Burbank, CA46 financial planners near you

Where do you need the financial planner?

Answer a few questions

Tell us what you need so we can bring you the right pros.

Get quotes

Receive quotes from pros who meet your needs.

Hire the right pro

Compare quotes, message pros, and hire when ready.

Burbank Financial Planners

Browse these financial planners with great ratings from Thumbtack customers in Burbank.

Top Pro
Accounting Services
4.9
from 58 reviews
  • 9 years in business
  • 90 hires on Thumbtack
  • Top pro on Thumbtack
Lorin K.
Verified review

My experience with Burhan is above and beyond my previous experience with another accountant whom I worked with for years. When I got to the point of total frustration with my original accountant ( questions unanswered, fees increasing, constant fines from different agencies for late filings), I saw Thumbtack and requested proposals from a number of their accountants. It was Burhan that responded immediately. The other accountants were comparable in price, but it was Burhan that rescued me by assuring me that he would do his very best to assist me with my financial needs. So far so good, my taxes are almost done (I made a few additions so their was a delay), he is also able to assist me with financial planning and payroll needs. Don't hesitate to give him a call, I am sure he will be able to help you too! Thank you Thumbtack.

RYKAT Financial
4.8
from 15 reviews
  • 10 years in business
  • 33 hires on Thumbtack
Toshi F.
Verified review

I have received quick and excellent service from RYKAT. June has been very helpful in giving good tax advice, as well as providing fast and accurate filing and updates. I am very happy and highly recommend RYKAT for tax services!

Newport Wealth Advisors
5.0
from 7 reviews
  • 11 years in business
  • 3 hires on Thumbtack
David J.
Verified review

Scott is well-versed in financial planning, especially for the needs of retirees. He focuses on reducing risk without sacrificing returns. He makes it a point to meet with his clients quarterly, to review the portfolios and answer all questions. I now have Scott managing the accounts of my two adult children as well as my 92 year father. I can highly recommend him without hesitation!

  • 6 years in business
  • 19 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!

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.

  • 6 years in business
  • New on Thumbtack
J’Ana P.
Verified review

Cintia is very professional and knowledgeable about all things finance related. Her passion to elevate others in financial literacy is shown through her close workings with me. She is so patient and readily available. She is honest and has help me set attainable goals. She is very easy to work with and she breaks things down in a way in which you can understand especially if you’re a novice like me. She makes really good suggestions on how to improve your credit, establish a safety net of funds, and even helped me with my monthly budget. She will give you all the tools and it’s up to you to use them. I would recommend her to anyone in their financial journey on the way to success.

The RMV Company
5.0
from 1 review
  • 17 years in business
  • New on Thumbtack
John P.
Verified review

The RMV Company provides outstanding service with absolute professionalism, integrity, skill and knowledge. Robert Villalobos is a highly intelligent documented financial and tax expert with the upmost consideration to his clients that instill trust and confidence for their financial and tax needs and conditions . His experience and advise has proven invaluable to my General contracting company over the past 10 years and has substantially affected the growth and success we enjoy today

PFS financial services
5.0
from 1 review
  • 3 years in business
  • New on Thumbtack
Terza H.
Verified review

Great to know there are still honest insurance agents who care. I feel protected knowing I have a secured life policy. And that no matter what, its unchanging. Thank you for being such a great professional and full of integrity.

  • 3 years in business
  • New on Thumbtack
Josie G.
Verified review

Having Alyssa as my financial planner is like having my own personal tutor in how money works. She keeps it simple and lets me decide on what’s best for my financial goals by giving me the pros and cons to every option.

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

  • New on Thumbtack
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

I work with all types of situations with understanding and patience. I am not your typical "money manager". I know first hand how frustrating, scary, and overwhelming finances can become. My objective is to empower others and help take away the anxiety and sometimes paralyzing fear that can come from money problems. I approach every client with compassion and NEVER judge anyone. Financial security is my goal for my clients. I work with you and hold your hand as long as you need me. The biggest myth is that good financial decisions are inate. Sound financial decisions is something everyone must be taught. I would be honored to be your teacher and/or the person that helps you find peace of mind.

  • New on Thumbtack
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

Serving Glendale, CA, and the outlying areas, David Salamanyan of New York Life is offering the following services: life insurance, retirement income, financial planning, college education funding and insurance products.

  • New on Thumbtack
About

We do investment and insurance, such as FFIUL, long-term care, retirement plan, annuity, and so forth.

  • 4 years in business
  • New on Thumbtack
About

I have a restaurant industry-specific specialty but also available to all industries for accounting, bookkeeping, financial analysis, business plans, and problem solving and troubleshooting services.

  • New on Thumbtack
About

I help clients maximize shareholder value through financial transactions, including capital raises, debt restructurings, sell-side and buy-side acquisition projects and public equity offerings.

  • New on Thumbtack
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

  • New on Thumbtack
About

I could teach only by-ear type of students. I constantly practice, have excellent ear and music capabilities, and a good attitude. I am available near Burbank, California. You can reach me on my phone number. I teach one night weekly at Trade Tech college in Downtown Los Angeles. I could also tutor Spanish, accounting, economics, mathematics and English as a Second Language.

About

I have excellent practical experience and many overseas success stories

About

De Groote Financial Group is an independent wealth management firm serving high-net-worth clients. Our mission is to help the families we serve find the clarity that allows them to live a richer, more meaningful life.

Hire skilled professionals for absolutely everything.