Norwalk, CT
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Norwalk Financial Planners

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

Top Pro
George Dimov, CPA
4.9
from 64 reviews
  • 10 years in business
  • 102 hires on Thumbtack
  • Top pro on Thumbtack
Alfonso V.
Verified review

George Kozarov has prepared and maintained the corporate accounting and provided consultant services for my company for a number of years. He has always done an outstanding, professional and courteous job. I feel that his rates are very fair and he provides a great value for the cost. During these years, George has become a trusted partner and business confidant, aiding in my financial management decisions. I recommend both George and his services whole heartedly.

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.

DiPaola Financial
5.0
from 10 reviews
  • New on Thumbtack
Barney F.
Verified review

Ryan is one of the most personable and conscientious, hard working people I know. He works extremely hard at making your insurance or financial decision making process a comfortable and educated experience. If you ask a question and he does not know the answer he will find out and get back to you in short order. In these volatile times in the financial world it is extremely important that you make an educated decision as it is in the insurance world. Ryan will have the right answers and the best advice on how to approach a particular strategy. He is there to protect you and your family and your business. He works with you and follows up with everything. His work ethic extends beyond the personal line of business. He is professional, respectful, courteous and diligent in his approach to the business line. You will be well served with Ryan on your team. He gets two thumbs up from me.

  • 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.

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!

  • 7 years in business
  • 6 hires on Thumbtack
Marshay W.
Verified review

Schemia is my financial advisor. She is very knowledgeable at what she does I was very pleased, I felt safe with giving her my personal information, she has a great no judgment zone, and I would definitely recommend her to everyone I know who struggles with there finances.

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

I've worked with Fred Towles and The Towles Group for more than 10 years. He has been a very resourceful contact for various accounting and business projects. Most recently, he assisted me with responding to letters received by the IRS regarding one of my businesses. Fred is knowledgeable, responsive to concerns and goes above expectiations to ensure the job gets done. I highly recommend Fred Towles and The Towles Group Inc.

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
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
  • 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!

  • 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!

MYOC
3.0
from 4 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

  • 13 years in business
  • New on Thumbtack
About

Please check out this description of our business philosophy on our website.

  • New on Thumbtack
About

We specialize in income tax preparation for individuals and small businesses. Popular Tax offers high-quality services comparable to those of CPA offices at reasonable rates. We are capable of handling complex tax returns with investments, partnerships, and self-employment. Our clients include union members, teachers, doctors, lawyers, artists, and actors. We are certified financial planning practitioners and help you better your finances through tax planning and investment management.

  • 18 years in business
  • New on Thumbtack
About

SRI Investing is among the relatively few professional financial advisory firms in the country that specializes solely in SRI, –sustainable, responsible, impact investing (aka socially responsible investing) and financial planning. We are absolutely committed to: 1. Helping our individual clients achieve financially healthy, rewarding, and joyful lives. 2. Empowering non-profit and religious organizations to invest their financial resources safely, profitably, and in concert with their respective missions. 3. Encouraging and assisting all of our clients to invest in ways that fit their values and contribute to a world that is more peaceful, just, and sustainable.

About

We provide all types of property repairs, appraisals, leasing and sales. We also offer court representations for violations and evictions. We can help you, soup to nuts.

  • New on Thumbtack
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.

  • 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

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.

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

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