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Stamford Financial Advisors

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

Top Pro
Paul Bortnick, CPA, CFP
5.0
from 48 reviews
  • 69 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 47 reviews
  • 28 years in business
  • 51 hires on Thumbtack
Joakim J.
Verified review

This is the second year I hired Mr. Otobo's services for filing my taxes, and I will continue to hire him for as long as I'm living in US. As a foreigner, filing your taxes here, compared to Sweden is different and quite a bit more complex. Mr Otobo has been very helpful and service-minded about explaining how everything works and taken care of everything for me. He shows up during office hours to personally deliver your papers and talk things through. A true professional that I can't recommend enough.

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.

Hung & Scanga, LLC
5.0
from 14 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!

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

Jon Ezeokoli is very knowledgeable in every thing he does. He assisted me with my taxes and creating a budget. I am a single mother and my time is limited so he came to my home and gathered all the necessary documents. He did the work in a timely fashion and I was very pleased. He continues to assist me with all financial needs and takes his time with answering all my questions! Excellent work Jon!

  • 7 years in business
  • 8 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.

  • 12 years in business
  • 5 hires on Thumbtack
Jason D.
Verified review

Anne is very prompt, through, and professional. I would recommend and utilize her services again.

The Towles Group Inc.
5.0
from 5 reviews
  • 16 years in business
  • 13 hires on Thumbtack
Keyon J.
Verified review

Awesome accountant, great fast reliable services. I wouldn't trust my business with anyone else, Ivan always count on The Towles Group!!!

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.

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 offer tax, bookkeeping, and financial consultation. We have over 10 years of experience working with the IRS and financial records of our clients. We offer the utmost professionalism with our clients. We handle all types of returns, and can service any type of business since we tailor our services to you. The software we use for bookkeeping is QuickBooks, which is online, and can be completely cohesive with your business' day-to-day operations. Our office is located on 8 East 199 St., Jerome Avenue, Bronx, NY. We speak English and Spanish.

About

Serving The Villages, FL and outlying areas, William Smathers and Associates are offering the following services but not limited to: * Financial Planner * Financial Advisor * Long Term Care Insurance * Retirement Planning * Investment Solutions and Life In

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

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.

  • 18 years in business
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 are your excellent source for online financial services. ALLcreditfinancialservices Co. LLC is your excellent source for a wide range of online financial services, including legal services, credit repair, credit cards, insurance, business to business, real estate services, trading and investments, online banking, money transfer, credit reporting, identity theft protection services, and many more services. The content supplied on Allcreditfinancialservices Co. LLC website is intended for informational intention only; don't make any financial decisions established on its substance. Financial decisions are personal, grounded a person's situation. Refer to a financial professional before making any financial decisions. ALLcreditfinancialservices Co. LLC is not liable for your financial actions. All loans are subject to prime lender's approval, not ALLcreditfinancialservices Co. LLC.

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

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.

  • 9 years in business
About

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