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Greeley Financial Planners

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

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

LP Consulting, LLC.
4.8
from 39 reviews
  • 17 years in business
  • 84 hires on Thumbtack
Amber M.
Verified review

Tax services. It went great!

  • 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!

L. James & Associates, LLC
5.0
from 9 reviews
  • 26 hires on Thumbtack
Holly W.
Verified review

I am highly impressed with the services Lou Arellano provided! He is a true professional that knows his business and cares about his clients. He offered me a tremendous amount of patience and understanding and is clearly very knowledgeable in his field. He proved himself to be very reliable and trustworthy which I feel is key in dealing with time-sensitive / private financial matters. Lou stands by his word and I have already recommend him to my closest family members. Thank again Lou!

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.

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 !!

Colorado Wealth Group
5.0
from 9 reviews
  • 8 years in business
  • 4 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.

  • 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.

Anthony Fichera
5.0
from 6 reviews
  • New on Thumbtack
Ashley B.
Verified review

Anthony was easy to talk to and able to communicate many options to us regarding financial decisions. He doesn't want to make decisions for you, but helps with useful information on different directions or choices.

Boulder Books LLC
1.0
from 1 review
  • New on Thumbtack
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

Financial Advisor, Financial Planning, Retirement Planning

About

Hello, I'm Henry Ho, founder of Financial Stewards Wealth Management. We have just been through the worst crisis of our lifetime, second only to the Great Depression. Most people find it difficult to keep up with the rapid changes unfolding before our eyes. The markets and the economy don't seem to move in lockstep. Volatility has been and will likely remain quite high. We have before us, substantial risks and opportunities. People are looking for sound advice and direction. We are your trusted advisor and guide. Financial Stewards stands apart as independent, staying current but away from the noise and clamor of Wall Street. Our single and only loyalty is to our clients. We maintain a balance of perspective and execution. Our perspective: enduring success comes through discerning and asking the right questions. We distill information that moves markets from news that are merely sensational. Our execution: we embrace both strategic and tactical portfolio strategies. There is a time and place for both. While we are against all the wrong of Wall Street, we continually "comb the land" for opportunities and sound financial solutions to maximize benefits to our clients. We live in exponential times. Change is not just a constant, it is accelerating. To understand the times and adapt is the key to survival, even thriving. The financial world is changing and new paradigms are emerging. There are more intelligent ways to navigate a bear market and participate in a bull market. Call for a complimentary consultation; it is time for a better game plan. Financial Stewards is here to journey with you to a more secure tomorrow.

About

We are a Registered Investment Advisory 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

Kosmicki Investment Services provides investment advice and products for individuals and small businesses. Whether you are planning for your retirement, needs assistance with your IRA or 401K Rollver, needs assistance with a 1031 Exchange or want to develop your own financial plan, we are here to assist you. We can answer your investment questions and provide you with an investment plan custom fit to your needs.

  • New on Thumbtack
About

We are a company much like Merrill Lynch or Schwab, but instead of only working with the wealthy, we primarily work with Middle America. We take an educational approach toward money and never talk over anyone's head. We specialize it creating a safe retirement plan that never puts our clients money at risk and at the same time provides upside potential of the market.

About

In today's marketplace, directing investment capital towards businesses that offer solutions to some of the world's most pressing environmental and social challenges is not only possible but has become increasingly common. Better World Investments is a full-service financial planning firm, specializing in sustainable investments. We can help you invest your money, review your financial plan or assess your insurance needs in a way that fits both your financial and social goals.

About

Serving Arvada, CO and the outlying areas, Les Madson of Premier Financial Services Group is offering the following services not limited to: financial planning, tax management, retirement advisor, investment management and insurance.

  • 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

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

Larson Financial has been successfully establishing a team of experienced and trusted professionals for the past seven years, to provide real solutions and honest answers that work for their clients. As a family-owned business, the team at Larson Financial knows that behind every client, there is a real person who deserves the best representation and service available. The people at Larson Financial pride themselves in providing their clients the individual attention necessary, to find the right solution for their tax needs. They are dedicated to providing an atmosphere of integrity, honesty, and superior service. With thousands of successful resolutions, Larson Financial assists clients in all the 50 states. Larson Financial is a member of the National Assoc. of Tax Professionals, and also an A-rated member of the BBB.

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