Colorado Springs, CO
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Colorado Springs Financial Planners

Browse these financial planners with great ratings from Thumbtack customers in Colorado Springs.

Top Pro
Neill P. Flate, CPA
4.9
from 84 reviews
  • 34 years in business
  • 156 hires on Thumbtack
  • Top pro on Thumbtack
Michael S.
Verified review

I have had financial dealings with Neill for the last couple of years and find him to be efficient, dependable, honest and informed.

  • 26 years in business
  • 74 hires on Thumbtack
Karen W.
Verified review

Debby prepared by income tax forms and since I had just sold my house I didn't know what I could deduct. She saved me much,much more than I expected.Will always be greatfull for her help.

  • 8 hires on Thumbtack
Shaunna H.
Verified review

Tower Financial Partners Accounting with Caitlin Campbell has for the past four years, provided my family with beneficial tax and financial services. Caitlin has provided proven financial professional information. She has a willingness to meet when required for personal financial guidance and family Estate issues which resulted in expediting a tax issue providing a lower tax. The effectiveness and quality specific to her work ethic, is a result of always being prepared, ontime and responsive to clients requirements. My taxes and financial needs have been prepared ahead of schedule and by due dates agreed upon. Continue to do what you do!

Tower Financial Partners
4.7
from 5 reviews
  • 15 years in business
  • 13 hires on Thumbtack
Brian Z.
Verified review

I've had a great experience working with Caitlin and her team. She's been very informative and willing to help with many questions I've had. I highly recommend working Tower Financial Partners.

BLA, Inc.
5.0
from 2 reviews
  • 14 years in business
  • 5 hires on Thumbtack
Bryan M.
Verified review

Excellent job explaining how to do accounting fuctions in quickbooks. She has a very extensive knowledge with quickbooks software and accounting.

  • New on Thumbtack
Diana G.
Verified review

I have worked with Josefina for over 13 years. She has strong accounting knowledge in Budget, General Ledger, Internal Controls, Financial Reporting. Has presented financial reporting to business owners along with Board of Director that reflects the financial status of the operation. Josefina is beneficial to any size of business.

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.

  • 26 years in business
  • New on Thumbtack
About

Do you seek a skillful team that offers sound financial planning advice? Hire this trustworthy enterprise. They have been providing reliable services for 25 years.

Chad B.
Verified review

Stephani was great! Very knowledgeable and extremely helpful. I will definitely be calling her again.

Scott Gillespie
5.0
from 1 review
  • 1 hire on Thumbtack
Pamela P.
Verified review

Scott is the best of the best. I have worked with him for over 10 years. He currently assists our firm with QuickBooks challenges, reviews reconciliations, prepares financial statements, interacts with outside CPA's/auditors and provides support for us after our Compliance officer moved. He has banking, trust and brokerage experience which gives him an excellent knowledge base as well as being personable and dependable.

  • 20 years in business
  • New on Thumbtack
Corina B.
Verified review

Everyone is extremely friendly, professional, and they truly care about all of their clients. I love working with them!

Lang Investment Services
5.0
from 1 review
  • 20 years in business
  • New on Thumbtack
Matt S.
Verified review

Matt talks about delivering a personalized, holistic approach to his investment strategies and I can tell you it works. In two years, he has doubled my original investment. That's a return that makes it a no brainer to trust him with my financial future.

About

Choose this business if you want to work with financial consultants who are knowledgeable and reliable. They also offer tax preparation, insurance, and accounting services at reasonable prices.

About

We have worked with Allstate for years to help people with insurance needs. Our service-oriented agency is not only owned and operated by a family. Customers tell us to we make them feel like family too.

  • New on Thumbtack
About

At Wismer Wealth Management Group, our professionals specialize in investment management and financial wealth management services. Our diversified approach combines both strategic and tactical principles to help protect what you've worked so hard for. Portfolios are actively managed in-house using proprietary, state-of-the-art software.

  • 35 years in business
  • New on Thumbtack
About

I thoroughly look at client situations, providing a clear explanation of where they are and what they need to do to accomplish their goals. This provides a definitive course of action and peace of mind.

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.

About

JW Barry Business Services specializes in accounting and tax preparation for a wide variety of clients. We specialize in: * tax return filing and tax planning for individuals * accounting and financial statements for small businesses * corporate tax return filing * payroll check writing for small business Annual participation in continuing professional education courses offered by local chapters of national accounting and tax associations keeps the firm on the "leading edge" of ever-changing tax laws and accounting methods. Computerized offices and internet access ensures clients to have accurate, efficient and state-of-the-art service at a competitive price. Visit the "services" area of our site to learn more about the many accounting and tax services available to individuals and businesses. Visit the "contact us" page for information regarding how to reach us via telephone, fax, e-mail or mail. Feel free to contact the office anytime. We're here to help.

  • 5 years in business
  • New on Thumbtack
About

I work with retirees and pre-retirees to construct and implement a plan that is dependable but flexible based on their goals. By planning correctly, my clients can avoid costly mistakes, some mistakes many aren't even aware they are making.

  • New on Thumbtack
About

Dale E Payne is an experienced, certified financial planner and financial adviser in Colorado. He has had 27 years experience in the industry and a licensed insurance agent since 1990. Services include investment advisory, services fee-based financial planning, asset management services, and consulting service for retirement planning. Dale's competitive advantage is his independence, professionalism, and experience.

About

I am a financial representative at Northwestern Mutual with a passion to serve individuals and families in helping them achieve their financial goals while protecting themselves and their loved-ones from the unexpected. My number one goal is to help my clients do this in the most cost-effective, efficient way possible.

About

Certified Financial Planner, Estate Planning, Retirement Planner

  • 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.

About

Get financial planning help from this business if you want to work with dedicated and reliable professionals. They can recommend insurance and investment plans that meet all of your requirements.

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