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Santa Monica Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Santa Monica.

Top Pro
Accounting Services
4.9
from 58 reviews
  • 9 years in business
  • 90 hires on Thumbtack
  • Top pro on Thumbtack
Madelle L.
Verified review

Burhan has handled my yearly tax files for the last 7 years. Each year he has always given me expert advice and confidence that I am getting the best service. He has also supported me with making financial business decisions. Burhan is committed to providing professional advice and customer satisfaction. I would recommend Burhan to anyone needing of business or personal financial management expertise.

Top Pro
  • 33 years in business
  • 45 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.

RYKAT Financial
4.8
from 15 reviews
  • 10 years in business
  • 33 hires on Thumbtack
Toshi F.
Verified review

I have received quick and excellent service from RYKAT. June has been very helpful in giving good tax advice, as well as providing fast and accurate filing and updates. I am very happy and highly recommend RYKAT for tax 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!

Newport Wealth Advisors
5.0
from 7 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!

Gregory Cheng, CPA
5.0
from 4 reviews
  • 1 hire on Thumbtack
Laura T.
Verified review

Greg was super helpful in guiding me through the steps from a working at a startup to now a small business owner. He not only helped me make careful but smart career decisions, he also helped me package myself and my idea in front of the investors. I needed much help with business modeling, financial modeling, and pitch deck compilation, and Greg taught me all in the most efficient way possible. I would not have been able to raise the funds I needed and be where I am without Greg today.

  • New on Thumbtack
Narine T.
Verified review

Firstly, Arman is a true professional. I am always very calm and confident when speaking with him in regards to planning my financial future. He explains everything so thoroughly and without hesitation to repeat himself if I do not understand something. I've known Arman for quite some time and his character is unmatchable. He is genuinely a caring individual and very understanding of my time. I've made it so hard for him and I to meet because of my extremely hectic work/family schedule but Arman never made me feel like he was pushing me for a meeting. He was always so patient. As a matter of fact, it took me a year to meet with him to plan my retirement haha! He came with the same passion to help as he would have if I was an easier client! Thanks Arman. I truly appreciate your knowledge and professionalism and I look forward to referring my less busy friends your way!

  • 6 years in business
  • New on Thumbtack
J’Ana P.
Verified review

Cintia is very professional and knowledgeable about all things finance related. Her passion to elevate others in financial literacy is shown through her close workings with me. She is so patient and readily available. She is honest and has help me set attainable goals. She is very easy to work with and she breaks things down in a way in which you can understand especially if you’re a novice like me. She makes really good suggestions on how to improve your credit, establish a safety net of funds, and even helped me with my monthly budget. She will give you all the tools and it’s up to you to use them. I would recommend her to anyone in their financial journey on the way to success.

Broder Financial Services
5.0
from 2 reviews
  • 38 years in business
  • 2 hires on Thumbtack
Cathy G.
Verified review

We had received a quote though Thumbtack for Broder Financial Service and I was a bit apprehensive due to the quote being so low. For the previous two years taxes I had gone with big name companies for more than twice as much and still received adjustments from the IRS for additional taxes due because for First time Buyers repayment information not being filed correctly so I decided to go with Broder. When I called for an appointment I was surprised when he set the appointment up to come to our house…so convenient. He explained that he has a day job and does taxes in the evenings and week-ends and that he was licensed by the IRS as a Tax Preparer. He also explained that by not having an office for Customers to come to he didn’t have the overhead to cover thus allowing the lower fees. We had a change in our taxes this year as we were not able to claim members of our household as dependents due to them enrolling in ”Covered California”. He figured out what out taxes would have been if we claimed them and without claiming them so we could see the difference in our taxes at no extra charge. I will definitely be using Broder Financial Services again next year!

Finances Comes First
5.0
from 1 review
  • 5 years in business
  • New on Thumbtack
Jason R.
Verified review

I am thankful for Jobi looking out for me and my family's financial needs. Job has be a great teacher and help in learning more about my retirement. Very instrumental in helping my family move towards their financial goals. Thank you again

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

I work with all types of situations with understanding and patience. I am not your typical "money manager". I know first hand how frustrating, scary, and overwhelming finances can become. My objective is to empower others and help take away the anxiety and sometimes paralyzing fear that can come from money problems. I approach every client with compassion and NEVER judge anyone. Financial security is my goal for my clients. I work with you and hold your hand as long as you need me. The biggest myth is that good financial decisions are inate. Sound financial decisions is something everyone must be taught. I would be honored to be your teacher and/or the person that helps you find peace of mind.

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

Serving Glendale, CA, and the outlying areas, David Salamanyan of New York Life is offering the following services: life insurance, retirement income, financial planning, college education funding and insurance products.

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.

  • 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.

  • New on Thumbtack
About

I am a financial advisor with tax and financial Group. I specialize in financial planning, investment planning and retirement planning. I am a former CPA and attorney from Germany, and I live in Newport Beach.

  • 1 year in business
  • New on Thumbtack
About

My agency focuses on Life insurance and Retirment Planning. My agency is not a quick fix. I'm here to build long lasting trusting relationships with my clients that last a lifetime.

  • 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

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

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.

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