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Browse these financial services with great ratings from Thumbtack customers in Los Angeles.
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.
Glen and Daniel have been great from the get go. They make you feel like you are their most important client with the time they take to prepare information for you and for the time they take to present and explain everything. Am very happy with them and their services.
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 would like to recommend the services of Saniah for all your bookkeeping needs. Saniah has been providing bookkeeping services for our law firm for the past eight years, and we have only praise for her accurate, efficient and value oriented services. For a small business, such as ours, Saniah provides all we need in the way of general bookkeeping. She reviews the firms financials, prepares budgets, prepares our tax returns as well as my personal returns. She also performs her services for my wifes PR firm. Moreover, Saniah provides all these services at a reasonable and affordable price. Finally, Saniah is available to answer questions and help for all your accounting needs. Saniah has our highest recommendation for bookkeeping and related financial and administrative services, and we have enjoyed and come to value our relationship with her tremendously and we forward to a continued working relationship.
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.
My experience with Sebastian and his staff was very professional! I had the opportunity to speak on the phone with him prior to our meeting, and he responded to all of my questions with conviction and valid points that made sense. He helped me set up a plan for my retirement goals and I feel good about my decision. I recommend him for all financial services.
I have worked with Janice Randolph for many years. She has an extremely strong sense of dedication to her craft and to her clients. Janice is excellent with handling complex tax issues and always provide satisfactory solutions. Since using Janice for so many years, I am happy to announce, thanks to Janice, I no longer have complex tax issues. Ms. Randolph's CPA management skills has made the operation of running my overall business more organized and prosperous. I highly recommend Janice Randolph, CPA services. Marsha Founder Marsha Pro Marketing
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
Full and complete, above and beyond CPA services, from business to personal. It's like having a CFO on hand, has been vital to my business not only from taxes, but financial and future venture advise as well. Highly recommended. Already sending referrals to her as fast as they come in.
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!
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
She helped us without even knowing us at a moment's notice. She is warm, compassionate, and extremely compassionate, efficient and through.
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!
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.
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.
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.
If it has to do with money, we do it! We can do taxes, financial statements, financial planning, estate planning and business valuations.
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.
College Planning, Insurance, Estate Planning, Retirement Planning, Financial Planning.
Let me help you realize your dreams. I will work with you to uncover and achieve life's most important goals. I am a certified financial planner and believe deeply in a client service-centered approach to wealth management, placing the relationship with the client at the forefront of my business. I assist my clients in outlining and organizing their financial goals and assist them in accomplishing them. The services I provide are comprehensive wealth management, financial planning, investment management, tax planning, education planning, insurance planning, estate planning, and my specialization is in retirement planning. Your finances may be complicated, and the stock market can be a very intimidating place. You don't have to go it alone!
We specialize in comprehensive financial planning and wealth management, including investments, retirements, insurances, and colleges. We specialize in wealth management now and your future.
North Hollywood, CA
Manhattan Beach, CA