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Palm Springs Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Palm Springs.

  • 7 years in business
  • 1 hire on Thumbtack
Adriana C.
Verified review

Karlo is absolutely the most trustworthy, honest and personable man. He truly cares about HELPING families and accomplishing their goals. He holds himself to the highest standard just like with this clients. I couldn't be more grateful for having him as my financial guru because I truly know he cares about my needs and wants in life. I recommend him to all my friends and family because I know they are in good hands when it comes to financial education and taking care of their financial future.

  • 5 years in business
  • 5 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.

Greg Griffith
5.0
from 3 reviews
    Brittany G.
    Verified review

    Greg has helped me protect my family's income with affordable life insurance and help us save for our future. He was able to take a 3 different life insurance policies for my kids and I, convert it into one. This was a HUGE savings!! We took that additional money left and Greg helped us invest it. Greg is very knowledgeable about the different types of life insurance and investments. You truly will not go wrong with Greg's services. He is amazing and really cares about helping the client!!

    • 4 years in business
    Christine R.
    Verified review

    Joey assisted our company with converting our accounting over to Sage 300 - Timberline for 2014 year end. She was able to set up, implement, and process an extensive amount of financial information that enabled our company to close our books on time and meet our annual deadline. We couldn't have managed without her!

    • 7 years in business
    Judy G.
    Verified review

    Great guy, very charismatic. Pleasure to work with and I recommend for anyone wanting quality financial help with someone they can trust. [Set me up with an Annuity, Budget, and Retirement Plan]

    About

    I am an experienced management consultant. I do accounting systems, financial reporting systems, business planning, reorganizations, creditor negotiations, crisis management, and can provide interim service as CEO, COO, CFO, etc. as required. I have served over 60 companies in 30 industries including non-profits. I was a former senior executive of major corporations. I am an MIT graduate and fluent in Spanish.

    About

    In search of reliable pros who offer quality financial solutions? Check out this company. They have been in the business since 1999.

    About

    I do business consulting, coaching, mentoring, and speaking. I also do financial services. I build leaders, and I love working with people and seeing lives transformed. I am certified as a speaker and life coach through John Maxwell.

    • 29 years in business
    About

    Would you like to find individuals who offer professional financial planning solutions in Newport Beach? This company is right for you. These experts have been in the business for 28 years.

    About

    Inland Valley Accounting is a tax and financial services company established in 1988 in the Inland Empire. We service clients in the areas of tax preparation and planning as well as retirement planning and wealth management. With over 25 years of experience in the industry, our firm combines our expertise in the areas of taxation with financial services to create a unique and comprehensive plan tailored to each client's individual needs. We are able to consider our client's financial situation and goals in order to position him/her in the most tax-efficient manner.

    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

    Lindsey Financial, Inc. helps wealthy families develop a plan to optimize tax planning, investments, retirement planning, estate planning and more for financial independence in the Redlands, CA area.

    About

    I am licensed with the state of CA to provide personal as well as property security. I am also licensed to provide financial services ranging from auto, home, and life insurance to debit reduction and mutual funds.

    About

    Account Inquiries, Bill Payment Services, Card Replacement, Commercial Services, Credit Counseling, Debt Consolidation, Financial Management,Home Banking,Insurance,Deposit Services,Investment Services,Leasing,Online Services,RetirementServices, Tax Services

    About

    We provide financial and accounting services. We do bookkeeping, accounting, bank recs, payroll taxes, sales/use taxes, property taxes, bank reconciliations, cash flow, KPI reports, budgeting, forecasting, benefits, insurance, and more.

    About

    Retirement Planning, Financial Planning, Wealth Management

    About

    I am a broker who helps individuals and small businesses with financial protection, mortgage protection, life protection, final expenses etc.

    About

    We are a full-service financial services firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners.

    About

    Being prepared is smart and easy. Jack Knight of Eagle Strategies LLC is a registered financial adviser who can provide you with a customized plan in achieving your financial objectives in the San Bernardino, CA area.

    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

    I am a retirement planning specialist, financial literacy advocate, and life insurance and certified college funding adviser.

    Hire skilled professionals for absolutely everything.