Bridgeport, CT155 financial planners near you

Where do you need the financial planner?

Answer a few questions

Tell us what you need so we can bring you the right pros.

Get quotes

Receive quotes from pros who meet your needs.

Hire the right pro

Compare quotes, message pros, and hire when ready.

Bridgeport Financial Planners

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

ACE Advisory Management LLC
4.8
from 46 reviews
  • 28 years in business
  • 50 hires on Thumbtack
Edye B.
Verified review

Mr.Otobo is a diligent organized income tax specialist. I have known and conducted business with Mr. Otobo for many years, his work is superior. I highly recommend as a finacial advisor he is very knowledgeable in all aspects of financial planning retirement, IRA, stocks ect..) His service is excellent! I look forward to doing business with Mr.Otobo for may years to come.

Overcoming Obstacles
4.9
from 29 reviews
  • 9 years in business
  • 130 hires on Thumbtack
Daniel F.
Verified review

Tom has shown that he genuinely cares about how, when, and if I progress. He is invested in whether I actually achieve breakthroughs toward my personal success. Considering that my goals are so immense: to metamorphosize an ashamed, unhappy, ineffective, & lonely guy, with limited professional influence, into a proud, happy, effective, socially fulfilled, & profoundly influential version of myself, it would have been easy for him to give up on me. Even though I'm confident many life coaches in his position would have terminated our relationship months ago, dealing with such a high-maintenance client as myself - expressing to him hundreds of suggestions / criticisms / requests, expecting a personalized experience that caters to my individual needs, and offering frequent pessimism or guarded skepticism at best - he has been patient, flexible, & determined to support my progress. It has been several months since Tom started coaching me, and I have consciously delayed writing a review until I might have a sense not just that he cares and won't give up (after all, that's part of the job description), but that he will actually help me transform myself, in ways that countless others haven't. I have worked with therapist after therapist for years & years, undergone treatment with psychiatrists, hired dozens of countless project collaborators and personal assistants, and tried more times than I can remember to count on the support of family and friends in order to help me make the steady progress needed to break out of a deep debilitating personal rut that has lasted for decades. All of the above have been unsuccessful. I naturally wasn't expecting Tom to be any different. But I gave him a shot, deciding that I deserved a chance for renewed hope. I almost gave up on him and on myself, but he didn't give up on either. And finally, after months of 'blood, sweat, and tears,' I have come to believe there is hope at the end of the tunnel. I'm beginning to make steady transformative progress, and I'm looking forward to the journey that lies ahead. Prerequisites for success: I have to be patient, make a few reasonable leaps of faith, and make an investment in my future, emotionally and financially. I also have to be an active participant and be willing to gradually take the reins myself. I finally have to accept his limitations, while recognizing and counting on his strengths. His limitations: Tom is not a miracle worker, and in comparison to others I've worked with, he's not the most charismatic, inspiring, eloquent, forward, original, perceptive, intellectual, tech-savvy, exciting, or assertive. But his STRENGTHS far outweigh these limitations: He is persistent in his efforts. He is determined to be an ally on the road to victory, offering extra support when needed, never conceding defeat. He is compassionate, showing empathy for my experiences & struggles, frustrations and pain, & and my initial often-pessimistic attitude. He is patient, and will put in the time to understand, listen, and reevaluate / regroup when necessary. He is humble and modest, not expecting recognition, praise, notoriety, credit, or gratitude for going above and beyond. He is affordable, & ends up charging far less money than he could for his time, and far less than any of the other life coaches I considered, let alone being a mere fraction of the cost of a therapist or psychiatrist! He is respectful, as a friend would be, but sensitive & honors any boundaries I set. He never speaks down to me. He is honest, and when requested, very candid about what he thinks needs improvement, more, focus, or a shift in perception. He doesn’t rub me the wrong way as a salesman might, as though I’m a source of income, but always treats me like a person who deserves to achieve his dreams. He is passionate about helping people. He works very hard, often going above and beyond what others would do, putting his clients ahead of his personal life. He is fair, respects agreements, honors his word, readily forgives, and shows lenience. He is creative, willing to try to approach problems from new perspectives and angles. He is open-minded, willing to work with approaches and systems he’s unfamiliar with that I know are likely to be effective. He is trusting, and gives me the benefit of the doubt, while also helping me to become more accountable. He is reliable, and I have been able to count on him in ways I couldn’t count on therapists, employees, mentors, friends, & family. His system of "open access" helps me throughout the week, and this unique system of coaching has been the key to my success, helping me beat procrastination and not lose sight of my goals. He is flexible, & accommodates limitations, changes, and conflicts with my schedule, deficiencies in my attitude, and treats my perceived failures like learning opportunities to take a new, more promising approach. He is resilient, and puts up with much more than necessary for someone in his position, and never complained once to me about it. Finally, he is kind, complimentary, and friendly. He's like that 'conscience on your shoulder.' I would recommend him to anyone who is considering hiring a life coach, or to anyone who has unfulfilled dreams they know they deserve to and could achieve, but haven't. Thank you, Tom, for your efforts, and quality work :)

