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San Mateo Financial Advisors

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

Top Pro
  • 28 years in business
  • 33 hires on Thumbtack
  • Top pro 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
  • 24 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.

  • 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!

  • 58 years in business
  • 7 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.

  • 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.

  • 5 years in business
  • New on Thumbtack
Adina D.
Verified review

Leslie is very caring , knowledgeable and compassionate. I received great insights from her and I appreciate her expertise.

  • 32 years in business
  • New on Thumbtack
Gabriel S.
Verified review

I have been working with Kathleen for about 15 years and she has helped me structure a realistic strategy of investment for retirement. She is extremely honest and direct and this is important because no one can afford to be deluded about their financial prospects regarding retirement. I highly recommend Kathleen over some of the bigger corporations who I have tried but never got the reactivity and transparency that I get with Kathleen.

Elite Financial
5.0
from 2 reviews
  • 1 hire on Thumbtack
Raheema J.
Verified review

Very intelligence & personalized advice.

  • 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!

  • 3 years in business
  • New on Thumbtack
About

At Exertus Financial Partners, fulfilling life is what we strive to accomplish on a day-to-day basis. This means helping our advisors and clients to enjoy and improve lifestyle at its very best. It's about shifting the wealth equation, helping assets grow, managing risks, and achieving financial independency. As a world-class organization, Exertus Financial Partners offers very competitive broad spectrum of insurance and retirement products. We believe in offering a personalized approach and customized solutions tailored to each client's individual needs. We're here to help customers put the future ahead with the financial planning of our advisors.

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

Serving San Ramon, CA, and the outlying areas, Michael Tomren is offering the following services, but not limited to: wealth management, financial planner, retirement planner, financial advisor and estate planner to help clients reach their financial goals.

About

Mason & Mickens Financial Solutions Inc. offers complete accounting, financial and tax services, with its offices in Milpitas and Newport Beach. Our expertise is centered on four main services: 1) IRS and state tax problems, 2) tax preparation, 3) small business accounting and payroll, and 4) entrepreneurial consulting and business analysis. Whether your return is simple or a very complex sole proprietorship, Mason & Mickens Financial Solutions Inc. provides the same high-level review to every single return that we prepare. Call Mason & Mickens Financial Solutions Inc. to learn more about our tax preparation and tax planning services that are designed for you to minimize your tax liability.

  • 13 years in business
  • New on Thumbtack
About

We provide fee-only personalized services to those who wish to bring order into their financial household. We conduct a face to face interview to help you assess your financial situation and hand-hold you to the next steps needed to find your dreams and pursue them. When you allow Sierra Pacific Advisors to work with you to simplify your life and alleviate the burden of your day-to-day wealth management, you are free to focus on your most important endeavors and pursue the joys of your life.

About

I help people solve their financial issues, such as budgeting, retirement, college, and investment planning to reach their financial goals. Checkout my website! I am your friendly and professional financial advisor.

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

Financial Advisor, Annuity Life Insurance Retirement Planning Investment Planning

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

Serving Pleasanton, CA, and the outlying areas, Robert C. Meyer of Investment Wealth Solutions is offering the following services, but are not limited to: investments, retirement planning, and estate taxes.

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