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Browse these family financial services with great ratings from Thumbtack customers in Poway.
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.
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.
Crabb Tax Services provides reliable, knowledgeable, speedy and professional services. My entire family uses his services and we are all very pleased. BIG THUMBS UP!
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.
Angela has been taking care of my Income Tax returns for many years, both Personal and Business. I have found her to be exceptionally professional, courteous and efficient. She meets all deadlines and ensures that all of my information is processed and evaluated correctly. I would most highly recommend her services to anyone looking to simplify their tax situation. These services are most reasonably priced for the work provided
My husband and I just got married last June and we now have a beautiful, four month old baby girl. We were in dire need for help with our financial plan and getting protection in place. We immediately contacted Kyle so that we could get together and look at our specific options. He was beyond accommodating and took an in-depth approach to get us exactly what we needed. We could not be happier with where we stand today knowing our family is protected and our financials are in the hands of someone who cares about our well being. Sincerely, The Hansen's
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!
WOW!!! Thank God I met with Jerry. He showed me how to better protect my family for less money. Thanks Jerry!
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.
We offer professional financial services, including wealth management, retirement planning and insurance planning strategies.
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.
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.
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.
Retirement Planning, Financial Planning, Wealth Management
We believe that relationships with our clients should start with the development of a written financial plan, the basis on which we build for your future financial success.
People want guarantees and protection. People seek financial solutions that won't lose value and can help their money go the distance. Planning for retirement is not a do-it-yourself project. Many now recognize that they need guidance to set a more predictable path towards a successful retirement. In fact, when we asked clients what they thought were the greatest benefits of professional financial advice, they told us that understanding long-term goals and having greater peace of mind are five times more important than strategies for making money quickly. We offer money workshops monthly in many locations.
ONYX Financial & Insurance Services is an independent insurance broker focused on the construction industry. ONYXs commitment to all of our clients is to work under a set of common values that begin with honesty, integrity, and an unwavering commitment to excellence. With every insurance policy we write, our team, first and foremost, is dedicated to client satisfaction and delight. We are licensed in multiple states and can add more states at any time. No matter what your state, wed like to earn your business. Combined with our extensive knowledge of the construction industry and the unique risks of your trade, we can provide you with the right coverage at the best rates. We offer the following: * Same-day issue of your certificate requests * State-of-the-art technology provides you with immediate and accurate delivery of your certificates and insurance needs * Flexible financing options * You have direct access to the president, customer service, and your personal surplus lines insurance agent * Hassle-free insurance quotes provided on request
Our services include wealth preservation strategies and income planning now or in the future when you retire. We provide a variety of services including annuities and Life Insurance to accomplish our clients’ goals.
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.
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!
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.