Elk Grove, CA
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Elk Grove Financial Planners

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

Top Pro
  • 8 years in business
  • 50 hires on Thumbtack
  • Top pro on Thumbtack
Christie C.
Verified review

Genevieve and her staff are very professional and personable. Highly qualified go-getters that made me instantly feel comfortable handing them my books. Prompt relies to requests, pro-active advice and even optional podcasts and webinars in related areas of financial responsibility. I am a new client, but will be a long-term client!

  • 12 years in business
  • 24 hires on Thumbtack
Kelly F.
Verified review

Garrick has been our financial advisor and tax consultant for years and has always given us sound advice. He's an honest and down-to-earth, nice guy. You can't go wrong! He works with the whole family - mother, sister, daughter and friends. Everyone I refer comes back to thank me for the referral!

American National Insurance
5.0
from 3 reviews
  • 15 years in business
  • New on Thumbtack
Laura L.
Verified review

Very experienced financial planner. I felt comfortable with Oscar from the beginning of the process and he even recommended that he review my current insurance information. Wow ! Great service , friendly atmosphere, knowledgeable and professional. I will highly recommend American national insurance company in Brentwood for any insurance to my family and friends !

Michael Crisostomo
5.0
from 2 reviews
  • 2 hires on Thumbtack
Mary T.
Verified review

OMG! Michael met all my expectations. We met to review and streamline my bookkeeping processes in Quicken for my doTERRA essential oil business. He helped me pinpoint my incorrect postings with regard to a personal loan. Initially, I was afraid my small business questions were out of his league of large business accounting background. But, Michael kindly overviewed accounting procedures with me that had left my memory of learning years ago. All his knowledge he shared with me will help me move forward to generate proper financial statements throughout the year and ease of tax return preparation next year. The only thing I could have asked for was more time with Michael. However, he confirmed he will be available to consult as questions arise in the future. Thank you sooo much, Michael!

Old Goat Capital, Inc.
4.5
from 2 reviews
  • New on Thumbtack
Chris J.
Verified review

Trent is an outstanding financial modeler. He is passionate about providing a quality financial reports that help guide our business. Highly reccomended.

  • New on Thumbtack
Ashley S.
Verified review

Marcus took the initiative to update our accounting system and provide excellent bookkeeping services, as well as give feedback for future organization. He also provided efficient payroll and HR consulting. I would highly recommend his services.

How Money Works
5.0
from 1 review
  • New on Thumbtack
Raymond R.
Verified review

Stephen was very knowledgeable and friendly. We learned a few things we didnt know and he helped us with our financial plan for the future. Highly recommended!

Rossi Financial Group
5.0
from 1 review
  • New on Thumbtack
Seth E.
Verified review

Paul reviewed my investment portfolio. He is a CFA and a great Financial Advisor.

  • 29 years in business
  • New on Thumbtack
About

We are an independent financial planning and asset management firm. This allows us to be completely objective in helping our clients meet their financial goals, which is not always the case with many of the larger financial institutions. We provide timely and attentive client services as well as a secure client site to view your planning and accounts in real time.

About

I am a local expert that specializes in helping people with their insurance/financial svc needs. I believe that it is essential to put the client's needs first and find the right solution for everyone's particular situation. Because I feel it is important to stay current with the latest techniques to help my clients, I participate in regular forums about proven, state-of-the-art methods to bring clients the best results. Being active in the community has given me a unique understanding of what works… and what doesn't, for people here in Sacramento,California. My clients can get instant updates on tax savings ideas anyone can use You will know things before even your financial advisor does! Be able to protect yourself and your family from bankers and advisors that hope you are uninformed You’ll be the one person in your group of friends and neighbors that really knows what’s going on

About

Over the past 20 years, I have developed expertise in all aspects of accounting and financial management. I specialize in streamlining existing operations and have a proven ability to manage multiple tasks efficiently while meeting tight deadlines. I'm qualified to develop and implement strategic plans to assist in company growth. My core strengths include the following: * Credit Analysis * Monthly Account Reconciliations * Accounts Payable (A/P) * Check Runs * Accounts Receivable (A/R) * Collections * Internal Controls * Training and Development

About

The ultimate goal of our work is to make straightforward and implementable what has become complex and confusing to many individual investors and many financial advisers, namely, the construction of a broadly diversified investment portfolio. We work not just with any portfolio, but a strategical portfolio that reduces risk and increases returns. We will simplify investing and put you on your way.

About

I offer accounting and business management consulting. My services include year-end activities, professional accounting, and business decision consulting. I have 20 years of experience in bringing business entities to the next level.

About

Bevan Bevan and Associates has a strong reputation as a leader in providing innovative solutions to individual's financial planning needs. Our reputation was achieved through our commitment to excellence at every point of contact. It begins with a dedication to you, to listen, to advise and to build a relationship. It is an ongoing process.

  • 17 years in business
  • New on Thumbtack
About

I enjoy working with individual, families and business owner to help them identify their needs and goals. From there we can build a plan that helps them take care of their needs and reach their goals.

  • New on Thumbtack
About

Capstone Financial Group has been helping individuals and businesses in the region meet their financial goals since 1989.

  • New on Thumbtack
About

At World Financial Group (WFG), your dreams matter to us. We understand the financial challenges that make it harder to achieve your goals, and we're ready to provide the assistance you need. We believe your financial success, no matter your current situation or economic status, is achievable. Our mission -- to help build and protect wealth for families and individuals from all walks of life -- extends to you, so you don't have to do it alone. Your WFG associate will walk alongside you in your journey to financial success, helping you assess your situation, understand how money works, and find the products and services that can best fit your needs. No matter what your goals, it's important to start taking control of your money now, and let it start working for you. Your better tomorrows can begin today.

  • New on Thumbtack
About

I teach you all about money: earn it, save it, invest it, insure it or spend it. I have been in the financial services business for over 35 years, from credit cards to mortgages, insurance, investments, wealth accumulation and wealth transfer. You can be tax advantaged!

  • New on Thumbtack
About

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

About

I am a CPA based in Sacramento who is providing tax advice, tax preparation, accounting (analysis and F/S preparation), and financial planning services. If you need an accounting/tax professional who is knowledgeable and who will work for your interest, I am that professional. My rates are competitive.

  • New on Thumbtack
About

High Lin Solutions Inc. is a full-service life insurance brokerage company specializing in competitive financial solutions for insurance, privatized banking, retirement, college funding, business lending and other business solutions. As a "safe money expert," HLS will educate clients on how to have the "LUC" factor with your money -- liquidity, use and control. In reality, most people do not have this factor with the mainstream financial vehicles they are using. Get educated "out of the box" and grow your money safely. Contact HLS now.

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