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Danbury Affordable Financial Services

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

Top Pro
Paul Bortnick, CPA, CFP
5.0
from 46 reviews
  • 67 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.

Taxes R Us
4.9
from 19 reviews
  • 28 years in business
  • 17 hires on Thumbtack
Matt J.
Verified review

Excellent service! Affordable, helpful & knowledgeable, definitely recommended.

  • 12 years in business
  • 5 hires on Thumbtack
Katie N.
Verified review

Anne is a great accountant explain everything very thoroughly, very affordable. Couldn't be happier with her service. Will continue to work with for very long time

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.

J Joseph Maldonado, CPA
5.0
from 2 reviews
  • 23 years in business
  • New on Thumbtack
Henry K.
Verified review

Jay has always done a great job with giving me tax and financial advice. Always thinking of ways to save on taxes and always gets back to me quickly. A true professional. I would always highly recommend and I have been to my colleagues and friends.

  • 3 years in business
  • New on Thumbtack
Nate Slate .
Verified review

MSS fully and clearly explained my future financial options with friendly professionalism. I highly recommend the services!

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.

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!

  • New on Thumbtack
About

Financial services, financial planning .

  • 13 years in business
  • New on Thumbtack
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.

  • 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

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

About

Blue Chip Financial Corp. offers quality financial services and insurance products, often reserved for the wealthiest investors, to individuals, public and private businesses, and not-for-profit organizations regardless of the size and status.

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 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

I have extensive experience planning, developing and managing business within a challenging economic environment. My expertise is in fashion which is one of the most vulnerable business models as it relies on emotion rather than real need.

  • New on Thumbtack
About

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

  • New on Thumbtack
About

I help small and medium businesses with accounting, financial analysis and strategic planning. I am very experienced in QuickBooks. I have experience in numerous business environments and am very flexible.

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.

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