San Fernando, CA
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San Fernando Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in San Fernando.

Top Pro
  • 33 years in business
  • 44 hires on Thumbtack
  • Top pro on Thumbtack
Will B.
Verified review

Becky Seavert has been doing my taxes for the past five years and she does an excellent job. I feel confident with the tax preparation that she does for me. As an independent contractor I put my trust in Becky to write off all of my expenses and get me the most deductions I'm entitled to. I'm a devoted client of hers and will continue to be. She is always up to date on the tax laws and can help me with my financial planning.

Kelly Clubb Consulting
5.0
from 12 reviews
  • 4 years in business
  • 39 hires on Thumbtack
Wayne B.
Verified review

Kelly has been diligent, precise, and timely in her work. I would highly recommend her for real estate operating company financial statement preparation. She is a pleasure to work with and very professional.

  • 9 years in business
  • New on Thumbtack
Joe M.
Verified review

Glen and Daniel have been great from the get go. They make you feel like you are their most important client with the time they take to prepare information for you and for the time they take to present and explain everything. Am very happy with them and their services.

  • 6 years in business
  • 19 hires on Thumbtack
Howard H.
Verified review

Raymond was very responsive and scheduled an initial office consultation to go over our taxes. He was able to get into a detailed analysis within minutes of seeing our previous year’s tax returns, and demonstrated a high degree of skill and communication. We were also very impressed with their inter-office collegiality. We really felt that Excellent Financial Solutions’ colleagues enjoy working together and do not work in a silo just preparing their own client’s taxes. We are very much looking forward to working with them this year!

AllyPoint Financial
5.0
from 5 reviews
  • 5 years in business
  • 5 hires on Thumbtack
Andrew L.
Verified review

Allypoint was very prompt in answering all of my questions regarding my companies budget and future tax liabilities. Also saved me a lot of time on getting my books up to date after not filing taxes in 3 years.

Emil Estafanous, CPA
4.3
from 8 reviews
  • 28 years in business
  • 6 hires on Thumbtack
Chris A.
Verified review

After trying other tax professionals, I found Emil’s firm through a local newspaper ad around five years ago. This was when I was simply looking for someone who had experience representing corporations during tax season. His knowledge and energizing attitude made me feel comfortable in using his services. Today, Emil has become, for me, a talented resource for making all my business decisions. His creative techniques and quick responsiveness has been very profitable for my corporation, which is why I’ve come to depend on him for much of my tax and financial planning needs.

Sebastian & Lailah V.
5.0
from 2 reviews
  • 9 years in business
  • 3 hires on Thumbtack
Nico C.
Verified review

My experience with Sebastian and his staff was very professional! I had the opportunity to speak on the phone with him prior to our meeting, and he responded to all of my questions with conviction and valid points that made sense. He helped me set up a plan for my retirement goals and I feel good about my decision. I recommend him for all financial services.

Newport Wealth Advisors
5.0
from 3 reviews
  • 11 years in business
  • 3 hires on Thumbtack
David J.
Verified review

Scott is well-versed in financial planning, especially for the needs of retirees. He focuses on reducing risk without sacrificing returns. He makes it a point to meet with his clients quarterly, to review the portfolios and answer all questions. I now have Scott managing the accounts of my two adult children as well as my 92 year father. I can highly recommend him without hesitation!

BookSmart Financial, Inc.
5.0
from 1 review
  • 7 years in business
  • New on Thumbtack
Gianni N.
Verified review

I've been through quite a few accountants in my time and I must say no one is more efficient and trustworthy than Bret. He never steers me the wrong way and always has the best advice. I recommend him to all of my friends and colleagues.

Woods Financial Services
2.0
from 1 review
  • 13 years in business
  • New on Thumbtack
About

I do income tax preparation (personal/business), document preparation, and small business accounting services. Thank you for your interest. Please do not hesitate to contact me for more details.

SagePoint Financial
2.0
from 1 review
  • 48 years in business
  • 1 hire on Thumbtack
About

We provide personalized financial solutions that take into account all aspects of your financial life. We do this by sitting down with you to help clarify your current financial situation. Then we provide you with ongoing advice to help you overcome many of the unforeseen roadblocks that could disrupt your comfortable lifestyle. When you work with us, we will help you gain more confidence about your personal finances and feel more secure about you and your families financial future.

  • New on Thumbtack
About

I could teach only by-ear type of students. I constantly practice, have excellent ear and music capabilities, and a good attitude. I am available near Burbank, California. You can reach me on my phone number. I teach one night weekly at Trade Tech college in Downtown Los Angeles. I could also tutor Spanish, accounting, economics, mathematics and English as a Second Language.

About

If it has to do with money, we do it! We can do taxes, financial statements, financial planning, estate planning and business valuations.

About

Surety Investment Services works with individuals from all walks of life and different professions and is proud to have helped several thousands of individuals prepare for a more secure financial future. Our firm is dedicated to providing you the highest level of specialized service and individual attention in all areas of financial planning. We realize that your needs and goals change over the years, and our mission is to provide the continuity of service that your life transitions demand. When appropriate, we will furnish you with referrals for other professionals, such as attorneys and accountants, who are highly qualified in their specialized fields. We, at Surety Investment Services, also know that personal relationships are key to good communication and understanding. For this reason, we value greatly the rapport we have established with our clients over the years, and we are constantly striving to improve our contact and communication with them. Through dedication, integrity, and experience, we work to maintain a partnership with individuals wherein goals are defined, recommendations are established, and implementation is monitored.

About

College Planning, Insurance, Estate Planning, Retirement Planning, Financial Planning.

About

We do accounting, consulting and tax preparation. We give business consulting and advice on various investments. Our specialty is self-employed and C corporations. We also have the advantage of converting your business to a corporation.

About

Let me help you realize your dreams. I will work with you to uncover and achieve life's most important goals. I am a certified financial planner and believe deeply in a client service-centered approach to wealth management, placing the relationship with the client at the forefront of my business. I assist my clients in outlining and organizing their financial goals and assist them in accomplishing them. The services I provide are comprehensive wealth management, financial planning, investment management, tax planning, education planning, insurance planning, estate planning, and my specialization is in retirement planning. Your finances may be complicated, and the stock market can be a very intimidating place. You don't have to go it alone!

  • New on Thumbtack
About

Our work never entails the needs of the producer, however the needs of each client as an individual. We see to it that each client is evaluated to the full extent of our knowledge and power without any shortcuts. Anything the clients needs he/she receives.

About

Investment Planning, Retirement Planning, Small Business Services

  • New on Thumbtack
About

I help clients maximize shareholder value through financial transactions, including capital raises, debt restructurings, sell-side and buy-side acquisition projects and public equity offerings.

  • 5 years in business
  • New on Thumbtack
About

I help families define their future (best of their dreams) and create steps to help them achieve their goals in this life. I represent over 200 different financial institutions. Based on your needs, I am confident that we can find a company that will work for you.

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