Bridgeport, CT
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Bridgeport Affordable Financial Services

Browse these affordable financial services with great ratings from Thumbtack customers in Bridgeport.

Top Pro
Paul Bortnick, CPA, CFP
5.0
from 43 reviews
  • 66 hires on Thumbtack
  • Top pro on Thumbtack
Johnny J.
Verified review

I had a great experience with Paul. He did an awesome job with my taxes. I will definitelly come back next year. In addition, I may will be getting some additional services from him as my finance planning. I highly recommend Paul!

  • 6 years in business
  • 33 hires on Thumbtack
Michael C.
Verified review

Services were fast and accurate. Highly recommended.

Hung & Scanga, LLC
5.0
from 13 reviews
  • 12 years in business
  • 8 hires on Thumbtack
Patrick O.
Verified review

Annie did a great job with my tax returns, which are quite complicated as I have foreign assets, a number of rental properties and investments. She's extremely thorough, precise and responds very quickly to any questions I have. I have no hesitation in recommending Hung & Scanga for tax preparation services.

The Towles Group Inc.
5.0
from 4 reviews
  • 16 years in business
  • 12 hires on Thumbtack
Keyon J.
Verified review

Awesome accountant, great fast reliable services. I wouldn't trust my business with anyone else, Ivan always count on The Towles Group!!!

Northwestern Mutual
5.0
from 3 reviews
  • 4 hires on Thumbtack
Nichole H.
Verified review

As an accountant I've had the opportunity to work with Adam, both professional and personally. The level of professionalism and customer service he offers to his clients is nothing short of excellent. He is a pleasure to speak with and possesses a wealth of information on financial planning. I highly recommend him to my clients and use his services personally.

Abreu CPA
5.0
from 2 reviews
  • 16 hires on Thumbtack
Scott H.
Verified review

Great job and very professional. They have an office in Norwalk, CT where you can meet and go over what you need done. The office was a little run down with difficult parking, but if you are paying for the quality of the accounting services than this will be quickly overlooked. They were always available to take my calls and very responsive to my questions. Got the work done in a timely manner.

David A. Ranegan
5.0
from 1 review
  • 11 years in business
  • 1 hire on Thumbtack
Kristin D.
Verified review

I have known David now for Fifteen years from college- and he's not only a very trusted confidant- he helped my Husband and I plan for retirement using several different methods that ensure we will have a nice cushy retirement. He's very adept at planning for our long-term financial goals, assessing the 401k, savings, and pension accounts we already held and helping us strategize where to put money and how much - along the way. A complete road map that is customized for us. I am definitely very nervous when it comes the future- and early planning is key. I thought I knew a lot about finances- and I thought my husband knew even more- but David really thought of so many things we didn't really consider. Anyway, I've rambled long enough- He's very thorough and trustworthy. Highly recommend- I've already recommended him to my sister and brother!

Ryan McHale CPA
2.5
from 8 reviews
  • 7 years in business
  • 3 hires on Thumbtack
Ryan C.
Verified review

I have used Mr. McHale for several years to complete and file both my federal and New York state tax returns. He was both professional and courteous throughout the process. He conveniently provided a list of what was required to complete my tax returns as well as quickly addressed an issue that I needed to resolve on my own to properly file my taxes. I would highly recommend Mr. McHale to any friends, colleagues, or acquaintances that are looking for a high quality CPA.

MYOC
3.0
from 5 reviews
  • 3 years in business
  • 4 hires on Thumbtack
Nina E.
Verified review

Rowena is one of the most patient individuals that I know. Our company is years behind on our taxes and working with Rowena to get things in order has been terrific. We didn't have any accounting in place so she set us up with quickbooks online and is teaching us how to use it and is keeping us updated on her progress. We have a lot of accounts, bank and credit cards that we use for both personal and business so it was time to get a financial software. We are very pleased with quickbooks on line! We had to file an extension again but we know this will be the last time and we are so happy. Rowena is very professional and fair. Her commitment to her clients is very admirable! She's also very knowledgeable about all types of businesses (we are an NFP). We are learning daily from her and she's not one of those people who is concerned about billing someone for monies. I think she's a good fit for anyone looking to rebuild their company or brand from scratch or even looking for re-structure and on-going support. It feels so good to have peace of mind and know that our company is growing! Hire her! You won't regret it! Nina Elton - Doing Art Together NYC

  • New on Thumbtack
About

PFS gives a detail overview of a family's current financial situation and suggests a personalized strategy for their financial security with the three C's: complimentary, confidential and customized. This means our advice to you is completely based on what's best for you. We think it's the only arrangement that's fair to clients. Our team of talented professionals is committed to building life long relationships with clients based on honesty and companies that we believe are trading fair market value. If you need expert financial advice and assistance, we'd be happy to help.

