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Browse these financial planners with great ratings from Thumbtack customers in Oceanside.
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.
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 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.
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.
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.
We offer professional financial services, including wealth management, retirement planning and insurance planning strategies.
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!
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.
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.
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.
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.
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.
Creative Back Office put my start up on track. The financial knowledge and services they provided went above and beyond all of my expectations. I couldn’t have asked for anyone better to handle my companies accounting and budgeting. Thank you for everything!
We specialize in comprehensive financial planning and wealth management, including investments, retirements, insurances, and colleges. We specialize in wealth management now and your future.