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Browse these affordable financial services with great ratings from Thumbtack customers in Glendale.
did an outstanding job also really help me get to the level where I could succeed financially customer service was amazing and would definitely recommend anyone for your services
Very rapid response, professional and will be using them for other tax services.
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!
Carman is the best trainer. He's very knowledgeable and works with your schedule. His upbeat and positive personality makes the training that much more enjoyable. He knows when to push you harder and when to step back during training sessions. His sessions are very affordable, plus he drives to your location. I'd recommend Carman to anyone who wants to start training!
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.
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!
Scott is well-versed in financial planning, especially for the needs of retirees. He focuses on reducing risk without sacrificing returns. He makes it a point to meet with his clients quarterly, to review the portfolios and answer all questions. I now have Scott managing the accounts of my two adult children as well as my 92 year father. I can highly recommend him without hesitation!
My wife and I started our business in 1998. For the first year we did our best to make ends meet and keep our business going. We contacted Mike in January of 1999 and by the end of the same year with Mikes Financial understanding we increased our business sales by 120% and our profit margin by over 50% with no added sales force. Mr. Sisk not only understands the financial side of our business, but also marketing and how to get our customers to send more business to our location. I would recommend Mr. Sisk to any business looking to streamline your financial goals and keep your customers coming back to you for years to come. Matter Of Degrees Pro Shop
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.
Firstly, Arman is a true professional. I am always very calm and confident when speaking with him in regards to planning my financial future. He explains everything so thoroughly and without hesitation to repeat himself if I do not understand something. I've known Arman for quite some time and his character is unmatchable. He is genuinely a caring individual and very understanding of my time. I've made it so hard for him and I to meet because of my extremely hectic work/family schedule but Arman never made me feel like he was pushing me for a meeting. He was always so patient. As a matter of fact, it took me a year to meet with him to plan my retirement haha! He came with the same passion to help as he would have if I was an easier client! Thanks Arman. I truly appreciate your knowledge and professionalism and I look forward to referring my less busy friends your way!
I needed to get my late 2015 taxes taken care of and with a few additional entries to include I was a bit overwhelmed with how to go about doing so. I decided to hire David and am glad I did. It was a pleasure to work with him. He was quick to respond, patient in answering all my questions, and completed the paperwork in a timely manner. Furthermore, his sevice was affordable for me. I highly recommended him and I look forward to using his service in the future.
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
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.
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
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.
I educate families on their finances across the kitchen table.
I could teach only by-ear type of students. I constantly practice, have excellent ear and music capabilities, and a good attitude. I am available near Burbank, California. You can reach me on my phone number. I teach one night weekly at Trade Tech college in Downtown Los Angeles. I could also tutor Spanish, accounting, economics, mathematics and English as a Second Language.
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.
I offer financial services that are custom tailored to each clients' needs, from bill pay and financial management to tax preparation, so that getting one's taxes done at the end of the year is not an ordeal. I have 15 years experience with using Qb's and can organize and set up your business so that it is easy to manage. I like to get to know each of my clients and find out what their specific needs are. Please call me and let me know what your specific needs are.
If it has to do with money, we do it! We can do taxes, financial statements, financial planning, estate planning and business valuations.
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.