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Castle Rock Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Castle Rock.

Top Pro
  • 5 years in business
  • 86 hires on Thumbtack
  • Top pro on Thumbtack
Kathleen M.
Verified review

I was desperate to not only find a tax preparer but a tax preparer that could help me figure out my disorganized records and that I could afford! Then the day we were to meet, I was stuck in another town and arrived to our meeting 30 minutes late. Sandra was very accommodating both with my lateness and my disorganization. Though I was embarrassed, she never made me feel wrong-footed and she was very patient in explaining everything to me. Sandra had quoted an original price based on the services I thought I needed (the basic tax form), but it turned out I needed to submit additional paperwork due to a burgeoning business. Not only did Sandra do the additional paperwork, but she only charged me the original price that she had quoted me! She also gave me some great advice on where to find health insurance and on other confusing (to me) financial- and business-related topics. I had a terrific experience with CCTS and (assuming I can afford to pay a tax preparer next year) will definitely be returning! Thank you Sandra!!! It was great to get that tax return! ~Kathleen

  • 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

Timothy A Jones, CPA/PFS
4.6
from 7 reviews
  • 9 hires on Thumbtack
Shannon H.
Verified review

Tim did a fantastic job explaining the ins and outs of my s-corp and the best way to benefit from having it. He quoted very reasonable rates for services I will choose to use going forward and had resources to recommend for other business needs I have. I will enjoy continuing to work with Tim!

Darryl T Perkins CPA
5.0
from 6 reviews
  • 32 years in business
  • New on Thumbtack
Quinton T.
Verified review

I had a great experience working with Darryl and Perkins SMB. They assisted me in creating and carrying out a get-out-of-debt plan, financial planning for the future and first home buying process. Darryl knows the financial world and helped me navigate it with great success. Perkins SMB also guided me through different strategies to increase my credit score from the 650s to high 750s. Great experience!

Financial Life Coach
4.7
from 9 reviews
  • 11 years in business
  • 13 hires on Thumbtack
Rhonda G.
Verified review

If you need financial advice this chick knows it all!! If you want a budget that can make you a millionaire give her a try!!!you will not be disappointed !!

Ruthy Perez
5.0
from 4 reviews
  • 12 years in business
  • 5 hires on Thumbtack
Thumbtack Customer
Verified review

Very Helpful in any questions I had to ask and had great patience. I would reccomend hiring her for any financial assistance you may have trouble with.

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

Kelcy has been extremely great to work with. I did not know a lot about investments, retirement plans, or life insurance and Kelcy really helped teach me. She also helped me figure out what I need to plan for my future and on top of that she helped me figure out what I could afford and how to maximize my plans and contributions to fit my budget. I would highly recommend her to anybody looking for financial assistance!!

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

To begin, I must say Steven is a genuinely great person with whom my wife Barbara and I thoroughly enjoy meeting for discussions regarding our financial goals. We have found that Steve is a true professional, he has acquired the relevant expertise, education and experience to represent anyone in either calm or turbulent financial markets. Steve has the "vision" required to provide his clients with the relevant service custom tailored to meet their unique individual needs. Barbara, my wife and I highly recommend Steve, he is a rare find in a highly competitive business environment. We maintain absolute trust in his advice. Les and Barbara Trujillo Brighton, Colorado

  • 13 years in business
  • New on Thumbtack
Scott B.
Verified review

Ben Mueller is a fantastic addition to my business. I would recommend him highly. his impact on my company books, has been instrumental in me running and controlling my business. His follow through and overall consistent performance are top notch! Anyone who needs a great accountant should contact Ben he is worth every penny and then some.

  • 18 years in business
  • 1 hire on Thumbtack
Carlinda S.
Verified review

I had some issues with back taxes, and I was facing an audit. Business & Financial Management Services worked quickly and efficiently to reduce the amount I owed and resolved the problem for me in no time! I highly recommend!

Garden Financial, LLC
5.0
from 1 review
  • 5 years in business
  • 1 hire on Thumbtack
Brooke S.
Verified review

Joshua was great! This was our first time getting our taxes done by someone and we're so happy we did. He got us money back which we weren't expecting, so that was awesome.

About

Estate planning involves more than just tax planning. Estate creation, income replacement, and the orderly transfer of property from one generation to the next, continue to be the primary objectives of most estate plans. Estate planning provides for the care of minor children, disabled children and elderly parents. It is also important to be certain there are enough life insurance proceeds, liquid assets, and other sources of income to maintain the family’s current living standard.

About

Integrated Financial Wellness is a full-service financial firm committed to helping people pursue their financial goals. We offer access to a wide range of financial products and services.

  • New on Thumbtack
About

I provide financial advice services. I work for the 3rd largest financial advising company in the United States. I never charge a broker fee (there's no catch—I will absolutely never charge you). I'm happy to review your finances and give you advise. Feel free to call with any questions or to set up an appointment. P.S. Below it says I accept Cash. This site makes you pick at least one form of payment, but I absolutely never charge my clients.

  • 1 hire on Thumbtack
About

I am here to help with you Accounting needs. I am a Quickbooks user but also have experience with many ERP systems. Expert in reconciliations and data processing.

About

We are a Registered Investment Advisor firm committed to helping people pursue their financial goals. We are a fee-only firm. We do not accept commissions from the sale of financial products. Our services to individuals and business owners are charged either by the hour or on an advisory fee basis. We believe that you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

  • 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

About

Located in Lone Tree, CO,. Moszer Insurance & Financial Services, Inc. is a full-service insurance agency in Lone Tree, Colorado. We offer auto insurance, homeowners insurance and much more.

  • New on Thumbtack
About

I provide guidance in completing the financial aid process, from start to finish. I will educate students, as well as parents on the ins and outs of financial aid so will you have an understanding of how financial aid works and why. I can assist in completing all documentations, as well as helping you overcome the hurdles of verification, SAP (Satisfactory Academic Progress), tax issues, professional judgments (PJ), citizenship issues, and explain your financial aid package. I have 5 years' experience in the financial aid industry and can guarantee, once we are done, that you will be well versed about the process.

  • New on Thumbtack
About

I offer project management, professional services, financial services, auditing, and accounts payable, and I am also a tennis instructor.

  • New on Thumbtack
About

Wealth preservation, Insurance, Investing, Retirement Planning, Estate Planning

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