Danbury, CT
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Danbury Family Financial Services

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

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

Paul is very personable and is willing to do more than just your taxes. He is interested in helping his clients with any and all financial questions and concerns they may have. Paul completed our taxes in an efficient manner . Working with him was a positive experience, and we will definitely keep him in mind for additional future financial needs as well. We fully recommend him.

Top Pro
Halpern & Associates, LLC
5.0
from 23 reviews
  • 37 years in business
  • 50 hires on Thumbtack
  • Top pro on Thumbtack
Alexei O.
Verified review

Superbly professional and on point . I am absolutely sure I have made the right choice asking this company to provide services to me which I'm sure will last for many years.

  • 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.

Suozzi Accounting & Tax
4.9
from 7 reviews
  • 5 years in business
  • 13 hires on Thumbtack
Jared H.
Verified review

Mr Suozzi was courteous and knowledgeable in dealing with our family's tax preparation for 2014. In addition to multiple incomes and part-year state tax returns, we also had capital gains taxes and moving expense reimbursements, which we did not understand well. Mr Suozzi took the time to explain to us how these things work in the tax code and how he recommended we should deal with them. I asked Mr Suozzi to advise us how to resolve the issues in the most simple and clear way, rather than how to minimize our tax burden. He did this. His rates are reasonable.

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

Annie helped me create a budget and gave me financial advice which helped me save hundreds dollars in interest. She also prepared my taxes resulting in a higher refund. Annie is very pleasant to work with. I highly recommend her!

Edward Jones Investments
5.0
from 8 reviews
  • 8 years in business
  • 5 hires on Thumbtack
Jack S.
Verified review

I'm really glad I found him here. I'm not too familiar with investing and financial planning and Zvi made everything easy to understand. He got to know me and took the time to explain my choices and investments in a way that I feel comfortable and safe with. I look forward to working with Zvi and to have him manage all my assets

Accounting On The Go
4.0
from 6 reviews
  • 2 years in business
  • 5 hires on Thumbtack
Concetta K.
Verified review

Nichole is extremely knowledgeable and was always available to answer all of our questions in a timely manner. She is also flexible with her appointments. We were completely satisfied with her work. Will definitely recommend her to all of my friends and family!

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.

  • 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!

S Fishman Accounting
5.0
from 1 review
  • 38 years in business
  • New on Thumbtack
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.

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

Ryan made the entire tax filing process completely stress free. He helped maximize my return and expedite my refund. He is very organized, professional, and a pleasure to do business with. Looking forward to having him file next years return.

MYOC
3.0
from 4 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

About

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  • New on Thumbtack
About

Financial services, financial planning .

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.

About

I am a financial professional providing services and products assisting individuals with their financial planning needs.

  • New on Thumbtack
About

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

  • 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.

  • 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.

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