Salinas, CA
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Salinas Financial Planners

Browse these financial planners with great ratings from Thumbtack customers in Salinas.

Hayes Accounting Solutions
4.8
from 6 reviews
  • 9 years in business
  • 28 hires on Thumbtack
Jerry M.
Verified review

We hired Daniel more than 2 years ago to straighten our QuickBooks program. Daniel completely remapped QuickBooks and got our financials straightened out. We have retained Daniel to assist us in all aspects of our accounting, including preparing our taxes. Since he is a QuickBooks expert, we have been able to drop the QuickBooks support plan, saving us a substantial amount of money. Whenever we have a question or a problem, Daniel always promptly gets us back on track. Whenever we are considering a new program that interfaces with QuickBooks, we always ask Daniel to review the program before we implement it. We are very happy with Daniel, and hope to have a long professional relationship with him.

  • 4 years in business
  • New on Thumbtack
Nelson B.
Verified review

I am a personal injury attorney with 31 years of experience representing people who have been injured or the families of those who have been killed. In many of my cases, we need someone with financial expertise to analyze documents and prepare reports explaining the results. Often this involves establishing the income level of someone, perhaps self-employed, going back several years. Mr. Soberanes has done this for us several times in the last year. His work is professional, punctual and thorough. He also recently worked on a case where he went through a defendant's financial docments to locate assets from which our client could be paid his judgement. We are very pleased with Mr. Soberanes' work and we will continue to use him and to recommend him to others without reservation.

Galina L. Pulin, CPA
5.0
from 3 reviews
  • 8 years in business
  • 7 hires on Thumbtack
Fedor I.
Verified review

I need help with tax returns for my small business, and in Galina i found exactly what i was looking for- quality and reasonable cost.

About

A boutique CPA firm caters to closely held businesses and individuals. The firm has offers in compromise, tax research and compliance.

  • 9 years in business
  • New on Thumbtack
About

I am an independent professional advisor, working only for you, the client. I don't work for a bank, insurance company, or broker. I will customize a financial plan that's right for you and provide you one on one advice, feedback, and guidance. Unlike a robo advisor, or remote advisor (in another state or country), I will personally meet with you several times per year. Like most of my clients, I too worked in tech for 25+ years so I know how difficult it is to find time to track investments, analyze complex products, and stay on top of changing markets. Let me help you get your financial house in order, and accomplish that goal you've been struggling with (retirement, buying a house, college savings for kids, maybe starting your own business). Compare my background and how I make money to the other advisors on this site. Come to me for truly objective advice, and to work with someone who gets you.

About

Reach your investment and retirement goals with a financial planner in San Jose, California. A good financial planner is one who has the following: * The right education * Enough experience * Official accreditation * In the appropriate cost range * Gives profitable advice Look for all of these qualities when seeking out a competent financial planner. For more information about great financial planning near you, go to Financial Planner San Jose California.

About

Concentrum Wealth Management specializes in assisting a select group of business owners and families with their financial affairs. We serve as multidimensional providers for our clientele, making certain every aspect of their finances is linked to an overall strategy. As your financial advisor, Jeffery will coordinate the financial planning process for you. He will help you to identify your goals and will work with you to implement a series of strategies that will help you to realize your vision for the future. His specialties are comprehensive financial planning, private wealth management, retirement plans for business owners, business succession planning, and account aggregation. The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(r) -- Certified Financial Planner (TM) and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.

About

Integrated Wealth Management focuses on the needs of families in and around the Willow Glen community. Our financial matters are personal and affect every aspect of our lives. Our relationship with our financial advisor should be personal as well. At Integrated Wealth, we appreciate the trust that our clients place with us and strive to surpass their expectations through superior advice, investment strategies, constant monitoring of portfolios, cutting-edge technology and customer service. Individuals and families accumulate and disperse assets over their lifetime in different ways. This involves taxes, investment decisions and lifestyle considerations. We, at Integrated Wealth Management, help people create a financial plan that balances all these elements, while placing special emphasis on maintaining current lifestyle and working towards lifetime goals. Financial planning is an ongoing process, not a onetime event. The financial products you use to implement your plan should be selected carefully and continuously monitored. We, at Integrated Wealth, strive to keep abreast of the latest industry trends and standards, educate ourselves regarding ever-changing laws and regulations and continually familiarize ourselves with new investment options and products. We are registered to handle the investment products you may need, and we take great pride in providing efficient, courteous and knowledgeable service to our clients.

