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Browse these financial services with great ratings from Thumbtack customers in Torrance.
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.
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.
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!
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.
Full and complete, above and beyond CPA services, from business to personal. It's like having a CFO on hand, has been vital to my business not only from taxes, but financial and future venture advise as well. Highly recommended. Already sending referrals to her as fast as they come in.
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!
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.
Doing taxes isn't my idea of fun,however I am happy to say that I had an excellent experience this year with William Broder! The amount he charges for his services is very reasonable,and he's punctual, professional, and gets the job done efficiently.He even makes house calls! I would highly recommend Broder Financial Services.. Dave Segalla
I have worked with Janice Randolph for many years. She has an extremely strong sense of dedication to her craft and to her clients. Janice is excellent with handling complex tax issues and always provide satisfactory solutions. Since using Janice for so many years, I am happy to announce, thanks to Janice, I no longer have complex tax issues. Ms. Randolph's CPA management skills has made the operation of running my overall business more organized and prosperous. I highly recommend Janice Randolph, CPA services. Marsha Founder Marsha Pro Marketing
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
Great to know there are still honest insurance agents who care. I feel protected knowing I have a secured life policy. And that no matter what, its unchanging. Thank you for being such a great professional and full of integrity.
She helped us without even knowing us at a moment's notice. She is warm, compassionate, and extremely compassionate, efficient and through.
We do investment and insurance, such as FFIUL, long-term care, retirement plan, annuity, and so forth.
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.
De Groote Financial Group is an independent wealth management firm serving high-net-worth clients. Our mission is to help the families we serve find the clarity that allows them to live a richer, more meaningful life.
We specialize in comprehensive financial planning and wealth management, including investments, retirements, insurances, and colleges. We specialize in wealth management now and your future.
Our team is passionate about delivering five star service to our clients. We are committed to exceeding your expectations by delivering a customized financial plan to help you, your family, or your business achieve their financial goals.
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.
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
We offer all types of life insurance to protect your family. We also show our clients how life insurance can be a financial tool that can help manage the risks of everyday life. Give us a call so we can talk about the living benefits of life insurance.
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.