West Hollywood, CA
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West Hollywood Affordable Financial Services

Browse these affordable financial services with great ratings from Thumbtack customers in West Hollywood.

  • New on Thumbtack
Shelly C.
Verified review

She was very professional and knowledgeable in finances and she was able to put a easy, workable plan together for my husband and I could use in order to meet our goal of putting our children in to college and being able to enjoy some vacations finally. She also saved us a lot of money on our car insurance and was able to set us up with affordable life insurance. I highly suggest using her.. she listens to what your dreams are and she helps you get on track.

  • 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.

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!

  • 13 years in business
  • New on Thumbtack
David S.
Verified review

I would like to recommend the services of Saniah for all your bookkeeping needs. Saniah has been providing bookkeeping services for our law firm for the past eight years, and we have only praise for her accurate, efficient and value oriented services. For a small business, such as ours, Saniah provides all we need in the way of general bookkeeping. She reviews the firms financials, prepares budgets, prepares our tax returns as well as my personal returns. She also performs her services for my wife’s PR firm. Moreover, Saniah provides all these services at a reasonable and affordable price. Finally, Saniah is available to answer questions and help for all your accounting needs. Saniah has our highest recommendation for bookkeeping and related financial and administrative services, and we have enjoyed and come to value our relationship with her tremendously and we forward to a continued working relationship.

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!

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.

Randolph, CPA & Crew
5.0
from 2 reviews
  • 24 years in business
  • New on Thumbtack
Marsha R.
Verified review

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

KSasserCPA-CyberCFO
5.0
from 5 reviews
  • 5 years in business
  • 2 hires on Thumbtack
Andrew H.
Verified review

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.

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

PFS financial services
5.0
from 1 review
  • 3 years in business
  • New on Thumbtack
Terza H.
Verified review

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.

Paula C.
Verified review

She helped us without even knowing us at a moment's notice. She is warm, compassionate, and extremely compassionate, efficient and through.

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!

About

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.

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

  • New on Thumbtack
About

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.

  • 4 years in business
  • New on Thumbtack
About

I have a restaurant industry-specific specialty but also available to all industries for accounting, bookkeeping, financial analysis, business plans, and problem solving and troubleshooting services.

  • New on Thumbtack
About

I educate families on their finances across the kitchen table.

About

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

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.

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