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Washington Financial Advisors

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

Top Pro
Jofi Joseph CPA Tax Services
4.9
from 115 reviews
  • 3 years in business
  • 208 hires on Thumbtack
  • Top Pro on Thumbtack
Michal B.
Verified review

Jofi helped me sort out a lot of small details and create a financial plan that is feasible and smart. Thank you!

Top Pro
Fidelis CPA
4.8
from 45 reviews
  • 5 years in business
  • 99 hires on Thumbtack
  • Top Pro on Thumbtack
Chinedu I.
Verified review

As a new business start up I needed a CPA firm to help set up my books and handle my IRS filings, and I was referred OH Partners CPA. They did an excellent job in setting up and my books and bringing my taxes up to date in a very timely manner. I have had very easy access to them and they return my calls promptly and communicate in a courteous manner. They have also been very helpful in working with my bank to meet my financial reporting requirements by providing accurate financial statements to the bank for my line of credit.

Top Pro
Fi-Tech Business Solutions
4.9
from 39 reviews
  • 28 years in business
  • 114 hires on Thumbtack
  • Top Pro on Thumbtack
Tasha E.
Verified review

Great working with Fi-Tech, she was prompt, supportive and very professional! Enjoyed not having to worry about anything this year.

Agog Financials
4.7
from 20 reviews
  • 21 hires on Thumbtack
Anuj M.
Verified review

Karan is a consummate professional who seeks to provide good value services to his clients. I am glad I found him and plan to continue to employ him to do my taxes and other financial services.

Law Offices of Rick Todd
4.4
from 20 reviews
  • 28 hires on Thumbtack
Jasmine H.
Verified review

Rick Todd is the ultimate professional. He is knowledgeable and easy to work with. I recommend him for estate planning and financial planning without hesitation.

MANNA WEALTH Management
5.0
from 11 reviews
  • 56 years in business
Dushyanthi Z.
Verified review

Manna Wealth Management provides excellent financial management and retirement planning services! David Kassir and Lola are great to work with and provide great customer service. David Kassir has years of experience that he leverages to advice and guide us on conducting our retirement planning in the most optimal manner. David is always available to answer questions and provide recommendations and walk-through different investment scenarios and options. I highly recommend Manna Wealth Management!

JKooper Financial Services
5.0
from 9 reviews
  • 21 years in business
  • 11 hires on Thumbtack
Linn R.
Verified review

JKooper aims to please. Whether you are in need of consultations, tax preparation, and taxes files you never have to worry. Your documents are prepared correctly and in a timely manner. JKooper wlecomes all inquiries with precise feedback. With more than 10 years of exprience, I only prefer JKooper financial Services, my taxes are always done to perfection. Thank you. Your company is excellent! And your customer service is exceptional.

Alton Dawsey
5.0
from 7 reviews
  • 5 hires on Thumbtack
JD S.
Verified review

Alton’s experience and advice greatly helped us to undersntand the impact of our current financial decisions. He guided my fiancé and I through making necessary and beneficial changes so that we could feel more secure about our financial future. We enjoyed talking to him and found his demeanor to be personable yet very professional.

Denislav Dantev
5.0
from 6 reviews
    Kaloyan Z.
    Verified review

    I was referred to Denislav by a friend and I'm very glad I got to meet him. He truly worked with me and in my family's best interest. He explained everything clearly and made complicated topics simple and easy to understand, putting us on the path to financial security.

    • 5 years in business
    • 15 hires on Thumbtack
    Matthew M.
    Verified review

    be happier with the services Edge Financial & Management has provided me. I hired this company in March to reconcile my books, because they were sub par at best... and honestly a complete nightmare from the last accountant. I can't say enough about the professionalism and the attention to detail this firm provides. They're responses to my inquires and concerns have been outstanding. I plan to use this firm to help keep my book organized moving forward. If you want a company that really pays attention to detail, and is looking out for your best interest give them a call!

    • 8 years in business
    • 3 hires on Thumbtack
    Adevia H.
    Verified review

    Choosing to work with Mr. Smith has been the smartest financial decision my husband and I have made. We appreciate the education, support, and respectful accountability offered. Mr. Smith has strong and clear values which are not only demonstrate in how he has worked with us, but also in the his language, and demonstration of principles. We have saved more money in the 3 months we've been working with him, than we have EVER before! Invest in yourself and your financial future, you have nothing to lose but so much to gain! Thank you Mr. Smith for being a man of wisdom and character and for your willingness to share your gifts. Adevia Hellen

    • 4 years in business
    Johnny S.
    Verified review

    Working with Deri was a breeze. She really understands your needs and finds financial products that make most sense for you.

    Hope Financial
    4.8
    from 5 reviews
      Rohit C.
      Verified review

      Productive experienceI I highly recommend Hope Financial as a financial adviser.

      Ghion Financial Services
      5.0
      from 2 reviews
      • 15 years in business
      Muluhabt M.
      Verified review

      I always do my financials with Ghion tax and their accuracy and professionalism put them in my first choice. Keep the good work

      • 58 years in business
      Tom J.
      Verified review

      Working with this financial team was very easy. I wish I had known all the information I received in my 20's. Looking forward to our continuing relationship.

      • 9 years in business
      • 4 hires on Thumbtack
      Renee D.
      Verified review

      I recently hired Luramon Jean Pierre, CPA, CMA to assist me with a variety of projects related to financial projections for my business start-up as well as completion and filing of my taxes. Mr. Pierre’s quality of work and customer service and satisfaction is ranked well above average. He is very knowledgeable and professional and he made sure that at each step and through each project, he understood my whole financial picture and was able to provide a detailed explanation of each process and the reasoning to support the explanations. He is very passionate about what he does and it is reflected in the projects that he produces. Mr. Pierre removed the high anxiety level that existed due to my anticipation of my personal tax outcome and how my financial projections for presentation of my business to lenders. He is very patient and flexible and takes his time to understand his customer needs. I would recommend Luramon Jean Pierre, CPA, CMA to anyone and everyone seeking the assistance of an extraordinary professional who handles financial situations with great ease on a personal or business level. Mr. Pierre transformed my vision and a complex tax situation into something that I can manage. I give Luramon Jean Pierre, CPA, CMA *****5 stars for his work ethic and his whole approach to his customers and meeting their needs. Dr. RD

      About

      I specialize in personal financial consulting, bookkeeping and tax preparation (1040, 1040A, 1040EZ and Schedule A, B, C, D and E).

      About

      I have a Bachelor of Science in Accounting/Finance degree and am a registered tax preparer with IRS and an e-file provider. I have worked and have experiences with both commercial and government contractors for over 14 years. I'm specialized in accounting, audit, payroll, bookkeeping, individual and corporate tax preparation, setup of new business entity and more. Please inquire for more information. Thank you!

      About

      We provide full-service tax preparation, consultation, IRS audit resolutions, 50 state tax filing, small business compliance, bookkeeping, small business payroll, credit restoration, budget analyst, and audit services.

      About

      I have a fee-based financial planning team working with families and small businesses in the Maryland/Virginia area. I can provide assistance on a range of financial issues, from cash management and insurance needs to helping clients meet their financial goals. I have experience in building and maintaining close client relationships founded on the basis of trust, respect and integrity. I work tirelessly to help my clients achieve their goals.

      About

      Custom Financial Blueprint has more than a decade of experience providing exceptional, personalized financial solutions to individuals, families, and business owners to help them reach their goals. We take great pride in educating consumers about the basic financial concepts on how money works behind insurance, investing, retirement, estate planning, and wealth preservation.

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