Aurora, CO8 Personal Finance Instructors near you

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Aurora Personal Finance Instructors

Browse these personal finance lessons with great ratings from Thumbtack customers in Aurora.

Top Pro
Neill P. Flate, CPA
4.9
from 88 reviews
  • 34 years in business
  • 159 hires on Thumbtack
  • Top pro on Thumbtack
Curate D.
Verified review

Neill was so easy to work with. As new entrepreneurs, he was willing to meet with us to sit down and discuss the finances of our business. Not only was he timely in getting our tax return done, but he was very patient with all of our questions and concerns. We appreciate you, Neill!

Top Pro
  • 12 years in business
  • 139 hires on Thumbtack
  • Top pro on Thumbtack
Terra C.
Verified review

I called Melissa to see if she could teach/coach me with learning quick books for my rapidly growing swimming pool company. I needed help ASAP and urgently. It is tax season and she is very busy but still managed to get me into her office within a few days. I have been meeting with her once a week for over a month now. She has helped me in so many ways and has even caught some mistakes that my current accountant has made. I sometimes need help with something throughout the week and she is always quick to answer my calls and questions. I would reccomend her to family and freinds. Shes affordable reliable and very familiar with the whole accounting world. Thank you and I look foward to continue working with you! Terra

  • 8 years in business
  • 64 hires on Thumbtack
Scott B.
Verified review

To Whom It May Concern: I would like to take this opportunity to recommend the skills and expertise of Shanah Shaffer and Absolutely Advanced Accounting to other small businesses who require bookkeeping and accounting services. Shanah has a terrific attitude, is energetic, aggressive toward the accuracy of Brush Strokes Painting’s bookkeeping and using QuickBooks, which she has expert knowledge of both using and purchasing the correct product for the applicable company’s use and application. She has an understanding of the construction business and the intricacy’s it brings to both accurate bookkeeping as well as billing and collecting revenue for the business. Being a small business and relatively new in the Denver area, I am very lucky to have found Shanah Shaffer and Absolutely Advanced Accounting to handle our bookkeeping. If you require any further information please don’t hesitate to contact me (720) 398-9689, Scott Bergman Founder & President of Brush Strokes Painting Regards, Scott

Gilman & Co. CPAS, P.C.
4.5
from 16 reviews
  • 8 years in business
  • 14 hires on Thumbtack
Adam G.
Verified review

By far the most in depth and knowledgeable individuals I have met pertaining to taxes and finance. Mix this with reasonable pricing for services performed and good moral character makes an accounting firm I will continue to use. Always a job well done!

  • 13 years in business
  • 5 hires on Thumbtack
Lenny M.
Verified review

Howard has special skills in business planning, marketing, improving sales and SMM. Better yet, he is a pleasure to work with.

Colorado Wealth Group
5.0
from 9 reviews
  • 8 years in business
  • 4 hires on Thumbtack
Verena V.
Verified review

Steven Harp is amazing. He really Takes the time to learn your financial need sand I couldn't recommend a better one

Anthony Fichera
5.0
from 6 reviews
  • New on Thumbtack
Christina K.
Verified review

Had complete confidence and trust in his advice and abilities from the beginning. Would highly recommend for financial counseling and services

Colorado Wealth Group
5.0
from 6 reviews
  • 3 hires on Thumbtack
Anna E.
Verified review

Chris Barker and the team at CWG was awesome to work with. They helped me put together an entire financial plan and really got me thinking about a lot of factors I had never given much consideration to. They helped me understand my current financial position and gave me the tools I needed to make some big decisions. I feel much more comfortable with my finances, long term plan and have confidence in putting it all into action.

Wolf of Accounting
5.0
from 4 reviews
  • New on Thumbtack
Sue J.
Verified review

Amazing hard worker - great accountant.Always has the answers and extremely helpful to those with questions. Would jump at the chance to work for him again.

Colorado Wealth Group
5.0
from 3 reviews
  • New on Thumbtack
Brynn K.
Verified review

John Beers is a gem to work with! He is organized, knowledgeable, and very detailed oriented! I never felt any pressure to go one way or another and felt like our families finances and future was in the best of care. Highly, highly recommend him and his team at Colorado Wealth.

Ferocious Finance LLC
5.0
from 3 reviews
  • 2 hires on Thumbtack
David M.
Verified review

Eric has an outstanding ability to see his clients needs on a truly unique and individual level. It's not only his raw ability though; the time, patience, and care he gives to truly grasping what is important to each and every client goes above and beyond what I would ever expect from a CFP. I knew Eric before he was with W&R, so I already knew he was brilliant with numbers and analytics. However, his capacity to see beyond just numbers and apply those skills on a human level blew me away. If you are looking for a CFP who will go above and beyond what you ever expected from a financial planner, call Eric. You will not be disappointed.

  • 4 years in business
  • New on Thumbtack
Brian N.
Verified review

Kelcy has been great for my family and me. She understands finance and the market and has great knowledge and suggestions of what is best for my situation. She is very professional, is on time for every meeting we've had thus far, and is very responsive getting back to me with answers to questions and follow-ups. We go over how my certain investments are doing, and if they aren't doing well, Kelcy is happy to offer suggestions for change and is always looking for better options, whether it's retirement funds, child scholarship funds, or life insurance, as examples. Since Kelcy doesn't get paid on certain things you invest in, there's no incentive for her to stir me in a direction that might not be good for my family. I trust Kelcy additionally because of this fact. If Kelcy doesn't know the answer to something, she does a great job in finding out this information from other resources that do in a quick time frame. I've had a pleasure working with Kelcy, as she's always positive and friendly, and I look forward to working with her more in the future.

Shauna Giddings Schmitz
5.0
from 1 review
  • New on Thumbtack
Maria Elena P.
Verified review

Shauna is an excellent Finance Consultant for our organization. We rely heavily on her high level of expertise and knowledge of the financial process involved in a non-profit organization. She is very good in all aspects of her work and is a pleasure to work with Shauna. She will do the research necessary to answer our questions thoroughly and in a timely manner. I highly recommend Shauna as an outstanding person and as a professional.

  • New on Thumbtack
About

We offer the following services: * Personal finance planning - comprehensive "cradle to grave" plans * Debt and budget coaching * Tax preparation * IRS representation * Offers in compromise * Notary public

  • 15 years in business
  • New on Thumbtack
About

Innovative Finance Group is the leading advocate helping consumers navigate wealth building and retirement planning.

  • 18 years in business
  • New on Thumbtack
About

I have a master's degree in accounting, finance, and management. In my 35 years of professional experience, I have done everything, from accounting, corporate finance, personal finance, and manufacturing, to business startup, corporate turnaround, mergers, and acquisitions. I just completed a 3-year project where I increased the corporation's EBITDA by 4 times; I can help you as well.

  • New on Thumbtack
About

Control your money. Don't let money control you. Take steps to reduce debt, build wealth, and peace of mind. I will help you develop a personalized roadmap to financial independence. No one car is best for everyone, neither is one financial plan.

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