About

We are an insurance and financial services agency, a family of professionals dedicated to empowering our clients manage the risks of everyday life, recover from the unexpected, and realize their dreams. We seek opportunities to create innovative insurance and financial solutions, making people's lives easier. It is our business to be a good neighbor, improving the quality of life in the communities where our clients live and work. We choose to provide world-class service... we are the gold standard!

  • New on Thumbtack
About

SF Bay Financial specializes in providing accounting and services for all categories of business. We are dedicated to using our knowledge and experience to ensure that your business operates as smoothly and effectively as possible. Our highly skilled staff and leadership base are prepared to speak with you concerning your business' needs, and offer a supportive and reliable relationship that you can trust. We at SF Bay Financial, understand the obligations of operating a business. We are here to assist with those obligations so that you may concentrate on other aspects of your business. Put your faith in SF Bay Financial to safeguard your company in an experienced and professional manner. Our representatives are always prepared to speak with you concerning your business' needs.

  • 23 years in business
  • New on Thumbtack
About

We don't charge commissions and fees to grow our client's investments. We don't just focus on their growth, but we specialize on preserving it and implementing tax free strategies on their gains.

  • New on Thumbtack
About

We offer tax preparation, financial planning, personnel financial, business and trust bookkeeping. We do all income tax preparation, prepare all tax forms example sales tax, payroll taxes, underground storage tank, and most any others tax forms that may come your way. We provide answers to most of the complex tax or business question that may come as you do business, and also, in your daily personnel dealings. We offer bookkeeping services, as simple as doing bank reconciliation for your grandmother checking account to total bookkeeping for complex, multi-activity businesses that may need payroll, sales reports, and monthly financial statements. We service mom and pop business, to multifamily partnerships. We will help do the bookkeeping and tax reports needed for that family trust that you have been appointed to as trustee. Our clients become a part of our extended family; when they have a question, they come to us for resources and guidance. Sometimes, this can be as simple as who is paying the highest interest rate this month, or as complicated as: what do I do, the bank is foreclosing on my home/rental house. Clients know that they can turn to us before they do any financial dealing, and we provide needed pro and cons, to help guide them to a successful endeavor, whatever that may be. We have been in business for over 25 years and "we know taxes."

  • New on Thumbtack
About

I am a certified financial planner (CFP). I have been specializing in providing investment selection and management services to individuals since 1983. I assist with the selection and management of securities, insurance and annuities investments for personal qualified plans, such as IRA, SEP, 401k, 403b (TSA) and 457c (deferred compensation program) as well as for taxable personal wealth accumulation portfolios.

About

  • New on Thumbtack
About

We provide comprehensive, personal service with the goal of assisting our clients with tax consulting, investment planning and personal financial guidance.We take a hands-on approach to assist you.

  • 35 years in business
  • New on Thumbtack
About

I help people make the right choices to lead them to financial independence. This is accomplished by using proven strategies and financial products to prevent taxation, outpace inflation, eliminate debt, and build wealth. What makes me different from the competition is I really am a one-stop shop, so I have added incentive to put the needs of the client first. I do not have to worry about not having a product the client needs so I can be objective. I have had my insurance and securities licenses for about 7 years. I am also a licensed property and casualty agent, so commercial and business planning are in my tool belt as well. I have a dedicated team to give you all the tools you need to be successful. If I don't have the answer, one of my colleagues does. I also have access to real estate investors. We are the total package.

About

We take great pride in helping families with all income levels because we believe everyone deserves to have complimentary financial analysis and planning for themselves and their loved ones. We utilize a wide array of strategies (from fixed, variable to Indexing).

About

We are serving San Jose, CA and the outlying areas. Perry Clifton of Perry Clifton Financial & Insurance Services is offering the following services, not limited to: investments, retirement planning, life insurance, financial advisor and financial planner.

About

I have over 25 years experience as a CPA and our firm has been providing services to the Bay Area for greater than 15 years. Coast Financials Services, Inc. wants to provide you with the tools to succeed! Through services in Tax, Accounting, and Payroll we can help you feel empowered. We provide qualified accounting professionals who ensure that your financial records are maintained correctly. We work with you to ensure that your personal or business processes are conducted in a manner that ensures ongoing integrity in your financial transactions - and so much more!

About

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.

  • New on Thumbtack
About

Do you need help finding and affording the best colleges? I offer college admissions and financial consulting. I help families find the best colleges for their kids, and then fund it with a smart strategy.

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