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New Haven Family Financial Services

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

Top Pro
Paul Bortnick, CPA, CFP
5.0
from 47 reviews
  • 68 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.

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.

  • 12 years in business
  • 5 hires on Thumbtack
Laraine V.
Verified review

Anne Napolitano is truly a life saver for me! Her professionalism and knowledge of quickbooks helped me transition to online accounting for my business with extreme ease. My fear of change was relieved and now I feel that I have a better understanding of how my business is run and how to improve upon it. I highly recommend Anne and look forward to sharing my positive experience with anyone who needs a great accountant.

Bob's Accounting Solutions
5.0
from 3 reviews
    Torrey D.
    Verified review

    Very helpfull and courteous. He uhelped my family complete our taxes for the last few years and I wouldnt go anywhere else!!

    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.

    Oppenheimer & Co.
    5.0
    from 2 reviews
      Eric S.
      Verified review

      Thank you Marc. You have provided me the ability to retire and receive an income that I did not know was possible.

      Edwin Casanova CPA, P.C.
      5.0
      from 2 reviews
      • 2 years in business
      • 1 hire on Thumbtack
      Allen L.
      Verified review

      Eddie is a dynamo when he is focused on a project! He is an accomplished Eagle Scout and finishes what he starts. He is a hard worker and pays attention to details. As a CPA tax preparer I promise he will find every possible benefit available on your tax return! Eddie is family oriented and loyal to everyone around him. Your account will be treated with the same respect and high regard! Try out his services today .....you won't regret your decision.

      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.

      • 3 years in business
      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.

      About

      We provide our clients the most comprehensive financial planning possible. Our team of tax, estate, investment, insurance, capital, college, and lifestyle assets subject matter experts deliver integrated planning to provide highest probability of achieving goals.

      About

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

      About

      Truvium Financial Group has changed the conversation about money, moving from product-focused to process-driven. Experience the difference with holistic financial planning and wealth management. Proven one client at a time, Truvium Financial Group helps clients reclaim control of their financial lives with holistically integrated strategies, and personal financial models, rigorously stress-tested before execution.

      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

      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

      Serving South Windsor, CT, and the outlying areas, Todd Becker and the associates of Becker Financial Solutions, LLC are offering services including, but are not limited to the following: estate conservation, risk management, investment planning, retirement planning and financial planning.

      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.

      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 over 20 years of experience in accounting/finance/budgeting. I have worked for both the mid-size and small companies and excel in small business world.

      • 8 years in business
      About

      We are a New Media Financial Services Company and our specialties are in Credit Repair, Business Loans, and Marketing Packages. In our experience, being able to help people in these key areas creates an overall improvement that helps society thrive as a whole. Good credit gives you major options, Loans help business to grow, expand, & hire, Marketing generates exposure so that the economy continues to run in a healthy manner. In summary we are a catalyst to fuel economic growth for all.

      About

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