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Oceanside Financial Planners

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

Lori A. Riccardi, CPA
4.9
from 14 reviews
  • 3 years in business
  • 19 hires on Thumbtack
Kelly S.
Verified review

Ms. Riccardi is the best! I came to her because I own a small business and have been keeping the books myself since opening about 6 months ago. I wanted to make sure I was on top of everything. I was not. Ms. Riccardi helped me get my books cleaned up and did a superb job with my financial reporting needs and had excellent tax advice for me for 2015. I tend to have high standards when I am paying someone for something I think I can do myself, but Ms. Riccardi met each of my expectations. She is professional, accessible, and knows her field well. I thought I could save money by taking care of my companies accounting and tax needs myself, but after working with Ms. Riccardi, I will be using her services instead.

Top Pro
  • 7 years in business
  • 12 hires on Thumbtack
  • Top Pro on Thumbtack
Lourdes M.
Verified review

Jose Gonzalez was amazingly efficient and kind with me. He gave me an appointment the same week I contacted him. When we talked, I felt secure my taxes return was in good hands. Everything ran easy and clearly at a reasonable price. I am satisfied I chose Jose as my accountant this year hoping will be the same for next. I highly recommend Jose Gonzalez (Neza Financial &Insurance Services) as accountant for taxes issues.

  • 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.

Uhart Tax & Financial
4.9
from 8 reviews
  • 20 years in business
  • 10 hires on Thumbtack
Scott C.
Verified review

Angela Ledwedge is very thoughtful, tenacious, and one to offer alternatives when it coming to tax planning and preparation. I have a somewhat complex return to prepare and she manages to find more ways for me to keep what I've made :-). Have been a customer for several years and plan on going back!!

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.

  • 5 years in business
Jacquelyn H.
Verified review

I am very pleased with the services Donell provided me in finding affordable policies that fit my needs and retirement goals. He also presented me with an opportunity in the financial services business to be my own boss but have a team of people help teach and guide in helping others. This opportunity has changed my life.

  • 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

About

Hale Insurance and Financial services has more than 15 years in the financial services industry. We specialize in providing safe alternative investments that offer gains without downside risk of the stock market.

About

Our team is passionate about delivering five star service to our clients. We are committed to exceeding your expectations by delivering a customized financial plan to help you, your family, or your business achieve their financial goals.

About

We specialize in comprehensive financial planning and wealth management, including investments, retirements, insurances, and colleges. We specialize in wealth management now and your future.

About

Leahy Financial Services offers a variety of professional services to individuals and small- to medium-sized companies. Some of the many services we specialize in include the following: * Full Service Monthly Bookkeeping We offer full cycle bookkeeping including accounts payables, accounts receivables, cash management, financial reporting, budgeting and forecasting, up to working with your tax accountant and/or CPA. * Clean up and/or Catch up Bookkeeping Whether you have fallen behind or still need to start your bookkeeping, we will set up your books and get your bookkeeping caught up ASAP for a low flat fee. * In-House Bookkeeping Set Up In-house bookkeeping set up includes, but is not limited to, software and installation, software configuration, will catch your bookkeeping up, then provide on-site training. * Full Payroll Services Payroll services include, but is not limited to timesheet processing, check/direct deposit processing and distribution, quarterly and annual payroll tax payment preparation and filing, and payroll bookkeeping. * Consulting Services We will review and analyze your accounting to ensure all necessary processes, procedures and internal controls are in place to minimize potential threats of theft, fraud, or even accounting or operational errors that could have a significant impact on your financials. * Other Clerical Support We can provide assistance with data entry, filing, letter drafting, marketing, portfolio websites, business plans, and more. Contact us today for a free consultation and quote. You can now get an E-Quote through our website!

About

We offer professional financial services, including wealth management, retirement planning and insurance planning strategies.

About

We do accounting, consulting and tax preparation. We give business consulting and advice on various investments. Our specialty is self-employed and C corporations. We also have the advantage of converting your business to a corporation.

  • 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

Military Financial Advice LLC is owned by James Rudd, an entrepreneur, veteran, investor, personal finance expert and the founder and CEO of the company. Military Financial Advice LLC specializes in providing financial coaching for the military and veterans involving in-depth knowledge about debt, saving money, investing, loans, credit cards, budgeting and earning extra income.

  • 4 years in business
About

Schulte is a graduate of the Eller College of Business at the University of Arizona and the Executive Financial Planner program at San Diego State University. He holds the CFP® designation – exemplifying his commitment to he highest standards of integrity and professionalism in the industry – and is a member of the Financial Planning Association.

  • 11 years in business
About

Pure Financial is what happens when you bring together a group of highly qualified and credentialed financial professionals passionate about helping people get the most out of their finances. Pure always does what is best for the client.

About

At Following Seas Financial, we provide our clients with many high-quality financial services: * Income tax preparation * College planning * Income in retirement planning * Private reserve strategy * Financial strategies for income protection * Legacy planning and many others We serve your financial needs.

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

Serving San Juan Capistrano, CA and outlying areas, Edward Heagen of E. F. Heagen and Associates is offering the following services not limited to, financial planning, investment planner, insurance planner, retirement planner and wealth management.

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