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Denver Financial Planners

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

Neill P. Flate, CPA
4.9
from 89 reviews
  • 34 years in business
  • 160 hires 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.

Top Pro
  • 5 years in business
  • 87 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
Brandon B.
Verified review

Absolutely advanced accounting has been a blessing to my business, especially Shanah the owner. Originally, I was doing my own taxes until it became such a burden that I had to find help. Shanah has been an incredible resource and help to me every step of the way and I've recommended her to anyone that would lend an ear. Her and her team have a financial structure that is the best I've ever seen and have worked with me in a way that has made so much sense business-wise as well as financially. Plus, me and Shanah, wees like peas and carrots! She's amazing and friendly! If she doesn't have an answer, she and her team will find it!

Colorado Wealth Group
5.0
from 9 reviews
  • 8 years in business
  • 5 hires on Thumbtack
David W.
Verified review

Steve has been my financial planner for several years now. The experience has been much better than I had ever expected. I'm an engineer. I like to know how things work. Once I understand how they work I'm perfectly comfortable to allow a specialist to do the work so I don't have to. Steve takes the time to answer all my questions till I reach that comfort level. He'll even go to the whiteboard when it helps.

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

Quick response, fair quote that didn't change despite some additional complexities in our tax return, professional and prompt service.

  • 4 years in business
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!!

  • 13 years in business
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.

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.

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.

Lang Investment Services
5.0
from 1 review
  • 20 years in business
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.

Boulder Books LLC
1.0
from 1 review
    About

    Our services include: - Monthly reconciling of bank accounts, credit cards, and lines of credit - Managing accounts payable - Tracking accounts receivable and deposits - Online sales tracking and downloading to Quickbooks - Payroll - Managing cash flow - Colorado sales tax filing and licensing - Financial reporting - profit and loss, balance sheets, etc. - Year-end bookkeeping and financials for taxes Have a new company? We can apply for a federal tax ID number, LLC in the state of Colorado, payroll and sales tax licenses, plus a set-up of your Quickbooks file. We primarily use and recommend Quickbooks for Macs or PCs, but also work with Quicken & MYOB. Business Assistance - Organizing and filing - whether your filing system needs an update or a complete overhaul, we can help. - Running errands - bank, post office, etc. What do you need? We provide services tailored to your life and business. If we can't do it, we can recommend the best through our vast network of personal and business contacts. We offer a free introductory consultation, allowing us to get to know each other while building a familiarity with work style and procedures.

    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.

    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

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

    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.

    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.

    About

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

    About

    Knowledgeable about GAAP, SOX, ERP Systems. Financial data timely so it is relevant. Willing to go the extra mile for Clients. Available 24/7 to accommodate what the client needs.

    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.

    • 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 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

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