Norwich, CT33 Financial Advisors near you

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Norwich Financial Advisors

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

Brian Forrest & Associates
4.4
from 9 reviews
  • 17 hires on Thumbtack
Blanca R.
Verified review

Outstanding work. Will continue to use his services for my business and personal taxes. Definitely recommend.

  • 11 years in business
  • 3 hires on Thumbtack
Juan C.
Verified review

Years ago we used to hire well known companies as well as professionals to handle our financial needs as well as our taxes. While we are professionals ourselves, we prefer to hire someone that is familiar with, and handles those activities on a regular basis. After a brief, but unpleasant experience with the IRS and by the recommendation of some accountant friends, we consulted with Nelsonanson, which we now consider to be one of the wisest decisions ever made on our part. As a matter of fact, Nelsonanson prepared our tax return forms for the last five years that we resided in the State of CT, and continued to handle for us anything that has to do with numbers up until now, even though we have been residing in Florida for the last ten (10) years. We recommend Nelsonanson without hesitation to any one who is looking for an honest, trustful and reliable accountant. Juan & Rosa Colon Clermont, Florida

  • 26 years in business
  • 1 hire on Thumbtack
Charmaine T.
Verified review

I have had nothing but positive experiences at Carrington Financial, LLC. Larcina is very professional and knowledgeable. She is up to date with all tax changes and she offers sound advise on investments. She is easy to talk to and makes you feel comfortable throughout the application process. I like the dual monitor because you get to see your tax results as she works on your forms.

Brian Rocha, CFP(R)
5.0
from 2 reviews
  • New on Thumbtack
Shaun F.
Verified review

Brian has helped my wife and I with various aspects regarding our personal finances, from retirement planning, assets allocation, college planning and investment selection. I would highly recommend him to assist you with your financial needs.

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.

Murray Tax Services
5.0
from 1 review
  • 9 years in business
  • New on Thumbtack
Diane M.
Verified review

Could not be any happier with the professionalism and great service we receive from Murray Tax Service! Highly recommend!

About

Retirement questions are answered. I help individuals and small business owners with their retirement challenges and answering their preretirement and postretirement income questions. Utilizing individual analysis, each plan is structured to the desired income needs.

  • 9 years in business
  • New on Thumbtack
About

About

MetLife, Financial Services, Investment Advisor, Retirement

About

We are a full-service financial firm that is committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe that you will be better able to identify your goals and make sound decisions to help reach them by providing sound financial information.

About

About

We are serving New London, CT and the outlying areas. Thomas Crawford of The Financial Workshop, Inc. is offering (but are not limited to) the following services: * insurance * investing * retirement * estate planning * wealth preservation

About

Serving Wethersfield, CT, and the outlying areas, Mark Fiano of Voya Financial Advisors is offering the following services, but are not limited to: * Insurance planning * Investment planning * Risk management * Estate planning * Retirement planning

  • New on Thumbtack
About

Serving Wakefield, RI, and surrounding areas, Larry Mchugh of Westwind Financial is offering the following services, but not limited to, financial advising, retirement planning, investing, estate planning and life insurance.

  • New on Thumbtack
About

We are wholly dedicated to the financial success of a selected group of families. Our goals are the same as theirs; to achieve financial independence, assist in the education of children and grandchildren, and to provide protection from the financial risks in life we face. We help families develop a long-term financial plan, to help create wealth which can benefit their family for generations. The work that we do is lasting, meaningful and significant. Successful financial planning is not a commodity, but is part of a lifetime relationship. Therefore, client relationships are the primary source of our strength and their development is the primary endeavor of our practice.

  • 8 years in business
  • New on Thumbtack
About

As an independent, fee-only financial advisor, I have no quotas, proprietary products, or sales agendas to meet. I work directly for my clients, in their best interests. As a Registered Investment Advisor, I am required by law to act in a fiduciary capacity for my clients, versus the lower standards required of a brokerage firm employee.

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

Victor G. Moffitt d/b/a Moffitt & Associates, LLC was established in August, 2001. We are independent advisors, so we are able to make the best decisions for our valued clients. We offer specialized and customized service to each of our clients. Please call our office to set up a complimentary initial consultation or visit our website for more information about our company.

  • New on Thumbtack
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.

  • 8 years in business
  • New on Thumbtack
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

We have more than 35 years of combined experience consulting families in financial and estate planning.

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