Santa Maria, CA3 financial planners near you

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Santa Maria Financial Planners

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

  • 3 years in business
  • 16 hires on Thumbtack
Mike B.
Verified review

Great experience with Central Coast Tax & Financial Serices. Garrett works extremely hard and is very flexible to accommodate his customer's schedule. . He has filed several years of tax returns for us quickly, accurately, and professionally. We will continue to use his services. We highly recommend Garrett Sabin and CCT&FS.

SLO I.T. PROS
4.4
from 10 reviews
  • 4 years in business
  • 16 hires on Thumbtack
Janice A.
Verified review

They were prompt in picking up my laptop & thorough in explaining what they expected would be needed for the repairs, including worst case scenarios. They kept in touch with me along the way, & as things became more evident the "fix" was getting more complicated & more costly than the value of the laptop they agreed with me when I told them I'd decided to just get a new laptop instead of proceeding. They were able to transfer all of my docs, pics, etc to large capacity external hard drive for a reasonable fee for me to keep. Although this process took longer & was more involved than they expected, I appreciate their diligence & persistence & keeping me informed. I will contact them again if I should need help in the future.

  • New on Thumbtack
Jana P.
Verified review

Lisa is very passionate about the quality professional services that she offers her clients and it shows!!! She gives you the whole "picture" and provides you with options based on your needs. She's very knowledgeable and a pleasure to work with!!! I'm so glad I met with Lisa and am planning for my future!!!

About

Since 1928, Farmers has met the needs of the people they serve. From auto insurance to business coverage, we promise that your trust in us will never be broken. Farmers gets you back where you belong.

About

We offer a free advisor with every plan bought or sold! We are employee benefits specialists: individual and group health, life, dental, vision, LTD, STD, 401K and other pension. We also offer investment management and retirement planning services. We bring a creative, collaborative approach to helping businesses grow and attract great employees.

About

I’ve created and managed cutting-edge event and experiential marketing campaigns for companies, brands, and individuals. I’ve provided innovative event and experiential marketing solutions for major entertainment, fashion, and sports industry clients. Following are my specialties: * Creative Concepts * Experiential Management and Logistics * Major Event Production Management * PR Stunts and Product Launches * Asset Design and Fabrication * Talent Acquisition and Negotiation * Financial Planning and Budgeting * Client Liaison * Business Development

  • 25 years in business
  • New on Thumbtack
About

Need Cash??? When the Bank Says No, We Say Yes Shell Beach Capital provides their clients with access to dozens of different Business and Asset Based Loan Programs nationwide. Our lenders offer Term Loans, Merchant Cash Advances, ACH/Cash Flow Based Loans, and Lines of Credit for existing businesses. We also offer business service solutions that all small businesses need. Savings of 20% on Payroll compared to ADP or Paychex, Online HR solutions, employee benefits and Workers Comp. Cloud services, complete website design and web hosting. Some of the loan programs we offer allow for lower credit scores, as low as 500, and short time in business, as low as 3 months. Business Credit Cards, Equipment Leasing, and SBA loans Available for Start Ups. Commercial Real Estate and Construction Loans are available, both via the SBA, and through private lenders. We can source both Accounts Receivable and Purchase Order financing. We have recently added Publicly Traded Securities Loans, both stock and bond, and Luxury Asset Loans. Our Securities Loan rates rival the lowest mortgage rates. Our Luxury Asset source can use coins, jewelry, precious metals, luxury/collector autos, fine wine and art collections as collateral. Angel Investors, Venture Capital & Private Equity, and Pension Fund sources are also available. $250 Guarantee! Lowest Merchant Credit Card Processing Rates On October 1, 2015, if your payment processing solution is not EMV compliant, your business will be FULLY liable for credit card fraud. Get compliant today. Guaranteed low process rates ApplePay (NFC) compatible Backed by our 24/7 LIVE customer service team Credit and Debit Card Acceptance Electronic Check Services ACH Processing Electronic Gift and Loyalty Program eCommerce Services direct from your website Mobile Processing via Smartphone or Tablet With over 22 years in the financial services industry, we understand your situation, and are here to help. Having trouble writing an Executive Summary or Business Plan, or don't understand industry jargon? We are always happy to help you with your business and alternative funding goals.

About

We offer innovative, impartial financial solutions for high-net-worth individuals, cross-border investors, and expatriates. Through tax, legal, trust and pensions services, we help resident and non-resident individuals and companies protect and grow their investments. Our guiding principle is to provide excellent personal service in a clear and simple language. We understand the importance of addressing your specific requirements when administering your assets or business, often at a distance. With offices in Gibraltar, Spain, Malta and Jersey, we are perfectly placed to meet your needs. Our people provide a powerful combination of innovation and experience. We reward, train and encourage our staff, so they stay with us and offer you a consistent relationship.

  • 9 years in business
About

We offer tax service in San Luis Obispo county and Arroyo Grande, California. We do Quickbooks, tax representation and management consulting in the five cities on the Central Coast. We also provide elder care service in Pismo Beach, Grover Beach, and Arroyo Grande, California. Our list of services includes the following: * IRS representation * tax problem resolution * tax filing * tax preparation

  • New on Thumbtack
About

- CERTIFIED FINANCIAL PLANNER™ professional (certificate earned at Northwestern University). - Football & Basketball Coach at Brentwood School. - Board member of For Goodness Cakes, a 501(c)(3) charity. - Played Football at Boston College while earning M.S. degree in Organic Chemistry. - B.A. from Hamilton College in New York - graduated with Honors in Chemistry, and a minor in Comparative Literature. - Born and raised in Corvallis, Oregon. *Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S. Principles I Live By: - What you do is more important than what you say you do. - Do the right thing when no one else is looking. - There are only two things you can control: your effort and your attitude. - Always think from the other person's perspective. - There is no growth in comfort. - Stay Humble.

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