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Stamford Family Financial Services

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

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

Tom is my life coach for over 10 years now! He is always available or makes himself available when needed. He has helped me with finances, work, business and relationship advise. Tom has been a great motivator for when I needed that extra push. I recommend him to anyone.

  • 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.

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.

DiPaola Financial
5.0
from 10 reviews
    Paul F.
    Verified review

    Ryan has been providing insurance for my family as well as our family business for many years now. He has always provided us with the best and most useful information available and has always made sure to follow up and make absolutely sure that the coverage provided met our needs and was provided at the best possible cost. Insurance has become more and more expensive over the years and the coverage can be difficult to understand. It is good to know that we have Ryan as our guide to help us navigate through all of the many obstacles and the finer points of today's insurance requirements and policies. Ryan is very knowledgeable about all of the products being offered and provides a calm and reassuring presentation about each type of insurance that is available, the differences between them, the pros and cons, etc.. Knowing what type and how much insurance is needed and trying to match us with the best insurance product, at the best value is not easy and can be confusing, even to people in the insurance business. Insurance requirements and and the various levels of coverage provided are changing constantly from year to year and we need someone who knows what those changes really mean to our businesses. What is right for one business, may not be right for another. Sometimes the changes are subtle and can be easily missed or misunderstood and sometimes changes can be dramatic and potentially very costly. Trying to stay on top of everything can be daunting in today's business climate and having someone like Ryan working with us provides us with real peace of mind. Ryan is an incredibly trustworthy individual who knows our concerns and our expectations and we know that he is always looking ahead to make sure that we are prepared for what is coming and have all of the right information needed to make the best decisions possible. Ryan is a real asset to our team and we are very happy with the job he has done for us. He is always available to answer any of our questions and he makes sure that we get what we need ASAP, regardless how small and seemingly insignificant it might seem. I strongly and confidently recommend Ryan and the quality of the services that he can provide to anyone.

    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.

    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.

      Noel Financial Services
      5.0
      from 2 reviews
      • 1 hire on Thumbtack
      MCA B.
      Verified review

      Noel Financial Services provided exceptional financial services to my company. They were very efficient, timely and very professional. It was a pleasure doing business with you. Hope to do business again in the near future.

      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!

      Financially Yours
      5.0
      from 1 review
        Harold L.
        Verified review

        Excellent Client service.

        About

        We are committed to provide services and solutions to help you enhance and capture the best opportunities as an individual or small business. Our pledge is to help you make better and more informed decisions that improve your position to flourish in any economy. As a Stakeholder of Downstate New York for the IRS, we are providing up-to-date and informative seminars on crucial financial and tax issues affecting individuals and small business owners. Hickey & Hickey has a long-standing reputation of service to the public. Our customers love the high caliber of service we provide at a substantial value, in addition to the way we break down tax jargon into plain English, so that you can understand what is going on as well as how to better organize yourself and your business financially. We are passionate and strongly bound to deliver the highest-quality product and to accomplish this motto our professionals are constantly evaluating opportunities to offer you value-added services.

        About

        I am a financial consultant and notary public for NYS. I am self-employed and have been working for the last 10 years as a financial consultant for a foreign company.

        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.

        About

        Foresters Financial Services, Inc. provides everyday families and individuals with financial solutions, guidance and tools, to meet their needs across all life stages. Our Financial Representatives offer personalized service combined with a solid, long-term approach and fresh thinking, to help you: • Save and invest for retirement, education and other life events • Create retirement income strategies • Protect the ones you love • Plan your legacy You can also take pride in knowing that you are part of Foresters™, an international financial services provider that gives back to the community and cares deeply about family well-being. Each year Foresters organizes thousands of community activities, providing financial contributions and hands-on volunteerism in support of charitable partners that make a meaningful and lasting impact in local communities. Together, we can help you achieve financial and family well-being—now and tomorrow, this generation and the next. You should consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information, and should be read carefully before you invest or send money. An investment in a fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. Foresters Financial™ and Foresters™ are the trade names and trademarks of The Independent Order of Foresters, a fraternal benefit society, 789 Don Mills Road, Toronto, Canada M3C 1T9, and its subsidiaries, including Foresters Financial Services, Inc. Securities, life insurance and annuity products are offered through Foresters Financial Services, Inc. Insurance products are issued by Foresters Life Insurance and Annuity Company or The Independent Order of Foresters.

        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.

        About

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

        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.

        • 13 years in business
        About

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

        • 9 years in business
        About

        Fast professional service

        About

        PFS gives a detail overview of a family's current financial situation and suggests a personalized strategy for their financial security with the three C's: complimentary, confidential and customized. This means our advice to you is completely based on what's best for you. We think it's the only arrangement that's fair to clients. Our team of talented professionals is committed to building life long relationships with clients based on honesty and companies that we believe are trading fair market value. If you need expert financial advice and assistance, we'd be happy to help.

        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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