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La Habra Financial Advisors

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

Top Pro
Accounting Services
5.0
from 60 reviews
  • 9 years in business
  • 90 hires on Thumbtack
  • Top Pro on Thumbtack
Madelle L.
Verified review

Burhan has handled my yearly tax files for the last 7 years. Each year he has always given me expert advice and confidence that I am getting the best service. He has also supported me with making financial business decisions. Burhan is committed to providing professional advice and customer satisfaction. I would recommend Burhan to anyone needing of business or personal financial management expertise.

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!

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

Tony was great and very helpful in answering all the questions we had. He was fast and accurate. Recommend him to anyone needing financial services .

  • 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
JOEY C.
Verified review

Emil Estafanous is second to none. I don't know what I would have done without him. My "tax mess" involved nothing but problems that had gone on for years. Mr. Estafanous knew exactly what to do and handled my situation perfectly. The man is a professional with many years experience. Don't bother with other "tax consultants". Simply make an appointment with Mr. Estafanous and explain what the problem is, and he will take care of it. No more headaches.

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.

  • 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

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!

BookSmart Financial, Inc.
5.0
from 1 review
  • 7 years in business
Gianni N.
Verified review

I've been through quite a few accountants in my time and I must say no one is more efficient and trustworthy than Bret. He never steers me the wrong way and always has the best advice. I recommend him to all of my friends and colleagues.

About

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

About

We are a full-service financial firm committed to helping people pursue their financial goals. We offer 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 our providing sound financial information.

About

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.

About

With Golden Key, our assessment services are the key to your success. We sit down with you and get an understanding of your business and or personal goals and objectives. Financial Services Consultants Loan Principal Reductions Loan Modification Mortgage Mortgage Services Reduce Mortgage Broker

  • 4 years in business
About

I have a restaurant industry-specific specialty but also available to all industries for accounting, bookkeeping, financial analysis, business plans, and problem solving and troubleshooting services.

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

I help clients maximize shareholder value through financial transactions, including capital raises, debt restructurings, sell-side and buy-side acquisition projects and public equity offerings.

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