of all...knowledgeable when I have questions or concerns regarding my investments. I’m a beginner and feel I have a guy on my side supporting my decisions and backs his support up with high quality data analysis to assist in those decisions. Doug has been great and I’ve found my financial family for life. Thank you Doug!!!🙏🏽
Trent is an outstanding financial modeler. He is passionate about providing a quality financial reports that help guide our business. Highly reccomended.
I hired Edgar to help me better understand my startup equity while also helping me come up with a plan to pay off debt. An hour later and he's helped me save thousands of dollars in fees while also clearly setting me up to succeed in making the most out of the benefits I get from my job. I can't recommend him enough. He's clear, patient and a joy to chat to. Definitely hire him if you're looking for a financial coach!
Serving San Ramon, CA, and the outlying areas, Michael Tomren is offering the following services, but not limited to: wealth management, financial planner, retirement planner, financial advisor and estate planner to help clients reach their financial goals.
I customize people's financial systems so they have a joyful experience managing their finances!
Bevan Bevan and Associates has a strong reputation as a leader in providing innovative solutions to individual's financial planning needs. Our reputation was achieved through our commitment to excellence at every point of contact. It begins with a dedication to you, to listen, to advise and to build a relationship. It is an ongoing process.
Serving Pleasanton, CA, and the outlying areas, Robert C. Meyer of Investment Wealth Solutions is offering the following services, but are not limited to: investments, retirement planning, and estate taxes.
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, families, business owners, trusts and estates. We believe that you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
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 providing our sound financial information.
I help people solve their financial issues, such as budgeting, retirement, college, and investment planning to reach their financial goals. Checkout my website! I am your friendly and professional financial advisor.
I deliver where others can't and provide seamless service to the client.
As a personal financial representative in San Francisco, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping you prepare a strategy to achieve your financial goals. From your childs education to your retirement, I can assist you with financial products that can help you build your financial future. Allstate offers a host of solutions to assist you in meeting your financial goals. From investment and savings products to life and supplemental health insurance, annuities, IRAS and more, we can help you secure your financial future, protect your family and reach your long-term financial goals.
At Boussole, we provide bookkeeping, tax preparation, consulting and fiduciary services (conservatorship and trust administration services). We specialize in helping individuals, small businesses, and non-profit organizations with their finances. We assist start-ups and established businesses and nonprofits with our bookkeeping and tax services. We also provide consulting on maintaining financial records and advise on how to meet the tax requirements. As a licensed fiduciary, we help the elderly and incapacitated manage their finances when they are unable to (i.e. payables, receivables and other financial items). We provide all the helpful information that you should know about your finances which helps you improve your financial position and avoid compliance pitfalls.
We provide fee-only personalized services to those who wish to bring order into their financial household. We conduct a face to face interview to help you assess your financial situation and hand-hold you to the next steps needed to find your dreams and pursue them. When you allow Sierra Pacific Advisors to work with you to simplify your life and alleviate the burden of your day-to-day wealth management, you are free to focus on your most important endeavors and pursue the joys of your life.
Over the past 20 years, I have developed expertise in all aspects of accounting and financial management. I specialize in streamlining existing operations and have a proven ability to manage multiple tasks efficiently while meeting tight deadlines. I'm qualified to develop and implement strategic plans to assist in company growth. My core strengths include the following: * Credit Analysis * Monthly Account Reconciliations * Accounts Payable (A/P) * Check Runs * Accounts Receivable (A/R) * Collections * Internal Controls * Training and Development