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Chino Hills Financial Planners

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

Top Pro
Accounting Services
5.0
from 60 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!

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.

Crossroads Planning LLC
5.0
from 9 reviews
  • 3 years in business
  • 3 hires on Thumbtack
Marlene M.
Verified review

I really enjoyed the professionalism I encountered with Crossroads planning. Tony was responsive and prompt when I called and answered all my questions. It was my first time filing taxes and I was really lost on what to do. Tony really helped me understand what was needed and even gave me diagrams and drew out pictures for me. He is really caring and looks out for his clients and their best interest. I will come back for financial planning questions!!! I really enjoyed their service.

  • 5 years in business
  • 12 hires on Thumbtack
Matt S.
Verified review

Adam made it easy to get coverage for my family. He's knowledgeable and friendly, which was helpful because we had questions. Adam put our minds at ease by patiently answering the questions we had and we knew we were making the right decision to protect our family. I recommend calling Adam A.S.A.P for your financial needs.

  • 9 years in business
  • 3 hires on Thumbtack
Robin S.
Verified review

Cameron is one of the best financial advisors in the business and for the last ten years, I have fully trusted him with all of my finances. Cameron has handled multiple 401K rollovers, my severance package when I was laid off, and when my mother died saved me tens of thousands of dollars regarding my inheritance and in legalities. He has given invaluable guidance and has set me up with a plan to get the highest return while minimizing risk. He is available anytime I'd like to discuss my earnings and when we meet comes prepared with a forecast of my accumulated profits for the next 30 + years. Cameron keeps an eye out for any opportunities that are suitable for me and provides spot-on recommendations. I've referred him to business colleagues, friends and family and everyone is just as satisfied as I am.

  • 6 years in business
  • 20 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!

Emil Estafanous, CPA
4.6
from 8 reviews
  • 28 years in business
  • 6 hires on Thumbtack
Chris A.
Verified review

After trying other tax professionals, I found Emil’s firm through a local newspaper ad around five years ago. This was when I was simply looking for someone who had experience representing corporations during tax season. His knowledge and energizing attitude made me feel comfortable in using his services. Today, Emil has become, for me, a talented resource for making all my business decisions. His creative techniques and quick responsiveness has been very profitable for my corporation, which is why I’ve come to depend on him for much of my tax and financial planning needs.

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.

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.

  • 3 years in business
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
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

  • 1 year in business
About

I enjoy helping individuals and families organize their finances, project the results of their savings and investments so they can see how well prepared they are for retirement, emergencies and wealth building. This helps them make decisions with their money that will help them reach their financial goals as efficiently as possible.

The RMV Company
5.0
from 1 review
  • 17 years in business
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

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

We do accounting, consulting and tax preparation. We give business consulting and advice on various investments. Our specialty is self-employed and C corporations. We also have the advantage of converting your business to a corporation.

About

We offer all types of life insurance to protect your family. We also show our clients how life insurance can be a financial tool that can help manage the risks of everyday life. Give us a call so we can talk about the living benefits of life insurance.

About

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

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 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

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.

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