Rohnert Park, CA
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Rohnert Park Financial Advisors

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

  • 10 years in business
  • 23 hires on Thumbtack
Shirley B.
Verified review

Michael, does not come off intimidating and self-important as some Financial Planners and Tax Specialists can. He is very down to earth and explains the "why" in his recommendations. I chose him from an office of 10 Financial Planners, because of his easy communication style, his fast responses to my emails, keeping you informed to the changing market place and really for his overall personality. I like to work with people, I would also enjoy socializing with and Michael is that kind of person. What would make Michael better? I can't think of anything right now.

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!

  • 7 years in business
  • New on Thumbtack
Jeff B.
Verified review

My wife & I bought some Long Term Care policies from Joe Carrano and we were very happy with him. He was honest and professional, and we highly recommend him!

  • 58 years in business
  • 5 hires 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.

  • 32 years in business
  • New on Thumbtack
Robert J.
Verified review

Kathleen always goes the extra mile to keep her clients happy, her professionalisim is excedded only by her kindness , humanitarianism, & alturisim

  • 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!

  • New on Thumbtack
CarolynCarolyn L.
Verified review

Nathaniel is an excellent financial advisor. He took the time to learn about important aspects of our life, then tailored the perfect plan for us. Not only is he knowledgeable, but he cares about the little details that, in the end, make a huge difference. I could not recommend him enough!

  • New on Thumbtack
About

We are a financial advisory team that helps clients invest in a way that aligns their goals with their portfolios and financial plans. We provide long-term financial and estate plans that include the following: * Trust planning and review * Asset allocation * Life insurance review * Insurance review * 401(K) advice * 403(B) * IRA advice * Roth IRA advice * Restricted stock advice * Inherited IRA advice We offer family financial statement planning and review.

  • New on Thumbtack
About

We represent skilled accounting or finance staff, available for short- or long-term needs. We have excellent customer service and competitive rates.

  • New on Thumbtack
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.

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.

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

Financial Advisor, Annuity Life Insurance Retirement Planning Investment Planning

About

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

  • New on Thumbtack
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.

  • New on Thumbtack
About

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

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

  • 6 years in business
  • New on Thumbtack
About

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

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.

  • New on Thumbtack
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

I offer accounting and business management consulting. My services include year-end activities, professional accounting, and business decision consulting. I have 20 years of experience in bringing business entities to the next level.

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