Waterbury, CT
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Waterbury Family Financial Services

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

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.

  • New on Thumbtack
Cynthia S.
Verified review

Excellent Client Service The Living Trust seminar and consultation were clear, precise and informative. All our questions were thoroughly answered.

Top Pro
Halpern & Associates, LLC
5.0
from 23 reviews
  • 37 years in business
  • 50 hires on Thumbtack
  • Top pro on Thumbtack
Alexei O.
Verified review

Superbly professional and on point . I am absolutely sure I have made the right choice asking this company to provide services to me which I'm sure will last for many years.

Suozzi Accounting & Tax
4.9
from 7 reviews
  • 5 years in business
  • 13 hires on Thumbtack
Jared H.
Verified review

Mr Suozzi was courteous and knowledgeable in dealing with our family's tax preparation for 2014. In addition to multiple incomes and part-year state tax returns, we also had capital gains taxes and moving expense reimbursements, which we did not understand well. Mr Suozzi took the time to explain to us how these things work in the tax code and how he recommended we should deal with them. I asked Mr Suozzi to advise us how to resolve the issues in the most simple and clear way, rather than how to minimize our tax burden. He did this. His rates are reasonable.

Edwin Casanova CPA, P.C.
5.0
from 2 reviews
  • 2 years in business
  • 1 hire on Thumbtack
Allen L.
Verified review

Eddie is a dynamo when he is focused on a project! He is an accomplished Eagle Scout and finishes what he starts. He is a hard worker and pays attention to details. As a CPA tax preparer I promise he will find every possible benefit available on your tax return! Eddie is family oriented and loyal to everyone around him. Your account will be treated with the same respect and high regard! Try out his services today .....you won't regret your decision.

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.

  • 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!

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.

  • 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.

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

As a registered investment advisor, we are held to a higher fiduciary standard than many advisors. We are paid using a fee-for-service model that is fully transparent to clients.

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

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 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.

About

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

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.

  • 8 years in business
  • New on Thumbtack
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.

  • 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.

  • New on Thumbtack
About

I will provide financial advise to individuals or companies. I help with retirement planning and debt consolidation strategies. I do not charge a fee. My company will compensate me if I am able to meet your needs.

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

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