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Stamford Affordable Financial Services

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

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

ACE Advisory Management LLC
4.8
from 46 reviews
  • 28 years in business
  • 50 hires on Thumbtack
Emeka I.
Verified review

Atabu was meticulous, thorough, and highly informative during my filing process. Ace advisory management is the personification of professionalism, with an overall exhibition of transparency that provided me comfort when i was unsure or unclear about specific aspects of the tax filing process. I hope to extend my involvement with Ace advisory management to the various other services they provide in the near future.

Overcoming Obstacles
4.9
from 29 reviews
  • 9 years in business
  • 130 hires on Thumbtack
Daniel F.
Verified review

Tom has shown that he genuinely cares about how, when, and if I progress. He is invested in whether I actually achieve breakthroughs toward my personal success. Considering that my goals are so immense: to metamorphosize an ashamed, unhappy, ineffective, & lonely guy, with limited professional influence, into a proud, happy, effective, socially fulfilled, & profoundly influential version of myself, it would have been easy for him to give up on me. Even though I'm confident many life coaches in his position would have terminated our relationship months ago, dealing with such a high-maintenance client as myself - expressing to him hundreds of suggestions / criticisms / requests, expecting a personalized experience that caters to my individual needs, and offering frequent pessimism or guarded skepticism at best - he has been patient, flexible, & determined to support my progress. It has been several months since Tom started coaching me, and I have consciously delayed writing a review until I might have a sense not just that he cares and won't give up (after all, that's part of the job description), but that he will actually help me transform myself, in ways that countless others haven't. I have worked with therapist after therapist for years & years, undergone treatment with psychiatrists, hired dozens of countless project collaborators and personal assistants, and tried more times than I can remember to count on the support of family and friends in order to help me make the steady progress needed to break out of a deep debilitating personal rut that has lasted for decades. All of the above have been unsuccessful. I naturally wasn't expecting Tom to be any different. But I gave him a shot, deciding that I deserved a chance for renewed hope. I almost gave up on him and on myself, but he didn't give up on either. And finally, after months of 'blood, sweat, and tears,' I have come to believe there is hope at the end of the tunnel. I'm beginning to make steady transformative progress, and I'm looking forward to the journey that lies ahead. Prerequisites for success: I have to be patient, make a few reasonable leaps of faith, and make an investment in my future, emotionally and financially. I also have to be an active participant and be willing to gradually take the reins myself. I finally have to accept his limitations, while recognizing and counting on his strengths. His limitations: Tom is not a miracle worker, and in comparison to others I've worked with, he's not the most charismatic, inspiring, eloquent, forward, original, perceptive, intellectual, tech-savvy, exciting, or assertive. But his STRENGTHS far outweigh these limitations: He is persistent in his efforts. He is determined to be an ally on the road to victory, offering extra support when needed, never conceding defeat. He is compassionate, showing empathy for my experiences & struggles, frustrations and pain, & and my initial often-pessimistic attitude. He is patient, and will put in the time to understand, listen, and reevaluate / regroup when necessary. He is humble and modest, not expecting recognition, praise, notoriety, credit, or gratitude for going above and beyond. He is affordable, & ends up charging far less money than he could for his time, and far less than any of the other life coaches I considered, let alone being a mere fraction of the cost of a therapist or psychiatrist! He is respectful, as a friend would be, but sensitive & honors any boundaries I set. He never speaks down to me. He is honest, and when requested, very candid about what he thinks needs improvement, more, focus, or a shift in perception. He doesn’t rub me the wrong way as a salesman might, as though I’m a source of income, but always treats me like a person who deserves to achieve his dreams. He is passionate about helping people. He works very hard, often going above and beyond what others would do, putting his clients ahead of his personal life. He is fair, respects agreements, honors his word, readily forgives, and shows lenience. He is creative, willing to try to approach problems from new perspectives and angles. He is open-minded, willing to work with approaches and systems he’s unfamiliar with that I know are likely to be effective. He is trusting, and gives me the benefit of the doubt, while also helping me to become more accountable. He is reliable, and I have been able to count on him in ways I couldn’t count on therapists, employees, mentors, friends, & family. His system of "open access" helps me throughout the week, and this unique system of coaching has been the key to my success, helping me beat procrastination and not lose sight of my goals. He is flexible, & accommodates limitations, changes, and conflicts with my schedule, deficiencies in my attitude, and treats my perceived failures like learning opportunities to take a new, more promising approach. He is resilient, and puts up with much more than necessary for someone in his position, and never complained once to me about it. Finally, he is kind, complimentary, and friendly. He's like that 'conscience on your shoulder.' I would recommend him to anyone who is considering hiring a life coach, or to anyone who has unfulfilled dreams they know they deserve to and could achieve, but haven't. Thank you, Tom, for your efforts, and quality work :)

  • 6 years in business
  • 33 hires on Thumbtack
Michael C.
Verified review

Services were fast and accurate. Highly recommended.

Hung & Scanga, LLC
5.0
from 14 reviews
  • 12 years in business
  • 8 hires on Thumbtack
Patrick O.
Verified review

Annie did a great job with my tax returns, which are quite complicated as I have foreign assets, a number of rental properties and investments. She's extremely thorough, precise and responds very quickly to any questions I have. I have no hesitation in recommending Hung & Scanga for tax preparation services.

Imperial Acquisitions LLC
5.0
from 14 reviews
  • 5 years in business
  • 20 hires on Thumbtack
Husain G.
Verified review

Jon E. provided both accounting and bookkeeping services for my small business. He was immensely helpful in addressing my needs, and the price was simply unbeatable. After our first meeting, I felt extremely confident that he would be able to address the needs of my firm. In the end, he delivered on each and every one of his commitments.

Northwestern Mutual
5.0
from 3 reviews
  • 6 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.

Pro Legal
5.0
from 3 reviews
  • 18 years in business
  • 2 hires on Thumbtack
Susan H.
Verified review

Fast and affordable complete legal service. I highly recommend them.

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
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.

David A. Ranegan
5.0
from 1 review
  • 11 years in business
  • 2 hires 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!

About

I provide simple and effective methods for saving you money, without the run-around. especially cater to students who seek my help because the transition from high school to college or from one college to another can be costly. I'm even willing to work out payment plans to help them along.

About

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children's college education, protect your family during your working years, or guarantee your own retirement security. These things won't happen by accident. It's important to determine what you'd like to achieve financially and then map out a strategy that will help you meet those goals.

About

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

About

Here at JKMN Financial Services. We want our consumers to have a bright and secure future. Getting Insurance could be and complicated process and this is why we are here. It is our goal help people to with their insurance needs, and help manage the risks of everyday life by providing you with all the information you need to obtain insurance.

About

I look to assist small business owners, families, and individuals who are interested in creating financial freedom. My firm and I walk our clients through a unique and careful process to ensure that we reach their financial needs and goals.

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.

  • 2 years in business
About

We are proud to offer you specialized services at our three locations in Tribeca, Hudson Square, and Williamsburg. Our Tribeca location is tailored to young mothers with particular baby needs such as breast pumps.

About

I have been a CPA in Brooklyn for 25 years. I do all types of tax returns, financial planning, securities series 7 and insurance licenses, bookkeeping, and accounting consulting.

About

WFG is a financial service marketing whose affiliates offer a broad array of financial products and services. Its associates are committed to offer you power of choice, flexibility and a wide selection of products and services to find the best fits to your needs and goal. WFG's solutions range from personal to business products and it believes that is no one should be left behind financially and let the money works for you to enjoy your life.

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