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Burbank Financial Planners

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

  • 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
Albert L.
Verified review

Tony is a true professional. The combination of his tax and financial planning expertise makes his services unique and irreplaceable. Not having to consult 2 different individuals for the same financial objectives makes my life so much easier.

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.

KSasserCPA-CyberCFO
5.0
from 5 reviews
  • 5 years in business
  • 2 hires on Thumbtack
Andrew H.
Verified review

Full and complete, above and beyond CPA services, from business to personal. It's like having a CFO on hand, has been vital to my business not only from taxes, but financial and future venture advise as well. Highly recommended. Already sending referrals to her as fast as they come in.

  • 13 years in business
Rose R.
Verified review

We tried three different independent bookkeepers and spent a good amount of money with each one. At the end we had no cohesive system or adequately prepared financial reports - as a small business owner, it's imperative to know where you stand with payroll, taxes and fees at all times. Then we found Saniah and she has been great. She cleaned up our accounts, put together our books, and sent us our first set of reports within the first month. Throughout the last 4 years since we hired her, we continue to receive reports on a consistent basis. She is reliable and conscientious in everything she does. More importantly, she is competent, professional and knowledgable. Thank you for a great and expert service.

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

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

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.

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

College Planning, Insurance, Estate Planning, Retirement Planning, Financial Planning. We are Sagemark Consulting which is a a full-service financial advisory division of Lincoln Financial Advisors and we are committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals, families, and business owners. By providing sound financial information, we believe you will be better able to identify your goals and make sound decisions about building wealth and protecting your assets.At Sagemark Consulting we also take pride in maintaining the highest standards of integrity and professionalism in our relationship with you, your family, and your business. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

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 help families define their future (best of their dreams) and create steps to help them achieve their goals in this life. I represent over 200 different financial institutions. Based on your needs, I am confident that we can find a company that will work for you.

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

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.

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

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

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

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.

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