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Palm Springs Financial Advisors

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

  • 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!

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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

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. Our services are customized to help you plan for and maximize retirement funds and protect your personal and business assets, college funding and lifestyle management.

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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!

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Retirement Planning, Financial Planning, Wealth Management We provide our clients with unwavering financial peace of mind and confidence in their retirement strategies, despite the unpredictability of major life changes and global market volatility.

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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.

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

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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.

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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

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 Working with you, Working for you. The Sobak Financial team consists of seasoned professionals that have had years working in the mortgage industry. Our company is based on the belief that our clients’ needs are of the utmost importance. Our entire team is committed to meeting those needs. As a result, a high percentage of our business is from referrals. I have put together a winning combination here at Sobak Financial located here in Murrieta, CA. Products: Automobile Loans, Business Accounts, Certificates of Deposit, Checking Accounts, Commercial Loans, Construction Loans, Credit Cards,Credit Line Accounts,Equipment Loans,Equity Loans,Home Equity Loans,Home Loans,IRA Accounts,Money Market Accounts,Mortgages,Mutual Funds,Personal Loans,Refinancing,Savings Accounts,Student Loans Specialties: 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,Retirement Services,Tax Services

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 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.

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

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.

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