  • New on Thumbtack
About

We offer tax, bookkeeping, and financial consultation. We have over 10 years of experience working with the IRS and financial records of our clients. We offer the utmost professionalism with our clients. We handle all types of returns, and can service any type of business since we tailor our services to you. The software we use for bookkeeping is QuickBooks, which is online, and can be completely cohesive with your business' day-to-day operations. Our office is located on 8 East 199 St., Jerome Avenue, Bronx, NY. We speak English and Spanish.

About

Being a leader in the insurance and financial services industry means continually striving for improvement. To keep pace with clients' needs, Metro Financial Services Inc. has access to new products, enhanced product features, expanded quality service, and pioneered new technologies. Breaking new ground is part of our tradition.

  • New on Thumbtack
About

We are committed to provide services and solutions to help you enhance and capture the best opportunities as an individual or small business. Our pledge is to help you make better and more informed decisions that improve your position to flourish in any economy. As a Stakeholder of Downstate New York for the IRS, we are providing up-to-date and informative seminars on crucial financial and tax issues affecting individuals and small business owners. Hickey & Hickey has a long-standing reputation of service to the public. Our customers love the high caliber of service we provide at a substantial value, in addition to the way we break down tax jargon into plain English, so that you can understand what is going on as well as how to better organize yourself and your business financially. We are passionate and strongly bound to deliver the highest-quality product and to accomplish this motto our professionals are constantly evaluating opportunities to offer you value-added services.

  • New on Thumbtack
About

I provide simple and effective methods for saving you money, without the run-around. especially cater to students who seek my help because the transition from high school to college or from one college to another can be costly. I'm even willing to work out payment plans to help them along.

  • New on Thumbtack
About

I don't have a business, but would be interested in starting one in the financial consulting area. I have 35 years of experience in the investment/finance business, and also have earned a CFA designation. I am skilled at both verbal and written communication, and work equally well as an individual contributor or as a team member.

  • New on Thumbtack
About

Here at JKMN Financial Services. We want our consumers to have a bright and secure future. Getting Insurance could be and complicated process and this is why we are here. It is our goal help people to with their insurance needs, and help manage the risks of everyday life by providing you with all the information you need to obtain insurance.

  • New on Thumbtack
About

Serving The Villages, FL and outlying areas, William Smathers and Associates are offering the following services but not limited to: * Financial Planner * Financial Advisor * Long Term Care Insurance * Retirement Planning * Investment Solutions and Life In

About

Southport Wealth Management (SWM) was founded in 2006 by Dennis G. Boyd who began providing investment advice in 1986 to institutional investors. SWM was formed to provide individuals, families and small businesses portfolio management, financial and estate planning, insurance, mortgages, and most importantly, the coordination of these financial matters.

  • New on Thumbtack
About

I will provide financial advise to individuals or companies. I help with retirement planning and debt consolidation strategies. I do not charge a fee. My company will compensate me if I am able to meet your needs.

About

We are your excellent source for online financial services. ALLcreditfinancialservices Co. LLC is your excellent source for a wide range of online financial services, including legal services, credit repair, credit cards, insurance, business to business, real estate services, trading and investments, online banking, money transfer, credit reporting, identity theft protection services, and many more services. The content supplied on Allcreditfinancialservices Co. LLC website is intended for informational intention only; don't make any financial decisions established on its substance. Financial decisions are personal, grounded a person's situation. Refer to a financial professional before making any financial decisions. ALLcreditfinancialservices Co. LLC is not liable for your financial actions. All loans are subject to prime lender's approval, not ALLcreditfinancialservices Co. LLC.

  • New on Thumbtack
About

I provide consultation on employee benefits, financial planning and insurance. This includes retirement plans, group life and health coverage.

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