Tell us what you need so we can bring you the right pros.
Receive quotes from pros who meet your needs.
Compare quotes, message pros, and hire when ready.
Browse these financial services with great ratings from Thumbtack customers in Palo Alto.
Charlotte was extremely helpful and kind. She provided me with some great information not only on my taxes, but for future financial success as well. I recommend her tax services. She has a very welcoming and sure presence. Thanks!!
We hired TMB to do some clean up work after our last bookkeeper. What was supposed to be a quick assignment, quickly turned into a long term relationship. Tamika-Marie, was prompt and thorough in her assessment of our financial status, help us switch to a better accounting platform and mitigated our expenses by adding apps instead of the 12 different systems we were using. I recommend her to any small business looking to re-evaluate the operations.
Rostambek and Co. has helped me more than any other accounting firm I've ever used. They consistently provide excellent, detail oriented, and timely tax return service for me. Not only that, but they have helped me make better financial decisions with my small business. I feel secure with their high level of attention to detail and professional expertise. I feel that they care about me and my small business. I recommend them to my friends every chance I get!
It has been a pleasure working with Irina for our business and family insurance and financial planning needs. Her integrity and honesty are of the highest magnitude. Her kindness and compassion are an incredible addition to her knowledge and resourcefulness.
Tushar personalizes his services to allow you to drive toward your financial goals. He's a smart guy who cares about helping you set yourself up for success.
Doug has always been extremely responsive and professional during our work together. I appreciated his advice and guidance as I navigated my financial and insurance needs. Great experience!
Leslie is very caring , knowledgeable and compassionate. I received great insights from her and I appreciate her expertise.
I hired Edgar to help me better understand my startup equity while also helping me come up with a plan to pay off debt. An hour later and he's helped me save thousands of dollars in fees while also clearly setting me up to succeed in making the most out of the benefits I get from my job. I can't recommend him enough. He's clear, patient and a joy to chat to. Definitely hire him if you're looking for a financial coach!
I have had very pleasant experiences with Sunny and his services. Sunny has been helping me with my insurance and investments for over 4 years now. He definitely has delivered what he promised. He always gets back to me in lightning speed whenever I have questions on my accounts. He takes the time to explain to me what I don't understand. Finance is really not my strong side. I needed someone that's patient enough to explain me what I should do. I don't have time to research for all the answers online nor do I trust the sources on there! Working with a financial advisor that's locally in San Jose and who I can completely trust is very important to me. So far I have nothing but positive things to say about Sunny and Essence Wealth & Insurance Services.
We provide fee-only personalized services to those who wish to bring order into their financial household. We conduct a face to face interview to help you assess your financial situation and hand-hold you to the next steps needed to find your dreams and pursue them. When you allow Sierra Pacific Advisors to work with you to simplify your life and alleviate the burden of your day-to-day wealth management, you are free to focus on your most important endeavors and pursue the joys of your life.
As a personal financial representative in San Francisco, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping you prepare a strategy to achieve your financial goals. From your childs education to your retirement, I can assist you with financial products that can help you build your financial future. Allstate offers a host of solutions to assist you in meeting your financial goals. From investment and savings products to life and supplemental health insurance, annuities, IRAS and more, we can help you secure your financial future, protect your family and reach your long-term financial goals.
Serving Pleasanton, CA, and the outlying areas, Robert C. Meyer of Investment Wealth Solutions is offering the following services, but are not limited to: investments, retirement planning, and estate taxes.
Serving San Ramon, CA, and the outlying areas, Michael Tomren is offering the following services, but not limited to: wealth management, financial planner, retirement planner, financial advisor and estate planner to help clients reach their financial goals.
We are a fee only financial planning and investment management firm located in Santa Cruz County. We have helped people create and manage their wealth for over 25 years.
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 providing our sound financial information.
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, families, business owners, trusts and estates. We believe that you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Over the past 20 years, I have developed expertise in all aspects of accounting and financial management. I specialize in streamlining existing operations and have a proven ability to manage multiple tasks efficiently while meeting tight deadlines. I'm qualified to develop and implement strategic plans to assist in company growth. My core strengths include the following: * Credit Analysis * Monthly Account Reconciliations * Accounts Payable (A/P) * Check Runs * Accounts Receivable (A/R) * Collections * Internal Controls * Training and Development
I help people solve their financial issues, such as budgeting, retirement, college, and investment planning to reach their financial goals. Checkout my website! I am your friendly and professional financial advisor.
Financial Advisor, Annuity Life Insurance Retirement Planning Investment Planning
Mason & Mickens Financial Solutions Inc. offers complete accounting, financial and tax services, with its offices in Milpitas and Newport Beach. Our expertise is centered on four main services: 1) IRS and state tax problems, 2) tax preparation, 3) small business accounting and payroll, and 4) entrepreneurial consulting and business analysis. Whether your return is simple or a very complex sole proprietorship, Mason & Mickens Financial Solutions Inc. provides the same high-level review to every single return that we prepare. Call Mason & Mickens Financial Solutions Inc. to learn more about our tax preparation and tax planning services that are designed for you to minimize your tax liability.
At Boussole, we provide bookkeeping, tax preparation, consulting and fiduciary services (conservatorship and trust administration services). We specialize in helping individuals, small businesses, and non-profit organizations with their finances. We assist start-ups and established businesses and nonprofits with our bookkeeping and tax services. We also provide consulting on maintaining financial records and advise on how to meet the tax requirements. As a licensed fiduciary, we help the elderly and incapacitated manage their finances when they are unable to (i.e. payables, receivables and other financial items). We provide all the helpful information that you should know about your finances which helps you improve your financial position and avoid compliance pitfalls.