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Inglewood Financial Planners

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

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.

  • 6 years in business
  • 21 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!

  • 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.

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.

Newport Wealth Advisors
5.0
from 7 reviews
  • 11 years in business
  • 3 hires on Thumbtack
David J.
Verified review

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!

  • 9 years in business
Rene J.
Verified review

I've been with APS for a long time. It was always very easy to get an appointment and any meeting or exchange with their professional advisors was always very effective and informative alike. They promote very interesting concepts of portfolio spreads, wealth and retirement planning and market analysis and - Happy Hour once in a while now :-) which is a great way to meet other people and professionals.

Khristine Paustell
5.0
from 5 reviews
  • 2 hires on Thumbtack
Chloe S.
Verified review

I met with Khristine for Financial Services about a year ago. She was very caring, and made sure that I get a good return on my money. She made sure it is the right plan that I need and reviewed them with me. She even answered my phone calls when I am confused or unsure of something. Thank you for helping me and my family and I definitely recommend her for your financial services needs.

  • 7 years in business
Marsheal A.
Verified review

Loretta M Donald Have been doing my taxes for 8 years now. I've tried other tax consultants but no one comes close to Loretta. She is very professional, courteous, and very knowledgeable. I was downsizing my salon and would have lost a lot of money,when she advised me on how I would me able to save by claiming my salon furniture. I would and have recommended Loretta for any of your business needs. Press N' Curl Salon Marsheal A.

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.

Liberton Financial, LLC
5.0
from 4 reviews
  • 14 years in business
  • 2 hires on Thumbtack
Lisa A.
Verified review

Mike Moore's adroit skills at picking winning stocks is attributed to his continual and purposeful study of political shifts and their influence on domestic and international markets. Mike possses an innate sense of when to buy, sell, and hold investments.

J Sanders Financial
5.0
from 4 reviews
  • 2 years in business
  • 3 hires on Thumbtack
Tim W.
Verified review

Couldn't have had a better experience! Jesse is extremely knowledgeble, answered my questions thoroughly, got the work done very fast, professionally and was exactly what I needed! I highly recommend Jesse to anyone looking for a financial pro!

  • 22 years in business
  • 7 hires on Thumbtack
Keith R.
Verified review

Shellby is knowledgeable and efficient. He completed my work quickly, correctly and under budget.

  • 4 years in business
  • 1 hire on Thumbtack
Cat C.
Verified review

I have no idea what I would do without Phillip, I went into my business blind and he guided the way from helping me edit my name to website to structure to financial. As an advisor turned friend he is so passionate, hard working and motivating and my business and I have been so lucky to work with him and hope so to do

Sean Smith
4.7
from 3 reviews
  • 2 hires on Thumbtack
Josue C.
Verified review

Sean knows what he is doing when it comes to financial planning. He has helped many people in my family with all aspects of finannced. Definitely Recommend working with him!

  • 12 years in business
  • 1 hire on Thumbtack
Kevin P.
Verified review

nice people

Associes Corp
5.0
from 2 reviews
  • 17 years in business
  • 4 hires on Thumbtack
Didier C.
Verified review

Alain Demeestere is looking for the timely due process of all corporate state and federal filings and financial reporting while ensuring compliance with GAAP. Since 2007, Alain has been a great ongoing business support for my companies, and still is; that says it all, doesn’t it?

  • 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.

Serenity Tax & Financial
4.0
from 2 reviews
  • 7 years in business
  • 2 hires on Thumbtack
Vic C.
Verified review

Jeff prepared my S Corp as well as my personal tax returns.I would recommend Jeff. His fee is very reasonable and very professional.

Bhatt & Associates, Inc.
5.0
from 1 review
  • 8 years in business
  • 1 hire on Thumbtack
Arun P.
Verified review

I've been working with Mr. Bhatt since 2012, and he's the best. His advice and tax preparation have been great, and his keen insights have helped significantly. His knowledge of tax code is second to none. His staff is very nice and courteous. When it comes to tax issues and financial matters, it's great to have someone so skilled and knowledgeable to guide you along the way. Thanks Mr. Bhatt!

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

Paula C.
Verified review

She helped us without even knowing us at a moment's notice. She is warm, compassionate, and extremely compassionate, efficient and through.

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