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Rohnert Park Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Rohnert Park.

  • 28 years in business
  • 33 hires on Thumbtack
Dale V.
Verified review

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!!

  • 14 years in business
  • 25 hires on Thumbtack
Nancy S.
Verified review

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.

RCO Tax
5.0
from 8 reviews
  • 7 years in business
  • 13 hires on Thumbtack
Yvette P.
Verified review

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!

Top Pro
  • 58 years in business
  • 11 hires on Thumbtack
  • Top Pro on Thumbtack
Heather W.
Verified review

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.

  • 9 years in business
  • 2 hires on Thumbtack
Natalie F.
Verified review

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.

Northwestern Mutual
5.0
from 3 reviews
  • 3 years in business
Anders N.
Verified review

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!

  • 15 years in business
  • 4 hires on Thumbtack
Marian S.
Verified review

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!

Rafael Musni
5.0
from 1 review
    Charlotte M.
    Verified review

    Rafael is very professional and listens to what your needs and goals are financially. I would highly recommend him!

    About

    Waddell Reed is 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 financial decisions by utilizing our financial planning process.

    About

    Financial Advisor, Annuity Life Insurance Retirement Planning Investment Planning

    About

    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.

    About

    After graduating from Sonoma State University, I have 20 years of experience on any bookkeeping/accounting and financial needs. Contact me.

    About

    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.

    • 6 years in business
    About

    I deliver where others can't and provide seamless service to the client.

    About

    Seran Investment Strategies is an innovative and experienced full-service financial service firm dedicated to helping people, such as you, plan their lives and then plan their finances.

    About

    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 child’s 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.

    About

    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

    About

    I customize people's financial systems so they have a joyful experience managing their finances!

    • 31 years in business
    About

    I am a Marin County based business coach and financial consultant. I work with small business owners who want a mindful yet strategic approach to growing and developing their business. I can help small business owners write a simple, straightforward business plan, set up or troubleshoot their computerized accounting system, stay accountable for following through on their goals, improve cash flow and profitability and achieve greater work/life balance.

    About

    We start with a 1-hour planning session where we cover a lot of ground. This entails a discussion around your goals, savings, investments, insurance, and any planning questions you may have. Some clients think of it like a "financial physical". Following our session, you will have specific actiBurgess financial planning exists to reduce your financial worries by helping you develop (and stick to) a Simon items to move your financial life forward.

    About

    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.

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