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Chico Financial Advisors

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

  • 29 years in business
  • 2 hires on Thumbtack
Scott B.
Verified review

Matt has completely reorganized our investment strategy based on a thorough, personalized review of our goals and risk strategy. He is detail oriented and totally focused on our needs and wants in retirement. The best thing we have gained is peace of mind in a very troubled financial environment. Plus he is fun to work with and offers tremendous value for what we receive. Look no further than Matt Etzler for a trusted advisor and life/financial planner!

  • New on Thumbtack
About

As an integrated tax and financial services firm, we help you understand the tax implications of your investment choices and ensure you are making the right decisions to help you achieve your financial goals. Our approach begins with listening to your goals, your dreams and your challenges. We take the time to truly understand your perspective and give you the comfort of knowing you're working with people you can trust. Most importantly, we are satisfied only when you are.

  • New on Thumbtack
About

We specialize in the following: - Payroll - AR - AP - Tax Preparation - Financial Planning - Training - General Ledger - Reconciliation - Audit

About

We are a full-service financial firm committed to helping people pursue their financial goals. We offer access to 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.

  • New on Thumbtack
About

Epsilon is a small team of passionate business professionals with backgrounds in finance, investing, business development, advising, design, and marketing. We have worked and currently work with non-profits, businesses, and individuals, offering a variety of products and services tailored to each client's needs. Whether it is investment advising, business development, marketing, or accounting, we are here to help.

About

This company has financial advisors who have been in the industry for the last 31 years. They are available to create investment portfolios by using new dynamics.

  • 29 years in business
  • New on Thumbtack
About

Try this business if you are searching for professional personal financial planning services. They have helped business owners, families, and more.

  • 3 years in business
  • New on Thumbtack
About

Listening to your needs is paramount. Operating within the confines of accounting principles is key to a succesfull set of financials. My extensive skillset lie in the following industries: Medical Manufacturing Construction Retail Animal Rehabilitation Animal Training My last full time job was as a Controller for a Waterjet Company whose presence was world wide. I have about 30 years give or take in the following experiences: Employee Supervision Accounting System Recommendation and converging. Payroll / HR including rules and requirements. Accounts Payable Accounts Receivable Negotiating Contracts ie Hmo's and Managed Care Have taken 80 hours of training in import / export of manufactured goods Placing employment ads. Training and giving clear expectations to employees or subcontractors Keeping concise and accurate inventories. Computer and printer set-up network and non-network Animal Training Rescue and Rehabilitation for about the last 25 years. This is to give you an idea how I can help. I can say that I will when given the appropriate information give you a cost effective recommendation. And if not appropriate for the job will let you know. My email address is cvcarlson64 with gmail. Thank you Catherine When I can save the Company money by streamlining in ways that were not previously considered. Example. My last Emoyer required each branch worldwide to audit our UPS bill which ranged about $500k monthly. I found out they were charging us straight up retail on the "Super Saver" category. When I forced them to fix this part of the worldwide contract -which was not my job, it however saved our branch $25k per month and worldwide over $100k per month. Regarding the animal work I find it rewarding and love the animals if I could find an Accounting Animal job that would be perfect. I do try to stay within reality.

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