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Browse these financial planners with great ratings from Thumbtack customers in Sacramento.
Genevieve and her staff are very professional and personable. Highly qualified go-getters that made me instantly feel comfortable handing them my books. Prompt relies to requests, pro-active advice and even optional podcasts and webinars in related areas of financial responsibility. I am a new client, but will be a long-term client!
Garrick has been our financial advisor and tax consultant for years and has always given us sound advice. He's an honest and down-to-earth, nice guy. You can't go wrong! He works with the whole family - mother, sister, daughter and friends. Everyone I refer comes back to thank me for the referral!
OMG! Michael met all my expectations. We met to review and streamline my bookkeeping processes in Quicken for my doTERRA essential oil business. He helped me pinpoint my incorrect postings with regard to a personal loan. Initially, I was afraid my small business questions were out of his league of large business accounting background. But, Michael kindly overviewed accounting procedures with me that had left my memory of learning years ago. All his knowledge he shared with me will help me move forward to generate proper financial statements throughout the year and ease of tax return preparation next year. The only thing I could have asked for was more time with Michael. However, he confirmed he will be available to consult as questions arise in the future. Thank you sooo much, Michael!
Trent is an outstanding financial modeler. He is passionate about providing a quality financial reports that help guide our business. Highly reccomended.
Stephen was very knowledgeable and friendly. We learned a few things we didnt know and he helped us with our financial plan for the future. Highly recommended!
Paul reviewed my investment portfolio. He is a CFA and a great Financial Advisor.
Marcus took the initiative to update our accounting system and provide excellent bookkeeping services, as well as give feedback for future organization. He also provided efficient payroll and HR consulting. I would highly recommend his services.
At World Financial Group (WFG), your dreams matter to us. We understand the financial challenges that make it harder to achieve your goals, and we're ready to provide the assistance you need. We believe your financial success, no matter your current situation or economic status, is achievable. Our mission -- to help build and protect wealth for families and individuals from all walks of life -- extends to you, so you don't have to do it alone. Your WFG associate will walk alongside you in your journey to financial success, helping you assess your situation, understand how money works, and find the products and services that can best fit your needs. No matter what your goals, it's important to start taking control of your money now, and let it start working for you. Your better tomorrows can begin today.
We are the largest Financial Services in the North America. Voted one of the top 50 most trustworthy Financial Services by Forbes Magazine. Rated A+ Superior by AM Best
We specialize in the following: - Payroll - AR - AP - Tax Preparation - Financial Planning - Training - General Ledger - Reconciliation - Audit
We are an independent financial planning and asset management firm. This allows us to be completely objective in helping our clients meet their financial goals, which is not always the case with many of the larger financial institutions. We provide timely and attentive client services as well as a secure client site to view your planning and accounts in real time.
Bevan Bevan and Associates has a strong reputation as a leader in providing innovative solutions to individual's financial planning needs. Our reputation was achieved through our commitment to excellence at every point of contact. It begins with a dedication to you, to listen, to advise and to build a relationship. It is an ongoing process.
I am a local expert that specializes in helping people with their insurance/financial svc needs. I believe that it is essential to put the client's needs first and find the right solution for everyone's particular situation. Because I feel it is important to stay current with the latest techniques to help my clients, I participate in regular forums about proven, state-of-the-art methods to bring clients the best results. Being active in the community has given me a unique understanding of what works and what doesn't, for people here in Sacramento,California. My clients can get instant updates on tax savings ideas anyone can use You will know things before even your financial advisor does! Be able to protect yourself and your family from bankers and advisors that hope you are uninformed Youll be the one person in your group of friends and neighbors that really knows whats going on
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 teach you all about money: earn it, save it, invest it, insure it or spend it. I have been in the financial services business for over 35 years, from credit cards to mortgages, insurance, investments, wealth accumulation and wealth transfer. You can be tax advantaged!
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.
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.
My mission is to foster long lasting relationships with individuals and small business owners who want to reach their financial goals. By taking a comprehensive approach using time tested methods my goal is to bring clarity to a world of complex financial concepts as well as a quality level of success to my clients’ portfolios. I specialize in creating solutions in the areas of wealth accumulation, protection as well as distribution with an emphasis in tax efficiency.
As an integrated tax and financial services firm, we help you understand the tax implications of your investment choices and ensure you are making the right decisions to help you achieve your financial goals. Our approach begins with listening to your goals, your dreams and your challenges. We take the time to truly understand your perspective and give you the comfort of knowing you're working with people you can trust. Most importantly, we are satisfied only when you are.
The ultimate goal of our work is to make straightforward and implementable what has become complex and confusing to many individual investors and many financial advisers, namely, the construction of a broadly diversified investment portfolio. We work not just with any portfolio, but a strategical portfolio that reduces risk and increases returns. We will simplify investing and put you on your way.
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.