  • 6 years in business
  • 33 hires on Thumbtack
Matthew L.
Verified review

Roland was very professional and did a great job cleaning our book and consolidating financial statements for us.

Ryan McHale CPA
4.1
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
4.6
from 5 reviews
  • 3 years in business
  • 4 hires on Thumbtack
Karen H.
Verified review

Rowena is an outstanding financial mgr! I'm a psychologist & my husband a photographer. We both work for the UN plus we also have private practices in Chicago. My husband documents my work as we travel through film & photography. Rowena manages both my medical practice & my husband's studio as well as our other personal accounts & our NFP with the UN. We hired Rowena 2 yrs ago when we were asked to establish the NFP. She's astute & very patient! She has a vast wealth of knowledge & we welcome her suggestions & her willingness to grow with us & guide us. We live a nomadic life style but she delivers on time & always keeps us informed of our current financial standing. Reaching us when we're in the field is sometimes difficult so she's also very patient & is a pro-active problem solver. She's respectful & trustworthy. We are very pleased by her work. Dr. Karen Hieu & Kalden Daley - President & CEO - K.Daley Photography

Northwestern Mutual
5.0
from 3 reviews
  • 6 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
James G.
Verified review

I have known Edgar Abreu for nearly 2 years. In my experience, he has been thoroughly honest and reliable in all my financial dealings with him. He has acquired an extraordinary number of certifications and licenses which attests to his intelligence and capability.

David A. Ranegan
5.0
from 1 review
  • 11 years in business
  • 2 hires 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!

AEM Financial Services
5.0
from 1 review
  • 1 hire on Thumbtack
Orla M.
Verified review

I have been using AEM Financial Services for my tax needs for three years now. Ashleigh (the owner) has always been professional and courteous during all of our interactions. Her response time has been impeccable, she typically responds to my phone calls or emails within 24 hours. She has also gotten our returns done in less than a week. Ashleigh always makes sure to follow up several weeks after the return has been filed to make sure we have received our return and all of our questions and concerns have been answered. My husband and I will be continuing using AEM Financial Services in the future. I would recommend AEM Financial Services to anyone who needs tax preparation or bookkeeping services.

S Fishman Accounting
5.0
from 1 review
  • 38 years in business
Richard D.
Verified review

He was hired to clean up the books after the prior person left abruptly, he did a great job and now the books are up to date and correct. All taxes and financial statements are up to date and flowing. His knowledge and per servereance got us through a very bad time and now we are smiling. He is an older gentlemen with a wealth of knowledge and can learn your business in a flash, if he does not already know it. When he is asked to dome something, it is done immediately, not pushed off. This accountant has a great knowledge of Quickbooks and many other software programs required in todays business world.

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.

About

I am a financial consultant and notary public for NYS. I am self-employed and have been working for the last 10 years as a financial consultant for a foreign company.

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.

About

B&M Financial Management Services, LLC is a full service accounting services provider. Our team of professionals understands the unique challenges that businesses face, from managing day-to-day operations to sales, marketing, finances and beyond, we're here to assist you in establishing effective ways to conduct better business.

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.

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.

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.

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

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

We are professional supply chain, B2B,consulting, lean six sigma services, management consulting and notary services.

About

I provide financial consulting and German language services. I am experienced in international business, banking, and support for businesses between US and CEE.

Hire skilled professionals for absolutely everything.