Carlsbad, CA12 Financial Advisors near you

Where do you need the Financial Advisor?

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.

Carlsbad Financial Advisors

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

Crabb Tax Services
4.8
from 18 reviews
  • 33 years in business
  • 25 hires on Thumbtack
Pete H.
Verified review

I have been using Crabb Tax Services for both my corporate and personal taxes for several years. Chris is competent, knowledgeable, accessible, and he has competitive fees. I would recommend him to all. Pete Hohnemann Help-U-Sell Horizons Real Estate

Lori A. Riccardi, CPA
4.9
from 14 reviews
  • 3 years in business
  • 19 hires on Thumbtack
Kelly S.
Verified review

Ms. Riccardi is the best! I came to her because I own a small business and have been keeping the books myself since opening about 6 months ago. I wanted to make sure I was on top of everything. I was not. Ms. Riccardi helped me get my books cleaned up and did a superb job with my financial reporting needs and had excellent tax advice for me for 2015. I tend to have high standards when I am paying someone for something I think I can do myself, but Ms. Riccardi met each of my expectations. She is professional, accessible, and knows her field well. I thought I could save money by taking care of my companies accounting and tax needs myself, but after working with Ms. Riccardi, I will be using her services instead.

Uhart Tax & Financial
4.9
from 8 reviews
  • 20 years in business
  • 10 hires on Thumbtack
Anthony W.
Verified review

Angela has been taking care of my Income Tax returns for many years, both Personal and Business. I have found her to be exceptionally professional, courteous and efficient. She meets all deadlines and ensures that all of my information is processed and evaluated correctly. I would most highly recommend her services to anyone looking to simplify their tax situation. These services are most reasonably priced for the work provided

Transparity Group
5.0
from 6 reviews
  • 22 years in business
  • 1 hire on Thumbtack
Mary Anne R.
Verified review

I worked with Mike Sisk when he was a consultant for MidCountry Financial. Mike's responsibility was to consolidate many companies that all used different accounting systems. This was a daunting task because at the time, it was very manual and spreadsheet heavy. Mike was instrumental in automating this process as a consulting for the implementation of Enterprise Reporting software for the Company. Mike was always professional and easy to work with.

Creative Back Office
5.0
from 3 reviews
  • 2 hires on Thumbtack
Brian M.
Verified review

Creative Back Office put my start up on track. The financial knowledge and services they provided went above and beyond all of my expectations. I couldn’t have asked for anyone better to handle my companies accounting and budgeting. Thank you for everything!

  • 5 years in business
  • New on Thumbtack
Jacquelyn H.
Verified review

I am very pleased with the services Donell provided me in finding affordable policies that fit my needs and retirement goals. He also presented me with an opportunity in the financial services business to be my own boss but have a team of people help teach and guide in helping others. This opportunity has changed my life.

  • 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.

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

  • 4 years in business
  • New on Thumbtack
About

Schulte is a graduate of the Eller College of Business at the University of Arizona and the Executive Financial Planner program at San Diego State University. He holds the CFP® designation – exemplifying his commitment to he highest standards of integrity and professionalism in the industry – and is a member of the Financial Planning Association.

About

We offer professional financial services, including wealth management, retirement planning and insurance planning strategies.

  • New on Thumbtack
About

Leahy Financial Services offers a variety of professional services to individuals and small- to medium-sized companies. Some of the many services we specialize in include the following: * Full Service Monthly Bookkeeping We offer full cycle bookkeeping including accounts payables, accounts receivables, cash management, financial reporting, budgeting and forecasting, up to working with your tax accountant and/or CPA. * Clean up and/or Catch up Bookkeeping Whether you have fallen behind or still need to start your bookkeeping, we will set up your books and get your bookkeeping caught up ASAP for a low flat fee. * In-House Bookkeeping Set Up In-house bookkeeping set up includes, but is not limited to, software and installation, software configuration, will catch your bookkeeping up, then provide on-site training. * Full Payroll Services Payroll services include, but is not limited to timesheet processing, check/direct deposit processing and distribution, quarterly and annual payroll tax payment preparation and filing, and payroll bookkeeping. * Consulting Services We will review and analyze your accounting to ensure all necessary processes, procedures and internal controls are in place to minimize potential threats of theft, fraud, or even accounting or operational errors that could have a significant impact on your financials. * Other Clerical Support We can provide assistance with data entry, filing, letter drafting, marketing, portfolio websites, business plans, and more. Contact us today for a free consultation and quote. You can now get an E-Quote through our website!

About

Serving San Juan Capistrano, CA and outlying areas, Edward Heagen of E. F. Heagen and Associates is offering the following services not limited to, financial planning, investment planner, insurance planner, retirement planner and wealth management.

  • 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.

  • New on Thumbtack
About

We specialize in comprehensive financial planning and wealth management, including investments, retirements, insurances, and colleges. We specialize in wealth management now and your future.

About

Military Financial Advice LLC is owned by James Rudd, an entrepreneur, veteran, investor, personal finance expert and the founder and CEO of the company. Military Financial Advice LLC specializes in providing financial coaching for the military and veterans involving in-depth knowledge about debt, saving money, investing, loans, credit cards, budgeting and earning extra income.

  • 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.

  • 11 years in business
  • New on Thumbtack
About

Pure Financial is what happens when you bring together a group of highly qualified and credentialed financial professionals passionate about helping people get the most out of their finances. Pure always does what is best for the client.

  • New on Thumbtack
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.

About

At Following Seas Financial, we provide our clients with many high-quality financial services: * Income tax preparation * College planning * Income in retirement planning * Private reserve strategy * Financial strategies for income protection * Legacy planning and many others We serve your financial needs.

About

Hale Insurance and Financial services has more than 15 years in the financial services industry. We specialize in providing safe alternative investments that offer gains without downside risk of the stock market.

  • New on Thumbtack
About

Diverse Financial is comprised of licensed advisors, financial planners, asset managers, estate attorneys, and life agents, that will all be at your disposal, to advise you and assist in developing a solution, without any fees for consultation and planning.

Hire skilled professionals for absolutely everything.